Creating Key Performance Indicator (KPI) Dashboards in Microsoft Excel . Showing an extract of a longer list of items and enabling the user to scroll up and down was only the first step. Allowing deeper data analysis on the executive dashboard definitely needs more features. One of the most simple but common techniques for data analysis is sorting. Again we want to enable the user to select the sort criteria and see the results immediately without leaving the dashboard.
That is: no need to go to the sheet with the raw data, no need to select ranges, no need to use the sort commands on the Excel menu or ribbon. And of course we want to do this without using VBA.
The Solution. The table on our KPI dashboard looks almost the same as the first one, except the 5 option buttons to select the sort criteria beneath the column headers and the fact that the selected column is highlighted with a darker fill color. Download the excel file with KPI Dashboards – Scroll and Sort and read below to find how it is done. The implementation. After some smaller changes on the dashboard, like adding the option buttons, linking them to the same cell and adding simple conditional formatting to the columns, the interesting part is the sorting algorithm on the sheet “calculations”. There are various solutions for sorting in excel using formulas. The step- by- step solution with several “help columns” may not be as elegant as an array formula, but it will probably be easier to understand. This is how the dashboard sorting works: Get the relevant data (depending on the sort criteria) by using the function OFFSET (column E)Make sure to have a list with unique entries by adding a very small number (column F)Sort the list using the function LARGE (column G)Use MATCH to find the corresponding position of every value within the unsorted list (column H)Put together the whole data table in a sorted form by using the results in column H and OFFSET (columns (J to O)We are almost there.
All we have to do now is changing the starting references in the OFFSET- functions on the dashboard (refer to row 9 on sheet calculation instead of row 5 on sheet data). That is all. Final remarks.
If you are using Excel 2. If you scroll down until the range is out of sight and scroll back again, everything looks fine. Ice Maker Box Installation Height Of Carbon. This doesn’t happen with Excel 2. Excel 2. 00. 7. What next? Download the KPI Dashboards Excel and learn.
Read the next post in this series: Part 3: Highlight KPIs Based on Percentile. Also, Checkout our Excel Dashboards Page for more examples and resources. Update on Aug 2. 8, 2. Justin commented that it would be better if the sort order could be reversed so that you can analyze bottom 1.
KPI using the dashboard. Robert is kind enough to oblige the request. He sent me another excel with sort enhancement. Download it if you want to see this. Chandoo. Leave your comments / questions / love here and I am sure he will respond during free time. American Long Haul Download Crack Idm. Share this tip with your friends.
Written by Chandoo. Tags: Charts and Graphs, dashboards, Excel Tips, howto, large, learn, MATCH(), microsoft, Microsoft Excel Formulas, OFFSET(), spreadsheet, tricks. Home: Chandoo. org Main Page? Doubt: Ask an Excel Question.
Last week we learned how to create dynamic hyperlinks in Excel. Today, I want to show you something even cooler. An interactive dashboard based on hyperlinks.