Recently I have been building some interactive charts for one of my clients using techniques that I have learnt from powerpivotpro.com, from searching the Web, as well as some of my own ideas. While some of the techniques I will talk about in this post are not new, I have combined some of these old favourites with some new techniques to solve some of the problems I have come across. I want to illustrate how the combination of these things can deliver a very positive user experience, and just as importantly – anyone with a good set of Excel skills can build an interactive charting tool like this by following the patterns demonstrated. I have created a demo of all of these concepts into a new workbook using Adventure Works so that you can see how these techniques come together for the user. There is a link to this workbook at the end of this post.
The techniques I have used are:
- Disconnected slicers used to create interactive chart series
- Cube formulae and standard Excel to make an interactive chart title
I love these 2 tips I learnt from Rob – so user friendly. However I came across a few problems when I tried to implement these, hence I have developed the following 3 additional techniques to solve these problems.
- Cube formulae and standard Excel to make an interactive legend
- VBA and “link to source” for interactive axis formatting
- Excel VBA to change which Axis the series appears on.
I have created a short video to demonstrate the 5 features built into this workbook, and I then explain each of these in more detail below. I have not hidden the behind the scene workings so you can see these in action – of course you would normally hide these from the user.
Now let me call out the key techniques I have used to make this workbook rock.