+ Reply to Thread
Results 1 to 9 of 9

Dynamic Excel Chart Dashboard

  1. #1
    Registered User
    Join Date
    12-13-2012
    Location
    Harrow, UK
    MS-Off Ver
    Excel 2003
    Posts
    4

    Question Dynamic Excel Chart Dashboard

    Hi,

    I am working on an excel spreadsheet as per attached to represent a sales dashboard for the company. So far I have managed to get the dashboard completed for the Company (first Tab) which represent various charts with zone criteria represented by coloured icons (>85 - green, 75-85 - yellow & <75 - red). However, I am struggling with the Individual Dashboard (second tab) which should work with the drop down list comprised of various sales agents which when selected should change the graph automatically to represent their work for the month and quarter along with the colour coding criteria in the zone section.
    If someone can help me get this straight would be highly appreciated.

    Regards, Sam
    Attached Files Attached Files

  2. #2
    Forum Moderator AliGW's Avatar
    Join Date
    08-10-2013
    Location
    Retired in Ipswich, Suffolk, but grew up in Sawley, Derbyshire (England)
    MS-Off Ver
    MS 365 Subscription Insider Beta Channel v. 2404 (Windows 11 22H2 64-bit)
    Posts
    80,280

    Re: Dynamic Excel Chart Dashboard

    Welcome to the forum!

    The individual dashboard is confusing, as it shows all sales agents. What exactly are you expecting it to do when you change the agent name?
    Ali


    Enthusiastic self-taught user of MS Excel who's always learning!
    Don't forget to say "thank you" in your thread to anyone who has offered you help.
    You can reward them by clicking on * Add Reputation below their user name on the left, if you wish.

    Forum Rules (updated August 2023): please read them here.

  3. #3
    Registered User
    Join Date
    12-13-2012
    Location
    Harrow, UK
    MS-Off Ver
    Excel 2003
    Posts
    4
    Quote Originally Posted by AliGW View Post
    Welcome to the forum!

    The individual dashboard is confusing, as it shows all sales agents. What exactly are you expecting it to do when you change the agent name?
    Hi AliGW.
    As of now I have just copy pasted the first tab into the individual tab. I want individual tab to auto populate the graphs per sales rep once I select a sales reps name from the dropdown.
    Do you think this is possible to achieve.

  4. #4
    Forum Moderator AliGW's Avatar
    Join Date
    08-10-2013
    Location
    Retired in Ipswich, Suffolk, but grew up in Sawley, Derbyshire (England)
    MS-Off Ver
    MS 365 Subscription Insider Beta Channel v. 2404 (Windows 11 22H2 64-bit)
    Posts
    80,280

    Re: Dynamic Excel Chart Dashboard

    Yes, it's possible, but you need to provide a mock-up of what you want on that tab. Why not set it up as you want it for just one of the sales agents and then post the attachment again for us to look at?

  5. #5
    Forum Expert avk's Avatar
    Join Date
    07-12-2007
    Location
    India
    MS-Off Ver
    Microsoft Office 2013
    Posts
    3,222

    Re: Dynamic Excel Chart Dashboard

    Dear samsfer, Refer attach file.
    In this i made additional sheet1 for calculation of Rep. with index match formula with criteria Rep Name & respective sheet.
    As per sheet "DASHBOARD-Individual" cell "C2" you can select Rep Name from Data Validation (DropDown) List Accordingly changes the graph.
    (You can modify in graph such as color & font & size)
    (Best practive for Font "ARIAL" & Size 16
    Attached Files Attached Files


    atul


    If my answer (or that of other members) has helped you, please say "Thanks" by clicking the Add Reputation button at the foot of one of their posts.

    Also: if your problem is solved, please take the time to mark your thread as SOLVED by going to the top of your first post, selecting "Thread Tools" and then "Mark thread as solved".

  6. #6
    Forum Moderator AliGW's Avatar
    Join Date
    08-10-2013
    Location
    Retired in Ipswich, Suffolk, but grew up in Sawley, Derbyshire (England)
    MS-Off Ver
    MS 365 Subscription Insider Beta Channel v. 2404 (Windows 11 22H2 64-bit)
    Posts
    80,280

    Re: Dynamic Excel Chart Dashboard

    Best practice for Font "ARIAL" & Size 16
    No way - 16 is too big if you are viewing a sheet at 100% - 11 is the optimum. Arial is a very harsh font to look at en masse - try something softer like Calibri instead.

  7. #7
    Forum Expert avk's Avatar
    Join Date
    07-12-2007
    Location
    India
    MS-Off Ver
    Microsoft Office 2013
    Posts
    3,222

    Re: Dynamic Excel Chart Dashboard

    Yes Ali Mam,
    Why i am mentioing 16 size, Because in single sheet 6 graphs created. If at a glance to view all graph, hence i suggest size 16 (If sheet size reduce upto 70%)
    In normal size (100%) 12 is suitable. (I also thinking if graph print required)

  8. #8
    Registered User
    Join Date
    12-13-2012
    Location
    Harrow, UK
    MS-Off Ver
    Excel 2003
    Posts
    4

    Re: Dynamic Excel Chart Dashboard

    Thanks AVK. You have been great!!! Splendid Job.

  9. #9
    Registered User
    Join Date
    12-13-2012
    Location
    Harrow, UK
    MS-Off Ver
    Excel 2003
    Posts
    4

    Re: Dynamic Excel Chart Dashboard

    Hi AVK,

    Just a quick follow up. The report you assisted me with --> Dashboard Individual Tab, when we select the respective sales rep from the drop down, the graphs are changing but apart from the first graph, rest all other graphs have "Bruce Armstrong" as the X-Axis legend, though the value changes to the respective person selected. Can you assist on this please.

+ Reply to Thread

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. Need help with Dynamic dashboard
    By semkaran in forum Excel Formulas & Functions
    Replies: 3
    Last Post: 03-17-2016, 04:34 AM
  2. Dynamic Excel Dashboard as Web Page
    By SnugglesMcWal in forum Excel General
    Replies: 0
    Last Post: 02-10-2016, 11:58 PM
  3. Replies: 0
    Last Post: 06-25-2015, 06:24 AM
  4. Replies: 12
    Last Post: 02-07-2014, 04:00 PM
  5. Dynamic Range Column Chart w/ Dynamic Avg Line (Excel 2007)
    By BrokenBiker in forum Excel Charting & Pivots
    Replies: 3
    Last Post: 10-04-2012, 11:40 AM
  6. Dashboard for dynamic list
    By SAsplin in forum Excel Programming / VBA / Macros
    Replies: 2
    Last Post: 12-10-2009, 11:56 AM

Tags for this Thread

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts

Search Engine Friendly URLs by vBSEO 3.6.0 RC 1