Help with stacked bar chart showing annual call activity?

ms30594

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Jun 15, 2018
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Working on a project to show text and voice call activity between sales reps and customers. Here is a small sample of what the data looks like:

view
znMUYyO.png


The goal is to display call activity for each day of the year to show trends and volume of activity. The horizontal axis will be day of the year and show an empty space if there is no data. For days with data, the options are: text message in, text message out, call in, call out, pict video MSG in, pict video MSG out.

Each day will show the total number of actions. For the 12/09/11 example above, the total number of actions is 4, 3 text messages out, 1 in. The stacked bar graph for that day will show 3 messages out in one color and 1 message in in another color. For other action types, same rules apply, just a different color.

I have been beating myself up on this and just haven't been able to nail it. My guess is that it requires some formulas or scripting to count each day's activity and use that value versus simply selecting it using the menu-driven features. I am thinking that 365 bars across the page may be excessive so I may break it down by quarters but all of the rules above apply.

Thanks in advance for the suggestions/recommendations/solution.
 

Excel Facts

When did Power Query debut in Excel?
Although it was an add-in in Excel 2010 & Excel 2013, Power Query became a part of Excel in 2016, in Data, Get & Transform Data.
With a pivot table you can easily group your data by Quarters and create quick pivot charts:

Download the file


vQLdQwx.png


9CgnO4k.png



With a bit more effort you can include the totals:

qH3YOOb.png



If you want to show the monthly trends then you can group by months and create a line chart. The one shown below is a panel chart showing all 3 types divided by In and Out in 1 chart but you could use again a pivot table and make 3 individual charts per each type:

CqAa9QZ.png
 
Upvote 0
Hi, I created a custom combination: clustered & stacked column chart from the data; however the positive data labels (green sections) are all reading zeros and not the values. The negative variances (red) are reading correctly. Here is a copy of the date table.

[TABLE="width: 644"]
<colgroup><col><col><col><col span="5"></colgroup><tbody>[TR]
[TD][/TD]
[TD]Month[/TD]
[TD]Actual Total[/TD]
[TD]Goal[/TD]
[TD]Base Var.[/TD]
[TD]Pos Var.[/TD]
[TD]Neg Var.[/TD]
[TD]Variance[/TD]
[/TR]
[TR]
[TD][/TD]
[TD]Jul-17[/TD]
[TD]50[/TD]
[TD]100[/TD]
[TD="align: right"]50[/TD]
[TD][/TD]
[TD="align: right"]50[/TD]
[TD="align: right"]-50[/TD]
[/TR]
[TR]
[TD][/TD]
[TD]Aug-17[/TD]
[TD]120[/TD]
[TD]150[/TD]
[TD="align: right"]120[/TD]
[TD][/TD]
[TD="align: right"]30[/TD]
[TD="align: right"]-30[/TD]
[/TR]
[TR]
[TD][/TD]
[TD]Sep-17[/TD]
[TD]200[/TD]
[TD]175[/TD]
[TD="align: right"]175[/TD]
[TD="align: right"]25[/TD]
[TD][/TD]
[TD="align: right"]25[/TD]
[/TR]
[TR]
[TD][/TD]
[TD]Oct-17[/TD]
[TD]210[/TD]
[TD]200[/TD]
[TD="align: right"]200[/TD]
[TD="align: right"]10[/TD]
[TD][/TD]
[TD="align: right"]10[/TD]
[/TR]
[TR]
[TD][/TD]
[TD="align: right"]Nov-17[/TD]
[TD="align: right"]220[/TD]
[TD="align: right"]250[/TD]
[TD="align: right"]220[/TD]
[TD][/TD]
[TD="align: right"]30[/TD]
[TD="align: right"]-30[/TD]
[/TR]
[TR]
[TD][/TD]
[TD="align: right"]Dec-17[/TD]
[TD="align: right"]44[/TD]
[TD="align: right"]35[/TD]
[TD="align: right"]35[/TD]
[TD="align: right"]9[/TD]
[TD][/TD]
[TD="align: right"]9[/TD]
[/TR]
[TR]
[TD][/TD]
[TD="align: right"]Jan-18[/TD]
[TD="align: right"]47[/TD]
[TD="align: right"]40[/TD]
[TD="align: right"]40[/TD]
[TD="align: right"]7[/TD]
[TD][/TD]
[TD="align: right"]7[/TD]
[/TR]
[TR]
[TD][/TD]
[TD="align: right"]Feb-18[/TD]
[TD="align: right"]54[/TD]
[TD="align: right"]50[/TD]
[TD="align: right"]50[/TD]
[TD="align: right"]4[/TD]
[TD][/TD]
[TD="align: right"]4[/TD]
[/TR]
[TR]
[TD][/TD]
[TD="align: right"]Mar-18[/TD]
[TD="align: right"]59[/TD]
[TD="align: right"]63[/TD]
[TD="align: right"]59[/TD]
[TD][/TD]
[TD="align: right"]4[/TD]
[TD="align: right"]-4[/TD]
[/TR]
[TR]
[TD][/TD]
[TD="align: right"]Apr-18[/TD]
[TD="align: right"]63[/TD]
[TD="align: right"]70[/TD]
[TD="align: right"]63[/TD]
[TD][/TD]
[TD="align: right"]7[/TD]
[TD="align: right"]-7[/TD]
[/TR]
[TR]
[TD][/TD]
[TD="align: right"]May-18[/TD]
[TD="align: right"]68[/TD]
[TD="align: right"]75[/TD]
[TD="align: right"]68[/TD]
[TD][/TD]
[TD="align: right"]7[/TD]
[TD="align: right"]-7[/TD]
[/TR]
[TR]
[TD][/TD]
[TD="align: right"]Jun-18[/TD]
[TD="align: right"]75[/TD]
[TD="align: right"]150[/TD]
[TD="align: right"]75[/TD]
[TD][/TD]
[TD="align: right"]75[/TD]
[TD="align: right"]-75
[/TD]
[/TR]
</tbody>[/TABLE]


Please help! It will not allow me to paste or screen shot a pic of the chart.
 
Upvote 0

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