Excel Dashboard - Power of Dashboard Reporting with Excel Managers track a lot of data and often have to share it with others. A PT report can organize and display data so that it’s clear and useful no matter who your audience is. Bobby Wan

What is a Dashboard? Dashboard Reports allow Managers to: Visually present critical data in summary form Get high level overview of business Help them make quick & effective decisions Combination of tables and charts * much like a car dashboard

Step back from details and see key trends & relationships that What is a Dashboard? drive their companies Step back from details and see key trends & relationships that

Creating a Dashboard Demo

Excel Automated Dashboard

What is an Excel automated Dashboard? Visually present critical data Get high level overview of business Make quick & effective decisions A dashboard is a visual display of the most important information needed to achieve one or more objectives; consolidated and arranged on a single screen so the information can be monitored at a glance. A dashboard is a visual display of the most important information needed to achieve one or more objectives; consolidated and arranged on a single screen so the information can be monitored at a glance.

What are the Excel tools to create Dashboard? PivotTable PivotChart Combo box button from Form Control Formulas Optional Charts Macros Name Range

Where to find combo box button? <=2003 & Older 2007 & Newer

-> Customize Ribbon Turn on Developer Tab File -> Options -> Customize Ribbon

Benefits of Using PivotTable Sort information by category easier. Organize columns & rows with simple Drag & Drop (D & D) Compare information in seconds. Similar to creating columns on your table. You can D & D Time saver. Otherwise have to cut and paste info you want. Interactive data analysis. Drag and drop items with ease and data table becomes interactive Can link to external data source Can summarize many work sheets Helps decision makers use data more efficiently Summarize large amount of data in a small space

Why is it called automated dashboard? You can interact with your data using buttons macros and formulas

Sample Dashboards to inspire you! Show time!

Bonus Topic!

7 Steps in Creating a Dashboard Apply range names Create a PivotChart from PivotTable Create combo box to filter chart Create a dynamic PivotChart title Create a macro to automatically update PivotChart Create a dynamic chart with check boxes & format chart Create links and formatting the chart

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