#Dashboards in excel 2007 tutorial how to#
#Dashboards in excel 2007 tutorial download#

New features in Excel 20 allow even casual users to create interactive dashboards that are both functional and great looking allowing you and your end-users to explore your data in ways you have only imagined-allowing you to convert your data into actionable information.Д®ven if you are a Pivot Table novice, you can create functional and great looking dashboards.

Other collegeвЂ™s dashboards making you see green even though it is not your school color? No budget for specialized dashboard programs? CanвЂ™t keep up with end-user demands for different analyses? Recommended Product: Jorge CamoesвЂ™ Dashboard Training KitSign up to view the archived webinar here:.6 Part Tutorial on Making KPI Dashboards in Excel.Excel Dashboards вЂ“ Tutorials & Templates Section of PHD.If you like this tutorial please say thanks to Myles. I have learned several valuable tricks while exploring his dashboard. I am truly honored to feature his ideas and implementation here on. Myles has taken various important concepts like Microcharts, form controls, macros, camera snapshot, formulas etc and combined all these to create a truly outstanding dashboard. You need to enable macros and links to make it work. The dynamic dashboard can be downloaded here

#Dashboards in excel 2007 tutorial download#

Go ahead and download the dashboard excel file.

#Dashboards in excel 2007 tutorial how to#

Next week we will look at Part 2 of this series and learn how to construct dynamic charts. So that was an overview of the model and its main tabs. Please see ChandooвЂ™s article on a twitter board for an alternative view. Micro charts which is of my favorite blogs from Chandoo are covered here.Дetails on how to create this scrolling chart.ДЄ simple executive summary. These are also covered in part 2.Дetails on how to create these box charts.Д¬handooвЂ™s blog on how to create this scrolling report can be found here. These are covered in part 2.Дynamic line charts with the option to select the KPI, period and product/salesperson to be analyzed. The user can either choose the topic from the dropdown or by clicking next.Дynamic pie charts with the option to select the KPI, period and product/salesperson to be analyzed. This is how the Help user form looks once opened. I find it helpful to lay it out in tab order. This user form based help sheet provides the user with a quick help function and complements the accompanying user notes. Once again a sheet that is in all of my models. This is the page for all validation lists and drivers. This is the main tab for pulling together the dashboard and will be covered in parts 3 and 4. The Home page is designed to present the contents of the model to the user and provide links to each page for easy navigation. I always include a homepage in my models and often set an auto_open routine to select this as the first page seen on opening. Each report is highly flexible allowing the user to cut the data in many ways to show management the most pertinent information.Clicking on either the hyperlink name or the report image will take you to the report.The user can select вЂњhideвЂќ to hide a report that they do not want to see or select вЂњviewвЂќ to preview it prior to choosing its position. The dynamic dashboard allows the user to select a report from the range of reports within the model and decide where to position it on the page. Combining a high level of flexibility within each report and then allowing the user to choose which reports to include and where to position them allows an enormous amount of flexibility over the message to be communicated. The Dynamic Dashboard is intended to provide pertinent summary information to aid management decision making. Okay so lets get started with an overview: What is the objective of the report? I would like to take a quick opportunity to give credit for some of the elements of functionality in the model: Part 3: VBA behind the Dynamic Dashboard a simple example.Part 2: Dynamic Charts in the Dashboard.

If further topics fall out as a result of discussions either Chandoo or I will pick them up and if necessary post further parts.

The plan is to break this dashboard tutorial down into four parts over the next four weeks. The dashboard also demonstrates the standard approach I use in all of my models which is to incorporate three key sheets in addition to the data and analysis tabs. In this and next 3 posts, we will learn how to make a Dynamic Dashboard using Microsoft Excel.ДЄt the end of this tutorial, you will learn how easy it is to set up a dynamic dashboard using excel formulas and simple VBA macros. This is a guest post by Myles Arnott from Clarity Consultancy Services вЂ“ UK.