This is a guest post by Sohail Anwar.
Why do so many of us use Excel? Let’s trace it back to the ’80s when Microsoft hit gold by being the first out of the blocks with the widely available operating system that was somewhat dummy proof.
Suddenly everyone could aspire to launch ‘Nukes’ like a fresh faced Matthew Broderick in the film ‘War Games’. 
By the early 90’s Windows had become even more established relative to other Operating Systems, so much so that PC manufacturers were developing components around Windows’ capabilities and suddenly PCs were Windows machines. As big business began accepting the significance of computing, Microsoft started winning huge licensing contracts with all the major corporations in all sectors, but the Finance sector in particular, where Excel would be king, was having an exponential boom at this time. For big organisations, once you spent a fortune buying licences for the Operating System it only made sense to purchase the seamlessly integrated and carefully developed/tested apps to run on them; enter Excel, Word, PowerPoint and eventually Outlook. Fast forward to 2015 and we are firmly in the age of second generation corporate professionals who have developed much of their productivity skill sets around those particular Windows tools. While all the excellent tools have their place, Excel stands out and here are 8 reasons why you need to up your Excel game more than ever this year.
1. Excel is a universal language spoken in almost all offices
For those who work in the field of Finance, it’s more common to hear ‘Excel’ than it is to hear ‘Spreadsheet’. Such is the ubiquity of Microsoft’s brilliant application. Of course the purists will tell you 279 reasons Excel is not as good as ‘insert competitor product’ but the reality is 1) Purists aren’t coming from a pragmatic perspective which modern multi-skilled professionals need to be and 2) as mentioned in the intro, like it or lump it, Excel is everywhere!
2. Stop thinking of Excel as a spreadsheet
It is a problem solving tool. I’m not saying it’s not a spreadsheet, accountants and financial analysts will often use it as a traditional spreadsheet but this is just a fraction of what it is capable of. So many other professionals will not correctly harness the awesome power of Excel because they believe it to be nothing but a boring spreadsheet application that deals with boring numbers. Case in point, three of the most common uses of Excel in my work include dealing with Text data, i.e. Lists of people from HR databases that need to be reconciled with other sources, sending out large volumes of tailored emails and creating PowerPoint presentations automatically! Those aren’t the things most people associate a spreadsheet with.
3. Create more time
The most precious commodity on Earth which cannot be replenished is your time. The better you become at leveraging Excel, the more you will be able to achieve. First the speed at which you are able to solve problems will increase and eventually if you get good with VBA then full on automation will save you hours per task. You cannot put a price on the time you will save; it will free up your own time to provide more value in your team, develop yourself in other ways (more skills or attributes), free up time to work on a side business/ hunt for a better, higher paying job or of course you can spend more time trying to break your candy crush high score!
4. Excel is not going anywhere
Excel will be around for a very long time. Big companies cannot easily migrate from established platforms and applications. Case in point, two of the banks I have worked for in the last few years still insist on the archaic 90’s Lotus Notes as their main communication tool! It’s not just the cost of doing so but in the case of Excel in mid to large organisations, Excel is a part of working culture. Even if companies would move, there is no all-encompassing rival, developed and supported by a reputable enough organisation on the horizon, compatible with all the bespoke .NET application development that goes on within organisations (which is designed to integrate with Excel). As a note, the trillion dollar business of Foreign Exchange currency trading as well as most other forms of trading still have most of their analysis work carried out in Excel in almost all financial institutions.
5. Small Data
Big data is so 2014, 2015 is about the rise of small data or local data; it has grown considerably in the last few years as companies have been spending more and more money on CRMs, ERPs, essentially databases. You need to be able to gather data, analyse it, draw some conclusions and present those conclusions as intelligence to decision makers. Don’t get left behind. I have worked with Project Management software like Clarity and most frequently SharePoint (content management)., With the likes of Clarity and other data repositories, you can extract information in formats that Excel likes (.xlsx, .txt & .csv) and then go about getting useful insights and creating reports.
6. Excel is like an analytical sketchpad
Excel is to an analytical professional what paper/pen is to an architect. I have pitched many ideas and models to my bosses by translating my wacky concepts in my head and interpreting those ideas in Excel, especially around finance, budgets and general reporting.
7. Value networking
This is my term for what in my career has turned out to be the best form of networking, not arbitrarily pestering people for coffee meetups but using that time to reach out to someone and make their life a little bit easier. Due to its universal nature, Excel has allowed me to proverbially raise my hand and say ‘I can help with that’. And I did help, helping peers alerted senior colleagues to my abilities and when the senior/Execs started reaching out me for my help, it opened up a whole new set of doors for me which meant good things for my career.
8. More Excel skills make you more marketable
Excel does not represent one skill on your CV, it represents a huge category of skills. In the age of keyword search hiring, you need to understand that simply writing ‘Excel’ or ‘Advanced Excel‘ will seriously undersell you to prospective employers. Use actual Excel functions in your Resume!
Pivot Table, VLOOKUP, Macros, VBA, Conditional Formatting, Charting and filtering…These are far more telling of your ability to an employer then writing Excel. Someone who writes VLOOKUP, Pivot Table, Filtering demonstrates an ability to analyse data and so has eliminated a potential barrier in the mind of the hiring manager reviewing the CV. Simply writing ‘Excel’ on your CV shows you can work with Excel, writing Pivot Table shows you can work with Excel and make it analyse data for you. Excel skills progression correlates well with earnings; the more you improve your Excel skills in a meaningful way to add value in an organisation, the more your earning power goes up.
To give you an example from my own career and many of the colleagues I have worked with and helped over the years: fairly intermediate skills took my earnings from £27k to £40k, getting very good with data analysis took me to £64k, intermediate level VBA took me to the £100k mark, becoming exceptionally good with VBA helped me climb eventually to £140k+. Bear in mind, blindly learning Excel is not something I advise, instead the method for improving is to find opportunities in your work to be more productive. In parallel to improving my Excel skills, I was developing other key attributes too such as Project Management, Reporting expertise and communication. It was exposure to problems in those areas that gave me reasons and opportunity to apply my Excels skills and solve very specific and niche problems which helped me stand out from the crowd more. People think you need to be a VBA god to break the 6 figure mark. When I did it, I was okay but spent a lot of time Googling and making lots of mistakes. When I helped a friend of mine do it she was at best able to manipulate other people’s code, her brilliance was in understanding where appropriate to apply solutions, speeding up and automating is what an employer values, not how pretty your code is.
Conclusion
Is Excel perfect? Maybe not for all scenarios but it’s damn good and for professionals, especially those working in or with mid to large sized organisations and who are (always should be) looking for career development, improving your Excel can go a long way to improving your overall offering as a professional.
Added by Chandoo
Thank you Sohail for echoing my views. I was skeptical to publish this post as it mimics the theme for our podcast session 27 – 15 ways to get awesome in Excel in 2015. But there is no such thing as enough awesomeness. As a community, we are thirsty for more good stuff, all the time. Plus when was the last time you heard both Klingon and Excel in same sentence.
Please share your views about this (not Klingon you silly, about learning Excel) in comments.
About the Author
Sohail Anwar has been hustling and hacking for over a decade in his professional life. He likes to go on about the fact that he’s spent over 10,000 hours applying Excel in the work place and is quite good at it. Download his FREE e-book “20 Ways You Are Preventing Your Salary From Rising” which will benefit professionals who use Excel and feel free to connect with him on LinkedIn
46 Responses to “6 Best charts to show % progress against goal”
Chandoo, thanks for another interesting post.
One thing I'm missing is the question: What is progress, what does one want to know exactly?
I'm asking the question because I think of progress as not the same as "state of completion." Percentages/bars, etc., as shown above, are great to communicate state of completion, but less so for progress.
That's because project progress is how state of completion *relates to* the resources spent so far. Resources can be things like dollars spent, hours spent or project time passed. For example, 5% would be "good progress" in the first week of a one-year project, but terrible progress in the last week of the project.
The way I prefer to report progress is as a simple line chart with time on the x axis, and maybe a marking for the end point (and maybe an "ideal"/"as planned" line).
If it really must be a single number, you could go a EVA-ish route and divide the current % of completion by the current % of project time passed, which gives you a schedule performance index (1 or bigger than 1 = good; smaller than 1 = bad). For this, your suggested charts should work great!
I avoid 'progress' except where I can objectively assess progress, such as counting bricks laid or concrete poured. For intellectual work, I don't think that its possible to measure progress to completion with any reliability or credibility. I prefer to update forcasts of completion date, because that's where the effect of completion on dependent activities, deliverables and outturn value of the project is felt. This is also referred to as the 0-100 method. An activity is set at 0 complete until its actually finished, when it is set at 100% complete.
Hi Chandoo,
Great post! I have a preference towards thermometer charts too mainly because of the target/actual comparison.
Just an FYI...seems like the the screen shot for the pies #4 are under the #5 heading. Also the pies conditional formatting is something that doesn't accurately portray completion since the pies are segmented into quarters.
AND also a little trivia...those "pies" are called Harvey Balls, named after Harvey Poppel...
Chandoo,
I wonder. Is there a trick to unzipping your files?
I always seem to end up with a series of XML files rather than an XLSX.
Thanks a lot. 🙂
Eric~
Hi Chandoo,
Thank you again for this amazing help you are so resourcefull to make us little bit more amazing everyday.
When I click on the link on the page "http://img.chandoo.org/c/best-charts-for-goal-progress-comparison.xlsx" it is always bringing me to a zip file with all XML files without the XLSX file. I tried with mozilla and IE.
Thank you
[…] http://chandoo.org/wp/2014/03/10/best-charts-to-show-progress/?utm_source=feedburner&utm_medium=… […]
@All having trouble with download file.
1. Download the file.
2. Rename the extension as .xlsx
3. Double click or open it in Excel
Doesn't make any difference Chandoo, still end up with a zip file full of xml related files/folders
@Ian H
Download the zipped file and rename it to *.xlsx
where * is the filename
ps: Great name!
Many thanks for your help Hui but not sure why you are repeating what Chadoo said and which I first posted to because it didn't work for me. I did as he said and it didn't work, hence my post.
Chandoo says:
March 11, 2014 at 1:52 am
@All having trouble with download file.
1. Download the file.
2. Rename the extension as .xlsx
3. Double click or open it in Excel
Also, please note that we are investigating an issue with our webserver settings that may be causing this behavior. Sorry for the inconvenience. I am hoping to get this fixed in next 48 hours.
I used thermometer chart & conditional formatting using traffic lights. I just recently completed a dashboard I hope you can take a look but don't know where to send it. Thanks.
The in-cell bar charts is very interesting. This is not to be used as one can easly do manipulations by changing fonts/ font size etc
Hi..this is really helpful..
but I hve one quick ques..is it possible to hve conditional formating for chart graph based on text value and not the numbers..if I take your example project one bar should be red...if data is project 2 then it should be blue..basically we mke chart based on countries n each countries are assigned specific color...so I want a way where I can use conditionsl formating and not do it manaually each month.
You can set up conditional formatting rules to do this.
See this... it may help
http://chandoo.org/wp/2010/04/01/incell-panel-chart/
Hi Chandoo,
Great article and will be very useful.
One question - is it possible to have in-cell bar chart and the percentage complete (similar to icons)?
Try something like :
=CONCATENER(REPT("|";A1*100);REPT(" ";25-A1*25);"|")
it's quite nice
Hi Chandoo,
I am a great fan of you since i stumbled upon your blog. Your blog is very informative and insightful. I liked the way you presented the 5 steps using thermometer chart. I was very much inspired by that and tried to make my own version with 20 tasks to complete. On and after 17th step it was going downward. So I wanted to ask you that is there any limitation to thermometer chart
[…] shows us the 6 best charts to use, when you want to show your progress against a goal. There’s a sample file to download, so you can experiment on your […]
Is there any xhart is available which can show achivement percentage it may 80% or 120% means more an set target.?
Hi Chandoo,
Love your site. I have a small question regarding plotting data that contains ranking. I have 2 fields - Country, Rank. Note that i don't have the absolute values from which the rank has been calculated. So what is the best way of showing this on a graph given only the above 2 fields. Appreciate it
Regds,
Ross
@Ross
I would assign a set of simple numeric values to your ranks
Even a simple 1 to 10 makes plotting relativities easy
Dear Chandoo Sir,
Really awesome post.
Thanks.
Vignesh.V
We can always rely on Chandoo to explain to us clearly things that perhaps we already knew but weren't putting into practice the best way.
A limit I never liked about data bars was that they are monochrome - one colour for positive values, one colour for negative. So a couple of weeks ago I sat down to figure out a workaround. If anyone's interested...
http://digimac.wordpress.com/2014/06/29/multicoloured-data-bars-in-excel/
Epic fail on my part! After three months I just found out that what worked on my machine, didn't work on others.
Problem solved, more functions added.
The link above at
To hide them use ;;; custom cell formatting code (how to).
appears to be incorrect. However, using the downloaded file and selecting a cell(s) from that example provides the easy answer.
I wondered if the pies could have a color other than black and white (which, of course, would raise the color-blindness issue that you referred to with the traffic lights example).
Hi Chandoo!
Thanks for the informative post!
I have managed to understand and replicate all of the progress graphs except one, the thermo bar. I read up on the tutorial of how to create them, and I understand almost everything about the look and use of the bar, but one problem I am having is that I cannot seem to "center" the bar into the cell like you did. The reason being that even though the highest input (progress) percent is 100%, the program automatically puts in another 20%, so instead of 100% stopping at the end of the graph, it stops 20% short and I have a huge space at the end because of it.
How did you counter that problem? I have been trying for hours to fix it
@Aden
Set the Axis limits to Minimum 0 and maximum 1
Thanks. I started running a project recently, and I found your charts to be really helpful in tracking it's progress. I'm glad I found your page.
Hi Chandoo!
Great stuff for my customized project moving forward. However, when I use the blue block bars, the %ages spark up to smt like 5000% and cannot lower them nor scale them. If I input manually such as 50% without formatting a column, the bar for 50% e.g., will fill the cell completely, so that's kind of odd... what to do?
Thanks!
I guess I have the same problem. When I put 50 and click on the percentage, it is giving me 500%. Can someone help us on this. Thanks in advance
[…] http://chandoo.org/wp/2014/03/10/best-charts-to-show-progress/ […]
Hey,
Thank you for making this page. I do have one problem with the thermo graphs. Whenever I try to drag the graphs from one cell to the cell beneath it, the data remains selected on the former.
For example, if I had a thermo with a target number in A1 and an actual number in B1 with my thermo in C1, when I drag my thermo into C2, C3, etc., all of the graphs show the results from A1 and B1.
Is there a way to have these graphs update automatically as I will be regularly working in an excel file with hundred of entries?
P.S. I removed the $ symbols from 'Select Data', but that did not fix the problem.
Thanks again!
@Lisa
Not sure but it sounds like the new cells have Conditional formats applied
Select just the new cells
Select Conditional formatting, Clear Rules, Clear Rules from selected Cells
Hi Chandoo.
I am charting on some defaulter data where greater than zero is not desirable. Problem is that I have to highlight zero as target and anything above as undesirable. Seek your help
Hi Chandoo
Great post!
But I am wondering why bullet chart is not on this list. Is there a reason for its absence?
Thank you for these instructions. The bonus 5 Step Progress Meter you included would be perfect for my project. Where can I find the instructions?
Hi,
Do you know of any simple way to reduce the Data Bars padding so that they fit within the cells?
Thanks and great posy!
Regards
Appreciating the dedication you put into your website and in depth information you
provide. It's good to come across a blog every once in a while that isn't the same out of date rehashed information. Wonderful
read! I've bookmarked your site and I'm including your
RSS feeds to my Google account.
With #1 and #2, how would you also apply a red amber green to the bars (is it possible within chart formatting or would you need to utilise CF)?
I'm thinking of an in cell bar of some kind which will show against a known goal end date how far along with the goal you are (this is to be used for 'how many of the X number of people that I need to train in X timeframe, have been trained and therefore which of each training group is on track to complete on time or falling behind'.
So there would be knowns of number of people, target end date but I'd want it to reflect accurately as some groups of trainees might only have 50 in so their 50% done would be different to a group of trainees where their group had 200 people in it - but 50% would still be the same. Somewhere there'd probably need to be something which noted that there was a different volume of trainees so it could but the remaining effort to train people into context?
Hope that makes some kind of sense, I could be waffling!
[…] charts. Its got things like “Best Charts to Compare Actuals vs Targets” and “Best charts to show progress“. I love me some charts […]
Thanks a lot my dear.
very Useful it for me.
Another great post, thanks for sharing.
Chandoo, I am just starting an Excel class, and everything in the class is new to me. I am learning how to use all of these great charts but don't know what they are all used for. Thank you for your post and I think I will be able to use this down the road throughout my business career
in the above charts , Chart #2: Conditional Formatting Data Bars
->Assume if we have completed 35% of work it is showing in Blue color ,in the same cell remaining 65% of work should shows in some color , how to show?
Hi Sir,
This is Rachit and I am a big fan of you and your work. This is to request you please make a video for Beverages Sales performance data analysis in Excel.
Regards,