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Excel Dashboard creation help

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    Question Excel Dashboard creation help

    I am trying to create a simple dash board using only Excel and no VBA. What I am trying to do is I want to create dependent drop downs and link up drops downs that will pull out the required data individually or with combination of those two. For example, let's say

    A column has Dates of transaction,
    B column has Item name
    C column has Units
    D column has Month name
    E column has Shifts (Morning or Evening)

    I am trying to make a dash board that will pull total Sum of individual items based on

    Only Date wise
    Datewise + shift wise
    Month wise
    monthwise + shift wise
    I managed to create drop down list for dates, months, and shifts but i dont know the way how to link the individual drop down lists together to pull the data based on the selection. which function i should use here and how?..Any help plz?
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    Last edited by Psionicrnd; 12-17-2013 at 10:31 PM.

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    Administrator FDibbins's Avatar
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    Re: Excel Dashboard creation help

    Hi and welcome ot the forum see if the attached will get you headed in the right direction?
    Attached Files Attached Files
    1. Use code tags for VBA. [code] Your Code [/code] (or use the # button)
    2. If your question is resolved, mark it SOLVED using the thread tools
    3. Click on the star if you think someone helped you

    Regards
    Ford

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    Re: Excel Dashboard creation help

    Hello Mr Ford. thank you for helping me out with my query. It definitely pushed me to the right direction. .Well I have few more questions if you can put some lights on it.
    1) How to click on star- you mean selecting number of stars under "Rate this Thread" section above?
    2) If i mark this closed, will i still be able to comment on here and ask some general question to the above query? (Sorry- I am new to this forum and not so experienced on Excel)
    3) When i tried to include new data to A11 cell, i mean new date on "Raw data tab", the helper column showing me Value error when i typed =MONTH(A11). Can u please tell me why it shows like that? coz i followed the exact formula on the above cell.
    4) On the Main Page the month drop down shows in serial number format, can i change it to mmm-yyyy format?
    5) while searching for solution earlier everywhere, i saw trainers used some kinda INDIRECT function to link up cells. what is that by the way?

    Sorry for asking so many questions, I am just trying to learn things clearly....
    Thank you

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    Administrator FDibbins's Avatar
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    Re: Excel Dashboard creation help

    1) How to click on star- you mean selecting number of stars under "Rate this Thread" section above?
    No, on the bottom left of your post, you will see a star (add reputation)

    2) If i mark this closed, will i still be able to comment on here and ask some general question to the above query? (Sorry- I am new to this forum and not so experienced on Excel)
    If you still have questions related to the same topic, dont mark it solved. If you have questions regarding a different issue, mark the thread solved and start a new thread

    3) When i tried to include new data to A11 cell, i mean new date on "Raw data tab", the helper column showing me Value error when i typed =MONTH(A11). Can u please tell me why it shows like that? coz i followed the exact formula on the above cell.
    I have modified that formula to be...
    =IF(A2="","",MONTH(A2))
    Im not sure that this is what is causing your problem though. I have a feeling you are not entering a correct date. Im not sure what your regional settings are, but it looks lie dd/mm/yy? If you are entering day/month, try entering month/day (or the other way round)

    4) On the Main Page the month drop down shows in serial number format, can i change it to mmm-yyyy format?
    Not sure which cell you are referring to, but you can change the format to whatever you want. A date is really just a 5-digit number that represents x-number of days from 1/1/1900. The formatting is just so that people can understand it better

    5) while searching for solution earlier everywhere, i saw trainers used some kinda INDIRECT function to link up cells. what is that by the way?
    INDIRECT() is a function that is used to convert text to something that excel can use in a formula. say for instance you have the letter Z in A1...
    =INDIRECT(A1&1) will give you the results in Z1
    That is a very simple example for that, but it can be used to reference sheet names and range names, among other things

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    Re: Excel Dashboard creation help

    oh gotcha.....ty Mr Ford....thats answered all my queries....ty.. :-)

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    Re: Excel Dashboard creation help

    Happy to help and thanks for the feedback and kind words

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