How to create Master and Scrolled Detail charts

Excel 2016
Scroll charts are often created to view detailed information for a small data range from a large dataset. For example, it is convenient to view weekly changes over a longer period of time, such as several months. Depending on the selected scroll step, you can view changes daily or weekly by moving the scroll bar.

When you create a chart with a scroll bar, it will be useful to create a chart with all data to see which data fragment you see in the scrolling chart.

Scrolled details chart in Excel 365
Master Scrolling charts in Excel 365

To create charts like these (sales data for the week for three months), do the following:

Step I: Create a chart with a scroll bar

See how to create a Scrolling chart.

Step II: Create a chart with total data

   1.   Select the data range (in this example, B2:C95).

   2.   On the Insert tab, in the Charts group, click the Insert Line or Area Chart button:

Line charts in Excel 365

From the Insert Line or Area Chart, choose Line:

Line chart in Excel 365

Excel creates a chart with the total data.

Step III: Add additional data

   1.   Add the next column to your data (in this example, D3:D95) and enter the following formula in the first cell (D3):

= IF (AND (ROW (B3) >= $E$2 + ROW ($B$2), ROW (B3) - $E$2 < 7 + ROW ($B$2)), C3, 0).

This formula displays values for visible data and hides values (displays zero) for non-visible data from the scroll chart created in Step I.

   2.   Copy this formula down to the other cells of the column:

Data for scrolled chart in Excel 365

Step IV: Add a shaded box on the chart with a total data

   1.   Select the additional data (in this example, D2:D95), and press Ctrl+C to copy the range. Select the chart with the total data and press Ctrl+V to paste a new series to the chart:

Line chart in Excel 365

   2.   Select the second data series and do one of the following:

  • On the Chart Design tab, in the Type group, click the Change Chart Type button:
    Type in Excel 365
  • Right-click the selection and select Change Series Chart Type... in the popup menu:
    Change Series Chart Type popup in Excel 365

   3.   In the Change Chart Type dialog box, choose the Area chart type for Series2:

Area chart in Excel 365

   4.   Click the area chart to select the second series. Make the desired adjustments using the fill and outline options in Microsoft.

See also this tip in French: Comment créer des graphiques de défilement principal et détaillés.

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