An Interactive Dashboard - Part 2


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A technique to build an interactive MS Excel dashboard.
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An Interactive Dashboard - Part 2

  1. 1. Tutorial 2 (Part II ):Building an Interactive Dashboard using MS Excel By Pranav Ghode Business Analyst
  2. 2. A Recap…• Tutorial 1: We learnt to build a simple dashboard• Tutorial 2 (Part I): We got introduced to an interactive dashboard• And now in Tutorial 2 (Part II), We will build the interactive dashboard
  3. 3. And the Agenda for this one is…A. Adding Interactive Controls on our dashboardB. Defining our Logic to run the interactionC. Running the interaction between you and the data
  4. 4. A. Adding Interactive ControlsAll interactive controls in excel can be addeddirectly from the “Form Controls” box asshown below in the “Developer’s tab” The reference file is available on
  5. 5. A. Adding Interactive Controls What if you don’t see the Developer’s tab?Step 1. Click on “Office Button” Step 2. Click on “Excel Options” Step 3: In “Popular” tick “Show Developer tab…” The reference file is available on
  6. 6. A. Adding Interactive Controls As per Tutorial 2 (Part I)… We had decided to flip our dashboard pie chart between “Singapore” and “India” Singapore IndiaSo we will add two “Option Buttons” from the “Form control” on our Dashboard (andname them respectively) The reference file is available on
  7. 7. B. Define the Logic• The logic for our example is: If Selected Option button is Singapore then display “Singapore” or else display “India” if selected accordingly.• Obvious isn’t it? – For this example the answer is YES! – But as your dashboard becomes complex it may not be so. The reference file is available on
  8. 8. B. Defining the Logic Link your button to a cell….• Right click one of the option buttons• Go to “Format Control”• Then go to “Control”• And in the “Cell link” creates link to a cell• In this cell the value changes serially as you move from one option to another• In our case its cell “N12” The reference file is available on
  9. 9. B. Defining the Logic Now write the logic….• As you choose the option buttons the value changes serially – If Option Button 1 is selected the linked cell value will be 1 – If Option Button 2 is selected the linked cell value is 2 – And so on….• So, in our case; since we have only two options: – If, N12 = 1, then Display “Singapore” or else display “India” – The Formula is =IF(N12=1, "Singapore", "India") – I have entered the above formula in cell “N13” The reference file is available on
  10. 10. C. Running the Interaction• After you write the selection logic, we will pass the selected information into a filter• I use the =SUMIFS() formula as a filter to refer “list format data” in excel. (*See Tutorial 1)• The selected data will be passed into this formula as a criteria• Personally, I find technique to be very convenient• It involves an initial pain of designing – But once, you do that – The fruits are very sweet• Plus, you can be creative with it, unlike Pivot tables The reference file is available on
  11. 11. C. Running the Interaction Let us understand the SUMIFS formula first…• SUMIFS input parameters are: (Sum_range, Criteria_range1, Criteria1, Criteria_range 2, Criteria2,…..) SUMIFS adds up the values in a range of cell passed as ‘sum_range’ based on the selected ‘criteria1’ from the ‘criteria_range1’ As you add more criteria_ranges, you can be more specific in terms of reference to your data The reference file is available on
  12. 12. C. Running the Interaction Let us use it now…• In our example, -The first ‘criteria_range’ is the expense column D because we wish to refer particular expenses -The expenses to be selected as ‘criteria’ are mentioned in cells G2:G7 -The second ‘criteria’ is the entity selected using our logic (that is, from cell N13) -And the criteria_range is the column containing the entities (that is, column B)• For a clear understanding, download the file from the below mentioned link. And yes its absolutely free! The reference file is available on
  13. 13. C. Running the InteractionSo finally you have learned your basic Interactive Dashboard…• You can now refer to the % share of expenses of the entity of your choice directly from your dashboard• Any modification/addition of more records in the source data will automatically update your dashboard• Play around and build some of your own dashboards using this method and do share your experiences/files with everyone
  14. 14. Thanks!And don’t forget to add comments, initiate discussions, ask question or call for any help… Pranav Ghode