Excel Charting to Goal
When you use Excel to Chart data, you typically start by selecting the data points to be charted. To establish a goal line you must also have a goal data point for each data point in your results data. In a column adjacent to your actual data points define a goal data point for each indicator in the dataset.
For example suppose you are reporting on monthly revenues
A B C
Month Actual Budgeted
January $1000 $1200
February $1500 $1200
March $1200 $1200
April $1800 $1200
May $1300 $1500
June $1600 $1500
Once you have established the goal data on your worksheet you would proceed as follows:
• Select the data including the row labels, column labels, results data points, and goal data points. In our example you would select the entire block of data as shown above.
• Press the F11 key to create your bar chart. The F11 Key is a shortcut method to create a simple bar chart without having to go through the steps of the chart wizard
• Right click one of the chart bars representing the Goal series and select Chart Type from the shortcut menu.
• From the Chart Type dialog box, choose a line type chart, accept the default style, and click on OK.
Your chart will now display the results in bar chart form with a goal line. If you want to emphasize the goal line, you can format it by right clicking on the goal line and choose “Format Data Series”. A red, 6pt. line style makes the goal line stand out.
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You Should Also Read:
Converting a List of Names to Multiple Columns in Excel
Excel - Arranging Multiple Worksheets
Excel - Working with Worksheet Tabs
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