Creating KPI Dashboards Using Excel Part 3
Transcript of Creating KPI Dashboards Using Excel Part 3
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8/17/2019 Creating KPI Dashboards Using Excel Part 3
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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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Unlike tyou hoto catch
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percentor an insomethithis ‐ a here. Hhas conthe triashow ththere ardifferen
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ing KPI D
0 minutes]
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
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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
thesize and
tead, I will je, now, I ex
n order to
w some kin for KPI1, wshow somepay attentihe chart thymbol with op so that are using Ex, let me fig
Chandoo.
mpleted ing four
shboard ‐lect any ou scroll order by l charts.
close as hich we
ercentile how the we can
teresting combine
st show pect you
how the
d of icon e'd show hing like n to this t Robert plus and e could
cel 2007, re out a
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Lesso
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I have uin Excel red ico
icon be
green oquickly here. Nthese iFormathappenwill be rwe are lvalues t
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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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Anothepoints hmiddle am goinfor this the enti
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.
In
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
s as well ntion. In ust want een and stead of le, I am
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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Lesso
details. more bthat we showinis more
show 0 applied
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The dasfigures, check ttargets pretty sin the dquick recontrol now I aeverythisee carbecausautomashow thwill be additio
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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
‐e. So, this
rt has donan figure o
‐5‐1. At thisolor here bhting was dio button,
Step 2. I'll ntially wha
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
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Lesso
named Rules valSortwill be
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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
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I want tyou loomaximuthis. So,out. Sincan see
chart is duplicat
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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
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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
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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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Lesso
a differmuch msome ooriginall
[00:24:
I hope data hedashboof thosscrollabadded product sort ordvalue oadded ato visuaparticulmade tdistribuexplore
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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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Lesso
[00:28:
Thank ysales da
[00:28:
Hi againKPI disincorrerange adifferenplaces. Ishows tbecaus
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9 minutes]
ou so much shboard. Un
1 minutes]
, there is a sribution chtly showing d were inst
t column an've fixed thhe result in it might poi
t
for joining til that time
mall error irt that wethe producead pointind when we error in th
orrectly. Plnt to the in
xcel School you have a
the lesson showed a
numbers a to the origifiltered by
downloadase keep thorrect page
Page 7 of
. In the nexgreat day a
and that's the botto
d the prodnal order. Troduct 2, itble file but
is in mind . Thank you.
7
lesson, we ead. Bye.
hy I am recm right corct numbersat's why ev
was still shthe lesson hen you ar Bye.
will unders
rding this ener of the were not p
en when wewing the as recorde watching t
and how to
rrata in the KPI dashb
ointing to t sorted the arkers at t previously e downloa
Chandoo.
create a
end. The ard was e sorted
KPIs on a e wrong and so it able file
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