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Adaptive Planning
Steps: Add Graphs to Reports

Steps: Add Graphs to Reports

Add Excel Sparklines to a Report

Sparklines
 are miniature charts placed in single cells, each representing a row of data in your selection. You can define the data included and the format and colors of the sparkline. The data the sparkline is based on is in a single row in the report.
The three main formats are the
Line
,
Column
, and
Win/Loss
 sparklines:
To create a sparkline:
  1. Select the cell where you want to insert the sparkline.
  2. On the
    Insert
    tab, in the
    Sparklines
    group, click
    Line
    ,
    Column
    , or
    Win/Loss
    . The Create Sparklines dialog appears.
  3. Place your cursor in
    Data Range
    .
    Select the cells containing the data you want to represent in the sparkline.
  4. Click in
    Location Range
    .
  5. Select the cells where you want to place the sparklines.
  6. Click
    OK
    . The sparklines appear as you specified.

Add Excel Data Bars to a Report

Data bars
 are a set of solid or shaded colored bars that you add to a cell to visually represent the value in that cell. The higher the value, the longer the bar. The highest value in a group of data bars is 100% shaded, with every other value shaded as a percentage of that highest value.
To add data bars to your report:
  1. Select the cells you want to include in a single evaluation group. These are the cells that will be compared to each other in the data bar set.
  2. On the
    Home
    tab, in the
    Styles
    group, click
    Conditional Formatting.
    Point to Data Bars, and then choose the color you want from the
    Gradient Fill
     or
    Solid Fill
    sections.
  3. For additional options, click
    Home>Styles>Conditional Formatting>Data Bars>More Rules
    . The New Formatting Rule dialog box appears. Specify the conditions you want for your data bars.

Add Excel Icon Sets to a Report

Like data bars, an
icon set
 is a conditional formatting option. You can use an icon set to help those viewing your report quickly visualize the highest and lowest values in a group, values within defined ranges, or values that meet specified criteria.
To add an icon set to your report:
  1. Select the cells you want to include in a single evaluation group. These are the cells that will be compared to each other in the icon set.
  2. On the
    Home
    tab, in the
    Styles
    group, click
    Conditional Formatting
    , point to Icon Sets, and then choose the type of icons you want to use.
  3. For additional options, click
    Home > Styles > Conditional Formatting > Icon Sets > More Rules.
     The
    New Formatting Rule dialog appears, in which you can specify the conditions and options you want for your icon sets.