1. Instant 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
COMAT

6. 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

7. 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

11. Creating a Dashboard
Demo

12. Excel Automated Dashboard

13. 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.

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

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

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

17. 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

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

19. Sample Dashboards to inspire you!
Show time!

20. Bonus Topic!

21. Creating a Dashboard The End…
Thank You!

24. 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