Excel TV ExcelTV

Excel Chart Drop Down – Video Tutorial & Sample Download

Updated
Excel Chart Drop Down – Video Tutorial & Sample Download

There are times when there is a need to cut down on the available data to have a focused view or to make a decision. Or, we might want to create a live tool, such as that for a Dashboard. These are mainly achieved through solutions implemented in VBA in Excel. But … VBA is really not necessary. And Jordan (aka Option Explicit) will be showing us the ‘how’ of this. The result will be a chart controlled by a drop-down menu, which would contain different data categories. You can choose any sort of chart or any tool besides this, and select the data categories as you like.

So, let’s get started!

bullet step 1The Data

Here’s a sample data set and some other things. We will see how the “other things” will help us create a live, interactive tool. lookup1

bullet step 2Lookup

This where you create a drop-down menu, in C7. Go to Data > Data Validation and select ‘List’ under ‘Validation Criteria’. Select B2:B4 under source. This array contains the categories of your data. lookup2

bullet 3Match Location

This is where we try to find relative position of the category we choose in C7 from the list of data categories. Insert the formula =MATCH(C7,B2:B4,0) in C8. MATCH takes three inputs:

  1. The value to be looked up. That’s the value from the drop-down menu, i.e. C7.
  2. The array of lookup, i.e. B2:B4, our list of categories.
  3. The match type, for which we select 0 for an exact match.

Note that the location is a relative one, as shown in the pictures. lookup3  

bThe Output

Here, the data related to the category selected shows up. Insert =C7 in B11 and =INDEX($C$2:$K$4,$C$8,C10) in C11. lookup4 INDEX also takes three inputs:

  1. Array, C2:K4, which contains the data. Lock it, so we have $C$2:$K$4.
  2. Row number of the data point we want relative to the selected array. The way data has been arranged, the Match Location (i.e. C8) contains the relative row. Lock this reference as well to $C$8.
  3. Column number of the data point we want relative to the selected array. This will vary depending upon whether we want the 1st point in the series or 3rd or 10th.

Now drag the formula in C11 to K11.

The Result

You will see some data produced this way. Under the selected category in C7, look at the original data set. The two must be the same. You have now created a way to select the data corresponding to the category selected from the dropdown menu. Now select B11 to K11 and Insert > Column Chart. In the graph, select the chart title and type “=” without the inverted commas. Now select the cell B11. And there you have it. A live (chart) tool which can be controlled from the drop-down menu. Notice that the last step ensures that the chart title corresponds to the data depicted in the chart. This is a very neat and cool technique. You can choose to hide away the data rows or have your data in a hidden sheet. lookup5

Get the Sample Download

Written by

Jamani Arsalan

Consultant, International Professional Services

  • Project Management
  • Statistical Analysis
  • Health Analytics
I am a consultant, currently based in Middle East, at an international professional services firm. My work largely revolves around project management, and statistical analysis. And my professional interests include developing my knowledge within the discipline of health analytics.

Read more articles by Jamani Arsalan

Editorial standards

Fact Checking & Editorial Guidelines

Every article on Excel TV is held to a published editorial standard. The goal: accurate, current, and useful — without filler.

  1. Expert review. Drafts on technical Excel topics are reviewed by a contributor with hands-on, working knowledge of the feature being covered.
  2. Source validation. Claims about Excel behavior are tested in current Microsoft 365 builds. Third-party product claims are sourced from the vendor's own documentation.
  3. Disclosure. Affiliate links, sponsorships, and any commercial relationships that influenced a piece are disclosed in-line and at the foot of the article.
  4. Updates. Articles are revisited when Microsoft ships changes that affect the content. The most recent revision date is shown on every post.

Spot a problem? Email editor@excel.tv and we will look at it.

Subject-matter review

Reviewed by Subject Matter Experts

Technical Excel articles are reviewed by contributors with verifiable, hands-on experience in the topic — not generalist editors.

  • Qualified reviewers. Reviewers include Microsoft Excel MVPs, working business-intelligence practitioners, and Excel TV editorial staff. See each author's page for credentials.
  • Current to a known Excel build. Procedural articles state which Excel version they were validated against. Where Microsoft has since changed behavior, the article carries an inline update note.
  • Clarity check. Reviewers verify steps are reproducible by a reader at the assumed skill level — not just technically correct in a vacuum.

Want to contribute or review for Excel TV? See the about page.