Yusuf , One of the blog readers, sent me an interesting email the other day. Here it is, reproduced in full.
I have been reading your blog for the last six months and have found it to be very enriching. You blog has inspired me a lot. I have decided to undertake the quest of becoming from an intermediate excel user to an excel ninja and ultimately CEO (Chief excel officer).
This is my plan of action:
1) Refer a excel book to revise and refresh excel fundas. Trying to create a strong foundation. Would be great if you can recommend One books to cover this part.
2) Refer 2 or 3 excel blogs. Got thru all the posts of last couple of years to bring me to the advance level. Thinking of using PHD and Mr Excel
3) Read a formula related ebooks
4) Final step would be learning VB macro to qualify as a Ninja
5) Am think of using Excel 2007Any suggestions or feedback is welcome. Will update you periodically on my progress.
Wish me Luck !!
I am obviously flattered to be included in his list of “websites to deep dive”. But I think his plan for Excel Awesomeness can be improved. Here is my advice to him,
- Learning excel alone is probably useless. You must learn how to apply excel to your industry, area of work to improve existing processes or way of working. To that extent, any plan to improve your excel skills should begin with a plan to improve your understanding of the industry and area of work.
- For eg. if you are a business analyst, you could learn about requirement gathering, structuring your thoughts, estimation, project planning etc.
- You should invest in story telling, communication skills as well. Learning how to present, how to write and how to talk can be of great help. Conveying ideas in short but powerful ways is more important in todays world.
- Resources: Presentation Zen, Copy Blogger, Seth Godin’s blog, Made to Stick
(book)
- Resources: Presentation Zen, Copy Blogger, Seth Godin’s blog, Made to Stick
- You should develop strong design (UI) sense.
- Resources: Smashing Magazine blog, Non-Designer’s Design Book, Don’t Make Me Think (book)
- Resources: Smashing Magazine blog, Non-Designer’s Design Book
- You should develop your programming skills. understand basic programming structures and learn how to modularize your code (and structure your thoughts).
- Resources: C Programming Language by K&R, Data Structures Using C, Excel VBA Programming For Dummies
- Resources: C Programming Language
- Stay open to new tools (this has been one of my weak areas). Explore upcoming technologies like R, Tableau, Google Visualization API, Processing,js to expand your horizon and ideas.
- Resources: Learn R, R Project, Tableau Public, Google Docs
(book)
, 
(book)
by K&R, 
, 
But I think My advice can be improved too. So I turn to you.
What do you think a person should do to become really awesome in Excel?
Share your thoughts, ideas and suggestions using comments. Suggest blogs, websites or books or anything that can make Yusuf (and countless others) really good in using Excel so that they can be awesome in their work.
Go!
31 Responses to “Beautiful Budget vs. Actual chart to make your boss love you”
Would be considerably easier just to have a table with the variance shown.
On Step 3, how do you "Add budget and actual values to the chart again"?
There are a few ways to do it.
Easy:
1) Copy just the numbers from both columns (Select, CTRL+C)
2) Select the chart and hit CTRL+V to paste. This adds them to chart.
Traditional:
1) Right click on chart and go to "select data..."
2) From the dialog, click on "Add" button and add one series at a time.
One more way to accomplish it is just select the columns into chart. Press Ctrl+C and then press Ctrl+V
Regards
Neeraj Kumar Agarwal
Unfortunately, this doesn't seem to work for me in Excel 2010. The "Var 1" and "Var 2" columns cannot combine two fonts to display the symbol and the figure side-by-side.
Secondly, there is no option to Click on “Value from cells” option when formatting the label options. The only options provided are Series Name, Category Name or Value.
@TheQ47... the emoji font also has normal English letters, so if you use that font, then you should be ok. I am assuming your computer doesn't have that font or hasn't been upgraded for emoji support.
Reg. Excel 2010, you can manually link each label to a cell value. Just select one label at a time (click on labels, wait a second, click on an individual label) and press = and link it to the label var 1 or var 2.
I am using excel 2010, please explain how to apply Step 12
Regards
Neeraj Kumar Agarwal
Hi Neeraj,
"Value from cells" option is only available in Excel 2013 or above. In older versions, you have to manually adjust the label value by linking each label seperately.
Read this please: https://chandoo.org/wp/change-data-labels-in-charts/
Sir, you are just awesome.
Your creativity has no limit.
Regards
Neeraj Kumar Agarwal
Hi Chandoo,
I just found your website, and really love it. It helps me a lot to be an Excel expert 😉
Currently I am facing with a problem at step 11:
Var1 Var2
D30%
A5%
B0%
B4%
B7%
C10%
C13%
D27%
I42%
Though at mapping table, I used windings, here formula uses calibra. How I can change it? I am able to change only the whole cell. In this case numbers will be Windings too.
Thanks for your help!
Hi Mariann... Welcome to Chandoo.org and thanks for your comment.
If you wanted to use symbols from wingdings and combine them with % numbers, then you need to setup two labels. One with symbol, in wingdings font and another with value in normal font. Just add the same series again to the chart, make it invisible, add labels. You may need to adjust the alignment / position of label so everything is visible.
[…] firs article explains how you can enhance your charts with symbols. You can simply insert any supported symbol into your data and charts. To some extend you can […]
You're a good person, thank you to share your knowledge with us, I will try to do in my work
Great visualization of variance. My question is that is this possible in powerbi?
How would you go about it?
HELLO, WHY CANT I FIND VALUES FOR LABELS IN EXCEL 2013
Dear chanddo sir,
What to do if we have dynamic range for Chart. How this will work. can you able to make the same thing works on dynamic range.
Sir Chandoo,
Good Day!
First, I'd like to say that I am very grateful for your work and for sharing all these things with us.
I tried to do this chart but it seems that the symbols don't work with text (abs(var%),"0%") unless we keep the Windings font style.
The problem is, it converts the text into symbol as well and you wont see the 0% anymore. I'm using Windows 7.
WOW - Segoe UI Emoji
This is the greatest discovery for me this month 🙂 Thanks for sharing.
Here's my two-cents:
https://wmfexcel.com/2019/02/17/a-compelling-chart-in-three-minutes/
Sir This is awesome chart, and very easy to made because of your way to explain is very simple , everyone can do. Thank you
one problem i am facing, I hv made this chart , but when i am inserting data table to chart it is showing two times , how can i resolve this
in this chart when i am adding new month data for example first i made this chart jan to mar but when i add data for the apr month graphs updated automatically but labels are missing for that new month
Hi Renuka,
Please make sure the formulas for labels are also calculated for extra months. Just drag down the series and set label range to appropriate address.
So I am playing with the Actual chart here - but amounts are bigger than your - you have 600 as Budget - my budget is 104,000 - is there a way to shorten that I am unaware of
thank you - I LOVE YOUR SITE
Thanks for the tips and tricks on Excel. In the Planned versus Actual chart examples, you use multiple values (ex. multiple Categories in above). How can this be done when we have only 1 set of values? For example if I have only this:
Planned Actual
SOW Budget 417480 367551
How can I create a single bar chart like the one above?
Thank you Chandoo.
This one is just perfect for my Quarterly Review presentation on Operational Budget against Actual Performance for the Hospital I'm currently working with.
Just Subscribed today (10 minutes ago)
Is there a way to make the table of data into a pivot table to be able to add a slicer for the graph due to many different categories and months?
Hi, I tried to modify you template with something appropriate for me, and I found a problem. this template was modified by me started with excel 2010, then 2016 and finally 2019. Same thing - somehow appear an error - or didn't show the emoticons for positive percentage or doubled the emoticons for some rows. I suspect to be from excel. if is need it I can sand you my xlsx for study. Please help if you can.
Hi Chandoo,
Could you please check the Var Formula in Step1. You have mentioned budget-actual and when i did this i got different values but when reversed like actual-budget i got the actual value what you have demonstrated in step1.
Please share your view.
This is a great chart (budget vs. actual). However, in trying recreate it, I cannot color in the UP Down bars individually, and they all become formatted with the same color. I'm using Office 365. Look forward to the feedback.
Thanks.
Dan
pls explain in detail step 7
While in the Excel sheet you have used following formula for Var
Var = Actual - Budget
But
in the note, you have written
Var = Budget - Actual
Good Presentation and Data information.thank you so much chandoo.