Point labels in an Excel scatter plot to be associated text

G

Guest

I am trying to plot a scatter plot where I would like each point to have a
specific name. For instance, I have three columns, company name, total
revenue, and % margin. I would like to plot revenu vs. % margin and when
clicking on a specific point, I would like to find out the company name.
 
T

Tushar Mehta

Check out Rob Bovey's Chartlabeler at www.appspro.com or John
Walkenbach's Chart Tools at www.j-walk.com.

If you want to see the labels only when you hover the mouse over a
point see
Hover Chart Label
http://www.tushar-mehta.com/excel/software/chart_hover_label/index.html
Note that the add-in includes a chart labeler capability.

--
Regards,

Tushar Mehta
www.tushar-mehta.com
Excel, PowerPoint, and VBA add-ins, tutorials
Custom MS Office productivity solutions

8?B?UG9pbnQgbGFiZWxzIGluIHNjYXR0ZXIgcGxvdCAtIHRleHQ/?= <Point labels in
scatter plot - [email protected]> says...
 
K

k_thakur

Point said:
I am trying to plot a scatter plot where I would like each point to hav
a
specific name. For instance, I have three columns, company name
total
revenue, and % margin. I would like to plot revenu vs. % margin an
when
clicking on a specific point, I would like to find out the compan
name.

Hi, There is very elegant way of doing this in Excel without any thir
party add-ins. I explain you how to do this in following steps:
Step1: Organize your data as follows
A B C
1 Company Revenue (X) Margin (Y)
2 C1 200 12
3 C2 100 20

Step2: Plot a XY Scatter plot using MS Excel®, by selecting only B1:C3
Select series in: Column (don’t select Series in: Rows). This woul
produce your desired Revenue vs. %Margin Plot with Revenue on the XAxi
& %Margin on YAxis. Have your leveling of axes done.

Step3: Click on the data point on the XY scatter it would select th
data series. Then click once again on the individual data point t
select it alone say for instance, point (Revenue=200, %Margin=12)
Right click on the selected data point -->Select Format Dat
Series-->Select Data Label-->Show Value

Step4: This would show the value of %Margin (= 20 in this case) besid
the selected data point (Revenue=200, %Margin=12). Now double click o
the label you have just created, this would give you a text bo
surrounding your label. Write company name in this text box (C1 in thi
case). Do the same for other data points as well. Now you have the thir
data value referenced to your data points. This is dynamic, even if yo
change the source data value (say the Revenue/Margin), company nam
would move along with the data point.

Alternatively, you have to buy/download some Excel Ad-ins that lets yo
show data label. One such free download is available at
http://www.xl-logic.com/pages/addins.html download th
xy-levels.zip.
Hope this helps you :)
Regards,
Kartik Thakur
Email: (e-mail address removed)
 
J

Jon Peltier

You neglected to explain how to make the label dynamic in terms of
pointing to the cell, so that the data label in the chart changes when
the label in the cell changes. Select the series of labels, then select
the specific label (two single clicks), then without clicking to put the
cursor into the pseudo-text box, type the equals key, then click on the
cell with the mouse.

Both of the following free add-ins link the the cell in this way. Rob's
has the added feature that it copies the cell's text formatting to the
data label, although the formatting remains what it was when the label
was created, and doesn't change if you change the formatting in the
worksheet.

Rob Bovey's Chart Labeler, http://appspro.com
John Walkenbach's Chart Tools, http://j-walk.com/ss

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

The manual technique is nice to know, but becomes tedious after about
the third label.
 

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