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HELP!! Scatter

  1. #1
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    HELP!! Scatter

    Hi Guys,

    Firstly, I apologies my excel skills are far from what I would like them to be as I believe this could be solved very easily but having not done anything like this before I am facing some issues.

    I need to create a spreadsheet which will split out a scatter graph once I have added data into it.

    The data I will be receiving is:
    - An ID number
    - Impact (Measured L - Low <£500,000, M - Medium £500,000 - £1,000,000, H - High >£1,000,000)
    - Effort (Measured 1-5)
    - Risk (Measured 1-5)
    - Estimate opportunity (££ value)

    Ideally, I would like the scatter graph to display Impact on X, Effort on Y with each point showing the ID number and estimated opportunity value then coloured red (5) to green (1) depending on risk.

    Then split into 4 quadrants with total estimate opportunity values added to each quadrant.

    Is this something that's easy to do and I am looking in the wrong place for a how to or is this something that is more advanced?

    Anyone that can point me in the right direction with help or if its something relatively easy produce I would be very grateful.

    I have attached an example of the input data I will be receiving.

    Thanks in advanced for any help.
    Attached Files Attached Files

  2. #2
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    Re: HELP!! Scatter

    I would say that this is "easy", but it is multi-faceted, so there are multiple steps along the way.

    Your sample file does not include a basic scatter chart, but I will assume you know how to create a scatter chart.

    To get the "conditional formatting" (color based on risk value), the most common strategy is to add each "color" to the chart as its own data series, and most of that effort is in the spreadsheet, not the chart. Tutorial here: http://peltiertech.com/conditional-f...-excel-charts/ The strategy described should easily adapt to a scatter chart.

    I am not sure what you are trying to do with the "split into 4 quadrants" based on estimated opportunity. My first guess is that you want something like this: http://peltiertech.com/shaded-quadra...scatter-chart/

    To get the ID# to display as the data label, add the data labels to each series, then "format" the data labels as "value from cells" (https://support.office.com/en-us/art...2-f467c9f4eb2d click on Add data labels for instructions on adding data labels and "change the look of data labels" to see how to change the content of the data labels.

    Where do you get stuck?
    Quote Originally Posted by shg
    Mathematics is the native language of the natural world. Just trying to become literate.

  3. #3
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    Re: HELP!! Scatter

    Thanks for the quick reply.

    So the issues I am having now is the labelling. When I label they all stack on top of each other. I have attached what I have got too.
    Attached Files Attached Files

  4. #4
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    Re: HELP!! Scatter

    What are you trying to do with this chart, because it does not seem to be doing any of what you described in the OP?

    I notice that B3:C3 ("impact","effort") is being used as the horizontal X values. Since text does not mean anything in a scatter chart, Excel is using 1 for the first X value and 2 for the second x value. Your OP suggested that you wanted the impact values (B4:B12) to be the X values.

    There are 9 data series in rows below for the Y values. The impact values are plotted above 1 and the effort values are plotted above 2. Your OP suggested that you wanted the effort values to be plotted as the Y values, so I would have expected the Y values for one data series to be C4:C12.

    Assuming I am understanding what you want, you need to go into the Select Data dialog, clear the chart source data, then add a single data series that uses C4:C12 as the Y values and B4:B12 as the X values. 2010 help file, I expect 2013 is similar: https://support.office.com/en-us/art...angesourcedata

    Am I understanding this correctly?

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