Tab Utilities

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Install and Load the Add-In

Note that the self-installer version also installs an
uninstall capability. To uninstall select Windows Taskbar
| Start | Control Panel Add or Remove Programs... |
scroll down to the TM Chart Utilities entry.
If you chose to download the zip version, unzip the addin file to a directory of your choice.
For installation instructions see common installation
instructions. In Excel 2003 load the TM Chart Utilities
add-in. In Excel 2007, load the TM Chart Utilities
(Ribbon UI) add-in.

Features and Functions

In Excel 2007 or later, the TM Chart
Utilities functions are in the TM tab |
Chart Utilities group of the ribbon...

and in the Chart Tools contextual

ribbon |TM tab | Chart Utilities group


Make Dynamic Chart
This feature converts a regular chart into a dynamic chart, i.e., one that
automatically plots new data added to the plotted range. The code adjusts to
data in columns or in rows and it also factors in any header cells in the data
column (or row). It also works when the X values include multiple columns.
Click the Make Dynamic Chart button to bring up the corresponding dialog box.
If a chart is already selected, it will show up in the chart selection drop down.
Use the drop down to select the chart to be made dynamic.
Since the software must change the formulas used in the chart, there is a
checkbox to approve the change.

Below are a few examples of the software in action.

1) Consider the data set and the corresponding chart

After conversion to a dynamic chart, the

chart series uses software generated
named formula.

Now, the chart will automatically

adjust to new data, for example in
E9:F9:

2) The data can also be in rows. In this

example, neither the X nor the Y range
has a header.

3) The X values can be in multiple

columns and can have more than 1
header row.

After conversion to a dynamic chart, the

chart will automatically pick up new
data, say in row 16.

Export Chart

This function of TM Chart Utilities allows one to export a chart as

an image file. Select the chart of interest, the image type, and the
output file name.

Swap X and Y ranges

This feature lets one swap the X and Y ranges used in the chart.
Obviously, it should be used only for those kinds of charts where
both the X and Y axes contain numeric values.

For an example, consider graphing the efficient frontier of a

financial portfolio consisting of 2 assets. The assets, A, and B have
the following expected returns, standard deviation (a measure of
risk), and correlation:

From this one can calculate the

portfolio's expected return and
standard deviation:

By default Excel will plot this with the

expected return on the x axis and the
standard deviation on the y axis.

To see the efficient frontier in the more typical view with the
expected return on the Y axis and the standard deviation on the X
axis, use the add-in's 'Swap X and Y Ranges' button to get:

A word of caution
Note that the software will not stop one from swapping X and y ranges when the
original x values are non-numeric. However, the result may not be meaningful
until one enters numeric values in the original X range. For example, consider
the following chart.

After swapping the X and Y ranges,

the result looks like:

Set Data Labels

By default, a data label can refer to the series name, the x value, and/or the y
value. While it is possible to use some other cell as the data label it cannot be
done through the Excel user interface (UI). The Set Data Labels function of TM
Chart Utilities lets one specify a range other than the x or y values as the source
for the data labels.
Consider the data set and the associated bar chart shown below.

Using the native Excel UI there is no easy way to use column D as

the data label source. The Set Data Labels function of the TM
Chart Utilities allows one to do that through the below dialog box.

Adjust Plot Area Aspect Ratio

When Excel creates a chart, the physical size of the chart is independent of the
values of the data plotted. So, even if one were to plot identical x and y values,
as on the left below, the visual effect fails to convey the information that we are
plotting a line that should be at 45 degrees to the horizontal. While both the
axes show the same range of values, the horizontal dimension is much longer
than the vertical one. To get the correct visual effect, as on the right below, the
horizontal and vertical sizes should be the same.
To display the data in the same proportion as the plotted values, one must
adjust what Excel calls the "inside plotarea." Unfortunately, there's no direct
way to do that. When one changes the plotarea, Excel automatically computes
the "inside plotarea." Consequently, one must deploy an iterative method to
achieve the desired ratios.

Similarly, if we look at the data set below, the Y range is larger than the X
values by a factor of 2.86 . Yet, the physical size of the chart shows a larger x
range!
To start the process of making the physical size match the values shown, start
by clicking the Chart Tools contextual ribbon | TM Tab | Chart Utilities group |
Adjust Aspect Ratio button. The resulting dialog box, shown on the right in the
image below, shows that the ratio of the values is 2.857 (rounded to 3 decimal
places) whereas the ratio of the inside plotarea dimensions is 0.568. The
difference between the two is a whopping 80%!
While the dialog box shows a lot of information, the one key item is the number
in the black box. It is the difference between two important ratios and the goal
is to make this number as close to zero as possible. The two important ratios
are: (1) the ratio of the Y Range to the X Range, and (2) the ratio of the Inside
Height to the Inside Width.
Use the left-right and up-down arrows to adjust the plot area to get the desired
visual effect. For the physical chart to show the same ratio as the range of
values shown, the difference should be zero (or as close to zero as possible).

Use the arrow buttons to adjust the dimensions of the

plotarea so that the ratio of the physical dimension
matches the ratio of the plotted values. By reducing the
horizontal size, the best one can accomplish is a
difference of 0.46%.

Further tweaking of the height and

the width reduces the difference to
0.01%.

Finally, click the Fix button to reduce the

chart area while keeping the plot area
unchanged.

Sparkline Auto Zoom

A sparkline, introduced with Excel 2007, creates a chart in a very
small space, i.e., a single cell. While this is a great way to
visualize data in a small amount of space, by its very nature it
compromises on showing subtleties in the data. The add-in lets
one view in a regular chart the same data as in the sparkline of the
active cell. To enable this feature click the TM | Chart Utilities |
Enable Sparkline Zoom button. Enabling the Auto Zoom capability
results in the button label changing to 'Disable Sparkline Zoom.'
Now, with the Zoom enabled, select a cell with a sparkline in it and
the add-in will show the same data in a regular chart, named
SparklineBigSis.
Below is an example. It plots the same data set in three sparklines
(D3:D5). Select any of those cells to see the data in a regular
chart using the same kind of plot. [For a Win/Loss Sparkline, the

After enabling The Sparkline Zoom

feature, click in D3 to see

Use with a SparkLineGroup

If one creates a sparkline group, clicking in any cell containing a sparkline from
that group results in a single chart showing all the series in the group. In the
example below, the data in A19:C22 are shown in a single sparkline group in
D20:D22. Click in any of the sparkline cells to see the BigSis chart.