Create a dynamically updated chart in Google Sheets

Posted by Marcus Hammarberg on January 22, 2018
Stats

When I started my blog, almost 12 years ago, I often wrote posts of things that I would need to look up again. Sure enough, I sometimes stumble into my own posts when searching for solutions to problems I have.

This post is one of those posts. I was asked to conduct a survey throughout our department and needed to do some slicing and dicing of the stats. I used Google Forms to collect the data and then did the analysis in Google Sheets.

It all came out pretty nice and allowed people throughout the department to drill down into the data in a quick and simple way.

I will not talk about the form since that was very easy to set up. Only know that Google Forms store its data in Google Sheets. This means that it’s pretty simple for us to continue to process the data.

Also, there’s a nice basic summary of the responses, that for the most part is enough. But I wanted another dimension that was dependent on the answer to one of the questions.

The data that I collected looks like this:

Team Question 1 Question 2 Question 3
Team 1 1 6 1
Team 2 3 3 3
Team 1 2 4 4
Team 3 4 2 6
Team 1 6 3 6

Meaning; there are a couple of scale-questions (1-6) and one question for which team you are in. The obvious question for this data is of course:

Can I get the result per team?

And me myself I wanted to see the result grouped in thirds (how many vote 1-2, how many 3-4 and how many vote 5-6).

This is not too hard to do and even get some nice graphs to show the result in. Here’s a Google Sheet where I’m playing around with this.

Step 1 - Create sheet for the stats

All the data from a survey ends up in a Google Sheet called “Form Responses” or something like that. I have created a heet like that, but there’s no connection to a form now. Doesn’t matter for our purpose. This sheet is now our raw-data and we will not touch it, as it gets the data from the Form.

After that I just added a new “Stats”-sheet where we will make our calculation. To start with I made something really simple; just the average for each question. That is two columns that looks like this:

Value Average
=’Form Responses’!C1 =Average(‘Form Responses’!C:C)
=’Form Responses’!D1 =Average(‘Form Responses’!D:D)
=’Form Responses’!E1 =Average(‘Form Responses’!E:E)
Totals =AVERAGE(B3:B5)

Nothing fancy at all here. Just getting started.

  • In Column A we are copying the question titles
  • Column B contains the average. Note that it contains all the values from Form Responses'!C:C, including the question title. But the Average-function is of course smart enough to ignore the not numeric values

Step 2 - Some grouping

All though the Responses feature of Google Forms has a nice auto-summary, I wanted to make some other, arbitrary, grouping of the results. Here’s my thinking:

  • 1-2 - detractors. They didn’t really like whatever this question was about
  • 3-4 - the Meh’s. These respondents are a little bit either or…
  • 5-6 - the attractors. These people really liked whatever we asked about.

In order to do this we need to use another function; CountIf, that counts the number of rows that matches a criteria. Here’s an example row to get these values:

Value 1-2 3-4 5-6 Total
Question 1 =CountIf(‘Form Responses’!C:C,”<=2”) =CountIf(‘Form Responses’!C:C,”>2”)-G3 =CountIf(‘Form Responses’!C:C,”>4”) =C3+E3+G3
  • 1-2 - I just count the rows that have a value less or equal to 2 (<=2)
  • 5-6 - I just count the rows that have a value higher than 4 (>4)
  • 3-4 - I count the rows that have a value above two (>2) and then subtract the number of 5-6.
  • I then added a total for the total number of answers for this question

Nothing strange there and I even added a column with percentages for each group, that ended up not using. It was as easy as just diving the number of responses with the total (=G3/I3, for example).

Step 3 - Visualising totals

Let’s make a diagram out of that to show our result.

  • Select the data you want to include by holding down CTRL/CMD and selecting the data. This way you can select data that is not next to each other. For my sheet, I selected A1:A5,C1:C5,E1:E5,G1:G5
  • Click the button for Insert Chart (or in the menu Insert => Chart)
  • Do some formatting of the labels, legend etc.
    • I removed the Horizontal axis title
    • Put the Legend on the bottom
    • And updated the Title of the Chart to Spread of values - all teams

This gave me a nice graph that looks like this and is a good start.

This is all too simple. Let’s be a little bit more daring

Step 4 - Slice it per team

Now, the whole idea was that we could slice this per team. In order to do this, I copied the cells A2:I2 down a new area where we can do this slicing. Mine ended up in A17:I21

Create drop down

I then added a new cell with a drop-down-box for the teams. This is easily done with a feature called data validation:

  • Click the cell you want the data in, in my case J18
    • I added a heading at J17 : “Team”
  • Click the menu Data and then Data validation
    • Select Criteria “List from a range”
    • Enter the column with the Teams, in my case 'Form Responses'!B:B
    • Click OK to create a drop-down list of the team names

A nice little trick here is to ensure that you start from the second row in the range because the first row probably contains the title of the question (Team) in this case. You can easily do that by giving the range 'Form Responses'!B2:B.

Pretty nifty; start on B2 and use the entire column.

Average per team

Ok that was nice but let’s use the value that the user selected in a formula. Let’s start with the average. Now we are going to do average only for the rows that match the selection in J18. For this, there’s a handy function called AverageIf which runs average on the rows that match a criteria.

Here’s an example row:

Value Average
=’Form Responses’!C1 =AverageIf(‘Form Responses’!B:B, $J$18,’Form Responses’!C:C)

Let’s dissect the AverageIf formula a bit:

  • The first part ('Form Responses'!B:B) is the range we are going to evaluate our criteria again. “If these rows matches”
  • The second part ($J$18) is the criteria itself. In this case just: “Same value that is in J18”
    • The $-signs is just a way to make sure that it’s always J18 even when you copy the formula to another cell
  • The final part ('Form Responses'!C:C) is the values to run average on.

The whole thing could be read like:

Get all rows whose B-value matches J18 and give me the Average of the values in the C-column

Counts per team

Now let’s do the same thing to count the 1-2, 3-4 and 5-6 values. This is not as easy it turns out. Because, if you remember we used CountIf to count the values. We need a way to evaluate more than one criteria.

Enter CountIfs that does precisely that. Here’s an example formula, to count 1-2 for a certain team:

=CountIfs('Form Responses'!C:C,"<=2", 'Form Responses'!B:B, $J$18)

Let’s dissect that too - it is not that complicated:

  • The first part ('Form Responses'!C:C,"<=2") is the same as we did in the total section. Count all the values in 'Form Responses'!C:C that is less or equal to 2
  • The second part ('Form Responses'!B:B, $J$18) is just another criteria of the same kind; count all the values in 'Form Responses'!B:B that is equal to $J$18, the dropdown-box with a team name

The trick is that these two criteria are connected with an AND;

Count all the items that have C values less or equal to 2 AND that has B-values equal to J18

Do the same for the other formulas (3-4 and 5-6), before continuing:

  • =CountIfs('Form Responses'!C:C,">2", 'Form Responses'!B:B, $J$18)-G18
  • =COUNTIFS('Form Responses'!C:C,">4", 'Form Responses'!B:B, $J$18)

Nice!

You can now try it out by select different teams in J18, which should update the values for the formula.

Watch out

I noticed that in order to do this change people need to be able to change the Google Sheet if you share it with others. That is pretty obvious when you think about it, but I forgot to set that when I sent it out.

Step 5 - Charts, charts, charts

Let’s, finally, use all of this for something useful. Let’s create a graph similar to the one above, but only for the team that the user has selected.

  • As before, this requires some tricky selection using the CTRL/CMD key and selecting the A16:A20,C16:C20,E16:E20,G16:G20 values.
  • The rest is the same as before:
    • Click the button for Insert Chart (or in the menu Insert => Chart)
    • Do some formatting of the labels, legend etc.
      • I removed the Horizontal axis title
      • Put the Legend on the bottom
      • And updated the Title of the Chart to Spread of values - selected team

Now the user can change team in the J18-dropdown box and see the graph update itself. Like a nice little reporting tool. Here’s how the graph looks for me:

Summary

I learned a lot about Google Sheets and the formulas I used by trying to figure this out. I hope you did too.

My sheet is found here. If you want to play around you can duplicate it and play around with it.



Published by Marcus Hammarberg on Last updated