Creating KPI Dashboards Using Excel Part 3

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  • 8/17/2019 Creating KPI Dashboards Using Excel Part 3

    1/7

    Lesso

    Creat

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    Hi evermaking charts step3.wparticuldown, yselectin

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    In this lpossiblsorted, and alsdistribuunderstlesson things t

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    ing KPI D

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    one, welcothe KPI dasould be y

    ith ‐all chartr KPI and it

    ou can see tg the first ra

    3 minutes]

    esson whic to this outhighlight th add a cha

    tion and hiand the distecause we achieve th

    9 minutes]

    he previous I have con

    up and con

    1 minutes]

    tep 3 with

    ile indicatordicator. For ng like this mall visual iw would w

    structed, he gle symbol

    em in greene a lot of net way to do

    t

    ashboar

    e back to board scrour homew

    s’ and this 'll show the he KPIs corrdio button.

    is the finaome here s values that to compahlight the ribution of will be lear results.

    two lessonsstructed thitruct these

    ll the chart

    , I wanted texample, if and if it wendicator whe do that? has used a with minus or red colow features it.

    ds using

    xcel Schoolll list along rk. So, I've

    is how it caKPIs sorted

    esponding this is a pret

    l part of ouo that we h are more tre one KPI en that we he KPIs aming a lot of

    I'm not goigs and give

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    o use an exthis value we to be the ich would shere are seormula alonand he had . This is onevailable, so

    Page 1 of

    Excel –

    . In the last with one cmade thosme out. It'along with those pro

    ty simple th

    r KPI dashbave sorting an the 90tith anothe

    have displong the 10new topics

    g to explai you some yourself. S

    en step 4

    ra column hre to be thtop 90th pow that thieral ways tg with thes applied co clever way why don't

    7

    art 3

    KPI dashboart and I t

    e and save a pretty si

    the chart foucts. You caing and we'

    ard tutorialapability, hi percentile , for examyed. We'll products. and seeing

    every minigh level d

    , let's get st

    hich is the

    ere where bottom 10rcentile or is a special

    o do it. If yo symbols ‐ditional for

    of doing it be make use

    rd lesson, ld you tha the file ample chart. the displayn restore to e added the

    s, we will tghlight the nd less thale KPI1 witalso add chhis is going how to syn

    r detail. Instails becausrted.

    first thing. I

    e would shh percentilore, we'd

    row and so u examine the triangle

    atting on ut since we of them? S

    e almost c the remai ‘our ‐kpi‐da You can sed ten. As the original se addition

    ry to get as column on

    the 10th p KPI2 and

    arts so thato be an in

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    n order to

    w some kin for KPI1, wshow somepay attentihe chart thymbol with op so that are using Ex, let me fig

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  • 8/17/2019 Creating KPI Dashboards Using Excel Part 3

    2/7

    Lesso

    [00:03:

    I have uin Excel red ico

    icon be

    green oquickly here. Nthese iFormathappenwill be rwe are lvalues t

    [00:05:

    The proand thaa dashbto highlso therdoing algoing t

    green icwe don'a range and notRules awhat wis greatthan or should I am jus

    bunch o

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    the decpercent

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    9 minutes]

    sed conditio2007. So, w whenever

    ause that'll

    r red and leere. Let's sw, if I go toons to theing > Mana to be mored. We coulooking for hat are mor

    9 minutes]

    blem is that 's not corre

    oard like thiight the val is no need l this, the fi show you

    on and a valt want to shof cells like hing for thed edit the are using [

    r than or eequal to 0. e displayed

    t going to t

    f green

    and

    9 minutes]

    small trick ere and so if the cell. T

    g to show ydata. All yore list of KPI

    imal points ile. So, it is

    t

    nal formattie want to sit is less tha clutter

    the

    ve the remy that we h conditionalse values ge Rules an than the 6d very quickhich is to s than the 9

    the yellow ict because t, it would les below 1or us to higrst step wo technique

    ue like 0 if I ow anythinthis with so empty cellule. Here, i and 0]. Anual to 2 an

    Since there , nothing will Excel to j

    red icons

    an

    that we oftf I make it is is the te

    ou how I co need to do out of whi

    to a precisiery easy fo

    ng so that ow a green n the 10th

    dashboard

    ining thingsave some v formatting ased on t

    d if you looth percentil

    ly tweak thihow red for th percentil

    cons are dishey'll be anok too clutt and above

    hlight. How uld be to cthat I often

    want to hav for them. e 0's and s

    . We'll go tstead of p

    d, I want to I want to

    are no valull be shown ust show th

    d nothing

    el

    n use is tha points thehnique that nstructed it.is look up th we need t

    on of 2 digir us to calcu

    Page 2 of

    e can show icon wheneercentile.

    as everythi white. How

    lues; let m> Icon Sets e numbersk at the rulle, it will be s to 90 and the 10th p

    le.

    played and oying and

    ered if you 90 as it is n

    do we attaclculate the use. In a cel

    e a red icono, instead oome 2's, w the Icon Srcent, I wa

    tell Excel to tell Excel to s between

    because the icon only

    se.

    t the icon si the icon wwe are goin I hope thae percentil

    o find the r

    ts, I can selate the pe

    7

    an icon. If yver it is mornd, I don't

    g will

    have do we achi

    copy these nd select t

    . We just e, it is pretgreen. If it i0 and we'vrcentile an

    here will beill demand how so maot interesti that probl

    percentile. l I would pu

    . There will f putting 1, 'll show greets and appt to set it t

    show me thshow me th2 and 0, so re is no valund not the

    ze is depenill be nice ag to use. I w you can ve rank of thnk of that K

    that it is centiles an

    ou remembe than the

    ant to sho an

    icon.

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    ve that? Levalues and is, Excel wilelect thesey clear. It s less than t pretty mu below valu

    at least 80 he same ay yellow thig for the vam? It is preut, to kee

    t a value of

    lot of cells I will leave ten for the 2ly them ano number be green icone red icon for all the ce that meetvalues. Tha

    ent on the d small. I c

    on't go into y quickly ex value in all PI. That wo

    .16 meanin I am not g

    er, icons are0th percenw the midd

    stead, we

    j

    t me do a dpaste them l automatic, go to Coays that if the 33rd perh got the res and gree

    yellow valuount of att

    ngs. So, we jlues in bet

    tty simple. I things sim2 if I want

    with a valuhem empty.'s and red f then go to ecause nu whenever hen the valells for whis that criter's it; now w

    cell font sizn also align

    the details. Itract the pthe KPIs held be 0 but i

    g that it is ing to go i

    Chandoo.

    possible ile and a e amber

    st show

    mo very s values lly apply nditional he value entile, it sult that n for the

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    o have a

    of 1 but If I have r the 0's Manage bers are he value e is less

    h yellow ion. And, e have a

    . It is 11 it to the nstead, I rcentiles e. That's f I adjust

    the 16th to those

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  • 8/17/2019 Creating KPI Dashboards Using Excel Part 3

    3/7

    Lesso

    details. more bthat we showinis more

    show 0 applied

    [00:09:

    The dasfigures, check ttargets pretty sin the dquick recontrol now I aeverythisee carbecausautomashow thwill be additio

    [00:11:

    Let's tehappen that we added atargets

    Insert >

    looks pclose tcolumndo thos

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    We'll noI have acolumn.When I

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    Instead, I wlls and whishave calcul 0 or 2 depthan the 9or else just lconditional

    1 minutes]

    hboard is slicons, sortiis then the so I've madimple featurynamic charminder, thisis linked to m checking ng is N/A, tfully, these when I am

    tically re ‐size target, it et to someal clutter th

    4 minutes]

    t this by sto be the tohave a bun few more tand the ico

    Picture optetty aweso

    what Rob which we things.

    7 minutes]

    w open stedded some

    The highliselect the r

    t

    ill just opentles but essted the pernding on thth percentileave it empormatting

    owly getting etc. So, I'arget mark it optional

    e. Again, I dting lesson is how it w

    cell J2. If I if J2 is false targets wbars are at showing ths the axis sill again re ‐

    thing lower at the targe

    rting on a p 10 percenh of red icoings. I have

    ns are actu

    ion and

    re

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    rt has donan figure o

    ‐5‐1. At thisolor here bhting was dio button,

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    centiles for e logic. The e and if so

    ty. That's hn top of tha

    busy; there added onrs will be g so that we on't think tnd interact

    orks. If you o here and and if it is

    ill automatithis positio

    e target, thettings so tsize the maxand so the s add to the

    particular Ktile of that ns at the en added a leglly three i

    ized and

    fois step 4 of

    e in the tot very easil

    point, I havt the most ione using I am going

    Page 3 of

    ave this. T we did is tll these 5 K

    logic is pretthen show

    w we endet. This is ho

    e are a lot e additionalne. It’s not can get rid at I need t

    ive charting right click averify, it is then I wanally be gon

    n but if I u target valat it can fit imum axis abar will gro dashboard.

    PI. Naturallarticular KP. This is ho

    end which iages. I too

    rmatted th our dashb

    p grid. The y and then

    e formatted mportant tonditional

    to look up h

    7

    is is how wis ‐ if we go

    PIs for the dty straightfo and if it le

    d up with th it looks.

    of things go feature to ilways neceof some cl explain thalesson in th

    nd see the f alse. We hat N/A othere. There is ahide the tae happens everything ind when I hw. This is a

    , when yoI. But, if you

    it works. I a text box i their imag

    m so

    that

    ard construonly things

    adding thes

    this a bit ming that I haormatting ere and fin

    e ended up.the Calcula

    isplayed 10 rward; I am s than the

    ese things.

    ing on. We t which is 'ssary for us tter from t

    t to you bece Excel Schormat contrd this INDE

    ise I want minor ann

    rgets, the bo be somento the chade them thsmall probl

    sort on KPscroll down is pretty stn which I haes and inse

    e get

    a cusction. At thi

    remaining two charts

    re as you cve done is thich you c

    out which

    . I have addtions tab, wvalues and tchecking if 10th percenou'll see th

    have a chahow targetso compare

    he dashboaause I have ol portion.

    ol, it shows formula e

    the value. ying proble

    ars will grohere else

    rt area. Non the axis m compar

    I, all the to further, yoraightforwave typed thrted them

    tomized legs point, we

    are highlig. Let's go a

    n see from o highlight tan easily ficolumn it is;

    Chandoo.

    ed a few can see

    hen I am he value tile then

    at I have

    t, target '. If I un ‐PIs with

    d. It is a shown it But, as a that this rlier but o, when

    m. If you . This is

    nd Excel , when I aximum d to the

    p values can see

    d. I have legend,

    sing the

    end that

    are very ting the ead and

    step ‐4‐2. e whole

    ure out. it is in a

    org

  • 8/17/2019 Creating KPI Dashboards Using Excel Part 3

    4/7

    Lesso

    named Rules valSortwill be

    [00:14:

    The mowould selectincorrespthis is straightrange could alwrite thinstead that we series 1 series 2 when yan interwith sochart. Btricks.

    [00:16:

    I have awe couldone qhighligh10th angood st

    distribu

    [00:17:

    I want tyou loomaximuthis. So,out. Sincan see

    chart is duplicat

    Transcri

    range calledhere I am olumnNum and so on.

    0 minutes]

    st interestinave figured g two differ

    nding valuan array foorward. Which contai

    so use a sime formula oof getting iare showinis pointing tin bright reu compare esting plan

    ething elsut, it's just

    7 minutes]

    dded additid overcome ite a few

    t the columd more thauff. If you s

    tion change

    7 minutes]

    o show the k at Robertm, average for all the e the data ithe pattern.a pretty ine this chart

    t

    valSortColgoing to

    er. For the It is pretty si

    g chart herout all the ent KPIs ans for those rmula ente are asking s the 100

    ple normal f ce and ent from this li on the da

    o column A color so th

    the same KPbecause I f . I am not

    that I want

    nal formattthe cell bouice things , we can s the 90th roll down,

    . Everythin

    inal step (s's dashboarand target 00 product

    tself was ra The KPI diseresting chby pressing

    mnNumbercheck if thfirst three mple stuff.

    is this chaieces of th, in the batwo KPIs, i.

    red into 20Excel to givKPI values. ormula but Ir it in all thst, we use hboard. Thwhere the 1t it stands

    I. It will actult that whilriticizing wd to play

    ing by way ndary limitand we've ow and hidercentile ayou can se is

    nicely

    int

    ep 5‐2) whi, he's actuer KPI. I w, each proddom, it wo

    tribution wilrt. I don't

    Ctrl+D and

    Page 4 of

    . Then, I aat column olumns it

    rt comparin puzzle of kground, w. 2 and 3.

    0 cells, i.e.e us the 2nhey are ac

    I prefer the cells. The ‘

    he above li chart is a

    st and 2nd ut in the dially show t these chaat Robert ith somethi

    f these boxtions that Eade good targets, w

    d we can c that the di

    erlinked.

    h is here. Tally shown nt in a diff uct is one li't make mul give us an

    ant to branlarge it so

    7

    going to Cnumber diill be 1 and

    g one KPI whis chart. It e are using o, for 2 an 2 rows w and 3rd c

    tually runnirray formulisplay 10’ ist. Remembimple scattPI values artribution. Ye distributits are all gas done heng else fro

    es. This is a cel impose

    progress. e can highli

    mpare onesplayed KPI

    e next stepthe KPI distrent way. I

    ttle red line.ch sense. Buidea of how

    g but I reallthat we can

    nditional Fided by 3for the sec

    ith another.is a pretty the INDEX 3, this is t

    th 100 celllumn valueg numbers

    a because t again a verr, this list r plot with and this is

    u can see an of those Kod, you coe; I am sur which yo

    box without on us. So f e can sort ht the KPIs KPI with a naturally

    would be tribution. Hshowed the This is howt, if I sort onthe KPIs ar

    liked this examine it i

    ormatting > +1 is matcnd three c

    Again, by imple chartormula to e formula.

    s each. It s from the from 1 to at way I jus simple foras the ten two differeseries 2. Wn interestinPI values. Bld replace t

    e this is an can also l

    any fill color, so good. on any KPI,which are bother. This hange here

    e KPI distri's shown KPI distrib

    the KPIs ar a particula spaced ouchart. I am n detail. I'm

    Chandoo.

    Manage ing the lumns it

    ow, you . We are etch the Actually, is pretty 20:T119

    100. You t have to

    ula but, products t series; just put pattern t, I have

    his chart excellent arn new

    r so that We have

    we can elow the is pretty and the

    ution. If inimum, tion like

    e spaced KPI, you and this

    going to going to

    org

  • 8/17/2019 Creating KPI Dashboards Using Excel Part 3

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    Lesso

    turn on itself, it values tthe KPIsones thhas 1 highlighfiltering ActiveX the 100 pretty lproducta retail you typwill be

    it'll be ssomethithe saalone w

    [00:21:

    The red the nuwhich iproduct KPI else red line.The neset Y‐erin the The onlquite ato expemore thlike. It iparticul

    [00:23:

    It wouldidn't insightf can disinterestconstru

    Transcri

    the axis. This pointing that we have

    in that ordt we searcither in th

    ted. If you lesson in w

    text box. As values. If I me becaus

    s like t‐shirtperation. Y, all the KPIull gray. In

    hown. As yong like 9 or e time. Thisith be highli

    5 minutes]

    line looks ber 2 by us the cell thnames) angive me #N Once this d KPIs were or bars, i.e. inus directi thing that interesting

    iment and an what Ro

    searchabler KPI here, i

    7 minutes]

    be even ant to pusl. But, if yoble and en

    ing stuff. Yted out KPI

    t

    chart is no P20:P119. plotted. Wr. These reed. So, if I

    e beginninemember, hich I showyou type, ttype 2, all t it has prod etc. If you'

    ou could, fos for those our case, w

    u can see, 50. This is a is a visual hted with a

    ysterious bing the FINat the Acti if the find A because ata is there,lotted as a the error bn without

    we see is thchart that eviate from ert has sho

    by productt will auto

    ore interes myself to want, you ble the taru can comdashboard.

    thing but anIf I come to atever may

    lines are nntered 1 in

    , middle, ee learnt t

    ed how to e AxtiveX te

    he product uct names lire selling hur example, sarticular pr could just

    15, 25, 35, retty intereilter. If I sel red line.

    t it is actual formula. TeX text boxalue returnhat way th I have plotline. Once trs that will ny cap. So, is red line cou'll find apRobert's mwn us alreaand you caatically cha

    ing to show hard. As i

    can take up gets and mpare KPIs aThis conclu

    Page 5 of

    area plot cCalculationsbe the prodot the ones 'search by

    nd or anye same coreate a visxt box woulames that

    ike product ndreds of pearch for all ducts will b

    use the nu

    45, 50 ‐59, 6sting way tect a partic

    lly pretty sihe formula

    is feeding s a positive chart will

    ed this newe data is plo down. Theven thougorrespondinpropriate uthod at leay on the w

    n see the dige.

    the distribt is, this chthat task as ke them scnd you caes the less

    7

    art of all th, we have Kuct order othat we ar

    product' thhere [it's jcept in theal filter wit

    d update thhave 2 will 1, 2, 3 etc. roducts, I wthe produce highlighteber 5 and

    5, 75, 85 an search the lar produc

    ple. In eacis pretty siinto, in the number theot show andata. The otted as a li

    ese are verti there is a l

    g to that pae for somet in a few wbsite. This i

    stribution f

    tion by boart in itself homework roll through search for n on KPI da

    e KPI1's. If yI1 in colum which they showing h

    n all the prust a wilddata valida

    h condition cell. If I dele highlight

    ut, in real liuld imagin

    s like chips in red line

    henever th

    95 are sholist and sho like produc

    KPI, I am aple; if you f range C20:n just get thing and

    riginal KPIs e, I set the lcal error baine going aticular prodhere. But,

    ays so that s what our

    r all the 5

    h actual anwas pretty nd tell us h

    this list. It any KPI. T

    hboards. I k

    ou look at tn P. So, thes are sorted, re but thesducts whoard search]tion and vil formattin

    ete 1, you ced. Now, ofe, you'll ha that you'r

    or chocolates and everyte product h

    n. Or, you w the distrit 23 or 49

    king Excel iind the valuC119 (whice the correill just blanere plotte

    ine color to rs that go allove, it is nuct. I am suI particularle could leaPI distributPIs. If you

    d target valcomprehen

    ow you mais pretty si

    his is how now we sta

    Chandoo.

    he series e are the we show

    are the e names

    will be ual data

    and an n see all r data is e actual running

    s and, as hing else s 5 in it,

    could try ution at

    hen that

    it found e in F18,

    are the ponding out the as area.

    no line. I the way t visible. re this is wanted

    n a little on looks

    ort on a

    es but I sive and e it. You ple but

    we have ted with

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  • 8/17/2019 Creating KPI Dashboards Using Excel Part 3

    6/7

    Lesso

    a differmuch msome ooriginall

    [00:24:

    I hope data hedashboof thosscrollabadded product sort ordvalue oadded ato visuaparticulmade tdistribuexplore

    [00:26:

    I hope powerf knock ywhat is early ocreate bis nothi

    [00:27:So, go athe dasand hoselect tinsightf at chanhave ac

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    nt goal; wore becausf those nicy was.

    5 minutes]

    ou've enjoyre which hard where o KPIs. Agai

    le list using orting to t1 to 100, ser. Once th the chart

    n additionallly see the r column bis chart to

    tion as well the data ou

    4 minutes]

    ou have enjl technique

    our boss's sgoing on w in the dashecause not g but a mix

    9 minutes] head and dboard. Exa we made is data anl or analytioo.d@gmaiieved and

    t

    started wi we have le little thin

    ed the lesso about 100 ly the KPIs , we used

    this scroll e list. Here we added sorting wa

    as well as feature to ata as it is

    ased on cocompare ons search foselves.

    oyed the le using whiccks off but

    ith your daboard lesso

    any peoplure of a co

    wnload all ine these f

    hese files. I create yo

    al and sharl.com. Go aelp you out

    th this dashrnt how to

    s to make

    n. Let me rproducts anwere displathe RAND ar control , there was his additions done, we ighlighting how and hior comparditional fore KPI with a any particu

    son immen you can cralso help ya and makens, dashboa understanple of chart

    the files aniles in detailencourage r own dash it with all oead and e

    with some

    Page 6 of

    board as ouse Excel 2it a little

    cap what wd 5 differened. We saiormula to nd INDEX f no way to al radio butdded some

    the bottom de targets f it with taratting wh

    nother. Finlar product.

    sely and leaate really iu win a lot some valu

    rds are very what goes

    s and insigh

    especially so that yoou to actu

    board and f us througail me youf the probl

    7

    r goal. But,07's featurore interes

    e've done vt KPIs. We t that we wenerate th

    ormulas [it restore to on using wadditional i10 and topom the chagets. We han you are slly, we add

    This is a wil

    rnt some nepressive Ex

    of brownie ble and im

    powerful. into it. But s, it is a pre

    he step 5‐2 understanlly take an ome up wi comments. files; I woums that you

    I believe, s like condiing and po

    ery quickly. ok a deviatre going to

    numbers. ould be IN

    the original ich we couldicators lik

    90 percentt so that it ve also seeorting on thed these chdcard searc

    w techniqucel dashboapoints and ortant deciften, they snce you kn

    ty simple pr

    file which i the technilternative h somethin You can alsd like to tak may have.

    e have achional formawerful than

    We started ion from thadd targets Then, we c

    DEX or OFFsort order

    d restore the showing tile values. would be ean how to hiat column. arts to sho so it is a fu

    s because rds that canhelp you unisions. As I eem very diow that a doblem in its

    s the final vues that wision from g interestino email me e a look at

    Chandoo.

    ieved so tting and

    what it

    with this original

    for each reated a ET]. We which is original e target hen, we sy for us ghlight a We then

    the KPI n way to

    hese are not only

    derstand aid very fficult to shboard lf.

    ersion of 've used his data; g, funny, our files hat you

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  • 8/17/2019 Creating KPI Dashboards Using Excel Part 3

    7/7

    Lesso

    [00:28:

    Thank ysales da

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