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Charley's Swipe File #39

This chart figure shows one way to add comments on recent results, titles, and data values to chart legends.


by Charley Kyd, MBA
Microsoft Excel MVP, 2005-2014
The Father of Spreadsheet Dashboard Reports

Charley File #39Many times, itís useful in a chart figure to offer comments on the behavior of recent results. This figure shows one way to do that.

Here, each area at the right acts as a legend, as a comment box, and as a data label that shows the most-recent value.

Some of the techniques are smilar to those in Swipe File #35.

In magazines, the labels typically are arranged in the same order as the last values in the chart. If I did that here, for example, the green box would be first and the gold box would be last.

I didnít take this step because doing so would have made the figure more complex. Besides, Excel legends donít rearrange themselves as the ending values change, and no one seems to notice.

The Setup for the Legend Boxes

The legend boxes mostly consist of text boxes. But because Excel formulas canít control the formatting of text boxes, we use three of them per legend, one for the title, one for the data value, and one for the notes.

To see how the text boxes are formatted...

(Continued in the documentation.)

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