![]() ![]() A more completed, formatted version would look something like below: Always add a title and depending on the number of categories in the legend my preference is to set it along the bottom to increase the space for the chart. That’s how you insert a goal/target line on a column or bar chart!Īs with all charts you will likely need to do some additional formatting to make it user-friendly. When you have selected the line chart option then click on OK, you will now see an updated chart with the target sales set to a line and the actual sales remaining as a column: To do this click on the “Line” option on the left and then on one of the line charts depending on what format you want it to show, in this example we will just use a standard line with no data points plotted: #GOALCHART MAC SERIES#At the moment the data series is plotted as a column (or bar if you selected that version of a chart) and we need to change this to a line. Now you can see where we are going with this. You will then be presented with the chart type options again, but this time it relates only to the selected data series (the target sales in this example): In the options box that appears select the option called “Change Series Chart Type”. To convert the target sales data series into a line first move the mouse cursor over any of the columns for the target sales data series (on this example that’s the red columns) then right click with the mouse to bring up the options box: The next step is to change the format of the target sales data series into a line, this way it will look more like a goal line rather than a second set of sales. To think of it a different way you have asked Excel to complete a column chart with two series of data so it will automatically plot both series as the type selected, in this case column type. The chart will be presented with the target sales data plotted as a second data series but it will also be in column format because that is what was specified when you create the chart initially. When you have finished you will be presented with a chart that looks something like this: The quickest way to get a chart started is:Ģ) Click on the “Insert” option on the Excel ribbonģ) Select the drop down arrow on the Column ChartĤ) Select the first chart option available (you can select what chart is needed this is just for the example). The next step is to create the standard Excel bar chart, but rather than just including the actual sales as a data series you need to ensure you include both the actual and target sales as data series. Depending on the goal you may have different values for each period or just an overall average like above, it makes no difference either way just add them into a new column on your dataset. So for example if you have a dataset of actual sales you will need to add in the target sales like below:Īs above you have actual sales by month and also an overall monthly target of 125 sales. ![]() The first step is to add the values of your goal or target to the dataset you are charting. The process for inserting a goal line is straight-forward and can be completed by anyone who can already create an Excel chart. For example you may want to show actual sales against the target sales to help understand how your business is performing against expectations: #GOALCHART MAC HOW TO#As an Excel analyst you will at some point have a need to produce a chart with a goal or target line to provide your users with some visual representation of this, read on to find out how to include one in your charts…Ī goal line, or sometimes called a target line, is an addition to a standard Excel chart which helps show actual performance against your goal. ![]() It does not store any personal data.In today’s business world goals and targets are used in every area as a way of tracking performance against expectation. The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. The cookie is used to store the user consent for the cookies in the category "Performance". ![]() This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other. The cookies is used to store the user consent for the cookies in the category "Necessary". The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional". The cookie is used to store the user consent for the cookies in the category "Analytics". These cookies ensure basic functionalities and security features of the website, anonymously. Necessary cookies are absolutely essential for the website to function properly. ![]()
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