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Creating an actual vs budget chart in Excel step by step

This tutorial, it introduces how to create conditional formatting stacked bar chart as below screenshot shown step by step in Excel.

Target values as bars

Target values as lines

doc actual budget chart 1

doc actual budget chart 2


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Target values as bars

1. Select the data range, and click Insert > Insert Column or Bar Chart > Clustered Column. See screenshot:
doc actual budget chart 3

2. In the inserted chart, right click at the Actual Value series,then in the context menu, click Format Data Series.
doc actual budget chart 4

Tip: if the target value series is the second series in the chart, in this step, you need to right click at the Target Value series.

3. In popping Format Data Series pane (in Excel 2010 or prior versions, there is popping a dialog box) check Secondary Axis option, then adjust the percentage in Gap Width until the Actual Value Series looks thinner than the Target Value series.
doc actual budget chart 5

Now an actual vs budget chart is created.

Optional steps:

4. Remove the secondary y axis.
doc actual budget chart 6

5. Change the series fill color as you need. Right click at the Actual series, select Format Data Series in the context menu. In the Format Data Series pane, under Fill & Line tab, check Solid fill option, and change filled color in Color drop-down list. See screenshot:
doc actual budget chart 7

6. Change the title as you need.
doc actual budget chart 8


Target values as Lines

1. Select the data range, and click Insert > Insert Column or Bar Chart > Clustered Column. See screenshot:
doc actual budget chart 9

2. In the inserted chart, right click at the Target Value series, and click Change Series Chart Type in the context menu.
doc actual budget chart 10

3. In popping Change Chart Type dialog, click the drop-down list next to Target Value in the Choose the chart type and axis for your data series section, select Line with Markers chart and then click OK. See screenshot.
doc actual budget chart 11

4. Right click at the Line with Markers chart, select Format Data Series from the context menu.
doc actual budget chart 12

5. In the Format Data Series pane, under Fill & Line tab, go to the Line section, and check No line option in the Line options group.
doc actual budget chart 13

6. Go to the Marker section, under Marker Options group, check Built-in option, choose the line type from the drop-down list of Type, then change the Size as you need.
doc actual budget chart 14

Now the target values as lines chart has been created.

Also, you can change the fill color of the series, chart title as you need.

Tip: If you want to use the actual vs budget chart next time, you can save this chart to the Auto Text tool of Kutools for Excel which can collect charts and allow you to reuse them in anywhere anytime, what you only need to do is change the references of the chart to match your real need.  Click for free download it now.
doc actual budget chart 14


Sample File

Click to download the sample file

Other Operations (Articles) Related To Create Chart

Create a bell curve chart template in Excel
Bell curve chart, named as normal probability distributions in Statistics, is usually made to show the probable events, and the top of the bell curve indicates the most probable event. In this article, I will guide you to create a bell curve chart with your own data.

Break chart axis in Excel
When there are extraordinary big or small series/points in source data, the small series/points will not be precise enough in the chart. In these cases, some users may want to break the axis, and make both small series and big series precise simultaneously.

Move chart X axis below negative values/zero/bottom in Excel
When negative data existing in source data, the chart X axis stays in the middle of chart. For good looking, some users may want to move the X axis below negative labels, below zero, or to the bottom in the chart in Excel.

Create a bubble chart in Excel
In Excel, a Bubble chart is a variation of a Scatter chart and its data is pointed as bubble. And if your each series has three data as shown as below, creating a Bubble chart will be a good choice to show the data series vividly.

Create bubble chart with multiple series in Excel
This tutorial will tell you how to create a bubble chart with multiple series in Excel step by step.



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