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How to Make Scorecard Charts in Google Sheets

Unsure which chart type to use? Click here to find the right chart for your data and the ideas that you want to convey.


Scorecard charts in Google Sheets display the summary of a single metric. They are commonly used to highlight key performance indicators (KPIs) together with a change in their value over a specific baseline value. 


Consider the data set below, which shows the monthly net profit/loss for January to December.

Image: Sample dataset. Report of Monthly Net Profit/Loss

How to Add a Scorecard Chart in Google Sheets?

Step 1. Click an empty cell outside your dataset.  

Image: Empty cell (C2) outside the dataset is selected.


Step 2. Go to Insert and select Chart.  An empty chart and the Chart editor located on the right side of your Google Sheet will appear. 

Image: Insert Tab. Chart option is highlighted. 


Image: Empty chart. Chart editor on the right. 


Step 3. On the Setup tab, click the down arrow under Chart type. Hover your mouse on an example image to see the chart type. Scroll down and select the Scorecard chart under Other.

Image: Chart types on the Chart Editor. Scorecard chart will be selected. 


The scorecard chart will still be empty. To add a value on your scorecard chart, you can choose to show data from one cell or a summary from multiple cells. 

Showing data from one cell

Suppose we want to display a value from one cell, say the total net profit/loss from January to December based on our sample dataset above. To do that,

Step 1. Open the chart editor by double clicking on the scorecard chart. You may also click on the vertical ellipsis icon at the upper right corner of your scorecard chart. Select Edit chart

Image: Opening the Chart Editor via the Edit chart option. 


Step 2. On the Setup tab, you can manually change the value on the data range to your desired cell. Press Enter, then the key value will automatically change, and the scorecard chart will display the key value. 

Image: Adding cell B14 as the key value. Scorecard chart displays the value in cell B14.


You can also change the key value by selecting the Select data range icon located at the bottom right of the data range option. 

Image: Select data range icon. 


The Select a data range menu will open. Click on the rectangle located at the top. Then, manually type the cell location you wish to show or select the cell on your dataset. Click OK. The Scorecard chart then displays the value of the selected cell.

Image: Select data range menu. Cell B14 is selected.


Image: Scorecard chart. 


Note: You can change the size of the scorecard chart by dragging on the four corners. 

Showing data from multiple cells

Scorecard charts can also summarize data from multiple cells. It could be the average, count, sum, maximum, median, minimum, and sum. Here are the steps:

Step 1. Click the rectangle located at the top of the Select a data range menu. Select the multiple cells you wish to summarize on your data set. Press OK

Image: Select a data range menu. Cells B8:B10 are selected.


Step 2. Check the Aggregate button on the Chart Editor under the Setup tab. Click the up arrow menu, then choose among the different measures. 

Image: Aggregate option


Step 3. You now have an updated scorecard chart. 

Image: Updated scorecard chart displaying the average net profit/loss for Quarter 3 (July - August).


How to Show Comparisons on Scorecard Charts?

Scorecards can also be used to show the comparison between two data or ranges of data. Here, the value you want to highlight, called the key value, will be compared to a specific baseline value. 

Step 1: Under Key Value, select the Baseline Value. Then, click on the Select data range menu icon.

Image: Baseline Value option.


Step 2: On the Select a data range menu, type or select the cells you wish to compare. 

Image: Select a data range menu. Cells B11:B13 are selected.


Step 3: If needed, change the aggregate measure by clicking on measure at the left of the baseline value. Choose among the available measures. For better analysis, keep in mind that the measures must be the same when comparing two datasets.

Image: Changing the aggregate measure of the baseline value.

Step 5: You now have a scorecard chart with a comparison!

Image: Scorecard chart with comparison to the baseline value. Quarter 3 (July-September) Profits vs Quarter 4 (October-December) Profits


The above scorecard chart shows the average net profit for Quarter 3 and it is smaller by $24, 921.33 than the average net profit in Quarter 4. 

Formatting the Comparison

The comparison between the key value and the baseline value can be presented as an absolute change or percentage change. To change the comparison presentation, go to the Customize tab on the Chart Editor. You can also change other formats such as font style, font size, and font colors here. 

Image: Customize tab under chart editor. Baseline value comparison.


Image: Percentage value is selected for comparison. Other formats options can be done here. 


Switching the Key Value and the Baseline Value

The key value or specific metric you want to focus on may sometimes interchange with your baseline value while doing your analysis. In Google Sheets, the data cell or cells are stored in your data range once you make a scorecard. You can switch the key value and the baseline value by just selecting the range under their respective options. 

Image: Changing the data range for key value.


Image: Changing the data range for the baseline value.



Image: Scorecard chart after switching the key value and baseline value.


The above scorecard chart shows the average net profit for Quarter 4 and that is higher by $24,921.33 than the net profit in Quarter 3. 

How to Customize the Scorecard Chart?

For better presentation, it is beneficial to add titles to your scorecard chart. To add titles, go to the Customize tab on the Chart editor. Under Chart & axis titles, click on the first up arrow menu, then choose among the two options. 

Image: Chart and axis titles options.  Text for the chart title added.


Other title formatting options such as font style, font size, and color can be changed here. 

Image: Scorecard with chart title and chart subtitles


Automated Scorecard

One great feature of scorecard charts is that they are automated. Once you change the value of the cells linked to your scorecard, the values in your scorecard chart will automatically update. 

GIF: Scorecard chart automatically changes after changing the value of a linked cell.

Sample Sheet for Creating Scorecard Charts

You can try creating and customizing the above scorecard charts using this sample sheet.


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Trigger
Action
Select trigger
When a cell value in Google Sheets changes
Check Google Sheets for today's date
When a new row is added to Google Sheets
On new Google Form submission
Send me a daily reminder
On new Typeform submission
When a cell value in database changes
Check database for today's date
When a new row is added in database
When a new HubSpot customer is created
Select action
ADDCALENDAREVENT
Creates a one- or multiple-day calendar event with optional attendees
ADDHUBSPOT
Adds an object to Hubspot
ADDSLACKCHANNEL
Create a Slack channel, and optionally add a topic or members
CALLURL
Makes any HTTP request
CREATEGOOGLEDOC
Replaces [@column_name] values in a Google Doc with the corresponding table row's values
CREATEPDF
Replaces [@column_name] values in a Google Doc with the corresponding table row's values, then export it as a PDF
FETCH
Makes any HTTP request and returns the response
INSERTROWS
Inserts given array below defined values in given worksheet
SENDGMAIL
Sends an email using your Google account
SENDOUTLOOK
Sends an email using your Microsoft Outlook account
SENDSLACK
Sends a Slack message
SENDSMS
Sends an SMS message using your Twilio account
UPDATECELL
Updates cells with given values
UPDATEHUBSPOT
Updates a property of a Hubspot object
Trigger is required
Action is required
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