Charts Intermediate Lesson 4: Actual vs Target With Automatic Colours

Charts Intermediate Lesson 4: Actual vs Target With Automatic Colours 1

πŸ“Ž This article includes 2 downloadable practice files ↓

⏱ 2 min read

πŸ“˜ Charts & Dashboards Intermediate Β· Lesson 4 of 6

Advertisement

Charts have no conditional formatting, but two helper series do the same job.

Above:  =IF(B2>=C2, B2, NA())
Below:  =IF(B2<C2,  B2, NA())
  1. Chart Above and Below as clustered columns; colour Above green, Below red.
  2. Format Series > Series Overlap 100% so they sit in one slot (only one has a value per rep).
  3. Add Target as a third series, change it to a line (or markers only) for the target level.

Practice data: Arjun, Kabir and Meera are green; Neha, Simran and Irfan red, with Irfan furthest below target.

πŸ’‘ NA() is better than 0: zero draws a flat bar and a data label “0”; #N/A draws nothing.

Practice

The practice workbook has the data and the helper formulas behind the chart (with automatic checks). Build the chart yourself, then open the finished examples file to compare. Excel built those charts and we checked their types and series.

πŸ“Ž Practice files for this article

⬇ Download all 2 files (ZIP Β· 37 KB)

  • πŸ“—
    Practice workbookSix reps, actual and target, 5 tasks.
    ⬇ XLSX Β· 13 KB
  • πŸ“—
    Finished chart examplesCombo, waterfall, dynamic, actual-vs-target, sparklines and heat map, built by Excel.
    ⬇ XLSX Β· 35 KB

Free to use for learning. Files with macros (.bas) are plain text β€” import them with Alt+F11 β†’ File β†’ Import File, and always test on a copy.

✨ Ask AI about this article

Stuck on a step? Ask a question and the AI answers using this article.

Free Β· AI can be wrong

Leave a Reply

Your email address will not be published. Required fields are marked *