Excel: adding interactive drill down to a 'Last Ten Results' indicator panel

A previous article outlined a simple method for creating a 'Last Ten Results' indicator panel in Excel (see link). This supplement shows how to add interactive drill down functionality (Excel skill level: advanced)

Another previous article had shown how to use Excel comments boxes dynamically to provide drill down details (see link). This method can be adapted to work with the last ten results indicator panel. There are a few technical challenges.

Reversing a linking formula
The cells coloured green,  red and grey in the indicator panel read values from a separate data area. The way the data is structured (in this example) the drill-down needs to read from three adjacent rows in the data area, e.g. cells AF10, AF11, AF12.  This is trickier than it first seems. 

Some VBA code which can do this set out below. It is triggered by the Worksheet Selection Change event i.e.the code is run each time a different area on the worksheet is selected. So the code is run when any of the coloured bars are clicked on, displaying the appropriate details for the cell It is run again when any non bar cell is clicked on, removing the previously displayed details.

To make the code a little easier to follow it has been split into three blocks. The first block defines the memory variables that will be needed, clears any pre-existing comments from the worksheet, tests to see if the selected areas is withing the defined target area (i.e the whole indicator panel), and tests to see if it is a coloured results cell or simply the margins around the coloured results cell (requiring no drill down) 

The next block of code records the coordinates of the cell where we want the drill down to be displayed and works out the coordinates of the topmost data cell relating to it

The final block collates the details from the data area into a cell comment and makes it visible. The details are produced by concatenating all the individual pieces, and using Chr(10) to force new lines within the comments box.

Inevitably, this VBA code could be written in a more compact and slick manner. But it works as is and runs quickly enough. Also note that the method of 'reversing' the link to identify the data cell is designed for cases where both sections are on the same worksheet. It would need further refinement if the data was located remotely


References

Excel: creating a 'Last Ten Results' indicator panel without using VBA  by Edgar Bolton. 
B I Dashboard Design. 31/01/2016  (link)

Excel: Using cell comments to provide "drill-down" details by Edgar Bolton
B I Dashboard Design. 05/08/2015   (link)

Excel: Using arrows to indicate direction of change in performance  by Edgar Bolton
B I Dashboard Design. 26/07/2015   (link)

How to convert Excel column numbers into alphabetical characters. Microsoft. Article ID: 833402 - Last Review: 09/19/2011 00:01:00 - Revision: 5.0   (link)