Sum Formula for Dashboard

[Blake 7]

Guys - in a bit of a tiswas here and would like some help.

I have attached the spreadsheet.

My aim is to demonstrate how the company is performing against budget for membership totals.

F13:F24 was the budget set at the begining of the yr and E25 is the new budget. E21:E24 are the new monthly targets to meet new budget

Each month I run a BI query in SAP for the membership totals - previous months change slightly. So in sept Jan - Aug will all be slighly different figuers!!

I would like to be able to copy and paste the NEW actual figures into Col B
and for the re-forcast month E22 in this case to adjust itself. For eg when i enter the new figures in Sept E22 should adjust.

I would then like to demonstrate this visualy on the dashboard tab. So any ideas, comments suggestions welcome.

Thanks..... Blakelisted!

[Bob Phillips]

More questions than answers at the moment.

The sum of D8:K8 is 6,149. Where would this sum, or these be pasted. You say column B, but they bear no relationship to those numbers.

And what would the dashboard look to show exactly (not how, what do you want to convey).

[Blake 7]

Hi Bob,

Gracias por su respuesta,

More questions than answers at the moment.

The sum of D8:K8 is 6,149. Where would this sum, or these be pasted. You say column B, but they bear no relationship to those numbers.

And what would the dashboard look to show exactly (not how, what do you want to convey).

D8:K8 are life members and are not to be included in the calculation. I just wanted to track the figures.

Regarding Col B - This is where i would like to paste the figues from the BI query. Every month i'll run the query and update B13:B .....

Re the dashboard - I think that it is important to show two things.

1) Actual Vs Target on a montly basis. As this would show how short of or over target were we on a particular month therby enabling us to focus our marketing in the following year on the months which were low.

2) overall year to date how close/far off are from target. So as to avoid surprises if we dont make it.

Is this logical?

Thanks