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
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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
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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
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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
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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
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Create a scrolling table
Config the scroll bar.
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Create a scrolling table
Config the scroll bar.
E13 = INDEX(Calculation!
M15:M$34,Calculation!$D$5)
Fill for other cells
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Create a scrolling table
• Calculating for %B
and % PY
29
Create a scrolling table
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Conditional formatted data bars
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Conditional formatted data bars
32
Formatting Scroll Bar Table
33
Formatting Scroll Bar Table
34
Formatting Scroll Bar Table
35
Dynamic Headers
• Calculating for
header
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Dynamic Headers
37
Dynamic Headers
• Create a
textbox and
reference to
Calculation
Sheet
38
Dynamic Headers
• Copy the
textbox and
reference to
Calculation
sheet
39
Dynamic Headers
Making same
thing for
Profit, and
Cash
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Top/Bottom KPI
• Prepare the data in the
Calculation Sheet.
Link the app list from
scrolling bar
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Top/Bottom KPI
• AG14==@INDEX(AA1
4:AC14,D6)&" ∆ B"
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Top/Bottom KPI
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Top/Bottom KPI
• Create top 6
• Issue: the
same data
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Top/Bottom KPI
• Create top 6
AI15=
=INDEX($AF$15:$AF$34,MA
TCH(LARGE($AG$15:$AG$3
4,M15),
$AG$15:$AG$34,0),1)
• Issue: the same data
45
Top/Bottom KPI
• How to fix?
AG15=AA15+(ROW()/10e10)
AG15==IF(AA15="","",AA15+(ROW()/
100000000000))
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Top/Bottom KPI
• AJ15=INDEX($O$1
5:$O$34,MATCH(A
I15,$N$15:$N$35,
0))
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Top/Bottom KPI
• List box to select KPI for
Top 6
48
Top/Bottom KPI
• List box to select KPI for Top
6
49
Top/Bottom KPI
Adjust Index function at
AG15 for
revenue/profit/cash
selection
• AG15=IF(AA15="","",IND
EX(AA15:AC15,,$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$6)
51
Top/Bottom KPI
• Add option top/bottom button
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Top/Bottom KPI
• Add a cell link to control the
option button
53
Top/Bottom KPI
• =INDEX($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)
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Insert a Chart
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Insert a Chart
Insert List box
and Option
button in
Dashboard.
Cut the Chart
from
Calculation
Sheet to
Dashboard.
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