Step 1: Build out a Chart
- Create a grid. Use top toolbar and click the grid icon or you can right click anywhere on the canvas and create a grid that way.
- Name the title of the grids by right clicking on column headers
Step 2: Use autofill
- In cell D1, use the formula =B1-C1 to get the difference between budget and actual
- Then while you’re selecting cell D1, click the autofill down button in the tooltip
- Now this formula will autofill to the bottom of the grid no matter how many rows this grid has!
Step 3: Chart Instructions
- Create a pie chart and a bar chart on the canvas. Charts come pre-linked to sample data, which you can use or delete.
- Because the grid we built doesn’t perfectly match up to the chart data, we will just link up the pre-linked chart grid with the grid we created
For Pie Chart:
- Click the pre-linked chart grid, and in the tooltip, click link row reference.
- Then in the dropdown, select the category column from the grid we created earlier
- In Cell B1, type =sumif('Summary by Category'!A:A,A1,'Summary by Category'!B:B).
- By summing the entire columns, you never have to update this formula regardless of how many rows you have in your other two blocks!
- While you’re hovered over cell B1, click the Autofill Down Button in the tooltip
You can do the same for the Bar chart!