There are many different ways to present the data of sales target in Excel. In this article, we will use the SmartArt in Excel to finish this task.
Suppose you have made the sales target of November. You have made the plan according to the actual sales volume of the last month.
It is very common to present those data and information in cells. However, you can also input the information into a SmartArt graphic to make the interface more intuitive.
Create a SmartArt Graphic
In this part, we will show you how to create a specific SmartArt graphic.
- Click the tab “Insert” in the ribbon.
- Click the button “SmartArt” in the toolbar. And then you will see the window “Choose a SmartArt Graphic” pop up.
- There are many types of graphics that you can choose. Here we choose the “Hierarchy”.
- Next we choose the “Horizontal Hierarchy” in the submenu.
- In this step, click “OK”.
Thus, you have created the graphic in this worksheet. And instead of using the horizontal hierarchy graphic, you can choose other type according to your actual worksheet.
Present Data in the SmartArt Graphic
In this part, we will input the sales target into this graphic.
- Click the first rounded rectangle in this graphic.
- And then input the first item “Sales Target” into this rounded rectangle. As you type the characters into this shape, you will find that the font size will become smaller automatically.
- Now you need to input information into the second layer. Because here are three sales representatives, you need to add a rounded rectangle in the second layer. Therefore, click one of a rounded rectangle in the second layer.
- Next click the tab “Design” in the ribbon.
- Now click the small arrow next to the button “Add Shape”.
- In the submenu, you can choose either “Add Shape After” or “Add Shape Before”.
Thus, you have added a rounded rectangle into the second layer.
- Now input the relating items into the shapes of the second layer. You will find that if you click the shape that you have added in step 6, this shape will not be in the condition of editing. Don’t worry; you can directly type the characters into the shape.
- And then you come to the third layer. Here input John’s targets of the two products into the corresponding shapes.
- Next you need to input Amy’s targets. There is no shape in Amy’ branch in the third layer. Therefore, you need to add two rounded rectangles in this part. Right click Amy’s rectangle in the second layer.
- And then move your cursor on the option “Add Shape”.
- After that, choose the option “Add Shape Below” in the submenu. Therefore, you have added a shape in the third layer for Amy.
- Now repeat step 12-14 and add the second rectangle.
- After you have added the two rectangles into the third layer, you can input the Amy’s targets into the two shapes.
- Next, you need to input items for Paul. You can add a shape through the step 12-14 above.
- And then input Paul’s targets of the two products as well.
After all the steps, you have input all the data and information into this SmartArt graphic.
Modify the SmartArt Graphic
If you find that the default style of the SmartArt is not beautiful enough, you can also modify the style. In this part, we will make a brief introduction of the modification.
- Click the tab “Design” in the ribbon.
- In the “SmartArt Styles” area in the toolbar, you can change the colors and the style for the graphic.
- And then click the tab “Format” in the ribbon.
In the “Shape Styles”, you can change the effect for the shapes in the graphic. Besides, if you need to change the font style, you can also modify in the “WordArt Style” area. You can try the different combinations of those styles and create a graphic with a wonderful interface. Here we change the style and you can refer to the effect in the image below.
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