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1270 posts

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#195136 7-Apr-2016 12:46
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Usually I'm pretty good with Excel, but I'm trying to do something that my mind says should be easy and just can't figure it out. Either it can't be done or both my MS application and Google skills have deserted me on the same day (maybe due to insufficient caffeine intake so far).

 

So... I have an Excel 2013 spreadsheet that stores some data, and there are calculations done on data values to come up with a ranking that's updated at regular intervals. For business reasons I can't discuss the actual data, but here's a good analogy:

 

Say the data is a series of sales figures (orders, customers, items, dollar value) and some weighting is applied to these, for example signing up new customers or selling a small number of certain strategic products is seen as more important than taking orders from existing customers or selling a high number of low-value products. Sales data gets entered into the sheet and Excel counts orders, sums dollar values, applies weighting criteria, etc. One minor part of the process is that a small table on it's own tab calculates a rank for each salesperson to show who has been the most successful that month, and the table is sorted by ranking.

 

Here's a sample of what that table might look like, and a chart created from that table (click for the enlarged version):

 

Click to see full size

 

What I want to do is change how the chart is displayed so that the people's names are shown as the labels on the Y axis, instead of them appearing in the legend and the ranking appearing on the axis. It's probably really simple, but I can't seem to get Excel to do this for me.

 

EDIT: I just noticed that in the sample I mocked up, the Y axis is in the incorrect order - it should be in reverse order so "1" is at the top, but ignore that - it doesn't affect the issue I'm having.


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cb1

286 posts

Ultimate Geek


  #1527713 7-Apr-2016 14:58
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Not sure that you can do EXACTLY what you describe - the Y access still needs to be the ranking values, not the actual names.

 

But what you can do is add data labels (right click on the each line, add data labels, then right click again, format data labels, change the selection from value to series name). Each line will have the person's name at each point. You can delete the legend as it's now superfluous.

 





cb



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  #1527718 7-Apr-2016 15:20
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cb1: Not sure that you can do EXACTLY what you describe - the Y access still needs to be the ranking values, not the actual names.

 

But what you can do is add data labels (right click on the each line, add data labels, then right click again, format data labels, change the selection from value to series name). Each line will have the person's name at each point. You can delete the legend as it's now superfluous. 

 

Thanks @cb1. That might work, if I could select to have the name appear on the first or last point in the series only, instead of every one. In my actual data the time period is fortnightly (so 26 columns of data) and there are 18 "sales people", so the chart will eventually contain 468 data points. It's going to get awfully crowded, especially as some of the names are double barrelled!

 

I'm also investigating whether there is a way to change this small table's design completely to hold the same information in a different layout that might give me another way to control the axes.


 
 
 
 


cb1

286 posts

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  #1527722 7-Apr-2016 15:25
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Was just about to edit my response - you can delete the labels for each data point except the 1st/last ones and move the position of the label to be where you want it to be. In your real data you may have a number of lines that start/finish at the same rank so may need the legend to still be displayed to identify each colour line.

 

I was using Excel 2010 so actual method may be slightly different in Excel 2013.





cb



1270 posts

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  #1527748 7-Apr-2016 15:59
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Cool - I'll try that. Also, the ranking in each fortnight column will always be unique, i.e. for there will always be one #1, one #2, one #3... through to #18 - no two data points will ever occupy the same location on the chart.


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  #1527837 7-Apr-2016 18:17
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If you select just a particular data point (i.e. the first one) you can create one data label per series.


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  #1527897 7-Apr-2016 19:45
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If you located the legend to the right of the chart, then it should show the names next to the y axis in some order, possibly the order of the last data point which should be your ranking. If that works, then use concatenate to change the name field into a string that contains the ranking value

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