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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A B C D E F G H I
Budget Actual
2 Add the same data again to the chart.

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Budget Actual Col umn C Col umn D

3 Convert newly added series to lines

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Budget Actual Col umn C Col umn D

4 Select either line and add up-down bars

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Budget Actual Col umn C Col umn D
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Budget Actual Col umn C Col umn D

5 Format up & down bars, budget & actual columns

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Budget Actual Col umn C Col umn D

6 Adjust Gap width & overlap

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

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Budget Actual Col umn C Col umn D

7 Make the lines transparent (ie no-line)

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 Chart Title
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Budget Actual Col umn C Col umn D

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

Budget vs. Actual Chart

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Budget Actual Col umn C Col umn D

9 Add data labels to budget and actual lines

Budget vs. Actual Chart

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Budget Actual Col umn C Col umn 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 Col umn C Col umn D

11 Change label position to "Above"

Budget vs. Actual Chart

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Budget Actual Col umn C Col umn D
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Chart

Budget vs. Actual Performance

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Budget Actual Budget Line Actual Li ne