This post is part of Excel Dashboard Week
Early in Jan, I got this mail from Mara, a student in Excel School first batch.
Hi Chandoo,
I took your first Excel batch class and loved it. I created a dynamic and interactive dashboard for my work. My boss thinks it’s an excellent tool and I have you to thank for and also Francis Chin who shared his travel dynamic dashboard. I integrated things you taught so thanks so much!
I felt very proud reading her email, so I asked her if she can share the dashboard with some dummy data so that we all can learn from her example.
Being a lovely person Mara is, she gladly emailed me the workbook and I am thrilled to include it in Dashboard Week.
Customer Service Dashboard Snapshot:
Here is the dashboard that Mara prepared.
[View this dashboard image in full size | Demo of this dashboard]
Techniques used by Mara to Create this Dashboard:
Mara used several techniques to create this dashboard. But I specifically liked 5 things about this dashboard. They are,
- Tweetboard kind of area at the top where she showed summary of status. [Related tip]
- Dynamic dashboard which can be filtered based on a month.
- Interactive chart with check boxes to show / hide information. [Related tip]
- Interactive comparison chart to compare target with actual performances (of valet wait times). [Related tip]
- Scrollable list of various gift shop items. [Related tip]
Download Customer Service Dashboard Excel Workbook
Click here to download the workbook prepared by Mara.
I encourage you to examine the file and see how you can implement similar dashboard in your area of work.
Thank you Mara
Thank you so much for your generosity and enthusiasm to educate us. I have enjoyed examining your dashboard. You have shown creativity and skill in putting this together.
If you like this file, say thanks to Mara.
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6 Responses to “Nest Egg Calculator using Power BI”
Wow! What a Powerful article!
Hello Chandoo Sir
your file does not work with Excel 2016.
how can I try my hands on this powerful nest egg file ?
thanks
Ravi Santwani
@Ravi... this is a Power BI workbook. You need Power BI Desktop to view it. See the below tutorial to understand what Power BI is:
https://chandoo.org/wp/introduction-to-power-bi/
As always, superb article Chandoo... 🙂
Just one minor issue:
While following your steps and replicating this calculator in PowerBI, I found that the Growth Pct Parameters should be set as "Decimal number" not "Whole Number"
OR
we have to make corresponding adjustments in the Forecast formulas (i.e. divide by 100) to get accurate results.
You are right. I used whole number but modified the auto created harvester measure with /100 at end. Sorry I did not mention it in the tutorial.
Instead of
[Growth Pct 1 Value]/12
the monthly rate has to be
(1+[Growth Pct 1 Value])^(1/12)-1
It's a slight difference but in 30 years the future value will be $100k less.