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Progress Chart with 3 variables

  1. #1
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    Progress Chart with 3 variables

    Dear Experts,

    I have a worksheet which i maintain simply in a matrix table to track activity completion against each SKU. I have 11 SKUs in total & there are 11 activities which are standard for each SKU.
    11 for both is just a coincidence. Now i also have a Start & End window for each SKU.

    I need to represent this table in a graphical format showing % completion against each SKU & also it should show overall % completion. Also, it should display the Start & End window for each SKU and show the pending activities (To be Decided). I count these as 3 variables to show on graph.

    This can either be in a graphical format or any other appropriate method

    File attached.

    Thanking you in advance.

    Mahesh
    Attached Files Attached Files

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    Re: Progress Chart with 3 variables

    Hello Forum experts,

    Can someone please help to move this thread to "Excel General" segment? I dont know how to do this? Appreciate your help

    Thanks,
    Mahesh

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    Re: Progress Chart with 3 variables

    I'm not sure I understand exactly what you are looking for in your graphical overview. Are you thinking something like a Gantt chart? Some other stacked bar/column chart? Or something else?

    Excel's charts have little to no capacity for data analysis. Often the first steps to create a chart are in the spreadsheet computing the quantities that you want to show in the chart. For example, in this case, you say that you want your chart to show % completed. If you want to show % completed in the chart, you will almost certainly have to compute % completed in your spreadsheet. I am not certain how you intend to compute % completed with the different weightages, so I cannot offer a specific suggestion.

    If you will arrange your data/calculations correctly in the spreadsheet, the chart will be very easy to create. Often the difficult task is arranging the data. Excel charts tend to work best with data arranged with the desired horizontal/category axis data (SKU-#??) down the left of the chart table, data series across the top of the table, and the desired values (raw or calculated) in the body of the table.

    Without know the specifics of your desired chart, it is difficult to give specific recommendations, but that should give you an overview of what to do next.
    Quote Originally Posted by shg
    Mathematics is the native language of the natural world. Just trying to become literate.

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    Re: Progress Chart with 3 variables

    Hi MrShorty,

    I agree my ask was a little confusing. But what i am trying to achieve is that with the updated attachment (where now i have entered the status); i need a Bar chart to show progress for each SKU and the graph should display pending activities distinctly.

    I dont know whether there is a need to prepare 2 such Bar Charts and then super impose them to show the required visual.

    Thanks in advance. Hope this makes my request easy to understand.

    Mahesh
    Attached Files Attached Files

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    Re: Progress Chart with 3 variables

    Preparing two superimposed bar charts would be difficult to build and maintain. I would avoid this approach except as a last resort.

    I am still not sure exactly what you want the chart to show. Since I cannot tell how much of the question is about creating a specific chart in Excel, and how much is about creating charts in general, here's how I might create a simple stacked bar chart that shows fraction complete and fraction pending:

    1) Make a copy of the SKU list for the chart's data table. Enter =A5 into O5 and copy down.
    2) Compute fraction complete in column P. I'm not sure how you would calculate this, so I choose a simple =COUNTIFS(D5:M5,"done")/10 and copy down. Format as % if you would prefer to see these fractions as percentages.
    3) Compute fraction pending in column Q. =1-P5 and copy down. Again, you can format as % if you prefer to display these fractions as percentages.
    4) Select O5:Q15 -> Insert -> bar chart -> stacked bar.
    5) Formatting as desired.

    At this point, you should have a simple stacked bar chart that quickly shows what portion is completed and pending for each SKU. Is that even close to what you want? What do you like about this chart? What more do you want this chart to do? Or do you want something completely different?

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    Re: Progress Chart with 3 variables

    Hi MrShorty,

    Thanks for your reply. I followed the approach as explained by you. It does produce a Bar Chart. However, i also wanted to insert the Start & End Window for each SKU. How can i do that?

    Regarding your question as to what i am looking for - I wanted a graphical representation of the Matrix in excel; going by the approach that a picture is worth more than 100 words. However, i am looking at a more inclusive graph showing Start & End window; % completion as per the weightages assigned for each activity and probably, the graph should also display what are the pending activities which account for Pending %.

    Hope i am able to clarify myself.

    Let me know if you have any thoughts as a last try.

    Thanks,
    Mahesh

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    Re: Progress Chart with 3 variables

    However, i also wanted to insert the Start & End Window for each SKU. How can i do that?
    That suggests more of a Gantt chart to me, so maybe build it as a Gantt chart (which is still a stacked bar chart). Here's a basic tutorial for creating a Gantt chart: https://www.excel-easy.com/examples/gantt-chart.html

    I'm still unsure how you intend to include the weightages in the % completion calculation, so I am going to stick with my COUNTIFS(...)/10. Simply substitute your desired % completion calculation where I have COUNTIFS(...)/10. If you are having trouble with the % completion calculation, explain exactly how the weightages figure into % completion.

    Here's how I might build a simple Gantt chart that shows how much is completed and how much is pending for each SKU:

    1) As before, I need to calculate % completed for each SKU, so I enter =COUNTIFS(D5:M5,"done")/10 into O5 and copy down. Substitute your actual % completed calculation if this is not exactly how you want to compute % completed.
    2) I also need a "total duration" calculation, which is =DATEVALUE(C5)-DATEVALUE(B5) entered into P5 and copied down. Note that the DATEVALUE() function will likely choose to return the first of each month for each mmm-yyyy text date. If you want it to return a different date, you will need to adjust these values to reflect the exact date you want each mmm-yyyy date to represent.

    With those two quantities calculated, I can now build the data table for the chart.

    3) A copy of the SKU numbers. =A5 in Q5 and copied down.
    4) A copy of the start date =DATEVALUE(B5) in R5 and copied down (substitute your desired variation if you want something other than the first of the given month).
    5) Calculate the completed duration =O5*P5 in S5 and copied down.
    6) Calculate the pending duration =P5-S5 in T5 and copied down.
    7) Enter some column labels for this table (to help Excel parse the data series). Enter "start date" in R4, "completed duration" in S4, and "pending duration" in T4.

    With the data calculated, build and format the chart.

    8) Select Q4:T15 -> Insert -> bar chart -> stacked bar chart.
    9) format chart as desired (in particular, format the "start date" series so that it is invisible).

    You should have a stacked bar Gantt chart with a floating bar that extends from start date to end date that is colored to show how much of each SKU is completed and how much is pending.

    Is that closer to what you want? Did you understand the purpose of each step?

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    Re: Progress Chart with 3 variables

    Hi MrShorty,

    Thanks for your time & efforts. Appreciate your guidance. With your inputs mentioned above, i have attached the results produced in the attached file.

    This is closer to what i am thinking. Only ask is can we show a Start & End Date Window on the chart.

    Also, i am not sure why the completed duration is appearing starting somewhere in between? Logically, the activities would commence from the start date.

    Hope you are able to understand. Can you please provide me the above logic built in to this chart?

    Otherwise, i think this chart is almost 90% meeting my expectations.

    Thanks,
    Mahesh
    Attached Files Attached Files

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    Re: Progress Chart with 3 variables

    As small as it may seem, it was important to delete the text in cell Q1.
    Let us know if you have any questions.
    Consider taking the time to add to the reputation of everybody that has taken the time to respond to your query.

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    Re: Progress Chart with 3 variables

    Hi JeteMc,

    Thanks. I need one modification on the graph, instead of displaying the dates at some increments; i would only like to show either Quarters for that specific year (like Q1-15, Q2-15, Q3-15...& son on until Q4-20) or, if this is tricky, then i am ok to only show the Years simply stacked like 2015, 2016, 2017, 2018, 2019 & 2020...may be until 2021.

    Also, on the bars, can we put data labels for "%" completed & "%" pending for all SKUs?

    Thanks,
    Mahesh

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    Re: Progress Chart with 3 variables

    See if the attached looks OK.
    Let us know if you have any questions.

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    Re: Progress Chart with 3 variables

    This is Perfect...Many thanks for you support JeteMc...much appreciated.

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    Re: Progress Chart with 3 variables

    You're Welcome. Thank You for the feedback and for marking the thread as 'Solved'. I hope that you have a blessed day.

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