The whole formula should look something like this: =SUM(B3:B4). Alternately, you can type in the cell range by typing the first and last cells, separated by a colon, into the SUM function. In the example, this would be cells B3 to B4. Then, click the cell to the right of "Net Pay" and drag down to the cell to right of your last income line item cell. In the cell directly to the right of that cell (B5 in the example), you need to create a formula to calculate total income. Create this cell in the next available cell underneath your last income line items (so, if you only have "Net Pay" and "Other Income," this will be cell A5). When you've created cells for all of your types of income, you'll need one that totals up your monthly income. You need to click on the pie chart to access the editing options.Make a cell that calculates total monthly income.Otherwise, you need to enter the data range manually. Excel should detect the data range automatically. You must select a cell in the dataset or the entire dataset before inserting the pie chart.Read More: How to Create a 3D Pie Chart in Excel After choosing the proper design and colors, the final budget pie chart may look like the following.You can also format the chart in the Format tab. Click on the chart to access the Chart Design tab to do that.
As our budget table is formatted properly, now we can insert the budget pie chart.The dataset will be sorted accordingly after that. Next, click on Largest to Smallest or Smallest to Largest.
Then, select Sort & Filter in the Editing group from the Home tab as shown below. Now, select any cell in the dataset containing the amounts.But, it is better to sort the amounts in the dataset to make the budget pie chart more presentable. We can use the above data table to make the budget pie chart.Here, I have entered the corresponding amounts in cells C5:C10. Next, you need to enter the expenses related to each budget category.Here, I have listed a few categories in cells B5:B10 for example.Your budget may include rent or housing, transportation, travel expenses, vehicle insurance, food, groceries, utility bills, mobile phone bills, childcare, school costs, pet food and care, pet insurance, clothing and personal care, life insurance, health insurance, homeowners insurance, entertainment, student loans, credit card debt, emergency fund, etc. So, enter the budget categories first to make your budget table.The data source for a budget pie chart should contain the budget categories and related expenses.It is no exception for a budget pie chart. Every chart in Excel is created from a data table/range.Related Articles How to Make a Budget Pie Chart in Excel: 7 Easy Stepsįollow the steps below to make a budget pie chart in Excel quickly.