How to Make Progress Chart in Excel (2 Simple Methods)

When you are working on reports, analyses and presentations, a common thing during this process is to make a progress chart in excel. In easy words, a progress chart is a graphical representation to monitor targets and progress. It helps visualize the whole objective in a more significant way. In this article, we will illustrate 2 simple methods on how to make a progress chart in excel.


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2 Simple Methods to Make Progress Chart in Excel

There are 2 methods to make a progress chart in excel- the excel charts feature and conditional formatting. To discuss both, we have prepared a dataset. It has the information of 5 students’ obtained marks out of total marks in the exam with progress in percentage.

Let’s look at the methods below and make progress charts out of this.

1. Insert Excel Charts Feature to Make Progress Chart

The process to make a progress chart by inserting the excel charts feature is really quick and simple. You can make both a bar chart and doughnut chart with this method. Let’s see how to do this.

1.1 Bar Chart

In this section, we will make a progress bar chart with the chart function in excel. Follow the steps below:

  • In the beginning, select cell range B4:D9.

Insert Excel Charts Feature to Make Progress Chart

  • Secondly, go to the Insert tab and select Clustered Bar from the Column Chart options in the Charts section.

Insert Excel Charts Feature to Make Progress Chart

  • After this, you will get your progress chart initially like this:

  • Now we will do some customization to make the progress chart presentable.
  • First, select the Obtained Marks bar in the chart.
  • Then, right-click and select Format Data Series from the Context Menu.

Insert Excel Charts Feature to Make Progress Chart

  • After that, make the Series Overlap option 100% in the Format Data Series panel.

  • Then, change the Fill type and Color.

  • Along with that, change the Border type as Solid line and Color as well.

  • Following, select the Horizontal Axis and change the Bounds range. Here, the Minimum is 4 and the Maximum is 10.

  • Lastly, choose Inside End from the Data Label options in the Chart Elements section.

  • Finally, we have made a progress chart using the bar chart.

How to Make Progress Chart in Excel

Note: You can explore more options for customization following the steps above.

1.2 Doughnut Chart

Using the charts feature, we will now create a progress chart using the doughnut chart option. Follow the steps below:

  • First, select the dataset of columns B and E by pressing the Ctrl button.

Insert Excel Charts Feature to Make Progress Chart

  • After that, go to the Insert tab and select Doughnut among the Pie Chart options in the Charts section.

Insert Excel Charts Feature to Make Progress Chart

  • That’s it, we have got our progress chart.

  • After some customization following the steps above, the progress chart looks like this:

Insert Excel Charts Feature to Make Progress Chart

Note: The pie chart works on percentage, therefore we have only selected the value cells with that information.

Read More: How to Create a Progress Bar in Excel (3 Easy Methods)


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2. Create Progress Chart with Conditional Formatting in Excel

Another useful method to make a progress chart in excel is conditional formatting. In general words, conditional formatting is a feature in excel to highlight or emphasize some cells or values based on certain conditions that are mostly different from others. Let’s see how it works in the case of a data bar and doughnut chart.

2.1 Data Bar

Follow the steps below to make a bar chart to show progress analysis:

  • At first, select the value cells where you want to insert the bar.

Create Progress Chart with Conditional Formatting in Excel

  • In the second step, select the Conditional Formatting in the Styles section from the Home tab.
  • Therefore, go to Data Bars and select More Rules from its drop-down section.

Create Progress Chart with Conditional Formatting in Excel

  • After this, the New Formatting Rule window appears.
  • In this window, format the Type and Value of the cells.
  • Along with this, you can change the Bar Appearance in this window and press OK.

Create Progress Chart with Conditional Formatting in Excel

  • Finally, we have our data bar shown as the progress chart in excel.

2.2 Doughnut Chart

The process to make a progress doughnut chart with conditional formatting is a bit complex. So follow the steps carefully:

  • To begin the process, we need to add a new Conditions column to our existing dataset.
  • Here, in cells F7 and F8, we provided the minimum and maximum range respectively according to which the conditions will perform.

Create Progress Chart with Conditional Formatting in Excel

  • Now, enter any progress value in the cell G5 like this:
=E6

  • After this, insert the IF formula based on the conditions of cells F7 and F8 in cell G7.
=IF(AND(G5>F7,G5<=F8),G5," ")

Create Progress Chart with Conditional Formatting in Excel

Here, the IF formula is used to calculate if the actual value is greater or less than the minimum or maximum values. On the other hand, the AND function helps to evaluate the value inside the selected dataset to justify whether it is true or false based on the condition.

  • Lastly, insert the MAX formula in cell G9 to calculate the remainder from the actual and conditional values.
=MAX(1,G5)-G5

Create Progress Chart with Conditional Formatting in Excel

  • Now, select the cell range G7:G9.

  • Then, go to the Insert tab and select Doughnut from the Pie Chart options in the Charts section.

Create Progress Chart with Conditional Formatting in Excel

  • Finally, we can see the progress chart.

  • After some customization, it looks like this:

Read More: How to Create Progress Bar Based on Another Cell in Excel (2 Easy Ways)


Things to Remember

  • The progress chart does not show any change over time.
  • In the case of conditional formatting for the doughnut chart, you can only see one cell value result at a time.
  • The progress chart displays values on one metric.
  • The progress chart does not show any blank cell information.

Conclusion

In this article, we have gone through 2 simple methods on how to make a progress chart in excel. Let us know your feedback in the comment section. Find more excel related blogs in ExcelDemy.


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Guria

Guria

Hello! Welcome to my blog. I have completed my Bachelor in Architecture from Ashanullah University of Science & Technology, Dhaka. I am a passionate, goal-oriented person with an immense thirst for knowledge and an attitude to grow continuously. Besides Architectural work, I find it very enthusiastic to work in Excel blogging. Exceldemy is a platform where I have got the opportunity to flourish my skill in Microsoft Excel and therefore, here I will be posting blogs related to it.

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