Excel Dashooard E vt a9 tutorialspoint SIMPLY EASY LEARNING i Re www.tutorialspoint.com EF} httes://www.facebook.com/tutorialspointindia J) https://twitter.com/tutorialspointExcel Dashboards About the Tutorial Dashboards are popular visual displays of data, mostly comprising of charts / graphs with striking attention seeking components, There are various tools available in the market to create dashboards. If you are a Microsoft Office user with reasonably good mastery on Excel, then creating dashboards in Excel is a wise decision. This is because Microsoft has introduced several powerful features in Excel, making your job of handling large datasets from various data sources simple and less tiresome. In this tutorial, you will learn how to use Excel features effectively in dashboards. They include features that can make a dashboard dynamic and interactive. Audience This tutorial has been designed for all those readers who depend heavily on MS-Excel to prepare charts, tables, and professional reports that involve complex data. It will help all those readers who use MS-Excel regularly to analyze data. Once you get an understanding of the several Excel features that come handy in creating Excel dashboards, creating dashboards will become a trivial task for you. Prerequisites Before proceeding with this tutorial, the reader should have a preliminary understanding of Excel workbooks, Excel charts, Excel PivotTables, Excel Data Model, Excel Power PivotTables and Power PivotCharts and Excel Power View reports. All these topics are available as full-fledged tutorials in our tutorials library. Copyright & Disclaimer © Copyright 2016 by Tutorials Point (1) Pvt. Ltd. All the content and graphics published in this e-book are the property of Tutorials Point (1) Pvt, Ltd. The user of this e-book is prohibited to reuse, retain, copy, distribute or republish any contents or a part of contents of this e-book in any manner without written consent of the publisher. We strive to update the contents of our website and tutorials as timely and as precisely as possible, however, the contents may contain inaccuracies or errors. Tutorials Point (I) Pvt. Ltd. provides no guarantee regarding the accuracy, timeliness or completeness of our website or its contents including this tutorial. If you discover any errors on our website or in this tutorial, please notify us at contact@tutorialspoint.com QpererisersinsExcel Dashboards Table of Contents About the Tutorial Audience Prerequisites. Copyright & Disclaimer... ‘Table of Contents 1, Excel Dashboards — Introduction. Dashboard ~ Definition. Key Metrics for Dashboard, Dashboard Benefits ‘Types of Dashboards Dashboard Data and Formats. A 2 2 3 3 6 6 Live Data on Dashboards. 2. Excel Dashboards — Excel Features to Create Dashboards. Excel Tables Sparklines Conditional Formatting sentient sennnenntnennnnnn ExCe! Chat ts sonsnsnininninininninininininninmninnnmninninmnnnnnnnnmnnnnnnmnnnnn Excel Camera sninsninnnininnnininnnnninnnnnmnnnnnnnnmnnnnnnnnmnnnninnnnnnnnnnnsne SS Excel PivotTables 15 Dynamic Dashboard Elements with Interactive Controls. v7 Excel Power PivotTables and Power PivotCharts 18 Excel Power View Reports. 19 Key Performance Indicators (KPIs) 20 3. Excel Dashboards — Conditional Formatting... Highlighting Cells. Top / Bottom Rules... Data Bars Color Scales leon Sets Using Custom Rules Managing Conditional Formatting Rules. 4, Excel Dashboards — Excel Charts ‘Types of Charts Selecting the Aopropriate Chart Type ... ' Showing Trends with Sparklines in TableS.....:ennnnmninnninninnnnnnnnnnnnnnnnnnne 8 Using Combo Charts for Comparisons Fine Tuning Charts Quickly Using Aesthetic Data Labe's Using Trendlines in Charts. Using Shapes in Charts Using Cylinders, Cones, and Pyramids... Using Pictures in Charts. 5. Excel Dashboards — Interactive Controls. Scroll Bars in Dashboards... Creating a Scrollbar... sonnnnnnn Creating a Dynamic and Interactive Target Line Qpererisersins10. a. Excel Dashboards Excel Option (Radio) Buttons. 3 Excel Checkboxes. ai Excel Dashboards — Advanced Excel Charts. ‘Types of Advanced Excel Charts Displaying Quarterly Performance with Bullet Charts. 91 Displaying Profit % Region-Wise with Waffle Charts.....n:nnininninninnninnninnninennnnnnne SL Excel Dashboards — Excel PivotTables .. Creating a PivotTable... Filtering Data in PivotTable Using Slicers in PivotTable, Excel Dashboards ~ Power PivotTables & Power PivotChart 103 Uses of Power PIVOt nnn o nnn 103 Differences between PivotTable and Power PivotTable 103, Creating a Power PivotTable 103 Creating a Power PivotChart 107 Table and Chart Combinations 12 Hierarchies in Power Pivot se 13 Caeulations Using Hierarchy in Power PivotTables 17 Drilling Up and Drilling Down a Hierarchy .nnmmennneninnninnnnnnnnnnnnrnnennenenenne LD Using a Common Slicer 121 Aesthetic Reports for Dashboards. 125 Excel Dashboards ~ Power View Reports Power View Visualizations. 27 Combination of Power View Visualizations. 131 Interactive Nature of Charts in Power View Visualizations. 132 Slicers in Power VieWnsnnnennnnnnnnnnnninnn son sone DBZ Tiles in Power Viewer 133 Power View Reports sannnnmnmninennninninennnininnnininnnnnnnnnnnnnnnnnennnenne dT Excel Dashboards — Key Performance Indicators. 138 Components of a KPI 138 Base Value .. 138 Target Value senna nnn 139 Status Thresholds and Status 139 Defining KPIs in Excel 139 Visualizing KPIs with Bullet Charts... o ns ns 139 Visualizing KPIs with Power View. 140 Excel Dashboards — Build a Dashboard. 142 Initial Preparation. 142 Organize the Data Source for the Excel Dashboard snntnnininnnninnnnnnnnnnnnsnnnne D3 Set Up the Excel Dashboard Workbook... 143 Prepare the Data for the Excel Dashboard... 143, Select the Dashboard Components. 143 Identify Parts of the Dashboard for Highlighting. 144 Build the Dashboard 144 Using Excel Camera 145, Date and Time Stamp on Excel Dashboard sninnninnnnennnnnnnnnnrnnne VOB Test, Sample, and Enhance the Dashboard wn..nnmennnmnennnennnnnninnniannmnnnnnnnennne dD Qpererisersins2. Excel Dashboards Share the Dashboard 150 Tips for Effective Excel Dashboards 150 Excel Dashboards — Examples 153 Example — Executive Dashboard 153, Example — Project Management Dashboard. 154 Example Sales Management Dashboard ...ur.unnennn seinen 1S Example ~Training Management Dashboard ...u.u1ninmnnininnninnnnnnnnnnnnnnrenene 56 Example Service Management / Support Dashboard 187 Dashboards — More Example. 158 iv1. Excel Dashboards — Introduction For those who are new to dashboards, it would be ideal to get an understanding of the dashboards first. In this chapter, you will get to know the definition of dashboard, how it got its name, how they became popular in IT, key metrics, benefits of dashboards, types of dashboards, dashboard data and formats and live data on dashboards. In information technology, a dashboard is an easy to read, often single page, real-time user interface, showing a graphical presentation of the current status (snapshot) and historical trends of an organization's or department's key performance indicators to enable instantaneous and informed decisions to be made at a glance. Dashboards take their. name from automobile dashboards. Under the hood of your vehicle, there may be hundreds of processes that impact the performance of your vehicle. Your dashboard summarizes these events using visualizations so that you have the peace of mind to concentrate on safely operating your vehicle. In a similar way, business dashboards are used to view and/or monitor the organization's performance with ease. The idea of digital dashboards emerged from the study of decision support systems in the 1970s, Business dashboards were first developed in the 1980s, but due to the problems with data refreshing and handling, they were put on the shelf. In the 1990s, the information age quickened pace and data warehousing, and online analytical processing (OLAP) allowed dashboards to function adequately. However, the use of dashboards did not become popular until the rise of key performance indicators (KPIs), and the introduction of Robert S. Kaplan and David P. Norton's Balanced Scorecard. Today, the use of dashboards forms an important part of decision making.Excel Dashboards ote ir coe iowa Arta val ents ani ais THAN un ae Asa AN tomares In today’s business environment, the tendency is towards Big Data, Managing and extracting real value from all that data is the key for modern business success. A well-designed dashboard is a remarkable information management tool. Dashboard — Definition Stephen Few has defined a dashboard as “a visual display of the most important information needed to achieve one or more objectives which fits entirely on a single computer screen so it can be monitored at a glance” In the present terms, a dashboard can be defined as a data visualization tool that displays the current status of metrics and key performance indicators (KPIs) simplifying complex data sets to provide users with at a glance awareness of current performance. Dashboards consolidate and arrange numbers and metrics on a single screen. They can be tailored for a specific role and display metrics of a department or an organization on the whole. Dashboards can be static for a one-time view, or dynamic showing the consolidated results of the data changes behind the screen. They can also be made interactive to display the various segments of large data on a single screen.Excel Dashboards Key Metrics for Dashboard The core of the dashboard lies in the key metrics required for monitoring. Thus, based on whether the dashboard is for an organization on the whole or for a department such as sales, finance, human resources, production, etc. the key metrics that are required for display vary. Further, the key metrics for a dashboard also depend on the role of the recipients (audience). For example, Executive (CEO, CIO, etc.), Operations Manager, Sales Head, Sales Manager, etc. This is due to the fact that the primary goal of a dashboard in to enable data visualization for decision making The success of a dashboard often depends on the metrics that were chosen for monitoring. For example, Key Performance Indicators, Balanced Scorecards and Sales Performance Figures could be the content appropriate in business dashboards. Dashboard Benefits Dashboards allow managers to monitor the contribution of the various departments in the organization. To monitor the organization's overall performance, dashboards allow you to capture and report specific data points from each of the departments in the organization, providing a snapshot of current performance and a comparison with earlier performance, Benefits of dashboards include the following - + Visual presentation of performance measures + Ability to identify and correct negative trends. + Measurement of efficiencies/inefficiencies. + Ability to generate detailed reports showing new trends, ‘+ Ability to make more informed decisions based on collected data. + Alignment of strategies and organizational goals. + Instant visibility of all systems in total + Quick identification of data outliers and correlations. + Time saving with the comprehensive data visualization as compared to running multiple reports, Types of Dashboards Dashboards can be categorized based on their utility as follows - + Strategic Dashboards ‘+ Analytical Dashboards + Operational Dashboards + Informational Dashboards Qereristers tExcel Dashboards Strategic Dashboards Strategic dashboards support managers at any level in an organization for decision making. They provide the snapshot of data, displaying the health and opportunities of the business, focusing on the high level measures of performance and forecasts. + Strategic dashboards require to have periodic and static snapshots of data (e.g. daily, weekly, monthly, quarterly and annually). They need not be constantly changing from one moment to the next and require an update at the specified intervals of time. = They portray only the high level data not necessarily giving the details. + They can be interactive to facilitate comparisons and different views in case of large data sets at the click of a button. But, it is not necessary to provide more interactive features in these dashboards. The following screenshot shows an example of an executive dashboard, displaying goals and progress. Analytical Dashboards Analytical dashboards include more context, comparisons, and history. They focus on the various facets of data required for analysis. Analytical dashboards typically support interactions with the data, such as drilling down into the underlying details and hence should be interactive. Examples of analytical dashboards include Finance Management dashboard and Sales Management dashboardExcel Dashboards =“ comeytaroy vate sz teat Vass wes Papen TT = | ee ” ones Vote ans Papes vty Our etry edison a 102 % ark ena a 102 si £19200 . tan Operational Dashboards Operational dashboards are for constant monitoring of operations, They are often designed differently from strategic or analytical dashboards and focus on monitoring of activities and events that are constantly changing and might require attention and response at a moment's notice. Thus, operational dashboards require live and up to date data available at all times and hence should be dynamic. An example of an operation dashboard could be a support-system dashboard, displaying live data on service tickets that require an immediate action from the supervisor on high- priority tickets.Excel Dashboards Informational Dashboards Informational dashboards are just for displaying figures, facts and/or statistics. They can be either static or dynamic with live data but not interactive. For example, flights arrival/departure information dashboard in an airport. eur cs 32 PM GMT+1 10Excel Dashboards Dashboard Data and Formats The data required for a dashboard depends on its category. The premise for the data is that it should be relevant, error-free, up to date and live if required. The data can possibly be from various and different sources and formats (Spreadsheets, Text Files, Web Pages, Organizational Database, etc.). The results displayed on a dashboard must be authentic, correct and apt. This is crucial since the information on 2 dashboard would lead to decisions, actions and/or inferences. Thus, along with the data being displayed, the medium chosen for the display is equally important as it should not give an erroneous impression in the data portrayal. The focus should be on the ability of the data visualization that would unambiguously project the conclusions. Live Data on Dashboards As discussed earlier in this chapter, data warehousing and online analytical processing (OLAP) is making it possible to refresh the dynamic dashboards instantly with live data. It is also making those who design the dashboards be independent of the organization's IT department for obtaining data, Thus, the dashboards have become the most sought after medium from top management to a regular user. it2. Excel Dashboards — Excel Features to Create Dashboards You can create a dashboard in Excel using various features that help you make data visualization prominent, which is the main characteristic of any dashboard. You can show data in tables with conditional formatting to highlight the good and bad results, you can summarize the data in charts and PivotTables, you can add interactive controls, and you can define and manage KPIs and so on. In this chapter, you will get to know the most important Excel features that come handy when you are creating a dashboard. These features help you arrive at the dashboard elements that simplify complex data and provide visual impact on the current status or performance in real time. Excel Tables The most important component of any dashboard is its data. The data can be from a single source or multiple sources. The data might be limited or might span several rows. Excel tables are well suited to get the data into the workbook, in which you want to create the dashboard. There are several ways to import data into Excel, by establishing connections to various sources. This makes it possible to refresh the data in your workbook whenever the source data gets updated. You can name the Excel tables and use those names for referring your data in the dashboard. This would be easier than referring the range of data with cell references. These Excel tables are your working tables that contain the raw data. You can arrive at a summary of the analysis of data and portray the same in an Excel table that can be included as a part of a dashboard. A B c D E 1 % Profits Region-wise and Quarter-wise 2 Qtra. Qtr2. Qtr Qed 3 East 87% 90% 79% 96% 4 North 92% 94% 85% 97% 5 South 88% 95% 75% 80% 6 West. 85% 87% 87% 88% Analysis Summary in an Excel table 12 tutorialspointExcel Dashboards Sparklines You can use Sparklines in your Excel tables to show trends over a period of time. Sparklines are mini charts that you can place in single cells. You can use line charts, column charts or win-loss charts to depict the trends based on your data. A 8 c D E F 1 % Profits Region-wise and Quarter-wise 2 Qe ‘atr2 Qte3 Qtra a East 87% 90% 79% 96% 4 North 92% 94% 85% 97% 5 ‘South 88% 95% 75% 80% 6 West | 85% 87% 87% 88% Sparklines with Column Charts Conditional Formatting Conditional formatting is a big asset to highlight data in the tables. You can define the rules by which you can vary color scales, data bars and/or icon sets. You can either use the Excel defined rules or create your own rules, based on the applicability to your data. A D Conditional Formatting with Color Scales 13Excel Dashboards A B c D E 1[ % Profits Region-wise and Quarter-wise 1 2 Qtri Qtr2 Qtrs tra 3 East 4 North 5 South 6 West Conditional Formatting with Data Bars A B c D E fl % Profits Region-wise and Quarter-wise 2 Qtrt Qtr2 Qtrs Qtra 3| East Be 67% 85% [> 79% 96% 4 North lt 92% ft 94% [Ge 65% Ge 60% 5 South 71% (it 85% [fF 90% [> 80% 6 West 55% 67% [=> 71% ft 88% Conditional Formatting with Icon Sets You will learn these conditional formatting techniques in the chapter — Conditional Formatting for Data Visualization. Excel Charts Excel charts are the most widely used data visualization components for dashboards. You can get the audience view the data patterns, comparisons and trends in data sets of any size strikingly adding color and styles. Excel has several built-in chart types such as line, bar, column, scatter, bubble, pie, doughnut, area, stock, surface and radar if you have Excel 2013. 14 tutorialspointExcel Dashboards a9gg3a3 2 2: Clustered Column salt 100% stacked Column 2.0 Stacked Column 3-0 Column chart ‘tutorialspoint 15Excel Dashboards LUne Chart without Mackers Line Chart with Markers stacked Line with Markers auupoggaeed euenogagoa8 fom eam ene emt ee 16Excel Dashboards Doughnut Chart 2-0 Pie Chart ‘Stacked Bar Chart Clustered Bar Chart — Area Chart Stacked Area Chart ‘Scatter Chart ‘Scatter with Smooth Lines and Markers 7Excel Dashboards Bubble Charts au ia ee = ee e = @ e pen @ ® e? = @ e @ 3 ‘Stock Charts. vec eae | — po 1 a + t amet ' vemane = vans as aaRse aaa AS. ne aie ae Ne eR SS a ia aaearo i ! = =P patos 18Excel Dashboards Surface and Contour Charts [a suace cha) acteurs cot Contour ‘Wiretrame Contour LESS e #4 ae Radar Charts Radar nessa — sa sey venesan say on Filed Rade suse 19 ‘tutorialspointExcel Dashboards You will understand how to use these charts and the chart elements effectively in your dashboard in the chapter — Excel Charts for Dashboards, In addition to the above-mentioned chart types, there are other widely used chart types that come handy in representing certain data types, These are Waterfall Chart, Band Chart, Gantt chart, Thermometer Chart, Histogram, Pareto Chart, Funnel Chart, Box and Whisker Chart and Waffle Chart. Perormance 85% oe baagee Gauge Chart = ans 5 Bullet Chart 20Excel Dashboards Histogram Pareto Chart na ~HREBEEEE Gantt Chart = — va = ~ 4 os — - =: | Step Chart ‘Thermometer Chart Waterfall Chart Band Chart ‘Customer Stiefection Survey (2025-16) PAP PLL EPL PM Box and Whisker Chart ‘tutorialspoint 2aExcel Dashboards You will learn about these charts in the chapter - Advanced Excel Charts for Dashboards. Excel Camera Once you create charts, you need to place them in your dashboard. If you want to make your dashboard dynamic, with the data getting refreshed each time the source data changes, which is the case with most of the dashboards, you would like to provide an interface between the charts in your dashboard and the data at the backend. You can achieve this with the Camera feature of Excel. Excel PivotTables When you have large data sets and you would like to summarize the results dynamically showing various facets of the analysis results, Excel PivotTables come handy to include in your dashboard. You can use either the Excel tables or the more powerful data tables in the data model to create PivotTables. The main differences between the two approaches are — Excel Tables T Data Tables Data from more than one table can be used to create PivotTable, defining relationships between the tables. Data from only one table can be used to create PivotTable. When the tables increase in the no. of | Can handle huge data sets with thousands rows, the memory handling and storage | of rows of data with memory optimization will not be optimistic. and decreased file size. If you try to create a PivotTable with more than one Excel table, you will be prompted to create relationship and the tables with the relationship get added to the data model. 22Excel Dashboards Filter ———— c ° E 1 [Region (Al!) Summarizing Value | (-—___eoturmns__ Grand rotal 3 Sum of Order Amount’ Column Labels| ~ RowLabels January February March Grand Total ‘Albertson. Kathy 925 «(1375350 2650 Brennan, Michoel 2750 © 550400 3700 Davis, Witiam 1100-235. 600 1995 Dumico, Richard 400-965-125 1490 Flores, Tia 1655 985 1925 4565 Post, Melissa 765 «75350 1690 Tnompson, Shannon 140172000 3160 Walters, Chris 3552755 1265 4375 Grand Total 9090-9160 «531523565 Grand Total Excel PivotTable You will learn about PivotTables in the chapter — Excel PivotTables for Dashboards. If you have data in the Data Model of your workbook, you can create Power Power PivotCharts that span data across multiple data tables. otTables and Tscrolt Bar 24 tutorialspointRadio Buttons Excel Dashboards 1000 100000 1200000 s200coo © sony O teonery 1900000 2000000 “O March ‘00000 a e000 0 Aart aaa ooo OM dune. 0000 20000 ° ° nary Feonany Checkboxes Fest Now 7 Sou 7 West <— Checkboxes © sey 1400000 © Feoveny 1200000 © Maen roman © Ao soo OM @ nave sooo) sooo. 20000) ‘tutorialsp: joint 25Excel Dashboards Excel Power PivotTables and Power PivotCharts Excel Power PivotTables and Power PivotCharts are helpful to summarize data from multiple resources, by building a memory optimized Data Model in the workbook. The Data Tables in the Data Model can run through several thousands of dynamic data enabling summarization with less effort and time. You will learn about the usage of Power PivotTables and Power PivotCharts in dashboards in the chapter - Excel Power PivotTables and Power PivotCharts for Dashboards. Excel Data Model 26Excel Dashboards Excel Power PivotTable and Power PivotChart Ae eee 7 os Z x Total No. of Medals Country Wise ees Excel Power View Reports Excel Power View Reports provide interactive data visualization of large data sets bringing out the power of Data Model and interactive nature of dynamic Power View visualizations. You will learn about how to use Power View as dashboard canvas in the chapter - Excel Power View Reports for Dashboards. 27 tutorialspointExcel Dashboards Power View Report rs Key Performance Indicators (KPIs) Key Performance Indicators (KPIs) are integral part of many dashboards. You can create and manage KPIs in Excel. You will learn about KPIs in the chapter — Key Performance Indicators in Excel Dashboards. Key Performance Indicators tutorialspoint 28Excel Dashboards Eeipapercn = Houd asey Teal Sains Onl ale Stans | Alberton. Catmy 200 He ° Brannan, Micrel a0 30 . | avi witam vas 0 a | Dueniaa, Achar ‘a0 300 e | Pores. Tie sett ee | Feat. Melsaa. 1000 3800 a | Thammees, Shennan nee 0 e | Weshieet. Chis ars 800 e ‘tutorialspoint 29Excel Dashboards End of ebook preview If you liked what you saw... Buy it from our store @ https://store.tutorialspoint.com 30