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799444 1 <- = (ROW () = 1) + (ROW () = 360) more details:


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0.800556 0.799444 1
https://exceltable.com/shablony-skachat/shablon-diagrammy-kpi
Chart Title
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Title 120% more details:
Parameter 0.9
The fact that implementation of the pl 120

120%
https://exceltable.com/shablony-skachat/shablon-diagrammy-kpi
OR KPI EXCEL DASHBOARD COUNTER
How to make a KPI counter on a dashboard in Excel showing excess plan? Pie and lobe ch

TO MAKE A KPI PIE CHART IN PERCENT


This chart does not require much data. The first number is a plan performance indicator (in

The counter design element is configured in the "Parameter" field - it indicates what part the

In fact, this pie chart takes only 2 values, which affect its appearance and can dynamically c

A FOR A KPI CHART WITH PERCENT


Creating data series in a petal chart. The X axis values will be consecutive degrees on the

We fill in three rows of source data:

For the outer circle.


To slice data.
For a line that completes a large circle (the purpose of its use will be explained later in the a

First row of data

This will be the boundary of the outer circle. The radius of this circle will gradually decrease

Enter the following formula in cell A1.

- (LINE () - 1) * (1-0.8) / 360

Attention! The formula should be entered in the first line, because we have a nested functi

The result of calculating the formula is the radius of the circle at this position (taking values
Subtract from unit 1 for each position (STOCK () - 1) the corresponding part of the differenc
In each subsequent line, ie with each new position in the circle, we approach the value of 0

Second row
Created only to give the first and last line (360th) a value of 1 for graphically complementing

In cell C1 we enter the formula:

INE () = 1) + (LINE () = 360)

The function returns the value 1 in the first row (in the 1st degree of the circle), and in the 3

Third row

It will be a site with revaluation, therefore, the formula should return the value only for the p

In cell B1 we enter the formula:

=(СТРОК

(LINE () <= 3.6 * (110-100)) - the first part of the formula ensures that the values appear on
(0,8-LINE () * ((1-0,8) / 360)) - as in the formula for the first row of data, this part of the form
(LINE () = 360) * (0.8- (1-0.8) / 360) - this part of the formula is for the last (360th) line, and
CHART CREATION
These formulas should be in the range from A1 to C360. (Column A is the first row of data,

Select the data tool through the menu: "INSERT" - "Charts" - "Stock" - "Petal" - "Filled petal

When you increase the inserted graph, the second row of data is clearly visible - it is highlig

Note! If you delete row number 3, you will immediately see a small gap between the data (3

The values around the circle are the values of the X axis, and the vertical axis with a range

Do a double click with the left mouse button on the first row.
We select the tool "Format of a data series" - "Parameters of a series" - "Signatures of cate

To delete the parameters of the Y axis, click on the axis itself and press the "Delete" key on
At this stage, it was possible to end the discussion of the topic, but it is important to conside

G DATA SERIES UNDER ASSIGNED NAMES


If we built such a chart in the usual way, our data sheet would look full of unnecessary infor

The ratio of the small circle to the large one is "Parameter" (for example, the value in cell B
The percentage of completion of the plan is "Fact" (for example, the value in cell B3 = 125).
Fill the table with these initial values on a new Excel sheet, as shown in the figure below:

First, we enter links to these parameters directly in the name manager. To do this, select the

Then click on the create button.

We enter in the field "Name:" the value - Parameter and in the field "Range:" a link to cell B

As you can see in the figure below, as a result of these actions, two ranges with assigned n

The next step is to make such changes to previously created formulas that will allow the for

Data Series 1

- (LINE () - 1) * (1-0.8) / 360

LINE () change to LINE ($ 1: $ 360) - Why? In the assigned names, array formulas will be u
0.8 changes to the assigned name, ie "Parameter" - this will allow you to dynamically chang
The formula after the changes will be:

$ 1: $ 360) -1) * (1-Parameter) / 360

We add a new formula to the Name Manager (in the "Range" field) and give it the name "Ci

That the formula works as an array formula will also be visible in the Name Manager (curly

Similarly, we do with data series 2 and 3.


Formula for the second row:

$ 360) = 1) + (LINE ($ 1: $ 360) = 360)

the name "Line" will be assigned.

Formula for the third row:

=(СТРОК
It will be named Fragment.

When all rows are assigned names, we proceed to their placement on the diagram.

Our table still lacks a name that will display the usual numerical value as percent (without c

Now we select the tables and select, as before, the same type of chart: "INSERT" - "Charts

We left-click on the diagram to activate the additional menu: "WORK WITH DIAGRAMS" - "

In the appeared dialog box "Data Source Selection", in the left section "Legend Elements (R

Then we place new data series with the assigned names. Below is the first example of usin

ATTENTION! It is worth recalling the design of the name link - first, the name of the Excel w

Repeat the same steps for subsequent data series.

As a result, the diagram obtained is the same as the one made in the first way. Of course, i

Using the same methods, a new additional series of chart data was created at the end, whi

=ЕСЛИ(Ф
For this reason, the formula in the name "Fragment" was changed to:

=ЕСЛИ(Ф
And also in the name "Circle":
=ЕСЛИ(Ф
Next, add to the petal diagram created in this way: "INSERT" - "Illustrations" - "Shapes" - "O

Left-click on a shape to activate it and enter the cell link = $ B $ 1 in the formula bar, then p

CHART TEMPLATE ON AN EXCEL DASHBOARD


wnload KPI Pie Chart Template in Excel

Remember that the template only works for values in the range 0-199 - when "entering the

The diagram presented in this lesson is special because has the ability to display overfulfillm
s plan? Pie and lobe charts are not preferred in terms of data processing speed in Excel. But their a

rformance indicator (in our example, taking values from 0 to 199) - for simplicity, in cell B3, where th

t indicates what part the small circle will be in relation to the large one.

e and can dynamically change - this is very convenient.

ecutive degrees on the circle, so we calculate the Y axis values for 360 points on the X axis (ie, the c

e explained later in the article).

will gradually decrease from 1 to 0.8 - ie one of the parameters set at the beginning (the part that w

we have a nested function STRING (). Consider the following aspects:

position (taking values from 1 to 360, that is, on the line number)
ing part of the difference between the large and small circles ((1-0.08) / 360).
approach the value of 0.8.
aphically complementing a series of data in a large circle.

the circle), and in the 360th.

the value only for the part with revaluation, which in our case will be 10% ((110-100) / 100 = 10%), ie

at the values appear only in the first 36 lines ie up to 36 degrees;


ata, this part of the formula shows how, depending on the line in which the circle is relatively small fr
he last (360th) line, and provides it with the same value (Y) as in the first line - so that the fragment is

is the first row of data, column B is the second row of data, column C is the third row of data).

" - "Petal" - "Filled petal"

early visible - it is highlighted in orange by default.

gap between the data (360 and 1). That's why row number 3 is needed.

ertical axis with a range from 0 to 1 is the Y axis, respectively. In order not to spoil the view, delete th

s" - "Signatures of categories" and uncheck the box. Thanks to this operation, the parameters of the

ess the "Delete" key on the keyboard. To remove all other excess elements, click on the plus next to
t is important to consider another trick.

ull of unnecessary information. Columns with cell range values A1: C360 can be hidden. However, w

mple, the value in cell B2 = 0.9).


value in cell B3 = 125).
n in the figure below:

ger. To do this, select the tool: "Formulas" - "Name Manager". Or press CTRL + F3 hotkey combinatio

"Range:" a link to cell B2, and then OK. We perform the same steps for the second parameter.

ranges with assigned names appeared in the Name Manager:

as that will allow the formulas to refer to the created assigned names and work inside the Name Ma

array formulas will be used to calculate the values in the data series, which will allow not to place th
ou to dynamically change the chart. It will be enough to just change the value in cell B2 to which this

and give it the name "Circle", not forgetting that after entering the formula you need to press Ctrl + S

Name Manager (curly braces {...} will be displayed in the "Value" column.
on the diagram.

e as percent (without cell format) using a simple formula = Act & "%". She refers to one of the name

art: "INSERT" - "Charts" - "Exchange" - "Petal" - "Filled petal".

K WITH DIAGRAMS" - "DESIGNER", in which we select the "Select Data" tool, as shown in the figur

on "Legend Elements (Rows)" we delete everything.

he first example of using the assigned name as a data series for a chart, in place of links to Excel w

the name of the Excel workbook file is indicated. Counter KPI.xlsx, in which a variable with the name

e first way. Of course, it should still be formatted, but the steps and possibilities for how to do this ha

created at the end, which is responsible for the values that occur if the plan was not completed. It is
trations" - "Shapes" - "Oval":

the formula bar, then press Enter. As a result, the contents of cell B1 will be displayed as an inscript

99 - when "entering the third circle" additional appropriate changes must be made.

lity to display overfulfillment of plans in percentage terms. Moreover, it also has an interesting desig
eed in Excel. But their appearance is most attractive on informative dashboards. Therefore, in many

city, in cell B3, where the fact of the plan's implementation is indicated, percentages are not used. Th

s on the X axis (ie, the circle). The values of the Y axis will be in the range from 0 to 1, the Y axis will

ginning (the part that will make up the small circle in relation to the large one).
10-100) / 100 = 10%), ie 36 degrees (360 * 10%). Only a part of the range from 1 to 36 degrees will

rcle is relatively small fragment, will be proportionally shifted in relation to the big circle;
- so that the fragment is filled and beautifully filled with color.

hird row of data).

spoil the view, delete the value labels for the categories of the X and Y axes. To do this:

n, the parameters of the X axis have been deleted.

click on the plus next to the chart and remove the checkmarks on all available elements.
be hidden. However, we will hide data series in the name manager under certain names, while com

+ F3 hotkey combination:

econd parameter.

ork inside the Name Manager, and not in the range of cells on the sheet.

will allow not to place the formulas in the subsequent cells, and instead of the STRING ($ 1: $ 360) a
in cell B2 to which this name "Parameter" refers.

u need to press Ctrl + Shift + Enter on the keyboard, which will launch it as an array formula.
fers to one of the names:

ol, as shown in the figure below:

lace of links to Excel worksheet values.

a variable with the name "Line" is defined, and an exclamation point "!" Between them. As a result, th

es for how to do this have already been discussed. However, the chart is dynamically updated, beca

was not completed. It is called "Fragment2" with the formula in the name:
displayed as an inscription for the figure. A figure with the value of the KPI plan execution indicator a

has an interesting design based on the assigned ranges - for the average Excel user, the diagram cre
ds. Therefore, in many Business Intelligence solutions (such as Tableau or Power BI), users are mo

ntages are not used. Thanks to the "Name" field - B1, we add the "%" symbol we need to display th

m 0 to 1, the Y axis will be the radius of the large, that is, the outer circle.
om 1 to 36 degrees will be painted in a different color (only in these lines and in line 360 there should

big circle;

To do this:

e elements.
ertain names, while combining formulas. Because of this, they will only use the two input values men

e STRING ($ 1: $ 360) a table of values <1 will appear; 360>.

n array formula.
een them. As a result, the link has the following form = 'Counter KPI.xlsx'! Line:

namically updated, because now for it the data source is the values in cells B2 and B3. You can easi
an execution indicator as an inscription (a link to the "Name" cell) is placed on the chart and is group

cel user, the diagram created in this way will be very convenient.
Power BI), users are more likely to use meters than a combo chart. Nevertheless, they always face th

ol we need to display the performance indicators of the plan as a percentage.


in line 360 there should be values).
e two input values mentioned at the beginning:
2 and B3. You can easily check how it changes depending on the values of these parameters.
n the chart and is grouped with it, selecting both of them and selecting the Group option from the con
ess, they always face the same problem - how to show with the help of the counter overfulfillment of
hese parameters.
roup option from the context menu. So we get the counter.
ounter overfulfillment of the plan by more than 100%?

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