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Create a KPI Dashboard From Multiple Sheets

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    Create a KPI Dashboard From Multiple Sheets

    Hello,

    I'm not very skilled in excel. I understand basic formulas and functions. I work for a bread manufacturer. I need to analyze KPI's on all of our different varieties of bread. I have a workbook with about 15 different tabs that have data recorded in them. I won't list out all columns but there are about 5 the owners are keen on seeing. Efficiency and waste as an example. What I am looking to do is the following:

    1. Have the first tab in the workbook function as a "Dashboard"
    2. I want the dashboard to allow me to select a date range and a product type.
    3. Then have that data displayed in a table that shows only the main points of interest (5 out of the 20ish columns that exist)

    The trouble is, I don't even know where to begin? This feels like such a daunting task but I am determined to learn how to do this. What's my starting point in my research? What do I google in order to get the answers I'm looking for?

    Any and all guidance would be much appreciated.

    P.S. I cannot share the workbook for confidentiality reasons but if you need more detail, I will gladly make up some examples of the data I'm working with
    Last edited by MKSbakery; 02-19-2024 at 02:37 PM. Reason: Unclear Title

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    Forum Expert etaf's Avatar
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    Re: I Don't Know Where To Begin

    make up some examples of the data , in a few tabs and then manually type out what you want in the dashboard and WHY - how whatever you have in dashboard is derived

    Much easier with a sample and also with expected results

    probably need to change the title, moderator may reply - to something more appropriate - to the problem you are trying to solve

    Create a KPI dashboard summary from multiple tabs

    maybe
    Last edited by etaf; 02-19-2024 at 02:33 PM.
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    Re: I Don't Know Where To Begin

    SampleNew.xlsx

    This is a quick example of what I'm tracking. I have many more tabs for the different varieties of breads we make but I kept it smaller for this example. I want the dashboard to show all data point within a given date range that the user selects because we sometimes need to look at trends weekly or monthly. Or we may even need to look at information from a specific range for recall purposes. Instead of all the information from all the different types jumbled together, I was hoping to have the separated by bread type (the name of the tabs at the bottom). That way I can expand and collpase the data based on what type I want to look at. Ownership wants to see all of the data but only the stuff important to them. They don't need every little datapoint I collect.

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    Re: Create a KPI Dashboard From Multiple Sheets

    I feel that this could be accomplished by:
    1. Converting the data in row 7 and down on each sheet into an Excel table (Ctrl + t)
    2. I suggest that you give each table a significant name such as tbl_Brioche
    3. Use Get & Transform (aka. Power Query) to make connections to each table
    4. Append the connections into a single table that is added to the data model
    5. Produce a pivot table from the data model
    If you will do steps 1 and 2 with four of the sheets (tabs), then I feel someone here can help with the remaining steps.
    Note that the dashboard sheet indicates that you want to display information about Eff %, Waste % and Units per Hour yet except for the Brioche sheet all of those have #DIV/0! errors. I feel those will need to be cleared up in order to illustrate how the process will work.
    Let us know if you have any questions.
    Consider taking the time to add to the reputation of everybody that has taken the time to respond to your query.

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    Re: Create a KPI Dashboard From Multiple Sheets

    Cool, tell me, did it work out?

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