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Philipp Kowalski is a self-taught Excel-lover, project manager and blog-owner. Besides developing "beautiful" solutions in MS' premier spreadsheet tool, he loves his fiance, his cats and surfing the net. He is CEO and owner of Inservo IT, the company behind Excel-King. He's also available on Twitter and YouTube. If you like this website, please leave a comment. If you want to know more visit the forums or look into the about section of this website.

I have played around with one of the cooles features of MSXL 2007 - the new options in conditional formatting. I asked myself, if there could be a way to emulate some of its behavior back in MSXL 2003.

This post focusses on the data bars which came as a new feature for conditional formatting in MSXL 2007. With some work it is possible to emulate them in the older versions, by the way without any conditional formatting at all. Sounds strange, huh? The picture below shows what we want to emulate:

Let's start by firing up MSXL 2003. Enter the data of columns A and B of the example image above into your new spreadsheet.

Select the range from A1 to B11 with the mouse and click the chart icon  or select Insert - Chart via the menu.

Click on the bar chart type and click finish.

Now right click the X-axis (vertical) - the cities - and from the scale tab choose "Categories in reverse order" to have a matching chart with our list of cities

Right click in your chart and select the chart options. Here you have to get rid of all the additional stuff as described in the post about custom made sparklines. For all the readers who don't want to go through the whole post from Thursday here is a short list of what to deactivate (or untick) ordered by the tabs where you will find the checkboxes:

  • Titles: Empty the "chart title" text box
  • Axes: Untick "Category (X) axis" and "Value (Y) axis"
  • Gridlines: Untick "Major Gridlines" in the "Value (Y) axis" section
  • Legend: Untick the "Show legend" checkbox

Click OK in the chart options dialog box.

Right-click in the "grey" area of your chart and from the context menu select "Format Plot Area". Select the "None" radiobuttons for both the Border and the Area section

Now right-click on one of the data bars (only ONCE!) and select Format Data Series. Choose None for the border. Click the Fill effects button in the Area section and in the appearing window select "Two colors" from the Colors section. The first color could be one of your choice. I choose the RGB value of 255 / 85 / 90 to get as close to the MSXL 2007 original color as possible (see the posts on how to add custom colors - text / video - to see how you can adjust the MSXL color tables). Make sure, that the second color is white (!) because we want to have this nice little fade effect. I use a second color with the values of 255 / 221 / 222 which should result in a similar effect as with MSXL 2007 (Thanks to Jon Peltier for the hint in the comments!:-) ) From the Shading styles radiobuttons select the vertical one and click the top left example in the variants section (see screenshot below).

After confirming these settings with OK you should be still in the Format Data Series dialog box. Choose the Options dialog box and set the Gap width to something like 20 which will reduce the gaps between data bars. Adjust this setting to your needs.

Now right-click as close to the border as possible on your chart and choose Format Chart Area. This can be a little tricky as you have to make sure that you do not right-click the plot area but the chart area.

From the dialog box choose None in both sections, border and area.

Don't worry, we're nearly there

Now click the chart and make sure that you have the eight little black squares that are used for resizing your chart (not the one with the dotted line). Cut your chart by using CTRL+X or the scissors icon and move the chart to a new / another tab, pasting it there with CTRL+V.

Because we will work with the camera tool again as in the sparklines post - switch of the grid. This is done by going to Tools - Options and deselect the Gridlines checkbox in the Windows section of the View tab (lower third). Make sure that you have deselected your chart prior to that, otherwise this option will not be available.

Select the cells "below" your chart and make sure that you have all of the chart "in it". Click the camera tool (refer to the sparklines post mentioned above if you don't have it available). Go back to the tab / spreadsheet with your table and click once besides the table to "insert" the picture of your chart. Right click the picture and in the Colors and Lines tab, select "No Fill" for the Fill section and "No Line" for the - you guessed it - Line section.

With the picture still active, make sure that your picture toolbar is available. Use the crop tool to do get rid of unnecessary white space in the picture of the chart. Now move the picture to the desired location and adjust it in size just as you would do with any other picture. This is it... :-) See my result below:

I must admit, it is not totally the same, but hey, it comes close, what do you think? If you want me to make a video of this post, leave a comment (I think it's a good topic for a video explanation). If you would like to play around with my file, here is it: Emulate ConditionalFormatting (ZIP - 14 kB).

 

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Written on Saturday, 12 December 2009 00:00 by Administrator

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Comments  

 
0 #1 Jon Peltier 2009-12-12 17:40
You could avoid one of the big problems with the Excel 2003 data bars if you don’t use the gradient fill on your own bars. When the ends of the bars are faded, it is not easy to see where they end.
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0 #2 Administrator 2009-12-12 18:40
Just as I was recording the video version of this post I thought that it could be a good idea not to fade into white but a lighter version of the red like 255/221/222 (RGB values) which displays them much better. I will adjust this post and the upcoming video.
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0 #3 Jon Peltier 2009-12-12 20:16
Why even fade them at all? It’s just another gratuitous visual effect that hinders visual analysis.
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0 #4 Administrator 2009-12-13 10:26
From a clarity standpoint, you are absolutely right. My focus with this post was to come as close as possible to the 2007 results. In the end it’s the user who decides what works best for him.
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0 #5 Jon Peltier 2009-12-13 20:40
Fair enough. However, that has an implicit endorsement of Excel 2007’s data bars, which are not an effective implementation of this kind of visualization.

Bars have improved on the weaknesses of 2007’s.
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0 #6 Jon Peltier 2009-12-13 20:42
My second paragraph was munged. It should say:

Excel 2010’s Data Bars have improved on the weaknesses of 2007’s.
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0 #7 Administrator 2009-12-13 23:00
Had no chance to look into 2010 yet (I know, having Excel in my domain name, I should have done so). But you are absolutely right, this is an improvement.

Maybe the purpose of this post should have been made a little clearer. Reviewing it now it should be something like “another cool way to use the camera tool” From my perspective, it’s one of the most underestimated tools in terms of charting and “dashboarding”.
Quote
 
 
0 #8 Jon Peltier 2009-12-13 23:59
The camera tool is nice. Because it sucks down resources, though, it’s best to use other techniques as much as possible, and limit yourself to less than a dozen camera objects per worksheet.

I tested the technical preview of Office 2010. Then I downloaded the beta, but I can’t install it because my testing computer has shut down seemingly for the last time
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0 #9 Administrator 2009-12-14 12:43
Oh, okay wasn’t aware that the tool needs so many resources. I should re-think my usage of it (and maybe limit my promotion of it *gg*)
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0 #10 Jon Peltier 2009-12-14 12:58
Try it yourself. I haven’t tried overloading it since I was using XL97. The resource drain may not be too severe (though XL2007 has its own resource problems
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