Excel Dashboard Ideas
December 08, 2015
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Excel is a great tool for working with a list of data, and calculating sums and counts. And now, with the newer functions, like SUMIFS and COUNTIFS, it's fairly easy to get a total based on multiple criteria.
But don't forget about pivot tables, when you want a quick sum or count. With a couple of clicks, you can create a pivot table, based on your list. Then, add the field that you want to count or sum, and you're done!
To see an example, watch this short video that I made -- it shows how to count the number of times that each item appears in the list.
Have you ever built a simple workbook that took on a life of its own, and grew into a giant, sprawling, monster? Eventually, nobody remembers who built it, or knows exactly how it works. You just throw some numbers into every month, and hope for the best.
It's a common problem, and last year the ICAEW drafted a list of 20 principles for good spreadsheet practice, to help reduce wasted time and costly errors. Principle #14 is great advice: Never embed in a formula anything that might change or need to be changed.
You can go to the ACAEW website to download the full article in a pdf file, and read the short version of the list.
Here are a couple of Excel articles I read recently, that you might find useful.
Dashboards -- Chandoo just announced the winners of his recent KPI performance charts and dashboards contest. Take a look at all the entries, to get some inspiration for your own dashboards. Did your favourites win? (Level - Intermediate)
Football Field Chart -- I'd never heard of a Football Field Chart, but Rasna Saini gives step by step instructions on how to build one. I'm sure that Jon Peltier could show us a better way to add that vertical line though. (Level - Intermediate)
More Excel Articles -- Find links to more articles in the latest Excel Weekly Roundup on my Contextures blog.
Last week I made cookies, for the first time in ages -- almond cookies, to go with our stir fry supper. They don't look too pretty, but tasted delicious. I haven't made these for about 10 years, but instantly remembered that the recipe was on page 44 in the cookbook. Does your memory work like that too?
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That's it for this week! If you have any comments or questions, send me an email.
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Last updated: October 30, 2019 6:53 PM