Make a Quick Thermometer Chart to Compare Targets and Actuals

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Comparing values is one of the reasons why we make charts. So today I am going to teach you a handy little trick to make a thermometer like chart to compare targets with actuals. This type of chart is very useful when you have a bunch of sales targets and you want to measure how the performance has been. [Read excel theremometer charts for another option.]
Target Vs Actual Charts Excel 4 - Thermometer charts
To make a thermometer chart, just follow these 5 simple steps.

1. Select the data and make a column chart

Sales Targets In Charts Sample Data - Thermometer charts

Select the data and insert a column chart.
Target Vs Actual Charts Excel 1 - Thermometer charts

2. Select a chart data series and adjust “overlap” to “100%  overlapped”

Overlap Chart Series Excel - Thermometer charts
This will ensure that one series of the chart is 100% overlapped with another.
Target Vs Actual Charts Excel 2 - Thermometer charts

3. Format the target series so that only outline is shown

Select the series and set fill color to none, set the border color same as the fill color of “actual” series.
Target Vs Actual Charts Excel 3 - Thermometer charts

4. Remove grid lines and add data labels

Now our chart looks more like a thermometer.
Target Vs Actual Charts Excel 4 - Thermometer charts

5. Now go figure out why Acid Pops are struggling to sell

Yep, that is the fifth step. Go figure out why the targets are not met.

Bonus tip: If sometimes actual values are more than targets, then you should try different colors for target series’ border and actual series fill, like this:

comparing values - thermometer alternative

Download chart template and compare 2 sets of values easily

Click here to download the excel file and use thermometer chart template.

How do you compare values?

Share your techniques and charting ideas using comments. Tell us how you compare values.

Additional tutorials & material:

Compare actual values with targets using excel and other excel charting tutorials. Also check out our section on excel dashboards.

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11 Responses

  1. Ciao Hui,
    Collecting Excel tricks under the title “Notable Excel Websites (Non-MVP) Edition” is a brilliant idea…
    Thank you in the name of all The FrankensTeam.
    On our site there is a box with a picture and text highlighting:

    This is a no-MVP site
    we think ourselves “bad boys” a bit 🙂
    For those who would like to know why our site is a no-MVP site, enough to click on the link:
    http://goo.gl/lxDszY
    Thank you again!

  2. I really enjoyed this (newsletter). I must admit that I rarely read an Excel newsletter (and I subscribe to quite a few) all the way though, but this grabbed my attention and before I realized it, I was engrossed in it. I must also admit that most of this I don’t understand, yet. But, it excites me when I do learn something new in Excel. I can’t wait to see how much of this I can implement into my (constantly-evolving) ‘House Budget’ & ‘Family Medical’ worksheets that I have developed over the past few years! I sure hope to see more of these type of newsletters in the future! Thanks!

  3. Hui, This post is Superb! More over I have always been a fan of Roberto’s work and have learnt a lot from him.

    Here are some of my recent contributions

    1. Customising markers in a chart – http://www.goodly.co.in/customize-markers-in-a-chart/
    2. Charting Hacks to work faster – http://www.goodly.co.in/5-charting-hacks-to-help-you-work-faster/
    3. 7 Date formulas to make life easy – http://www.goodly.co.in/date-formulas-in-excel/
    4. Customised scrollbar using VBA – http://www.goodly.co.in/customized-scroll-bar-in-excel/
    5. Adding Direct Legends – http://www.goodly.co.in/customized-scroll-bar-in-excel/

    Hope everyone enjoys!

  4. I like the Excel Ninja Menus.
    1. Select a cell or range then move till the 4-way cross appears. Right-Click and drag the selection to another place in the worksheet then, like a ninja, a menu full of skills and throwing stars pops up allowing me to do all kinds of awesomeness.
    2. When you click the fill box on a Date and right click and drag it down, a lot of amazing Date options pop up.
    I also brand my Excel to remind myself that I’m awesome. In my personal macro workbook I place the following code.
    Private Sub Workbook_Open()
    Application.Caption = “SuperKrishna’s Awesomeness”
    End Sub

  5. My favorite tip goes along with #17. If you try to copy subtotaled data (and in earlier Excel versions filtered data),when you paste it all the data displays instead of just the summarized data.
    To get around this, select your summarized data, click on Find and Select tab and then select Go to Special. Click Visible cells Only and click OK. Now paste and you will see that only the summarized data has been copied.
    You can also go CTRL+G and then click the Special icon at the bottom of the dialog box.

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