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Dashboard Process

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huyen107htt
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25 views

Dashboard Process

Uploaded by

huyen107htt
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
You are on page 1/ 56

Build a Dashboad

1
Bắt đầu từ trang giấy trắng - Start with a blank workbook

2
Our mission
Go from the left to the right

3
Our idea

Copy idea sheet to the blank sheet 4


We set theme color and theme
fonts for our Dashboard

5
Our data

Copy data to the blank sheet 6


Setup raw data sheet
Change name of sheet 1 to Dashboard,
our Dashboard will be on this sheet

Resize the column A-


>D

7
Setup raw data
sheet

•Start with YEAR/MONTH/DIVISION on


Dashboard Sheet
•Setup data validation for year input

8
Setup raw
data sheet
•Setup year cell point in Data sheet to Year cell in
Dashboard sheet
•Name Year as Cur_year_sv (use name manager)
•Select all 2017 and link to A2 and 2016 to B2

9
Setup raw data sheet
•Use name manager set Month cell to name Cur_month_SV
•Select June in Data sheet link to Cur_Month_SV

10
Setup Calculation Sheet
• Create a Calculation Sheet

• Setup data for dashboard

11
Setup Calculation Sheet
• Create Data Validation –
List for Month Cell in
Dashboard sheet

12
Setup combo box
• Insert combo box for Division
Selection

13
Create calculation for scrolling table
– Draft 2
• At cell N15

14
Create calculation for scrolling table

15
Create calculation for scrolling table

16
Create calculation for scrolling table

17
Complex Lookup with Index & Match
in Excel

Connect the criterial in Data sheet

18
Complex Lookup with Index & Match
in Excel
Create the criterial in
Calculation sheet

Month cell = cur_month


Year cell = cur_year

19
Complex Lookup with Index & Match
in Excel

20
Complex Lookup with Index & Match
in Excel

Build function for looking the data:


At cell O15=INDEX(Data!$B$9:$J$51,MATCH(Calculation!$N15,Data!$A$9:$A$51,0),MATCH(Calculation!O$8,Data!$B$4:$J$4,0))
21
Complex Lookup with Index & Match
in Excel

Add more if function to avoid N/A


22
Complex Lookup with Index & Match
in Excel
Calculating the variance to PY and
Budget
At cell X15 type =IF($N15<>"",
(O15-R15)/R15,"")

23
Complex Lookup with Index & Match
in Excel
Calculating the
variance to PY and
Budget

24
Complex Lookup with Index & Match
in Excel

25
Create a scrolling table

Prepare data for scrolling table in dashboard


sheet

26
Create a scrolling table
Config the scroll bar.

27
Create a scrolling table

Config the scroll bar.


E13 = INDEX(Calculation!
M15:M$34,Calculation!$D$5)

Fill for other cells

28
Create a scrolling table
• Calculating for %B
and % PY

29
Create a scrolling table

30
Conditional formatted data bars

31
Conditional formatted data bars

32
Formatting Scroll Bar Table

33
Formatting Scroll Bar Table

34
Formatting Scroll Bar Table

35
Dynamic Headers
• Calculating for
header

36
Dynamic Headers

37
Dynamic Headers

• Create a
textbox and
reference to
Calculation
Sheet

38
Dynamic Headers
• Copy the
textbox and
reference to
Calculation
sheet

39
Dynamic Headers
Making same
thing for
Profit, and
Cash

40
Top/Bottom KPI
• Prepare the data in the
Calculation Sheet.
Link the app list from
scrolling bar

41
Top/Bottom KPI
• AG14==@INDEX(AA1
4:AC14,D6)&" ∆ B"

42
Top/Bottom KPI

43
Top/Bottom KPI
• Create top 6

• Issue: the
same data

44
Top/Bottom KPI
• Create top 6
AI15=
=INDEX($AF$15:$AF$34,MA
TCH(LARGE($AG$15:$AG$3
4,M15),
$AG$15:$AG$34,0),1)
• Issue: the same data

45
Top/Bottom KPI
• How to fix?
AG15=AA15+(ROW()/10e10)
AG15==IF(AA15="","",AA15+(ROW()/
100000000000))

46
Top/Bottom KPI
• AJ15=INDEX($O$1
5:$O$34,MATCH(A
I15,$N$15:$N$35,
0))

47
Top/Bottom KPI
• List box to select KPI for
Top 6

48
Top/Bottom KPI
• List box to select KPI for Top
6

49
Top/Bottom KPI
Adjust Index function at
AG15 for
revenue/profit/cash
selection
• AG15=IF(AA15="","",IND
EX(AA15:AC15,,$D$6)+
(ROW()/100000000000))

50
Top/Bottom KPI

Adjust Index function at AJ15


for revenue/profit/cash
selection

• AJ15=INDEX($O$15:$Q$34,
MATCH(AI15,$N$15:$N$34,
0),$D$6)

51
Top/Bottom KPI
• Add option top/bottom button

52
Top/Bottom KPI
• Add a cell link to control the
option button

53
Top/Bottom KPI

• =INDEX($AF$15:$AF$35,MATCH(CHOOSE($D$7,LARGE($AG$15:$AG$35,M15),SMALL($AG$15:$AG$35,M15)),
$AG$15:$AG$35,0),1)
54
Insert a Chart

55
Insert a Chart
Insert List box
and Option
button in
Dashboard.

Cut the Chart


from
Calculation
Sheet to
Dashboard.
56

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