Budget vs.

Actual Chart Template

Data Calculations

Category Budget Actual Var Var % Symbol Var 1 Var 2

A 500 350 -150 -30% 👎 👎 30%
B 550 525 -25 -5% 🤞 🤞 5%
C 600 600 0 0% 👌 👌 0%
D 650 675 25 4% 👌 👌 4%
E 700 750 50 7% 👌 👌 7%
F 750 825 75 10% 👍 👍 10%
G 800 900 100 13% 👍 👍 13%
H 650 475 -175 -27% 👎 👎 27%
I 600 850 250 42% 👍👍 👍👍 42%

Symbol Mapping

% Symbol
-100% 👎
-5% 🤞
0% 👌
10% 👍
25% 👍👍

Chart Creation Steps:

1 Insert a regular column chart (clustered) from budget & actual data

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Budget Actual
2 Add the same data again to the chart.

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Budget Actual Column C Column D

3 Convert newly added series to lines

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Budget Actual Column C Column D

4 Select either line and add up-down bars

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Budget Actual Column C Column D

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Budget Actual Column C Column D

5 Format up & down bars, budget & actual columns

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Budget Actual Column C Column D

6 Adjust Gap width & overlap

For columns: overlap 0%, gapwidth: 150%
For lines: gapwidth:300%

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Budget Actual Column C Column D

7 Make the lines transparent (ie no-line)

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 Chart Title
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Budget Actual Column C Column D

8 Remove un-necessary legend items and set up a title

Budget vs. Actual Chart

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Budget Actual Column C Column D

9 Add data labels to budget and actual lines

Budget vs. Actual Chart

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Budget Actual Column C Column D

10 Change data labels to calculated values

Budget vs. Actual Chart

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 Budget vs. Actual Chart
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Budget Actual Column C Column D

11 Change label position to "Above"

Budget vs. Actual Chart

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Budget Actual Column C Column D

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Chart

Budget vs. Actual Performance

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Budget Actual Budget Line Actual Line