Column Charting Question - Group by Year, Area

rjbinney

Active Member
Joined
Dec 20, 2010
Messages
292
Office Version
  1. 365
Platform
  1. Windows
It gets more complicated, but for the sake of learning:
  • I have three sales reps
  • I have multiple territories
    More on that in a second
I was thinking I wanted to show a chart that showed, by year, whether or not a sales rep was in each territory. Binary - he was in or he was out.

I was thinking that I could just do a table:
YearTerritorySalesman 1Salesman 2Salesman 3Salesman 4
And then just put an "X" in the corresponding cell if they sold in that territory in that year. (It's pulling from another sheet).

Then I could do a column chart, grouped by year, with territories on the Y- axis:
20231102_135626 (Small).jpg


Note I don't just want to stack, but I want to show gaps (for example, in Territory 1 in 2019, two salesmen were in there, while all four were mucking about in Territory 4).

I feel like this should be easy - but I just can't get it to work!

My brain has become a black hole of graphing knowledge lately. Any help would be helpful.

Thanks

ETA = The "more on that"? In 2018 there were seven territories, it went up to 13 in 2019 and 2020, and dropped down to eight every year since.
 

Excel Facts

Copy PDF to Excel
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Try this:
Book1
ABCDEFGHIJKLMNO
1YearTerritorySales 1Sales 2Sales 3Sales 4
220181xxxx
320182xx
420183xx
520184xxx
620185xx500xx
720191xxx4xxx0
820192xx3x00x
920193xx20xx0
1020194xx1xxxx
1120195xxx1234
122018
Sheet1
Cell Formulas
RangeFormula
K6:K10K6=XLOOKUP($K$12&J6,Table1[Year]&Table1[Territory],Table1[Sales 1])
L6:L10L6=XLOOKUP($K$12&J6,Table1[Year]&Table1[Territory],Table1[Sales 2])
M6:M10M6=XLOOKUP($K$12&J6,Table1[Year]&Table1[Territory],Table1[Sales 3])
N6:N10N6=XLOOKUP($K$12&J6,Table1[Year]&Table1[Territory],Table1[Sales 4])
Cells with Conditional Formatting
CellConditionCell FormatStop If True
K6:K10,L6:L10,M6:M10,N6:N10Cell Value=0textNO
K6:K10Cell Valuecontains ""textNO
L6:L10Cell Valuecontains ""textNO
M6:M10Cell Valuecontains ""textNO
N6:N10Cell Valuecontains "x"textNO


In the table is where you would put the number of territories
 
Upvote 0
I was thinking something like that as a workaround - thanks!

Then copy and paste-as-picture in PowerPoint. I was hoping to graph it - to have things like "shadow", etc.

Thanks
 
Upvote 0

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