select legend pattern for individual values in an excel doughnut.

  • Thread starter Thread starter Guest
  • Start date Start date
G

Guest

Hi,

Using Excel 2003, I'm making doughnut charts. (Doughnuts, Ummm....). I want
to customize the legend values. I especially want to distinguish different
values with different patterns, since I can't afford to have all my reports
reprinted in color. Right now, I can change the legend, but when I make a
change it affects the entire doughnut ring, not the individual values.
 
Marsh -

It takes two single clicks on the bite of donut to select it, so it alone gets the
new formatting. Alternatively, two single clicks to select first the legend, then
the legend key (the colored square). Formatting the legend key is the same as
formatting the data point.

- Jon
-------
Jon Peltier, Microsoft Excel MVP
Peltier Technical Services
Tutorials and Custom Solutions
http://PeltierTech.com/
_______
 
Thanks Jon,

After posting the message, I discovered this independently. What one seems
to have to do is to first select the ring in question, then wait a bit, then
select the slice. I was trying to just double-click on slices, and that
wasn't working.

That said, I'm still looking for an easier way to do this. Suppose one has 4
different cases with 10 categories to compare. That's 40 slices. Customizing
an individual slice typically takes 2 clicks to get in, another to get to the
Fill Effects, another to get to the pattern tab, 2 to select colors, one to
select pattern, and two to back out. That's 9 altogether, or 360 for the
entire chart (not counting titles, etc.) If one makes a mistake or doesn't
like the way a specific combination looks, it takes even more. If one can do
this quickly, we're talking the better part of an hour per chart. If, as I am
doing, one is writing a 100-page document with maybe 15-20 similar charts,
this is a collosal amount of time.

I'm looking for some way to minimize the work. I'd like, for instance, at a
minimum to be able to specify a format and use that for all similar charts.
(Category 1 uses pattern A, Category 2 pattern B.) Even better, I'd like to
define a multivariate logic to the formatting that corresponds to the
multivariate nature of the chart. (Innermost ring is in the red family,
second ring is in the green family, etc.; Category 1 is solid, Category 2 is
trellis, etc.). Even better, I'd like to define consistent color schemes and
associate them with the fill patterns. (The US is always green and grey,
Rhode Island is always blue and gold, New Jersey is red and grey, etc.)

You mention that clicking the legend key is the same as clicking the data
point. At least in the charts I've been able to format thus far, I only get
one set of legends even though the doughnut chart has multiple rings. There's
a difference, for instance, between the area of the chart corresponding to
U.S. income taxes and the area corresponding to Rhode Island income taxes,
but the legend only has an entry for income taxes. Clicking it would make the
two rings have identical schemes, but that's exactly not what I'm after. (I
do suppose it would be most efficient to first set the fill pattern for the
entire chart this way and then to set color schemes for individual rings, but
I'm not sure that Excel will allow me to reset just the color scheme without
also resetting the fill pattern.) Is there any way to make the legend
separate entries for each rings?

Thinking about this more abstractly, a doughnut chart involves one cardinal
variable by two categorical variables. As far as I've been able to discern,
Excel provides no apriori, systematic way to apply category-specific schemes
even for one categorical variable. (This would allow, for example, one to
specify schemes for ten categories that Excel always uses, even for charts
that only contain five categories.) Given the nature of the graph, it should
have a way to specify schemes for two categorical variables and their
interaction. Is there some expert way to get Excel to do this? Even, perhaps,
using a macro?

Thanks.
 
Marsh -

First, you could format one chart, then turn it into a user defined type, so it will
always be available from the chart wizard. I have a description of the process here:

http://peltiertech.com/Excel/ChartsHowTo/CreateCustomTypes.html

Additionally, you could have a macro loop through each series or each category (or
both, in fact), and apply a fill based on the series name, category label, or
combination of the two. Look for Daniel Barelli's response yesterday in this thread
"Re: Pivot Chart - Fixed Series Patterns" for an example.

Do you find the fill patterns useful on screen? in a printout? I find it hard to get
decent looking patterns, so I usually skip them. That's like 6 clicks per point.

Do you find that donut charts are effective to present this much data? I never use
them for real data, although they can be useful for special effects
(http://peltiertech.com/Excel/Charts/SpeedometerXP.html).

- Jon
-------
Jon Peltier, Microsoft Excel MVP
Peltier Technical Services
Tutorials and Custom Solutions
http://PeltierTech.com/
_______
 
Thanks again Jon. I'll try these things.

As for your questions about doughnut charts and patterns:

1. Because the report will be reproduced in black-and-white, I want to use
patterns. I'm afraid colors won't show up. I agree that they can be less
effective than color.

2. Actually, I'd prefer grouped stacked bar charts. One group could be for
the U.S., another for a state, etc. Within the group would be three bars:
local, state, and combined revenues. The stacks would be the % from each
revenue source. I didn't see Excel being able to do this, and doughnuts
seemed closest. I've also begun looking into importing my Excel files into
SAS, since SAS does have grouped stacked bar charts.

Thanks again. I'll look at the posting you mention.

Marsh
 
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