progress doughnut chart

berbs

New Member
Joined
Mar 17, 2019
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11
I am new at utilizing the 95% of excel that I haven't used etc. etc…. I am very interested in getting better educated and your information is so helpful but I have a question about the doughnut progress chart. I am getting the hang of it but have revenue that exceeds goal and would like to show that on the doughnut for example. I apologize if I haven't gone further into what you have already provided but there is only so much youtube tutorials that I can watch given my busy schedule as a golf course general manager this time of year. I am in the process of really providing my employer and owners of the golf course some really good valued data we have never had before which is why I am working on this every day and night to get better at it.

Long story short, I am having a hard time understanding how to show exceeding revenue past goal on a doughnut chart (if its possible, I don't know). I know that a formula you can use is to show 0% if the "max" is reach as I have seen in the video but is there a way to show on the doughnut an "exceeded" goal result? I am searching youtube for this and only find your part 1 and 2 of progress charts etc. thank you. I am providing a screen shot of where I am having problems of where the data doesn't show accurate data on the chart where I have been inaccurate of putting in the right formula or "condition?". This is the "dashboard" I have set up to give to ownership and my employers but feel I am off the mark so to speak. Like I said, I getting the hang of it but know that there is so much more I can give once I get the hang of it and be more resourceful.
 

Excel Facts

Format cells as time
Select range and press Ctrl+Shift+2 to format cells as time. (Shift 2 is the @ sign).
So donut and pie charts are good for showing things that add to 100%, or that sum to a total. Showing fraction achieved of a target is the same, as long as you don't exceed that target. If you come up with a clever way to get around this constraint, you will confuse everyone who looks at your chart, because intuitively, people see a donut or pie chart and think, "sums to the total".

In a progress chart, the two things are % Done and % Not Done. Those add to 100%.

If I have to do 10 pushups, and I have done three, the two things are 3 and 7, which add to 10.

If my revenue goal is $10,000, and my actual revenue is $12,000, where should I put the extra $2000? I can't really wrap it over the first $2000 of the chart. I could change it so my chart shows $10,000 goal and $2000 exceeds goal, but that won't work, because it violates the constraints of "adds to one."

Here's an alternative, sometimes called a thermometer chart. Simple data, actual and target. Make a column chart (Chart 1). What you really want is differently formatted bars, so on the ribbon, click Switch X and Y. Now you have two different series (Chart 2). Format the Target series so it has no fill and a dark border (Chart 3). Now format either series so the overlap is 100%. Now you can see how much of the Target is achieved by (filled by) Actual in Chart 4. Chart 5 shows a bit of clean up: I added a legend, adjusted the title and legend so they share the top of the chart, and I removed the label "1" on the horizontal axis. Chart 6 shows what happens when Actual exceeds Target. Chart 7 shows the horizontal version, if you had started with a horizontal bar chart rather than a vertical column chart.

BsacVaZ.png
 
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