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Benchmark Chart in Excel 2010

John Michaloudis
Benchmark Charts or Budget Charts are a great way to show your actual sales versus your benchmark in a graphical way, highlighting the strong v weak months.
Benchmark Chart in Excel 2010 | MyExcelOnline Benchmark Chart in Excel 2010 | MyExcelOnline

I will show you how to do this using Using Excel 2010.

Benchmark Chart in Excel 2010 | MyExcelOnline
Download excel workbookBenchmark-Chart-Excel-2010.xlsx

STEP 1: Enter your data into three columns, the month, the actual sales and the benchmark sales

STEP 2: Click inside your data and go to the ribbon and choose Insert > 2-D Clustered Column

STEP 3: Select the Benchmark series chart and Right Click and choose the Change Series Chart Type

Benchmark Chart in Excel 2010

STEP 4: This will bring up the Change Chart Type dialogue box and you will need to select Line and Line with Markers

Benchmark Chart in Excel 2010

STEP 5: Click on the line chart and press CTRL+1.  This will open up the Format Data Series dialogue box

STEP 6: Select the Marker Options and choose Built In, select the horizontal line type and increase the Size to 10.  You can also format the color of the line.

Benchmark Chart in Excel 2010

STEP 7: Select the Line Color and choose No Line and press OK!

Benchmark Chart in Excel 2010

 

HELPFUL RESOURCE: 

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John Michaloudis is a former accountant and finance analyst at General Electric, a Microsoft MVP since 2020, an Amazon #1 bestselling author of 4 Microsoft Excel books and teacher of Microsoft Excel & Office over at his flagship MyExcelOnline Academy Online Course.

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