How To Create An Actual Vs Target Chart In Excel

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  • Опубликовано: 14 июл 2024
  • Sign up for our Excel webinar, times added weekly: www.excelcampus.com/blueprint...
    In this post, I explain how to create an Actual vs Targets chart in Excel. This chart overlays the projected or goal numbers with the actual performance numbers realized for a time period.
    The chart can be used to compare multiple targets, goals, budget amounts, forecast projections, etc. It can also be created as either a bar or column chart.
    If you’d like to see the accompanying blog post on my website, you can find it at this link: www.excelcampus.com/charts/ac...
    Additional Resources:
    Column Chart That Displays Percentage Change in Excel - Part 1: • Create A Column Chart ...
    Percentage Change in Excel Charts with Color Bars - Part 2: • Percentage Change in E...
    Column Chart That Displays Percentage Change - Part 3: • A Column Chart That Di...
    #MsExcel #ExcelCampus
    00:00 Introduction
    00:22 Charting Actuals vs. Targets
    01:05 Start with Your Data
    01:48 Create a Chart
    02:25 Formatting the Bars in the Chart
    04:57 Overlaying the Columns
    05:33 Additional Formatting
    10:25 Converting a Column Chart to a Bar Chart

Комментарии • 81

  • @sosmiller1049
    @sosmiller1049 3 года назад +3

    I cannot tell you how grateful I am for your videos! This one on Actuals vs Targets especially! I moved into management a few years ago and FORGOT half of what I knew of Excel and I was no expert back then! But I have to justify a need for more headcount and was stressing how I could represent the no. of hours my staff are working vs a baseline. This video saved my job! And I am 100% confident the data tells exactly the story I need to!! Thank you for these! I am sooo going to be sticking with Elevate Excel for life!

  • @q.chenelle9690
    @q.chenelle9690 4 года назад +5

    I just had an “aha!” moment with your tutorial. Thank you!!!! Super helpful!

  • @PeterPeters-86
    @PeterPeters-86 3 месяца назад

    WOW. That video was so helpful. You explained everything so clear and simple. Great Job! Thanks, Jon!

    • @ExcelCampus
      @ExcelCampus  3 месяца назад

      Glad it was helpful! 😀

  • @ricos1497
    @ricos1497 4 года назад +1

    Nice, clean charts. It amazes me how often I see badly formatted, ugly charts in business presentation. This video makes my eyes happy!

    • @ExcelCampus
      @ExcelCampus  4 года назад

      Haha awesome! I love it. Thanks Rico! 🙌

  • @catherinemccauley8109
    @catherinemccauley8109 4 года назад +1

    Displayed like a clear gem. Thank you Jon!

  • @jiajiaphotography
    @jiajiaphotography 3 года назад +3

    I just followed this video step by step and it is so clearly explained. I made a chart I love. Thanks so much 😊

  • @rathanraj83
    @rathanraj83 3 года назад +1

    I can't thank you enough for this.. explained in a very simple able to understand manner..! Thanks once again

  • @tonyagamata2874
    @tonyagamata2874 4 года назад +1

    Great content as always! Just sharing, I find it easier to select the series by going to the Format Data Series pane on the right. Then the "Series Option" drop-down will give you the list of available series.👍🏾

  • @manjunathsundaram8201
    @manjunathsundaram8201 Год назад +1

    This video was very useful and very well explained all the concepts of excel chart, excellent !!

  • @IvanCortinas_ES
    @IvanCortinas_ES Год назад +1

    Super explanation. It's a great help. Thank you Jon!!!

  • @cshahed
    @cshahed Год назад +1

    Thanks Jon, excellent, very simple, easy steps but effective chart 👍👍

  • @harishnegi0903
    @harishnegi0903 4 года назад +1

    Wow ! I will keep remember this trick. Literally helpful.
    Thanks a bunch.

  • @paulhowell4257
    @paulhowell4257 4 года назад +1

    Great stuff, this is what every business owner needs! Thank you Jon!!

    • @ExcelCampus
      @ExcelCampus  4 года назад

      Thank so much Paul! I appreciate it! 🙂👍

  • @yousefkamhiyah2536
    @yousefkamhiyah2536 3 года назад +1

    YOURE THE MAN!

  • @EricaDyson
    @EricaDyson 4 года назад

    Ditto! Very useful . Thanks a lot. Logged for definite use!

  • @rotethongvanit
    @rotethongvanit 2 года назад +1

    Great chart presentation!

  • @farithahamed3599
    @farithahamed3599 4 года назад +1

    Thank you John for your valuable information

  • @jeannetteabrahamson5342
    @jeannetteabrahamson5342 4 года назад +1

    Thank you so much for this. This helped me out a lot!

  • @anillpatel
    @anillpatel 4 года назад +1

    Great video. So useful. Thanks Jon.

  • @maythamalmouthen5191
    @maythamalmouthen5191 4 года назад +1

    Great Effort and easy way of explanation.

  • @euniceesinam2573
    @euniceesinam2573 3 года назад +1

    This tutorial is very helpful. Thanks so much

  • @SpotlightImpact
    @SpotlightImpact Год назад +1

    Great chart creation! Nice tricks to show this type of data too :) Thanks for sharing!

  • @mohammedagag6509
    @mohammedagag6509 3 года назад +1

    Very helpful, thank you John!

  • @RameshKumar-qu3cu
    @RameshKumar-qu3cu 2 года назад +1

    really its helped me to easier the work report... thanks for the post.. great work keep rocks

  • @ziabashir
    @ziabashir 4 года назад +1

    Excellent sheet chart and easy methods

  • @RAEN74
    @RAEN74 2 года назад +1

    This is awesome. Def going to use this. Amazing! Thanks

  • @chengwang411
    @chengwang411 2 года назад +1

    it looks classy. that kind of simplistic beauty. 😄

  • @maythamalmouthen5191
    @maythamalmouthen5191 4 года назад

    Great Effort and easy way of explanation

  • @97grad
    @97grad 4 года назад +1

    Love it, thank you so much

  • @MichaelBrown-lw9kz
    @MichaelBrown-lw9kz Год назад

    I have been wondering how to make a bullet bar chart with a vertical target line. I only knew how to make this type of bullet bar chart where the target was a dot. Thank you so much for this video.

  • @MohamedMostafa-dm9qy
    @MohamedMostafa-dm9qy 4 года назад

    This really awesome !!!!

  • @TomHenson
    @TomHenson 3 года назад +1

    Thanks for the help!!

  • @mans0011
    @mans0011 4 года назад +1

    Really clever solution. New subscriber.

  • @RobertAfrick
    @RobertAfrick 4 года назад +1

    Well done...as always!

  • @patrickwilson2075
    @patrickwilson2075 3 года назад +1

    Outstanding info. Thanks

  • @jesuspabloalvarezvidal8089
    @jesuspabloalvarezvidal8089 Год назад +1

    Thanks so much!

  • @stephenbrincat7124
    @stephenbrincat7124 4 года назад +1

    Well done, thanks for sharing👍

  • @TheSheikha
    @TheSheikha 3 года назад +1

    I can't thank you enough!

  • @evardoreinp7980
    @evardoreinp7980 Год назад +1

    Thank you guy

  • @joielou6544
    @joielou6544 Год назад +1

    Amazing !

  • @ObeidAlharbi
    @ObeidAlharbi 4 года назад +1

    I like this video. Thank you very much

    • @ExcelCampus
      @ExcelCampus  4 года назад +1

      I appreciate your support, Obeid! Thank you! 🙂

  • @suhailnbd
    @suhailnbd 4 года назад +1

    Excellent 👍

  • @arabianoud3812
    @arabianoud3812 3 года назад +1

    Wooow v nice presentation

  • @NigelMayhew1
    @NigelMayhew1 Год назад +1

    Thanks!

  • @giaphu9141
    @giaphu9141 4 года назад +1

    Thank you

  • @andrewgamal4437
    @andrewgamal4437 4 года назад +1

    Excellent Jon, very helpful,
    my question is: How can I make Target Vs Actual like this using Pivot Table and Pivot Charts with different filters?
    thanks so much in advance

  • @shahebazsyed872
    @shahebazsyed872 4 года назад +1

    Excellent👍

  • @puthur1
    @puthur1 4 года назад

    Good one

  • @myhouseuganda
    @myhouseuganda 3 года назад +1

    Hey Jon, can you create a video on how to make a budget template or budget vs actual variance

  • @asifazad6625
    @asifazad6625 Год назад +1

    Please could you show a demo month-to-month using the same scenario that you showed here.

  • @mirrrvelll5164
    @mirrrvelll5164 3 года назад

    Hi Jon! Informative video! Did I miss the info what and why is +50 in =MAX function??

  • @omerhumeida7166
    @omerhumeida7166 4 месяца назад

    Very useful, is it possible to overlap only 2 series and and leave the rest as normal ?
    I have a bar chart of 5 series but i only meed to overlap 2 of them

  • @punksit015
    @punksit015 3 года назад

    thanks for the video, i have a question, how to reverse from north in bottom to north in top? thanks

  • @davehansel9715
    @davehansel9715 Год назад

    Thank you for the video! I currently use a sales target tracking template I got from Someka, however, I was wondering if it's possible to download this chart?

  • @rhonalkhairul3969
    @rhonalkhairul3969 Год назад

    Thanks for this video..just found it. What if the bar chart are clustered? Can we overlap the bar size and kept showing as clustered bar?

  • @TheLaopi
    @TheLaopi Год назад

    Very great tips, where Can i find your book about pie charts ?

  • @chichinovrian1495
    @chichinovrian1495 4 года назад

    Hi jon, out of the topic, how make average by displaying the date ( 1 nov, 2 nov, 3 nov - 8 nov) in pivot table column ?? And values pivot "count of text"

  • @stevesulea4968
    @stevesulea4968 4 года назад

    How do I change the scale of the chart as I have branches with sales in the 100K's and in the Millions?

  • @babajideamure108
    @babajideamure108 Год назад

    I hope I get the help I need. I work with a team with multiple targets (Phone sales, data device sale and sim activation). I want to design an interactive dashboard where all the individuals along their performances in all of the 3 KPIs appear

  • @masarushibata6143
    @masarushibata6143 11 месяцев назад

    Hi there, I can't seem to find the link to download this chart?

  • @stephensheets9614
    @stephensheets9614 Год назад

    Is there a way to do this with a line graph?

  • @appleacosta7126
    @appleacosta7126 3 года назад

    Tried this chart but I can't seem to have the data labels for the variance go at the center or end of the bar chart. It stays at the left end. Help

  • @arindambhattacharya7848
    @arindambhattacharya7848 Год назад

    well..its just for one instance. How do we do it for a period trend. I have 12 months of data with each of these attributes

  • @EstaCarla
    @EstaCarla Год назад

    Can I overlap only 2 out of 5 bars?

    • @ExcelCampus
      @ExcelCampus  Год назад

      I'm not sure there is a way to do that. You might need two separate charts.

  • @maythamalmouthen5191
    @maythamalmouthen5191 4 года назад

    I do appropriate your time If you can help us with the best chart type to present 2 levels data chart, example is below :
    London
    Men 300
    Women 200
    Total 500
    Germany
    Men
    400
    Women 150
    Total 550

    • @ExcelCampus
      @ExcelCampus  4 года назад +1

      Hi Maytham,
      Great question! Sometimes stacked charts are used for that type of data. However, stacked charts can be difficult to read. Here is an article that explains some alternatives.
      www.excelcampus.com/charts/dynamic-stacked-column-bar-chart-find-the-missing-trends/
      I hope that helps. Thanks again and have a nice day! :-)

    • @maythamalmouthen5191
      @maythamalmouthen5191 4 года назад

      @@ExcelCampus Thank you for your time and reply. I feel Alternative #1 is not that practical as it need space to include all of Panel Charts in the report . Alternative #2 are good but when you put in report is hard to have it dynamic.
      For Alternative #3: what about Waterfall Chart or Stacked Column Bar Chart with adding total values on the top.
      appropriate your time to look at it again and suggest alternatives :).

  • @ttlcth9082
    @ttlcth9082 3 года назад

    "Budget"...it means "Target"?

  • @michaelallen7172
    @michaelallen7172 5 месяцев назад

    hi John can you also teach us how to make the annual revenue trend chart? just subscribed.
    like the one shown in this video: ruclips.net/video/Tac611EcofI/видео.html

  • @johnmeijer1246
    @johnmeijer1246 3 года назад +1

    Amazing!