Automatically Creating Charts for Individual Rows in a Data Table

David Poduska has a worksheet that he uses to track sales by company over a number of months. The company names are in column A, and up to fifteen months of sales are in columns B:P. David would like to create a chart that could be dynamically changed to show the sales for a single company from the worksheet.

There are several ways that this can be done; I'll examine three of them in this tip. For the sake of example, let's assume that the worksheet is named MyData, and that the first row contains data headers. The company names are in the range A2:A151, and the sales data for those companies is in B2:P151.

One approach is to use Excel's AutoFilter capabilities. Create your chart as you normally would, making sure that the chart is configured to draw its data series from the rows of the MyData worksheet. You should also place the chart on its own sheet.

Now, select A1 on MyData and choose Data | Filter | AutoFilter. A small drop-down arrow appears at the top of each column. Click the drop-down arrow for column A and select the company you want to view in the chart. Excel redraws the chart to include only the single company.

The only potential drawback to the AutoFilter approach is that each company is considered an independent data series, even though only one of them is displayed in the chart. Because they are independent, each company is charted in a different color. If you want the same charting colors to always be used, then you will need to use one of the other approaches.

Another way to approach the problem is through the use of an "intermediate" data table--one that is created dynamically, pulling only the information you want from the larger data table. The chart is then based on the dynamic intermediate table. Follow these steps:

1. Create a new worksheet and name it something like "ChartData".
2. Copy the column headers from the MyData worksheet to the second row on the ChartData sheet. (In other words, copy MyData!A1:P1 to ChartData!A2:P2. This leaves the first row of the ChartData sheet temporarily empty.)
3. With the MyData worksheet displayed, choose View | Toolbars | Forms. The Forms toolbar should be displayed.
4. Using the Forms toolbar, draw a Combo Box control somewhere on the MyData worksheet.
5. Display the Format Control dialog box for the newly created Combo Box. (Right-click the Combo Box and choose Format Control.)
6. Using the controls in the dialog box, specify the Input Range as MyData!$A$2:$A$151, specify the Cell Link as ChartData!$A$1, and specify the Drop Down Lines as 25 (or whatever figure you want). (Click here to see a related figure.)
7. Click OK to dismiss the dialog box. You now have a functioning Combo Box that, once you use it to select a company name, will place a value in cell A1 of the ChartData worksheet that indicates what you selected.
8. With the ChartData worksheet displayed, enter the following formula into cell A3:

=INDEX(MyData!A2:A151,$A$1)

9. Copy the contents of cell A3 to the range B3:P3. Row 3 now contains the data of whatever company is selected in the Combo Box.
10. In cell B1 enter the following formula. (The result of this formula will act as the title for your dynamic chart.)

="Data for " & A3

11. Select the column headers and data (B2:P3) and start the Chart Wizard. Create the chart based on this data. Set the chart's title to some placeholder text; it doesn't matter what it is right now.
12. In the finished chart, select the chart title.
13. In the Formula bar, enter the following formula:

=ChartData!$A$3

You now have a fully functioning dynamic chart. You can use the Combo Box to select a different company, and the chart is redrawn using the data for the company you select. If you want, you can move or copy the Combo Box to the sheet containing your chart so that you can view the updated chart every time you make a selection. You can also, if desired, hide the ChartData worksheet.

A third approach is to use a macro to modify the range on which a chart is based. To prepare for this approach, create two named ranges in your workbook (Insert | Name | Define). The first name should be ChartTitle, and it should refer to the formula =OFFSET(MyData!$A$1,22,0,1,1) Click Add, and then define the second name. This one should be called ChartXRange, and it should refer to the formula =OFFSET(MyData!$A$1,22,0,1,15). (Click here to see a related figure.)

With the names defined, you can go ahead and create your chart. Select the range MyData!B1:P2 and run the Chart Wizard. You should base the chart on this simple range, and make sure that you place some temporary text in the chart title. Make sure the chart is created on its own sheet and that you name the sheet ChartSheet.

With the chart created, right-click the chart and choose Source Data. Excel displays the Source Data dialog box, and you should choose the Series tab. Since you based the chart on the headers and a single row of data, there should be a single data series in the dialog box. Replace whatever is in the Values box with the following formula:

='Book1'!ChartXRange

Make sure you replace Book1 with the name of the workbook in which you are working. Click OK, and the chart is now based on the named range you specified earlier. You can now select the chart title and place the following in the Formula bar to make the title dynamic:

=MyData!ChartTitle

Now you are ready to add the macro that makes everything dynamic. Display the VBA Editor and add the following macro to the code window for the MyData worksheet. (Double-click the worksheet name in the Project Explorer area.)

Private Sub Worksheet_BeforeDoubleClick(ByVal Target As Excel.Range, Cancel As Boolean)
    ActiveWorkbook.Names.Add Name:="ChartXRange", _
        RefersToR1C1:="=OFFSET(MyData!R1C1," & _
            ActiveCell.Row - 1 & ",1,1,15)"
    ActiveWorkbook.Names.Add Name:="ChartTitle", _
        RefersToR1C1:="=OFFSET(MyData!R1C1," & _
            ActiveCell.Row - 1 & ",0,1,1)"
    Sheets("ChartSheet").Activate
    Cancel = True
End Sub

Now you can display the MyData worksheet and double-click any row. (Well, double-click in column A for a row.) The macro then updates the named ranges so that they point to the row on which you double-clicked, and then displays the ChartSheet sheet. The chart (and title) are redrawn to reflect the data in the row on which you double-clicked.