How to make a solar projection graph for a dashboard in Excel?

In Microsoft Excel, there are many tools available for Improve our calculus book, it is often difficult to fully understand them. One of the most complete and least developed areas is graphical representation.

Through it, data can be exposed in a way that is easier to understand and digest.In this case we will be dealing with projection maps or solar bursts, which implement Represents relationships between different stages or levels system, learn more details below.

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What is the correct way to sort data in this type of sunburst chart?

Whether you are executing a project, evaluating financial data or simply building the steps of a management plan, a solar projection chart is a very professional tool. Ability to connect different ringsrevealing their relationship.

It has a basic structure, which is the ring closest to the center, Superior to the furthest person in the hierarchy From the center of the circle, this distinguishes it from, for example, making a «butterfly diagram». To get this chart in Excel, no external or complex application is required.

The same platform can choose to do it in one step, but before doing so, you must know how to feed it the data to evaluate so that the results you get will meet your needs. as usual, Information is arranged in a table And for the same item, there must be several subcategories or data.

What process should I follow to make a solar projection graph in Excel?

Of course, the dynamic table already makes an interactive bar chart for you, but when you try to convert that data to a solar projection type chart, you are unsuccessful.This is because currently the platform does not support creating directly from this type of table, so To do this, you first need to clear the information in static format.

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Pivot tables contain elements and content that charts don’t recognize; however, there is a simple trick you can use that can save you a lot of time if you’re dealing with a lot of information. It’s about transferring information from pivot table to normal table to Excel, By formula «IMPORTARDATOSDINAMICOS»do some research and you’ll see that it’s very simple.

From Excel on your computer

Now, if you want to create a pivot chart with formulas, let’s use the relationship between the pivot table and the table with formulas to link the sun projection chart and make it interactive. Then, Lead slicer from your computer Or segment data linked to the original table containing the data.

restate, you must have the original databasel Using all the information, generate a pivot table containing the data you are interested in projecting on the chart, then create a table with formulas containing the pivot table data, and create slicers linked to the pivot table.

So every time the data in the original library is updated, the other formats are updated.So, to generate a sunburst chart, all you need to do is select the formula sheet that contains the information, and go to the tab «Insert» and then position yourself on «Insert Hierarchy Diagram»select Solar Projection from the displayed options.

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Use the Excel app on your phone

OK, The mobile version is not very complete Like the desktop version, Excel has different tools that allow you to do almost any type of function with a little effort. In this case, you must start by completing the following steps:

  • Download Excel from its home page, open the application containing the book with the previously sorted data, as shown.
  • Select the data range of the table that contains the formula you are interested in adding to the chart,
  • Go to the Insert tab, or go to Home and select Insert. Now select the «Graph» button.
  • In the new Graphics tab, click the type of Design you want to give the representation.

How do I edit the colors of my solar projection graph in Excel?

Editing colors is one of the easiest steps that can be done, and you can choose to configure it before or after the chart is created.Basically, all you have to do is click on it and Go to the Chart Design tab and press the «Change Color» button.

You will find that a set of combinations that work well with each other can only be choose any one, Projection colors will vary. Although, you can also configure your own composition and apply it so that the colors match the rest of your book.

How to know if the sun projection chart in Excel is correct?

If you have followed all the processes and requirements for creating a sun projection map in your dashboard, you should have no problem using it.anyway Test the slicer as many times as you wantmark and unmark lines to verify their correct fit.

A very common situation is that you don’t see the identifiers for some parts of the chart, so you might think this is a bug, but the truth is that if there is no data, the chart automatically hides it.So, when there is a section, there is an item, which is definitely Not showing due to space issues For titles, you can change the font size and see how it appears.

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