Dashboards are very common business monitoring tools, but creating them in excel with all the bells and whistles is not so easy. So here is a quick 1-2-3 on how to do it.
Lets take a sample of 2 consecutive year sales figures for 7 regions. The colums have Region name, 2004-05, 2005-06 figures and finally YoY Growth percentages. The lame dashboard should look something like this:
But may be we can make it little better. Ideally, a person looking at this would like (to know) the following things:
- What are the things that are going up / down / remaining constant
- The chart should look simple and not cluttered; meaning, there cant be multiple columns to present information. He/she should be able to look at one column and concluded something
- May be little graphics wont hurt the presentation while retaining the information.
So, a cool dashboard would look something like the below one:
Well, how to get it in 3 steps?
- Type the following formula in the cell F5 and drag it to apply to all the cells
[Click on the image to see bigger version of the formula] - Select the range F5:F11, goto Format->Conditional Formatting and enter the following values there:
[Click on the image to see bigger version of the formula] - Finally, if its already not, change the font of the worksheet to Arial, (see those arrow marks, they are not available in all fonts. And btw, if you dont know how to insert them in the formula use Start->Programs->Accessories->System Tools->Character Map and then locate the symbols.)
So, go ahead and impress everyone with the cool dashboards.
8 Responses to “Introducing PHD Sparkline Maker – Dead Simple way to Create Excel Sparklines”
This looks like it could be very useful for a project I'm putting together right now, thank you so much. Quick & silly question, how do I copy & paste the sparkline as a picture?
Question answered. For anyone else:
Select chart>Hold Shift key & select Edit/Copy Picture>Paste
[...] more information about PHD Sparkline Maker, please read this article and to learn more about Sparklines, read this article from Microsoft Excel 2010 blog. Also there [...]
Am I right in thinking that the y-axis is set automatically by excel?
That makes it possible to get the column chart not to start at zero.
Andy - yes, it is currently set to 'auto', which defaults to a zero base for positive values, but you can change that by left-clicking the chart, then choosing (in Excel 2007):
"Chart Tools/Layout/Axes/Primary Vertical Axis/More Primary Vertical Axis Options"
PUBLIC SERVICE ANNOUNCEMENT: When manually editing a chart's minimum/maximum axis values, PLEASE be sure there's a valid reason and that doing so won't skew the message shown by the data (e.g. by exaggerating differences). If in doubt, go back and read Tufte. (W.W.T.D.?)
[...] gridlines, axis, legend, titles, labels etc.) and resize it so that it fits nicely in a cell [example]. This is the easiest and cleanest way to get sparklines in earlier versions of excel. However this [...]
thanks for the work creating the template!!!!
looks good