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About this lesson
The easiest way to add easy to read "bling" to your Dashboard.
Exercise files
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Data Bars.xlsx31.6 KB Data Bars - Completed.xlsx
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Quick reference
Data Bars
Working with Data Bars.
When to use
When you want to add a quick visual indication to show the proportion of a value versus the others in a data set.
Instructions
Creating Data Bars
- Select your range of data
- Go to the Home tab --> Conditional Formatting --> Data Bars
- Choose your favorite color
- Notice that the bars show the numbers in proportion to the others in the selected range
Modifying Data Bars
- Select any cell that holds the data bar
- Go to the Home tab --> Conditional Formatting --> Manage Rules
- Select your rule --> Edit
- Make your modifications
- For advanced customization (such as axes) click Negative Value and Axis
Hints & tips
- These bars are very easy to read and allow users to very quickly consume your data
- When using multiple data bar rules in a single column, it’s a good idea to use complementary colors for the rules
- Data bars can overlap other types of conditional formatting for complex rules
- 00:05 The next tool we're gonna look at is another conditional formatting tool called
- 00:09 data bars.
- 00:10 And what data bars do is they allow you to get a really quick look at
- 00:15 your data point as it compares to every other data point in the selected range.
- 00:20 Now, this is kind of neat, what does that mean?
- 00:23 Well let me show you.
- 00:24 We're gonna take a look at our prices again.
- 00:26 If you recall in our last example,
- 00:27 we highlighted the top 10% of prices, but what about the bottom items?
- 00:32 How do I identify what those are?
- 00:34 I've got this table of data, which is kind of long, and gross.
- 00:38 So, this isn't really giving me any information.
- 00:41 So watch this now.
- 00:43 We'll go to conditional formatting, data bars and we'll pick up a data bar.
- 00:48 I haven't even clicked yet, and it's already put a preview on it.
- 00:50 So, I can actually check the different colors that I might want.
- 00:53 I'm just going to go with a plan old blue here.
- 00:56 But what you can see now, is I can immediately
- 00:59 identify that the four season one person tent is very expensive.
- 01:03 So, one person, 644 bucks to be able to sleep in this one, but
- 01:08 it's gonna last them all year round.
- 01:10 Where I scroll down the list and I find I've got the inverse over here,
- 01:13 I got a one per season, four person tent.
- 01:16 So that sleeps four, it's really cheap.
- 01:19 But it's obviously only gonna be good, because it must be made of really light
- 01:22 weight material and what not, in the summer.
- 01:24 It's probably a car camping tent, or something like that.
- 01:27 The nice thing about data bars again, is that they dynamically react to the data.
- 01:31 So if I go and change this again to 780,
- 01:34 you'll notice that everything updates really quickly, which is quite nice.
- 01:38 So now I can see that that 644 is not as big as it used to be.
- 01:41 If I roll this back, there we go it's backup were was.
- 01:45 This is one of my all time favorite visualizations because it gives a lot
- 01:49 of information really really easily on our brains are really quick at
- 01:52 picking that kind of stuff up so it's really nice.
- 01:54 Let's go take a look at some other ones you're gross let's go and
- 01:58 throw the gross revenues and see what we get from these.
- 02:01 Let's see, let's go grab a conditional format, maybe we want
- 02:04 something that's slightly different, how about we go with green this time?
- 02:09 We can see again the same kind of proportional changes, 25116,
- 02:13 that's the biggest number.
- 02:15 But what's interesting is the second largest value from our gross sales,
- 02:19 it is not from the largest price.
- 02:21 So we obviously sell a lot of three person, three season tents,
- 02:24 which is kind of an interesting piece around this particular data set.
- 02:27 Now what about discounts?
- 02:30 Discounts are negative numbers, so
- 02:32 let's go take a look at how these format with the data bar.
- 02:36 We'll go and we'll grab these guys here and
- 02:38 we'll go conditional formatting data bars, and I'm going to choose the blue one.
- 02:44 I notice that everything goes red.
- 02:46 It also pops out from the right-hand side not from the left-hand side.
- 02:50 So, positive numbers build out from the left and
- 02:53 negative numbers build out from the right.
- 02:55 What's interesting here, though, is I choose a blue rule and I get red numbers,
- 02:59 and that's a little bit weird.
- 03:00 So why don't we go and take a look at what's happening here.
- 03:03 We'll go to Conditional Formatting.
- 03:04 We'll go to Manage Rules.
- 03:07 We'll look at our Data Bar and say Edit.
- 03:10 And inside here, we don't see anything at all that shows us any red.
- 03:15 I see that we have a data bar.
- 03:16 I can choose to show the bar only if I don't want to see the numbers,
- 03:19 that's kind of interesting.
- 03:20 I can set my minimums and maximums and
- 03:22 by the virtue of this guy here I can set it to a cell which is kinda nice.
- 03:26 Here's my bar appearance, there's this little box right here,
- 03:30 negative value in axis.
- 03:32 When I click on that we can see the negative fill color.
- 03:35 So I wanna make this consistent with the blue, yellow kind of concept,
- 03:38 I could come back and choose something that is yellow.
- 03:40 I might go orange cuz it pops a little bit more here, let's choose this one.
- 03:45 The border color?
- 03:47 Well, sure, why not leave it red, why not?
- 03:48 And we'll say okay.
- 03:50 When I say okay, and okay again, you'll notice that it changes those bars out to
- 03:54 make them look a little bit different.
- 03:56 So I can change the appearance of these if I want.
- 03:59 The next one I wanna show you is what happens when we actually select a column
- 04:03 that has both negative and positive numbers in it.
- 04:06 So let's go and do this one here.
- 04:08 Will go to conditional formatting, data bars will choose the blue rule again.
- 04:13 And notice that this time we actually get an axis in the middle of the cell.
- 04:18 The positive variances go blue and come out the negative ones go red.
- 04:22 But what if we want to play with the formats on this because we can totally do
- 04:26 that too.
- 04:28 If we're going to our conditional formatting, we go to manage rows and
- 04:33 select our data bar and say edit.
- 04:35 Then here we have the option again to going to negative value in axis.
- 04:40 Now depending on the version of Excel, these are the Excel 2016 values,
- 04:43 not all of them may be there for your Excel 2010 or 2013.
- 04:47 But I could change my fill color, we'll go orange.
- 04:49 I think I'm gonna set the line to orange this time as well.
- 04:54 I can change the access to show up in the cell midpoint.
- 04:59 If I do this, say OK, OK, and apply,
- 05:03 notice that the values shift so that the line is dead center, all right?
- 05:09 The other option I have though, if I go back to edit rule, negative value and
- 05:13 axis, is I can say none.
- 05:16 And what this does is it actually flips my bars so
- 05:20 that they both build from the same side in different colors.
- 05:24 So there's some different options for
- 05:25 how you can use data bars to dynamically react and format your data.
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