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Horizontal Bar Graph with Plotted Point

  1. #1
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    Horizontal Bar Graph with Plotted Point

    I have a financial scorecard spreadsheet that calculates different financial ratios. For each ratio, I would like to graph the calculated result as a plotted point on top of a bar graph that shows the ranges of acceptable performance and unacceptable performance.

    As an example, one of the calculations is the current ratio. It is calculated by taking current assets divided by current liabilities. A sample calculation might look like this: $160,500 / $75,000 = 2.14. For every dollar of short-term debt this business can cover it 2.14 times with its liquid assets.

    I wish to plot this result along a horizontal bar graph. The bar graph has three ranges…a RED warning range from .6 to 1.3, a YELLOW cautionary range from 1.31 to 2 and a GREEN good range from 2.1 to 2.7.
    The resulting graph would look like this:

    Scorecard Graph.jpg

    I have figured out how to make the bar graph with the three corresponding colored ranges and have also figured out how to start the scale of the graph at .6 and show the corresponding tick marks a 1.3, 2.0 and 2.7.
    I cannot however figure out how to plot the resulting 2.14 from the above calculation. I am also curious to know if I can “peg” the resulting answer at .6 even if it is less than .6 or at 2.7 even if the answer is above 2.7…I am thinking this involves an “if” statement…it may be over my head.

    Am I approaching this the correct way and what is the best way to plot the calculated result on the bar graph?

    Thank You in advance!

    Dave Dietz

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    Re: Horizontal Bar Graph with Plotted Point

    It should be as simple as making a "stacked bar + XY scatter" combination chart. This tutorial shows how to do it: https://peltiertech.com/Excel/Charts/BarLineCombo.html There is more there than you need, but if you understand the basic process of adding an XY data series than changing the chart type for that data series to XY scatter, you should have the basic understanding to add your calculated point to the chart.

    As for "pegging" the extrema so that the point will be on scale, that should be some kind of MIN(MAX()) or IF() function. IF(calculation<0.6,0.6,IF(calculation>2.7,2.7,calculation)) or MAX(0.6,MIN(2.7,calculation))
    Quote Originally Posted by shg
    Mathematics is the native language of the natural world. Just trying to become literate.

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