I’ve been autograph a alternation on how to actualize dashboards in Excel that started with this column on Search Engine Land and agitated over to Business Land. Now, I’m activity to appearance you a ambush that will accord you the adeptness to ascendancy an absolute dashboard with one card — in this example, a radio button menu.
In the sample book I’m including, I’ve put months in the card at the top of the dashboard, but you could put annihilation in there to articulation your archive and tables:
Just as I mentioned in my aftermost post, aback you’re creating an alternate dashboard, I awful acclaim that you put your raw and affected abstracts into abstracted worksheets from your dashboard. I name my worksheets Dashboard, Raw Data, and Affected Abstracts (this is appealing accepted amid analysts), but you can use whatever best helps you to accumulate clue of everything.
Here is a screenshot of the blueprint you’ll apprentice how to actualize in the video below:
If you appetite to download the Excel book I use in the demo, you can download it here.
In adjustment to use these adorned drop-down menus, radio buttons, etc., you’ll charge to accredit the Developer tab in Excel. If you’re on a PC, this column describes how. And if you’re on a Mac, you can assay out this post.
Here are the functions I acclimated in this tutorial:
INDEX: This action is a added adjustable adaptation of VLOOKUP. You can apprentice added about how to use it here.
IF: This action allows you to administer Boolean argumentation to your data. You can apprentice how to use this able action in business here.
TEXT: I appearance you how to actualize a activating blueprint appellation that updates aback you baddest a new month.** But aback you concatenate a formatted amount like a date, the cardinal formatting you accept activated doesn’t backpack through. Instead, you get the raw value, which is not actual advantageous at all. The TEXT action allows you to admit your cardinal formatting aback in to your date. You can apprentice added about the ambit here.
**I apparently wouldn’t accept the ages bifold in every blueprint like I did in this example, but I added them for a brace reasons:
If the TEXT action doesn’t accomplish sense, you adeptness appetite to assay out this tutorial I wrote on date formatting.
There’s no charge to charm anniversary of your archive every time. Excel gives you the adeptness to save any blueprint you actualize as a arrangement that you can reclaim later. These templates are adored to your adamantine drive though, so if you appetite them attainable in anniversary of your computers, you’ll charge to archetype and adhesive your arrangement files to the able directories:
PC: C:/Users/[Your User Name]/AppData/Roaming/Microsoft/Templates/Charts
Mac: Users/[Your User Name]/Library/Application Support/Microsoft/Office/Chart Templates
When you’re accomplished with your changes, you can save it as your own template. On a PC, you would aloof accept Blueprint Tools > Design > Save As Template. (Note: In Excel 2013, Save as Arrangement is no best accessible on the ribbon. To save a blueprint as a template, right-click the chart, and again bang Save as Template. Excel should accept had this as an advantage in the contextual card all along.)
On a Mac, the easiest way is to right-click on the blueprint and accept Save as Template. But if you adopt application the Ribbon, go to Archive > Change Blueprint Type > Other > Save as Template.
You can assay out the accomplish I took to actualize this dashboard in the video below. If you like it, be abiding to subscribe to my YouTube approach (and like the video if you’re so inclined).
Opinions bidding in this commodity are those of the bedfellow columnist and not necessarily Business Land. Staff authors are listed here.
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