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Chart Template-Kpi - Ru.en
Chart Template-Kpi - Ru.en
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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
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
This will be the boundary of the outer circle. The radius of this circle will gradually decrease
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
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
=(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
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
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 () 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:
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
=(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
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
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.
ecutive degrees on the circle, so we calculate the Y axis values for 360 points on the X axis (ie, the c
will gradually decrease from 1 to 0.8 - ie one of the parameters set at the beginning (the part that w
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 value only for the part with revaluation, which in our case will be 10% ((110-100) / 100 = 10%), ie
is the first row of data, column B is the second row of data, column C is the third row of data).
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
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.
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
K WITH DIAGRAMS" - "DESIGNER", in which we select the "Select Data" tool, as shown in the figur
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.
spoil the view, delete the value labels for the categories of the X and Y axes. To do this:
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:
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
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