How to Create a Progress Circle Chart in Excel - Dynamically Display Percentage of Completion

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  • Опубліковано 17 лип 2024
  • How to create a progress circle chart in Excel to use as a progress tracker and dynamically display percentage of completion towards a goal. This will be a doughnut chart that will show the percentage of a budget spent and will display in the middle of the circle and will dynamically update as your data is entered. We'll also format the chart to make it stand out. Then you'll see how to use conditional formulas to create the effect of having the progress circle chart update with different colors depending on the level of completion achieved on the tracker.
    Follow along with this video by accessing the workbook here: docs.google.com/spreadsheets/...
    Be sure to download and open the file in Microsoft Excel.
    Formulas used in this video include (remember to replace with your own cell references):
    Percent Budget Spent: =Total Actual Cost/Total Budget Cost (convert cell to %)
    Remainder: =MAX(100%,E7)-E7 (allows remaining % to go over 100)
    Level 1 Max: =IF(E7 less than =D9,E7," ")
    Level 2 Max: =IF(AND(E7 greater than D9,E7 less than =D10),E7, " ")
    Level 3 Max: =IF(E7 greater than D10,E7," ")
    TIMESTAMPS ⏰
    00:00 Create Progress Circle Chart in Excel
    00:28 Prepare Data with Total Budget Spent
    01:30 Calculate Percent Budget Spent
    01:50 Calculate Remainder Percent
    02:18 Insert Progress Circle Chart
    02:50 Adjust Doughnut Hole Size & Colors
    03:50 Insert Dynamic Linked Percent Text Box
    04:50 Format Progress Circle Chart
    05:30 Add Drop Shadows to Chart
    06:18 Format Different Colors in Progress Chart
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КОМЕНТАРІ • 8

  • @lindasmith945
    @lindasmith945 Місяць тому +1

    Excellent video! Thank you Sharon!

  • @badrobot10
    @badrobot10 Місяць тому +1

    This was an AWESOME tutorial. Thank you

    • @SharonSmith
      @SharonSmith  Місяць тому

      So glad you liked it! Thanks for watching!

  • @jay_aye
    @jay_aye Місяць тому +1

    Very detailed! Thanks!

    • @SharonSmith
      @SharonSmith  Місяць тому

      Glad you found it helpful! Thanks for watching!

  • @donc9260
    @donc9260 13 днів тому +1

    Cool