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Actual v Target Help!

Yandeez

Member
Hi,

Please see attached. I need to put together some type of dashboard to track our performance to determine how were trending to hit our target. Examining the spreadsheet, you can see what I've done. How can I go about this so that every month, I can report how were trending? Open to all suggestions. Thanks,
 

Attachments

Can you explain your spreadsheet a little bit? To someone who uses it, I'm sure its obvious, but for the rest of us coming from different walks of life, it's confusing to know which rows/columns we should be looking at.
 
No prob. Luke. It's broken out by Product on the rows and Product types on the columns. It shows # of people, contract $ and avg. I'm only concerned with the contract $. Below the grids shows the 2014 target and 2015 target. The 2014 % of 29% is Q23/N28. The values are random but I believe that means that in January, we reached 29% of our overall target. I'm looking for a way to display actual vs. target in a nice dashboard/report. Hoping the ninjas can assist!
 
You will not be able to reference rows 2,3,4 as you have used merged cells, merged cells should never be used.
Column reference between and including D:R will not work as you have used merged cells, merged cells should never be used.


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Avoid merging cells


Merged cells can help you arrange values in a meaningful way, but they come with problems -- numerous problems, big problems.


For instance, Excel won't apply column formats to a merged cell unless you select all the columns that comprise the merge.


In addition, not all cell formats, stick once you emerge a cell.


You can't sort a column with merged cells.



You can't even select a single-column range if there's a merged cell in it -- go ahead, try!, the whole column will become merged, not good.



You cannot put a filter on it. The problem is the filter is completely useless because the filter will groan with the "merged cells need to be identically sized." Warning, which in English means you have to make each group of merged cells the same size as the largest group. And you have to find them all!


Merging cells in columns and rows could lead to data loss, bad thing.


Formulas and Functions that refer to merged cells will not work, bad thing.

Use merged cells if you really need them (you don’t), but they will limit what you can do to the cells and even the columns involved.




Center Across Selection is a far better alternative to merging.



To apply this format, select the cells you want to appear merged and then launch the Alignment group dialogue, Ctrl + 1, and click the Alignment tab. Center Across Selection is in the Horizontal drop-down.


You will get the desired look you want but without the merged cell's problems.


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The 2014 % of 29% is Q23/N28. The values are random but I believe that means that in January, we reached 29% of our overall target. I'm looking for a way to display actual vs. target in a nice dashboard/report. Hoping the ninjas can assist!
So, is it just the single value/comparison that you need a chart for?
 
Yes essentially but better yet, a good way to display actual vs target. I realize this is vague...let me revise my spreadsheet and come back. Thanks for your time Luke as you are an invaluable resource.
 
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