Sketch of Me Excel Blog @ TVMCalcs.com

Video: Creating Step Function Charts in Excel

Posted on June 17, 2007

A couple of months ago, I created my first screencast video using Camtasia Studio from TechSmith. This is a great tool, but I need to work a bit on my video creation skills. Today, I posted the video on YouTube, and I hope that people will find it useful. The video shows how to create a step function chart in Excel.

In this case, I used the Fed Funds Target rate as my data source, but there are many other data series that could be used. Any data that is usually constant, but occasionally changes to a new level is a candidate for this type of chart. Watch the video and let me know what you think. If you would like to watch it at full size, you can watch a Flash version on my academic site.


Posted by on June 17, 2007 at 04:25 AM

Categories: Charts Video

Comments:

Hi Tim -

I never saw this post until the flood in your RSS feed this morning. The video is good, it’s well planned and clearly done.

However, you can get the added data more quickly using copy/paste and sorting, which I showed in my blog recently, Line Chart vs. Steep Chart. You can also use a line chart and retain its better time axis formatting.

Posted by Jon Peltier  on  June 07, 2008  at  06:13 AM | #

Jon,

Ha! Sorry about the flood. I just changed to a new host last night so that must have caused everything to get re-sent. I was having problems with a very slow DB server on the old host. Fortunately, though, it wasn’t as bad as the problems you had recently.

I saw your post when you published it. Believe me, I took note of the sorting idea as that had never even occurred to me. That’s why I read your blog.

As for the line chart, I know what you mean, but I have an aversion to them. Maybe it is irrational, but I generally prefer to use XY Scatter charts when X is numeric. Since dates are numbers, that’s my instinct.

Since you are the chart guy, you really ought to do a post explaining when to use each type. I’m sure that you have thought about that issue a lot more than I have.

Thanks for stopping by!

Posted by  on  June 07, 2008  at  12:07 PM | #

No problem with the flood, gave me a chance to catch up. You have some good posts, so I’ve added you to my blogroll.

I used to steer clear of line charts. Then I realized how well they can represent the date axis. Try to make a daily XY chart that has an axis label at the first of each month: can’t do it using the actual axis ticks, though of course you can fake it with a dummy series.

In the process I learned how to get around limitations of line chart, by, for example, using a line series for the first series of a chart, and XY for all the rest. Of course, Excel 2007 breaks the way the XY series’ dates are plotted along the date axis. Sometimes I get the feeling that the team working on Excel 2007 don’t use Excel the way the users do.

I do have a post in the works dealing with XY vs Line charts, to go with several pages in my web site. Of course, I have about 50 in-progress posts or ideas for posts, so there’s no predicting when it will hit the net.

Posted by Jon Peltier  on  June 08, 2008  at  09:29 AM | #

Thanks for adding me to your list. I figured that you might have a post in mind for Line vs. XY. I look forward to reading it.

I guess I do a lot more charts that are truly XY charts (not dates on the X axis), so my tendency is to use XY. I’ll definitely keep in mind what you said about dates and I’ll try the line chart for that next time.

Posted by  on  June 08, 2008  at  11:55 AM | #

I should point out that I use line charts only in two cases:

1. I want to make use of the date features of the category axis.

2. It’s a combination chart with area or column types.

Otherwise I almost invariably use an XY chart.

Posted by Jon Peltier  on  June 08, 2008  at  04:02 PM | #

Great article. This will go a long way in helping me out.!

Posted by Johan  on  August 18, 2008  at  05:06 AM | #

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