Excel Kpi Dashboard Templates

Excel Kpi Dashboard Templates

Posted by admin- in Home -01/11/17
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Excel Dashboards Excel Dashboards VBA and more. Excel Dashboard Template Example Files. The dashboard section of thesmallman has lots of Excel dashboard templates for you to download and use with your own data. The goal of the site is to create a visual hub for Excel dashboard design with a range of different dashboards, from financial to organisational and in one case sporting. Download free excel dashboard reporting templates. Free Templates, Tools, Samples, Addins. Excel dashboards charts, tools tips and tricks. The best dashboardsite on. Excel Dashboard School Download free dashboard templates and gauge chart tutorial Turn your data into kpi dashboard using professional Excel addin Creating a KPI Dashboard in Excel to identify companies based on their performance. It also enables users to deepdive into individual companys performance. When we talk about a product sales order management dashboard, we mean a dashboard template which can successfully show all the product sales data along with the. The first part of the article deals with the theory of Excel dashboard design with some pictorial examples of dashboards I have created for CPA Australia. Next there are links to pages on the site with a range of Excel dashboard templates. The following brief article describes some of the rules behind creating informative and visually effective Excel dashboards. The art of creating stylish Excel dashboards is not an easy one to master. I will admit I have made my share of mistakes in Excel dashboard creation but I hope I am learning and improving the quality of information and appearance at the same time.   There are a great many Excel dashboard examples on this site and it has taken a considerable amount of time to compile them so you should not have to.   I hope you find the Excel dashboard example you are looking for. The following outlines some key Excel dashboard design rules. Simple use of colours, clean design which is easily read. There are some key things to consider when creating an Excel dashboard. Excel dashboards should ideally be Understandable and easily read. There should be no confusion over what each of the metrics mean. Interactive so can be changed to reflect different areas of an organisation. Able to display the key measures of the time. Work out what is important and use those key items in the dashboard. Liberal with white space. White Space is the areas you are not using and they are just as important visually as the areas you are using on a Dashboard. Clearly labelled, each of the Charts and Tables on the dashboard need to display a clear message. Excel dashboards are a very valuable corporate tool when created with forethought. An organisation can see all of the key information in one place and see how it is tracking against the key criteria. The following are some examples of Excel dashboards which I have put together. The information in these Excel dashboards is not real, it is for demonstration purposes only. After going through the exercise of creating all of these Excel dashboards I can say one thing with complete certainty, making Excel dashboards is a lot of work but very worthwhile when you see the final working result. One of the issues with developing the following Excel dashboards is obtaining the data. I would scratch my head as I started creating the raw data from scratch early on. Later I got a bit smarter and found that wiki and some government websites had ready made tables which were Excel compatible. I then just needed to sketch out a final output dashboard and work backwards to make the data fit that vision. Excel Kpi Dashboard TemplatesMany of the techniques spoken about in the site which I have incorporated on The. Smallman. com are built into these Excel dashboards. On the whole these Excel Dashboards do not need VBA at all. There are a couple of exceptions when you get down to the Heat Map section but mostly native Excel run these dashboards. The following are the sites current Excel dashboards. I will be creating more and more Excel dashboards and these dashboards will be free to download. Click on the link or picture to visit the specific Excel dashboard page. Excel Kpi Dashboard TemplatesAn Excel file is on every page with a brief description of the Dashboard. KPI Excel Dashboard. The above is a little diddy I did for CPA Australia.   It is a KPI dashboard which outlines some broad areas within an organisation.   To give the dashboard a bit of pizzaz I added some appropriate I think pictures.   Enjoy. Global Banking Excel Dashboard. While the above Excel Dashboard is the result of the CPA Australia Big Data webinar series.   It is the culmination of a 3 part series focusing on articulating big data in a visual way.   IT is quite a detailed way to bring large amounts of data to a micro Excel Dashboard report.  Sales Current Year v Prior Year. The above is the output from a webinar I conducted for CPA Australia it takes current year and prior year sales and compares the sales against one another.   The dashboard is entirely created in Excel with a Power. Pivot back end as its source. Tending Dashboard. The above will be the output for the Management Accounting Conference for CPA Australia.   The topic is Managing Big Data with Power Pivot.   I really enjoyed putting this dashboard together. Excel Dashboard Templates. The next section contains a selection of the Excel dashboards on this site. All have an associated Excel dashboard template which is fully functional and has a complete data set inside it. The dashboards are all a little different, some spin on combo boxes, option buttons, slicers and there is a few that changed based on the mouse rolling over a cell or two. Enjoy. Corporate Dashboard Report. The EBIT Excel Dashboard report is an update of another of the original dashboards on the site.   I have used some relevant infographic elements to spice the dashboard up a bit.   It is functional and tells the Excel story of a company based in the update of two combo boxes. Splits the dashboard by reporting metric and group. The following is a link to the dashboard template. EBIT Dashboard. Department Dashboard in Excel. The department store Excel dashboard is a mixture of financial and non financial metrics all presented in a single page.   It has a map feature which displays the region in focus. The following is a link to a page which contains the dashboard template. Department Dashboard. Operational Dashboard Report. The above Excel Dashboard shows a range of metrics on a single page from an operations perspective. The underlying business is primarily banking however, the underlying data set can be adapted to fit a range of businesses. This dashboard did not take entirely long to produce relative to the other ones   perhaps I am learning. The following is a link to the dashboard template. Operational Dashboard Report. Corporate Summary Excel Dashboard. The above Excel Dashboard displays a range of organisational metrics from revenue, expenses, FTE, Issues all against a well thought out plan.   The underlying dataset is split over several sheets and the report updates via a slicer at the top of the Dashboard which allows it to spin by State.   It is highly interactive and very user friendly enjoy. This link takes you to the dashboard template. Corporate Summary Dashboard. Consulting Excel Dashboard. The above Exel Dashboard is an update of one of my very first dashboards on the site.   It have had some inforgraphic elements added to it to enhance the story.   It is debatable weather they work or not but I like the finished product.   The following is a link to the dashboard template. Consulting Dashboard. Traffic Light Excel Dashboard. While the above is an updated version of the first Excel dashboard I published on the site.   It has been refreshed and updated which was long overdue. The following is a link to the traffic light Excel dashboard template. Traffic Light Dashboard. Key Measures Excel Report. The above is another original updated Excel Dashboard.   The heat map on the right with some key metrics has been added along with an EBIT chart which shows a trend over time. The following is a link to the excel dashboard template displayed above.