Podcast
Questions and Answers
What is the first step in creating a dynamic chart using a defined name for a spill range?
What is the first step in creating a dynamic chart using a defined name for a spill range?
- Click the Formulas tab and Define Name (correct)
- Select the chart type
- Click the Insert tab
- Click the Data tab
What symbol is necessary at the end of the defined name to indicate it refers to a spill range?
What symbol is necessary at the end of the defined name to indicate it refers to a spill range?
- &
- %
- # (correct)
- $
Which range should be selected to create the column chart for dynamic data?
Which range should be selected to create the column chart for dynamic data?
- F3:F7
- F2:G6
- F3:G7 (correct)
- G2:G7
When replacing the range for Legend Entries in the chart, what must be preserved?
When replacing the range for Legend Entries in the chart, what must be preserved?
Which functions in Excel 365 allow the dynamic sorting of chart values?
Which functions in Excel 365 allow the dynamic sorting of chart values?
How will the chart behave when new data is added to the Product_Sales table?
How will the chart behave when new data is added to the Product_Sales table?
What is the benefit of using dynamic array formulas in charts?
What is the benefit of using dynamic array formulas in charts?
What is required to sort the category axis in a dynamic chart?
What is required to sort the category axis in a dynamic chart?
What happens to charts when new rows or columns are added to the underlying table?
What happens to charts when new rows or columns are added to the underlying table?
Which series of steps is correct for creating a clustered column chart using a table?
Which series of steps is correct for creating a clustered column chart using a table?
How does a chart react to changes in the underlying table range?
How does a chart react to changes in the underlying table range?
Why can't a dynamic array formula's spill range be directly used for creating a chart?
Why can't a dynamic array formula's spill range be directly used for creating a chart?
What is one method to create dynamic chart ranges using array formulas?
What is one method to create dynamic chart ranges using array formulas?
What is the consequence of inserting a chart directly from a spill range without defining a name?
What is the consequence of inserting a chart directly from a spill range without defining a name?
What is the purpose of the COUNTIFS function in dynamic chart creation?
What is the purpose of the COUNTIFS function in dynamic chart creation?
What is an example of how charts reference their source data when using a table?
What is an example of how charts reference their source data when using a table?
Which of the following statements about dynamic charts is true?
Which of the following statements about dynamic charts is true?
Which function combination is used to order product names and totals by rank?
Which function combination is used to order product names and totals by rank?
How does the ROW function contribute to the INDEX-MATCH formula in cell K3?
How does the ROW function contribute to the INDEX-MATCH formula in cell K3?
What is a key benefit of using data formatted as a table for dynamic charts?
What is a key benefit of using data formatted as a table for dynamic charts?
What can be used in Excel 365 for dynamically sorting values in charts?
What can be used in Excel 365 for dynamically sorting values in charts?
What ensures that a unique rank number is applied in the case of tied sales?
What ensures that a unique rank number is applied in the case of tied sales?
Which formula is used to return the sales value associated with a specific rank?
Which formula is used to return the sales value associated with a specific rank?
What is one method for automatically sorting values without using Excel 365?
What is one method for automatically sorting values without using Excel 365?
Dynamic charts can only be created using standard chart types in Excel.
Dynamic charts can only be created using standard chart types in Excel.
The primary advantage of using data formatted as a table for dynamic charts is to ensure automatic updates when new data is added.
The primary advantage of using data formatted as a table for dynamic charts is to ensure automatic updates when new data is added.
Dynamic charts cannot change color based on the value of key metrics.
Dynamic charts cannot change color based on the value of key metrics.
Dynamic sorting of chart data can only be achieved using Excel 365.
Dynamic sorting of chart data can only be achieved using Excel 365.
Charts in Excel can present data effectively using only the standard settings provided.
Charts in Excel can present data effectively using only the standard settings provided.
A dynamic chart's data can shift over time based on specified criteria.
A dynamic chart's data can shift over time based on specified criteria.
Formulas play a minimal role in enhancing the effectiveness of dynamic charts.
Formulas play a minimal role in enhancing the effectiveness of dynamic charts.
The primary goal when creating dynamic charts is to minimize manual tasks and improve accuracy.
The primary goal when creating dynamic charts is to minimize manual tasks and improve accuracy.
When new rows or columns are added to a table, the corresponding chart will not automatically update.
When new rows or columns are added to a table, the corresponding chart will not automatically update.
Dynamic array formulas can be used directly in a chart's source without any additional steps.
Dynamic array formulas can be used directly in a chart's source without any additional steps.
The chart's data source can sometimes reference a specific cell range instead of a table name.
The chart's data source can sometimes reference a specific cell range instead of a table name.
Resizing a table using the blue handle affects the associated chart's data range.
Resizing a table using the blue handle affects the associated chart's data range.
A clustered column chart can be created by selecting a dynamic array formula's spill range directly.
A clustered column chart can be created by selecting a dynamic array formula's spill range directly.
Charts created from a table source will update with the table data changes without any action needed.
Charts created from a table source will update with the table data changes without any action needed.
All charts can utilize dynamic array formulas directly in their data sources.
All charts can utilize dynamic array formulas directly in their data sources.
The amount of data plotted in a chart is unaffected by the range and data in the source table.
The amount of data plotted in a chart is unaffected by the range and data in the source table.
A hash (#) must be included at the end of the defined name to indicate it refers to a spill range.
A hash (#) must be included at the end of the defined name to indicate it refers to a spill range.
To sort the values in a dynamic chart automatically, the SORT and SORTBY functions can be utilized in Excel 365.
To sort the values in a dynamic chart automatically, the SORT and SORTBY functions can be utilized in Excel 365.
Product_Labels should not include the sheet name when defining the range for the category axis labels in the chart.
Product_Labels should not include the sheet name when defining the range for the category axis labels in the chart.
New data added to the Product_Sales table does not affect the dynamic chart created from it.
New data added to the Product_Sales table does not affect the dynamic chart created from it.
The Edit button for the Legend Entries must be clicked to replace the source range with a defined name.
The Edit button for the Legend Entries must be clicked to replace the source range with a defined name.
Using a defined name for a data range in charts simplifies the management of data references during data updates.
Using a defined name for a data range in charts simplifies the management of data references during data updates.
Excel 365 does not support sorting chart values in descending order automatically.
Excel 365 does not support sorting chart values in descending order automatically.
To create a clustered column chart, selecting the range F3:G7 is unnecessary.
To create a clustered column chart, selecting the range F3:G7 is unnecessary.
The formula =SORT(SUMIFS(Product_Sales2[Total], Product_Sales2[Product], UNIQUE(Product_Sales2[Product])), , -1) is used to sum the sales of distinct products in ascending order.
The formula =SORT(SUMIFS(Product_Sales2[Total], Product_Sales2[Product], UNIQUE(Product_Sales2[Product])), , -1) is used to sum the sales of distinct products in ascending order.
SORTBY can be used to sort an array based on another array using the SUMIFS function.
SORTBY can be used to sort an array based on another array using the SUMIFS function.
Excel 365 users can use the SORT and SORTBY functions, but they are the only methods available for sorting values dynamically.
Excel 365 users can use the SORT and SORTBY functions, but they are the only methods available for sorting values dynamically.
A dynamic chart updates its data automatically when using formulas to prepare the source data.
A dynamic chart updates its data automatically when using formulas to prepare the source data.
COUNTIFS is used in the ranking formula to ensure that duplicate sales values receive the same rank.
COUNTIFS is used in the ranking formula to ensure that duplicate sales values receive the same rank.
The formula =RANK.EQ([@Total],[Total],1) would rank the total values in ascending order.
The formula =RANK.EQ([@Total],[Total],1) would rank the total values in ascending order.
Using separate tables for data, calculations, and reports is considered a bad practice in report creation.
Using separate tables for data, calculations, and reports is considered a bad practice in report creation.
The COUNTIFS function cannot be used to create unique ranks in cases of tied values.
The COUNTIFS function cannot be used to create unique ranks in cases of tied values.
The INDEX and MATCH combination can be used to order product names and totals by rank.
The INDEX and MATCH combination can be used to order product names and totals by rank.
Dynamic charts can only be created using Excel 365 features.
Dynamic charts can only be created using Excel 365 features.
Filling down the INDEX-MATCH formula changes the rank number returned based on the row number in the formula.
Filling down the INDEX-MATCH formula changes the rank number returned based on the row number in the formula.
The column chart can be created directly from an unordered table of values.
The column chart can be created directly from an unordered table of values.
Dynamic array formulas do not contribute to the creation of dynamic chart ranges.
Dynamic array formulas do not contribute to the creation of dynamic chart ranges.
A primary benefit of using tables for dynamic charts is to enable manual updates of chart data.
A primary benefit of using tables for dynamic charts is to enable manual updates of chart data.
Tied sales values result in the same rank being assigned without the influence of any functions.
Tied sales values result in the same rank being assigned without the influence of any functions.
Flashcards
Dynamic Charts
Dynamic Charts
Charts that automatically update when the source data changes.
Table-Linked Charts
Table-Linked Charts
Charts connected to a table; chart updates when data in the table changes.
Spill Range
Spill Range
The output range created by dynamic array formulas, often containing a table of results.
Dynamic Array Formulas
Dynamic Array Formulas
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Defined Name
Defined Name
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Chart Source
Chart Source
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Clusered Column Chart
Clusered Column Chart
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Chart Update
Chart Update
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Defined Name (in Excel)
Defined Name (in Excel)
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Column Chart
Column Chart
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Select Data Source
Select Data Source
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Category Axis Labels
Category Axis Labels
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SORT/SORTBY functions
SORT/SORTBY functions
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COUNTIFS Function
COUNTIFS Function
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Unique Rank
Unique Rank
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INDEX and MATCH
INDEX and MATCH
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ROW Function
ROW Function
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Dynamic Chart Range
Dynamic Chart Range
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SORT Function (Excel 365)
SORT Function (Excel 365)
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SORTBY Function (Excel 365)
SORTBY Function (Excel 365)
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Dynamic Chart Creation (without Excel 365)
Dynamic Chart Creation (without Excel 365)
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Why use a dynamic chart?
Why use a dynamic chart?
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How to create a dynamic chart?
How to create a dynamic chart?
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How to create a dynamic chart (without Excel 365)?
How to create a dynamic chart (without Excel 365)?
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Dynamic chart sorting
Dynamic chart sorting
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The Power of Tables
The Power of Tables
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Dynamic Chart Sources
Dynamic Chart Sources
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Why not directly link a chart to spill ranges?
Why not directly link a chart to spill ranges?
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How to connect a chart to dynamic data?
How to connect a chart to dynamic data?
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How to create dynamic category labels?
How to create dynamic category labels?
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SORT/SORTBY functions (Excel 365)
SORT/SORTBY functions (Excel 365)
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Automatically Sort Chart Values
Automatically Sort Chart Values
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Sorting Chart Values (Excel 365)
Sorting Chart Values (Excel 365)
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Sorting Chart Values (Without Excel 365)
Sorting Chart Values (Without Excel 365)
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Unique Rank in Charts
Unique Rank in Charts
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COUNTIFS Function in Charts
COUNTIFS Function in Charts
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Chart Source Data
Chart Source Data
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Dynamic Spill Range
Dynamic Spill Range
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INDEX and MATCH Functions
INDEX and MATCH Functions
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Dynamic Chart Creation (no Excel 365)
Dynamic Chart Creation (no Excel 365)
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How to create a dynamic chart (no Excel 365)
How to create a dynamic chart (no Excel 365)
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Study Notes
Course Information
- Course: Global Leader
- University: YEUNGJIN UNIVERSITY
- Week: 9
- Chapter: 4 (1)
- Lesson: 1. Advanced Chart Tricks (1)
- Professor: Heejung Yoon
Learning Contents & Objectives
- Dynamic Charts (1)
- Dynamic Charts (2)
- Easiest way for charts to automatically update
- Creating dynamic chart ranges
- Chart use in Excel 365
- Formulas to automatically sort values without Excel 365
Dynamic Charts (1)
- Everyone uses standard charts, but there is more to explore
- Combining charts with tables, formulas, formatting, and Power Query will upgrade charts
- There are books on Excel charts, but this chapter simplifies the topic
- Power Query and formulas will be used for presentation
- Key features include: automatically changing key metric colors, dynamically sorting data, time-dependent charts, and creative labels
Dynamic Chart Range with Tables
- The easiest way to ensure charts update with new data is using tables
- New rows/columns added to a table automatically expand
- Using a table as the data source ensures charts update automatically
- Example table:
Sales_Summary
with product sales data - Outcome: a clustered column chart
Dynamic Charts (1) - Steps for Creating a Chart
-
- Select the table data
-
- Insert tab -> 2D Clustered Column Chart
- Chart automatically plots data added to the
Sales_Summary
table
Dynamic Charts (1) - Additional Info
- Reference
dynamic-charts.xlsx
file for practical application - Manual tasks can be reduced by using dynamic charts
- Accuracy can improve with automatic data updates
Dynamic Charts (1) - Dynamic Array Formulas
- Dynamic array formulas are another method for creating dynamic charts
- Spill ranges from formulas cannot directly be used for charting
- Create defined names for each spill range.
- Example:
Product_Labels
- Example:
- Use the hash symbol (
#
) in Excel - Repeat steps for the G3 spill range, using the name
Total_Values
. - Select range F3:G7,then Insert -> Clustered Column Chart
Dynamic Charts (1) - Next Steps
- Select a chart then
Chart Design -> Select Data
to open data source window - Use defined names in the chart
- Edit the Legend Entries to use the name
Total_Values
.
Dynamic Charts (2) - Automatic Sort
- Sorting values in charts needs to be dynamic for dynamic ranges
- Use
SORT
andSORTBY
functions in Excel 365
Dynamic Charts (2) - Example Formula
- Example formula (uses SUMIFS, UNIQUE, and SORT in Excel) to sort sales in descending order
- Used for ordering products and sales in a table
Dynamic Charts (2) - Advanced Sorting
- Formula
SORTBY
sorts data based on the results ofSUMIFS
- Use the
INDEX
andMATCH
functions to reorder products based on the sorted rank
Dynamic Charts (2) - Further Application
- Example to use INDEX and MATCH to return data from the ranked table
- Outcome: new table with data ranked to create a new column chart
Dynamic Charts (2) - Alternative Approaches
- Use Power Query or PivotTables for grouping, summing, and sorting data for charts
Dynamic Charts (2) - Additional Formula
- Formula for ranking total sales in the
Chart_Prep
table - Formula uses
RANK.EQ
,[Total]
, 0,COUNTIFS
, and the relevant columns in theChart_Prep
table
Additional Notes
- The
COUNTIFS
function is used to manage tied entries in ranking - These steps are useful in creating reports, as separate tables organize data for calculations and reports.
- Advancements in charting are demonstrated using examples
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