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Note: Press F9 to update!

A) Linear Dial Widget Configuration Data


Widget Main Title

Daily Widget Dem

Widget Units

x 1,000,000 Widgets

Actual Value

26.6

Minimum Value

0.0

Maximum Value

100.0

B) Non-Linear Dial Widget Configuration Data


Widget Main Title

Sales YTD

Widget Units

(Targe

x millions USD

Actual Value

3.69

Scale2

ScaleMin

0.000

Scale3

Scale1

0.782

ScaleMax

C) Thermometer Widget Configuration Data

C) Thermometer Widget Configuration Data


Widget Main Title

Daily Widget Out

Widget Units
Actual Value

x 1,000,000 Widgets
73.5%

Minimum Value

0%

Maximum Value

100%

D) Equalizer Widget Configuration Data


Widget Main Title

Sales YTD

(Targe

ScaleMin

ScaleMax

Q1 Target

859

Q1 Actual

Q2 Target

864

Q2 Actual

Q3 Target

869

Q3 Actual

Q4 Target

641

Q4 Actual

E) Traffic Light Widget Configuration Data


Widget Main Title

Weekly Sales

Light #1 Value

26

Light #2 Value

34

Light #3 Value

26

Light #4 Value

37

F) Pie Widget Configuration Data


Widget Main Title

Daily Widget Produ

Slice #1 Value

Blue Widgets

Slice #2 Value

Red Widgets

Slice #3 Value

Green Widgets

G) Trend Widget Configuration Data


Widget Main Title

Daily Widget Produ

Note: The data for this widget can be found in the


Widget Showcase Calcs page.

H) Up/Down Widget Configuration Data


Widget Main Title

Monthly Salary Expe

Widget Value

772,777

Previous Value

776,707

Widget Percent

-0.5%

I) Funnel Widget Configuration Data


Ages

Male

Female

0-20

11

16

20-30

48

63

30-40

43

40

40-50

30

23

50-60

15

21

60-70

12

17

J) Dots Widget Configuration Data


Widget Main Title

Staff Retention

Percentage #1

80.1%

Percentage #2

75.6%

Percentage #3

78.0%

ad

www.ExcelDashboardW

LIGHT COLOR SCH

n Data

Daily Widget D

ily Widget Demand

00,000 Widgets / Day


40.0
20.0

94.3

0.0

x 1,000,000 Widgets / D

ration Data

TD

(Target: $7.3m)

Sales YTD
$7.3m)

Q2

x millions USD$

2.805

Scale2

2.805

Scale3

5.500

ScaleMax

7.300

tion Data

Q1

0.782

0.000

1.73
x millions USD$

tion Data

Daily
Out

100.0%
90.0%

aily Widget Outlook

80.0%
70.0%

00,000 Widgets / Day

60.0%
50.0%
40.0%
30.0%
20.0%
10.0%
0.0%

9%
Data

TD

Sales Volu
(Target vs Ac

Q1

(Target: $7.3m)

Q2 Actual

821
0

Q3 Actual

902

Q4 Actual

593

on Data

Sales

vs Targets

||||||||||

802

|| ||||||||||

Q1 Actual

| ||||||||||

1000

||||||||||

ScaleMax

1000

Q2

700

799

853

754

x millions USD$

Weekly Sales
Targets

NY

CA

NY

Yellow to Red Value


90
Green to Yellow Value
70

l
l
l

gets

1,805

gets

1,325

dgets

8,568

in the

l
l
l

Daily Widget Pro

y Widget Production

y Widget Production

CA

Daily Widget Pro


25.00
20.00
15.00
10.00
5.00

15.00
10.00
5.00
0.00
Jan 02

Jan 12

Data

Jan 22

Feb 01

Monthly Sal
Expenditu

hly Salary Expenditure

$ 926

Workforce
Breakdow
60-70
50-60
40-50
30-40
20-30
0-20
60

50

40

30

20

10

10

20

20-30
0-20
60

Staff Retention

50

40

30

20

Male

10

10

20

Staff Reten

2009
2010
lllll
lllll
llll
llll
lllll
lllll
lllll
lllll
lllll
lllll
lllll
lllll
lllll
lllll
lllll
lllll
lllll
lllll
78.8%

75.9%

DashboardWidgets.com
COLOR SCHEME

DARK COLO

Widget Demand

Daily Wid

60.0
80.0

94.3

100.0

1,000,000 Widgets / Day

TD
(Target:
$7.3m)

Sales YTD
$7

Q3
2.805
5.500

1.73
x millions USD$

7.300

Q4

Q1
0.000

Daily Widget
Outlook

100.0%
90.0%
80.0%
70.0%

9.3%

60.0%
50.0%
40.0%

30.0%
20.0%
10.0%
0.0%

9%

Sales Volume
arget vs Actual)

Q1

| ||||||||||

| || ||||||||||

762

719

836

926

1000

| ||||||||||

||||||||||

754

1000

||||||||||

||||||||||

Q4

||||||||||

Q3

700

x millions USD$

y Sales
Targets

FL

vs

TX

Weekly Sa
Ta

NY

FL

l
l
l

TX

l
l
l

NY

l
l
l

Widget Production

Daily Widg

Blue Widgets
5,733 (28.1%)
Red Widgets
8,302 (40.7%)
Green Widgets
6,379 (31.2%)

Widget Production

Daily Widg
25.00
20.00
15.00
10.00
5.00

15.00
10.00
5.00

Jan 22

Feb 01

Feb 11

Feb 21

Mar 02

0.00
Jan 02

Monthly Salary
Expenditure

Jan 12

Jan 22

Monthly Sal

926,989
0.5%

ce
Sex / Age
Breakdown

20

Workforce
Bre

60-70

60-7

50-60

50-6

40-50

40-5

30-40

30-4

20-30

20-3

0-20

0-2

10

10

20

30

40

50

60

70

60

50

40

30

20

10

20

20-30

20-3

0-20

0-2

10

10

20

30

40

Female

50

60

70

60

50

40

taff Retention

2010
2011
lllll
lllll
lllll
lllll
llllll
l
lllll
lllll
lllll
lllll
lllll
lllll
lllll
75.9%

77.0%

2009
llll
lllll
lllll
lllll
lllll
lllll
lllll
lllll

78.8%

30

20

10

DARK COLOR SCHEME

Daily Widget Demand

40.0

60.0

20.0

80.0

94.3

0.0

100.0

x 1,000,000 Widgets / Day

Sales YTD
(Target:
$7.3m)

Q2

Q3
2.805
5.500

0.782

0.000

1.73
x millions USD$

7.300

Q4

Daily Widget
Outlook

0%

0%

0%

0%

9.3%

0%

0%

0%

0%

0%

0%

0%

9%

Sales Volume
(Target vs Actual)

||||||||||

||||||||||

| ||||||||||

| || ||||||||||

Q4

||||||||||

Q3

|| ||||||||||

Q2

| ||||||||||

Q1

799

853

754

762

719

836

926

x millions USD$

Weekly Sales
Targets

CA

FL

vs

TX

1000

00

00

00

00

00

CA

l
l
l

FL

l
l
l

TX

l
l
l

Daily Widget Production

Blue Widgets
5,733 (28.1%)
Red Widgets
8,302 (40.7%)
Green Widgets
6,379 (31.2%)

Daily Widget Production

00

00

00

00
an 02

Jan 12

Jan 22

Feb 01

Feb 11

Feb 21

Mar 02

Monthly Salary Expenditure

$ 926,989

0.5%

Workforce
Sex / Age
Breakdown

60-70
50-60
40-50
30-40
20-30
0-20
50

40

30

20

10

10

20

30

40

50

60

70

20-30
0-20
50

40

30

20

Male

10

10

20

30

40

50

Female

60

70

Staff Retention

2009
2010
2011
lllll
lllll
lllll
lllll
lllll
lllll
llll
llllll
l
lllll
lllll
lllll
lllll
lllll
lllll
lllll
lllll
lllll
lllll
lllll
lllll
lllll
lllll
78.8%

75.9%

77.0%

ACME Operations

Executive Dashboard

July 15th 2011

Northern Region
Daily Widget Demand

Daily Widget Production

100.0%

Daily Widget Outlook

90.0%
80.0%
70.0%

66.5%

60.0%
50.0%
40.0%
4.0

20.0

6.0

2.0

1.5

10.0

30.0%

10.0

8.0

0.0

30.0
40.0

x 1,000,000 Widgets / Day

10.0%
0.0%

18.2

0.0

20.0%

50.0

67%

x 1,000,000 Widgets / Day

Southern Region
Daily Widget Demand

Daily Widget Demand

100.0%

Daily Widget Demand

90.0%
80.0%
70.0%

29.3%

60.0%
50.0%
40.0%
4.0

6.0

2.0

20.0

2.7

10.0

30.0%

10.0

8.0

0.0

30.0
40.0

x 1,000,000 Widgets / Day

10.0%
0.0%

39.4

0.0

20.0%

50.0

29%

x 1,000,000 Widgets / Day

Eastern Region
Daily Widget Demand

Daily Widget Demand

100.0%

Daily Widget Demand

90.0%
80.0%
70.0%

13.8%

60.0%
50.0%
40.0%

4.0

6.0

2.0

20.0
8.0

9.7

0.0

10.0

30.0

10.0

30.0%
40.0

x 1,000,000 Widgets / Day

10.0%
0.0%

1.0

0.0

20.0%

50.0

14%

x 1,000,000 Widgets / Day

Western Region
Daily Widget Demand

Daily Widget Demand

100.0%

Daily Widget Demand

90.0%
80.0%
70.0%

52.6%

60.0%
50.0%
40.0%
4.0

6.0

2.0

0.0

20.0
8.0

8.5
x 1,000,000 Widgets / Day

10.0

30.0

10.0

0.0

30.0%
40.0

1.0
x 1,000,000 Widgets / Day

20.0%
10.0%
0.0%

50.0

53%

1st Dashboard Dial Configuration

2nd Dashboard Dial Configuration

1st Dashboard Themometer Configuration

Dial Main Title

Daily Widget Demand

Dial Main Title

Daily Widget Production

Dial Main Title

Daily Widget Outlook

Dial Units

x 1,000,000 Widgets / Day

Dial Units

x 1,000,000 Widgets / Day

Dial Units

x 1,000,000 Widgets / Day

Actual Value

9.0

Actual Value

22.0

Actual Value

Minimum Value

0.0

Maximum Value

10.0

86.0%

Minimum Value

0.0

Minimum Value

0.0

Maximum Value

50.0

Maximum Value

100.0

3rd Dashboard Dial Configuration

4th Dashboard Dial Configuration

2nd Dashboard Themometer Configuration

Dial Main Title

Daily Widget Demand

Dial Main Title

Daily Widget Production

Dial Main Title

Daily Widget Outlook

Dial Units

x 1,000,000 Widgets / Day

Dial Units

x 1,000,000 Widgets / Day

Dial Units

x 1,000,000 Widgets / Day

Actual Value

8.0

Actual Value

34.0

Actual Value

Minimum Value

0.0

Minimum Value

0.0

Minimum Value

5.7%
0.0

Maximum Value

10.0

Maximum Value

50.0

Maximum Value

100.0

5th Dashboard Dial Configuration

6th Dashboard Dial Configuration

3rd Dashboard Themometer Configuration

Dial Main Title

Daily Widget Demand

Dial Main Title

Daily Widget Production

Dial Main Title

Daily Widget Outlook

Dial Units

x 1,000,000 Widgets / Day

Dial Units

x 1,000,000 Widgets / Day

Dial Units

x 1,000,000 Widgets / Day

Actual Value

7.7

Actual Value

Minimum Value

0.0

Maximum Value

10.0

7th Dashboard Dial Configuration

7.8

Actual Value

Minimum Value

0.0

Minimum Value

0.0

Maximum Value

50.0

Maximum Value

100.0

8th Dashboard Dial Configuration

55.8%

4th Dashboard Themometer Configuration

How to Design an Excel Based Dashboard Using the Dashboard Widgets Spreadsh

We recommend that before you jump straight into designing your dashboard in Excel you take a bit of ti
want to show it. The following steps should help you prepare your Excel dashboard

1. Make a list of the key metrics you want to show on your dashboard. Remember the key dashboarding
group the metrics into thematic areas. For example a Human Resources dashboard might show the foll
Recruitment Metrics
Number of open positions
Average cost per recruitment
Average days per recruitment

2. Decide the most meaningful increment of time each of the dashboard metrics will display (current, ho
design your dashboard to give you an instantaneous snapshot of the current situation. You may want to
meeting. You may even decide to display and compare the same metric over different time increments (
trend over the last year).

3. Decide which dashboard widgets you want to use to display each of your metrics. The following widge
more). Try to stick to three or four styles per dashboard.
- Linear Dial Widget
- Non-Linear Dial Widget
- Thermometer Widget
- Equalizer Widget
- Traffic Light Widget
- Pie Widget
- Trend Widget
- Up/Down Widget
- Funnel Widget
- Dots Widget

4. Choose a layout for you widgets. Generally it is good practice that a dashboard should fit on a single
portrait). Users should not have to scroll, turn pages, drill-down or recalculate to find the necessary infor
sheet of paper.

5. Sketch your dashboard out on paper. It is significantly easier to first design a dashboard on paper tha

5. Now its time to create your dashboard in Excel. Open up a new Excel Dashboard Widgets spreadshe
Tab #1 rename as My Dashboard
Tab #2 rename as My Configuration Page
Tab #3 rename as My Calculations Page

6. Copy and paste the widgets you want to use from the Excel Dashboard Widgets Widgets Showcase
layout. It is good practice to group the widgets into thematic areas and put the most important metrics o
widgets up neatly.

7. Copy and paste the configuration tables from the Widgets Showcase onto Tab #2 and arrange them

8. Copy and paste the relevant widget calculations tables from the Widget Showcase Calcs tab into Ta

9. Now comes the difficult part you need to link these three tabs together in exactly the same way as t
information on duplicating widgets can be found here..
http://www.exceldashboardwidgets.com/phpBB3/viewtopic.php?f=7&t=65

10. You may like to configure your own color scheme. More information on duplicating widgets can be fo
http://www.exceldashboardwidgets.com/phpBB3/viewtopic.php?f=7&t=67

If any of this doesnt make sense post a message in the forum and we would be delighted to help you
Grab a coffee, take a deep breath and good luck with your dashboard.
DashboardWidgets

ashboard Using the Dashboard Widgets Spreadsheet

ight into designing your dashboard in Excel you take a bit of time thinking about what information you want to show a
d help you prepare your Excel dashboard

to show on your dashboard. Remember the key dashboarding principle of eloquence through simplicity. Try where p
r example a Human Resources dashboard might show the following metrics..
Workforce Metrics
Workforce breakdown by age
Workforce breakdown by sex
Workforce breakdown by grade
Workforce breakdown by department

of time each of the dashboard metrics will display (current, hourly, daily, weekly, monthly quarterly or annually). You m
antaneous snapshot of the current situation. You may want to update your dashboard once a month for the monthly
and compare the same metric over different time increments (for example the current number of open positions com

want to use to display each of your metrics. The following widgets are available (feel free to let us know if you would li
er dashboard.

rally it is good practice that a dashboard should fit on a single landscape screen or single printed sheet of paper (eith
turn pages, drill-down or recalculate to find the necessary information. The following are example layouts that fit onto

is significantly easier to first design a dashboard on paper than to build it straight in Excel.

in Excel. Open up a new Excel Dashboard Widgets spreadsheet and set up three new tabs as follows..

ge
e

o use from the Excel Dashboard Widgets Widgets Showcase Tab onto Tab #1 and arrange them into your required d
gets into thematic areas and put the most important metrics on the upper left hand side. Use the cell lines to help yo

s from the Widgets Showcase onto Tab #2 and arrange them in a similar layout to the dashboard layout.

culations tables from the Widget Showcase Calcs tab into Tab #3.

d to link these three tabs together in exactly the same way as the widgets are linked together on the Widgets Showca
found here..

/phpBB3/viewtopic.php?f=7&t=65

lor scheme. More information on duplicating widgets can be found here..

/phpBB3/viewtopic.php?f=7&t=67

message in the forum and we would be delighted to help you with your dashboard project.

od luck with your dashboard.

heet

me thinking about what information you want to show and how you

g principle of eloquence through simplicity. Try where possible to


owing metrics..
Retention Metrics
Voluntary turnover rate
Involuntary turnover rate
Average length of service

urly, daily, weekly, monthly quarterly or annually). You may want to


update your dashboard once a month for the monthly management
for example the current number of open positions compared to the

ets are available (feel free to let us know if you would like us to design

landscape screen or single printed sheet of paper (either landscape,


rmation. The following are example layouts that fit onto a single A4

an to build it straight in Excel.

eet and set up three new tabs as follows..

Tab onto Tab #1 and arrange them into your required dashboard
n the upper left hand side. Use the cell lines to help you line the

in a similar layout to the dashboard layout.

b #3.

he widgets are linked together on the Widgets Showcase. More

ound here..

with your dashboard project.

HOW TO CUSTOMIZE THE STYLE AND COLORS OF THE WIDGETS


The shapes used to make up the dashboard widgets can be easily customized using the standard Excel commands
Here is an step-by-step guide of how to reverse the colors and customize the colored markers used in the dials..

Step #1
Right-click the curved edge of the dashboard widget you want to customize and select group followed by ungroup.

You should now see lots of small boxes showing the sub-components that make up the widget.

Step #2

Here comes the tricky part the components are arranged as layers on top of each other (the circle is on top of the
which are on top of the backgrounds). To edit the colored dial markers we need to move the needle one layer backw
rectangular edge and choose send to back followed by send backward.

Step #3

Now you'll find that the five colored dial markers are grouped together so well need to ungroup them to change their
group followed by ungroup. You should now see five small boxes representing the sub-components of the colored

Step #4
To format any of these individual colored blocks, right-click and select format shape. This will give you the normal E
transparencies, reflections, gradients, 3d bevels, etc. etc.

To reverse the scale, the simplest method is not to change the colors directly (as they are custom shades using RGB
formats from one dial to another dial. To do this, ungroup the components in two separate widgets that are side-by-s
the scale marker blocks with the desired color. Then click the format painter (in the home section of the top ribbon
paintbrush. Then paint this format onto the target dial marker. You should end up with something like this with the se

Step #5
You now finally need to reverse steps 1-4 to tidy up your work...

5a) Right-click on one of the colored markers and select group followed by group in the second menu - to group th
5b) Send the markers back one layer (to bring the dial needle forward) by right-clicking and selecting send to back
5c) Finally right-click the curved edge of the dashboard widget and re-group all of the sub-components into a single
as a single widget).

I hope this makes sense and as always, please feel free to ask for clarification on our website forum if you need help
Good luck with your Excel Dashboard project.
ExcelDashboard Widgets