KPI Dashboards in Excel
This KPI Dashboard is created using Microsoft Excel 2007 by Chandoo as part of his Dashboard Week series. Note that this exact dashboard is featured as a lesson in the dashboard training module of Excel School, so if you want a detailed step-by-step account of its design and construction, click on this link: Excel Dashboard Training.
Here is the KPI Dashboard:
If you would like to download this excel dashboard, use this link:
Download Excel Dashboard: KPI Dashboard Example
From Chandoo’s description:
Changes to the KPI Dashboard:
I have made the following changes to the original dashboard:
- Added a top bar where we show top 3 products in each KPI
- Added ability to restore to original sort order (as per the input data in Data sheet)
- Instead of showing triangle arrows, used conditional formatting arrow icons – green for values >=90th percentile and red for <= 10th percentile for any given KPI.
- Added individual KPI targets by product (instead of same KPI targets for all products). Also, changed the bar chart visualization to show target markers.
- Added ability to switch on/off the target indicators.
- Added a KPI distribution chart and ability to search by any product.
How are these changes made?
Restoring original sort-order:
For this, I have used the product numbers (values 1 to 100) in Data sheet and sorted them on ascending order. When you click on the product column’s sort button, in the background I just use the product numbers column to sort the KPIs.
Percentile Indicators:
This is the same technique as alert icons in dashboard. Just that I also showed green icons.
Turning on / off the KPI target indicators:
Based on the check-box setting, I return #N/A (thru NA() formula) or actual target value to the chart’s source data range. Rest of the puzzle, you can figure out.
The technique is also explained here: Dynamic Excel Chart with Checkboxes.
Search by Product & Highlight KPI values:
For this I have used an active-x text box and linked it to a cell (L22). Then, I used COUNTIF with wild-card search to locate if a product matches the input or not. [More on the wild-card search technique]
KPI Distribution Chart:
This is an area chart, re-sized to fit inside the space. The red-lines are y-error bars and they are drawn for products that match the search criteria.
If you are interested in using Excel for Dashboards, click on this banner to learn more about Excel School for Dashboards:
