Executive Review Dashboard in Excel [Dashboard Week]

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This is a guest article written by John for our Excel Dashboard Week.

Executive Review Dashboard using Excel

Snap-shot of the dashboard:

Executive Review Dashboard using Excel - Template, Demo & Details

[View in large size]

Purpose of the dashboard:

This Dashboard was constructed for a number of reasons, one of which was to reduce the number of reports produced with the same data ( up to 6 separate files ). As we all know, when it comes to senior management and reports / files the more information they can get on one report / file the better for them. So, with this in mind I created the Dashboard to show the data they need to see “quickly” each week.

How this Executive Review Dashboard is made?

I used various functions / formulas to help me construct this Dashboard, this isn’t the first one I have created, but I think this is the best one I have done so far and it is all thanks to the hints and tips and assistance I get form Chandoo’s site as well as Excel User *(Charley Kyd was the first inspiration for me to get involved with Dashboards ) and also a shout out to Clearly and Simply, another great site.

[Note by Chandoo: I have added numbers 1 to 7 on the snapshot to help you understand below portion.]

The top left corner (1) has data that shows what is happening right now, i.e. QTD Order volume, WW Requested supply, WW Available supply and the Avg projected orders ( based on historical analysis ). This table format is then supported by a simpler bar chart below it.

Below that I have used Scroll Bars (2 & 3) to allow a lot of data to be shown in a small space, scroll bars do this very nicely. The data in here would be a list of all the products within the current range of orderable parts ( the detail behind the table and bar chart above ). [Related tip: How to create a scrollable list in Excel Dashboards?]

The middle table (4) ( Last 4Qtrs + CQ 2009 Order Load by product ) shows the historical data for each of the current products ( and perhaps their predecessors ) with a bar chart to the right of it (6) showing the overall volume of those products and the table and bar chart are controlled by the drop down menus above the bar chart.

The Line Chart below (7) that shows the overall Sales Trend by month with a drop down menu to enable you to choose each year separately.

To the left of that there is a table (5), which is a snapshot using the picture link function, of the current order load status by product and again supports the data on the left hand side of the Dashboard.

Final Notes:

If anyone would like to leave a comment or ask questions about this Dashboard or indeed need help with anything ( even if I don’t know the answer I am sure Chandoo and his growing community would be able to help ) please feel free to ask.

Just a note to close. Since I started utilizing Chandoo’s site I have now started my own community internally within the company I work for and I am now teaching other people about Excel ( albeit 2003 level for now ) and encouraging them to expand their own knowledge of Excel and perhaps share what they learn with their colleagues and I fully intend to point some of these people to Chandoo’s site and will encourage them to sign up for Excel School.

Download Executive Review Dashboard Workbook:

Click here to download the executive review dashboard workbook & play with it.

Added by Chandoo:

What I liked in this Dashboard:

Techniques used: John used a variety of techniques like formulas (SUMPRODUCT, OFFSET), dynamic charts, scrollable lists and picture links which help us in analyze lots of information and present the results in minimal space.

Dynamic Dashboard: The dashboard lets us analyze and understand information for any quarter or region which is very good.

What can be improved in this dashboard:

Layout: Ideally, if a dashboard is in a rectangle or square layout, it would be easy to read and understand. The current setup suggests that it is incomplete.

A little more visualization: There are lots of numbers in this dashboard. I would suggest adding few more visualizations like showing indicators or applying conditional formatting or replacing a table with a chart. This would reduce the comprehension time. Of course, you can always add hyperlinks to detailed data so that if an executive is interested to drill-down, she can do so.

Spell out key messages: This dashboard would become even more effective by adding a small comment area at the bottom or top where key messages can be highlighted. [Related: Tweetboards as an alternative to Dashboards]

Thanks to John

Thank you very much John for sharing your work with all of us and showing us what is possible. I really appreciate your effort in writing this guest article and spreading good word about Chandoo.org and Excel School.

Say thanks to John

If you liked this dashboard, say thanks to John. Also, feel free to share your views on this dashboard. How would you have designed an executive review dashboard if it were up to you? Please share using comments.

Contribute to Excel Dashboard Week:

You can contribute tips, screen-shots, excel workbooks or links that I can share with our readers on Friday (25th March).

Click here to send your tips & files for Dashboard Week

PS: The link to Excel user site is affiliate link, meaning if you click on it and purchase anything from the site, I get a small commission. I do this because I think Charley’s products are awesome.

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38 Responses to “Time to showoff your VBA skills – Help me fix ActiveSheet.Pictures.Insert snafu”

  1. shokks says:

    I tried your code with 2003, it works.

    But, I know Addpicture does not take URLs anymore with 2007 onwards, perhaps its the same with picture.insert as well.

    http://support.microsoft.com/kb/928983/en-us

    The above link gives the solution as "picture fill in a shape such as a rectangle".

  2. Vince E. says:

    Tried to recreate this, but it worked fine for me. I just took the image of the error you showed in the post. Is there more info that can narrow this down a bit?

  3. Ian Hinckley says:

    Hi

    Not sure if this is what you're after, but I just tried this

    Sub Macro1()
    ActiveSheet.Pictures.Insert("http://www.google.co.uk/intl/en_uk/images/logo.gif").Select
    End Sub

    Tied a button to it on the sheet and it seems to work; hope this helps a little

    Ian

  4. Chandoo says:

    @All.. the issue is in Excel 2007. In 2003 ActiveSheet.Pictures.Insert seems to work fine. Unfortunately, I have design this in Excel 2007.. that is why I posted it here..

  5. Ian Hinckley says:

    v2

    Sub Macro1()
    Set n = ActiveSheet.Pictures.Insert("http://www.google.co.uk/intl/en_uk/images/logo.gif")
    With Range("c12")
    t = .Top
    l = .Left
    End With
    With n
    .Top = t
    .Left = l
    End With
    End Sub

    Ian

  6. Ian Hinckley says:

    That didn't come out very well. This positions at c12, so can change easily:
    Sub Macro1()
    Set n = ActiveSheet.Pictures.Insert("http://www.google.co.uk/intl/en_uk/images/logo.gif")
    With Range("c12")
    t = .Top
    l = .Left
    End With
    With n
    .Top = t
    .Left = l
    End With
    End Sub

    Works OK in 2007

    Ian

  7. Chandoo:
    Try 'ActiveSheet.Pictures.Insert'

    With ActiveSheet.Pictures.Insert("C:\Example.png")
    .Left = ActiveSheet.Range("A1").Left
    .Top = ActiveSheet.Range("A1").Top
    End With

  8. Jon Peltier says:

    activesheet.pictures.insert "C:\Documents and Settings\Jon Peltier\Desktop\2007 stuff\insert_charts_2007.png"

    Works for me in 2003 SP3 and in 2007 SP2.

    Check the URL, and make sure you have internet connectivity.

    What also works, and is newer (pictures.insert was supposedly deprecated in '97):

    activesheet.shapes.addpicture "C:\Documents and Settings\Jon Peltier\Desktop\2007 stuff\insert_charts_2007.png", false, true, 200,200,100,100

    Unfortunately you must specify dimensions (the last four arguments) and you don't necessarily know them. But the picture size is still related back to the original picture size, so you could use scaleheight and scalewidth to fix this.

  9. Chandoo: I just re-read your post.

    The code I posted works for me. However, I'm using a local picture. If you try to add a picture from the web, this won't work.

    I remember solving this problem before by adding a rectangle shape first, then using the Shapes.AddPicture method to get a picture from the web.

    I'll find that code and post it here.

  10. Chandoo says:

    Some more updates... The code "ActiveSheet.Pictures.Insert (path)" works fine in Excel 2007 at home. Strange it failed miserably on my work laptop. Do you think this has got something to do with SP2 of MS Office 2007 or something like that?

    @Ian, Jon: Thanks for the code snippets. I guess I will use my home installation of excel to do this.

  11. Chandoo:

    Try this on your work laptop:

    Sub test()
    ActiveSheet.Shapes.AddShape msoShapeRectangle, 50, 50, 100, 200
    ActiveSheet.Shapes(1).Fill.UserPicture _
    "http://www.datapigtechnologies.com/images/dpwithPig6.png"
    End Sub

  12. Jon Peltier says:

    I didn't mean to post code with a local file, because both approaches worked with an internet image as well. This is in Excel 2007 SP2.

    activesheet.pictures.insert "http://peltiertech.com/images/2009-07/col_area_noblanks.png"

  13. Jon: Looks like I have SP1 on my client machine! I wasn't paying attention.

    Just checked my home computer where I have SP2, and you're right...looks like they fixed it.

  14. Jon Peltier says:

    I didn't even bother testing in SP1, though I could if anyone cares enough.

  15. teylyn says:

    I'm afraid I don't have a solution, but I find it remarkable that after attaining a certain status in the Excel world, Chandoo does not need to post on an Excel discussion forum to get help for an Excel problem. Instead, he posts on his blog and all the gurus come rushing to his help.

    Isn't Web 2.0 great?

  16. Jon Peltier says:

    Teylyn - I saw Chandoo's tweet first, and followed the link back to his blog.

  17. Chandoo says:

    @Mike.. thank you. I have seen the fill rectangle solution before posting the query here. For that matter, I have also tried the solution of embedding a browser control on a spreadsheet. both of these seemed a bit extreme. That is why I have asked it here.

    But I guess I will end up using it if I had to build this in work laptop.

    @Teylyn: I have thought of posting this in a forum. (Unfortunately I have not been to any excel group in the last 5 years. Last time I was active was when I built a jave based excel sheet construction solution using POI.HSSF classes of Apache... ) After searching for a few hours, I found several forum posts where others had same problem and the solution recommended (using .left and .top parameters) is not working for me. Incidentally most of these solutions are from a certain Jon Peltier 😛

    I thought may be the problem is interesting for fellow blog readers. So I posted it here.

  18. Justin B says:

    Hi,
    Adapting the code in the question,

    [code]
    Sub InsPicture()
    pPath = "http://chandoo.org/images/pointy-haired-dilbert-excel-charts-tips.png"
    With ActiveSheet.Pictures.Insert(pPath)
    .Left = Range("a1").Left
    .Top = Range("a1").Top
    End With
    End Sub
    [/code]

    Seems to work fine

  19. Jon Peltier says:

    Looks like it was a problem in 2007 up to SP1, which was corrected in SP2.

  20. Chandoo says:

    @Jon.. seems like the case. I just checked the version at work laptop. it is 12.0.6331.5000 (SP1).

    Thank you so much every one. I really appreciate your time and suggestions in solving this.

  21. Jon Peltier says:

    Glad to help. I couldn't understand why something so straightforward wasn't working.

  22. Kieranz says:

    Hi All
    Is there a way of inserting a motion clip eg animated gif or swf or flv?
    Thks

    • Chandoo says:

      You can insert animated GIFs by inserting them in a browser control through VBA. For other types of movies, I can guess you can insert them as clip art.

  23. ashvini says:

    I WANT THE INSERT PICTURE BY USING COADING

  24. Lutz says:

    so currently i was struggling same as you, chandoo, with the insert picture method in excel 2007/10 from an url and came along your thread here.

    so i re-designed the code on the addshape method as mike was suggesting it and all of the sudden it works just fine.

    thanks alot to you guys, you were a great help
    a big salut from switzerland

  25. Santiago says:

    Hi guys,

    I need help copying and pasting an image with the path in a cell.
    I leave the code.

    And thank you very much!

    Sub Copiarimg()

    Dim pic As Picture

    With ActiveSheet

    Set pic = .Pictures.Insert(Range("f2").Value)

    With .Range("e9:g22")
    pic.Top = .Top
    pic.Left = .Left
    pic.Width = .Width
    pic.Height = .Height
    End With
    End Sub

  26. I've played around with the approaches in these comments, and the code below is what I've come up with. The ImagePath can be a local file or a URL. As Jon mentioned above, the trick is to set an arbitrary value for the width and height, then call the ScaleWidth and ScaleHeight methods afterward to reset the picture to its original size. Once the LockAspectRatio property is set, you can change the picture width and the height will automatically scale (or vice-versa).

    Sub AddPictureToRange(TopLeftCellAddress As String, ImagePath As String)

    Dim pic As Shape
    Dim l As Single, t As Single
    Dim temp As Single

    l = Me.Range(TopLeftCellAddress).Left
    t = Me.Range(TopLeftCellAddress).Top
    temp = 10# ' arbitrary value

    Set pic = Me.Shapes.AddPicture(ImagePath, msoFalse, msoTrue, l, t, temp, temp)
    pic.ScaleHeight 1#, msoTrue
    pic.ScaleWidth 1#, msoTrue
    pic.LockAspectRatio = msoTrue

    End Sub

  27. dip says:

    I need some help with inserting pictures. I have an excel file with a column of item numbers next to this row I want to insert a picture of this item. The pictures are coded with the item number so I tried to insert it with one of the codes above:

    Sub InsPicture()
    pPath = "http://img.bricklink.com/P/80/55236.gif"
    With ActiveSheet.Pictures.Insert(pPath)
    End With
    End Sub

    That worked but I need to do that for every row separtly.
    So I tried in the code
    pPath = "http://img.bricklink.com/P/80/"&Text(a1;"#")&".gif"

    But that gives errors.

    Anybody ideas?

  28. alex says:

    Hi Nicholas, I used your solution in a related problem in Excel 2003 and it worked flawlessly..thank you!

  29. Richard says:

    Hi Mike Alexander,

    Your solution with some changes was helpful in my problem in XL 2007, thanks.

  30. seejay says:

    Hi,

    thanks all. In addition, I had a problem with multiple pictures inserting (every new picture replaced the prior one). I've changed it a bit, may be helpful..

    Sub test()
    ActiveSheet.Shapes.AddShape msoShapeRectangle, 50 , 50, 100, 200
    ActiveSheet.Shapes(1).Fill.UserPicture _
    "http://www.datapigtechnologies.com/images/dpwithPig6.png"
    ActiveSheet.Shapes(1).Copy
    ActiveSheet.Paste
    End Sub

  31. Jon Peltier says:

    Try this instead:
     
    Sub test()
    ActiveSheet.Shapes.AddShape msoShapeRectangle, 50 , 50, 100, 200
    ActiveSheet.Shapes(ActiveSheet.Shapes.Count).Fill.UserPicture _
    "http://www.datapigtechnologies.com/images/dpwithPig6.png"
    End Sub

    • Kez says:

      Thanks to everyone, this thread has been very helpful. However, image inserting still doesn't work quite as expect for me.

      While I can get a picture inserted into an Excel 2010 worksheet using either:

      1) ActiveSheet.Shapes(ActiveSheet.Shapes.Count).Fill.UserPicture...
      2) ActiveSheet.Pictures.Insert(pPath), and
      3) Shapes.AddPicture...

      unfortunately the images all insert with a display size determined not by the actual pixel dimensions of the image but by the dpi resolution.

      So for example, if I insert two copies of the exact same 600x600 pixel image, one with a 300dpi resolution and the other with 72dpi, they display at vastly different sizes on screen.

      While this might be intended behaviour for Excel in order to maintain a WSYWIG printing layout, I actually need a way to insert the image based on the the actual pixel dimesnsions and ignoring the dpi resolution.

      Any help appreciated.

      Thanks
      Kez

  32. Kez says:

    Not doing an intentional bump, but realised I posted in rely to one of the repsonses here instead of to the main thread, so reposting.
    =====

    Thanks to everyone, this thread has been very helpful. However, image inserting still doesn’t work quite as expected for me.

    While I can get a picture inserted into an Excel 2010 worksheet using any of the below methods:

    1) ActiveSheet.Shapes(ActiveSheet.Shapes.Count).Fill.UserPicture....
    2) ActiveSheet.Pictures.Insert(pPath), and
    3) Shapes.AddPicture....

    unfortunately the images all insert with a display size determined not by the actual pixel dimensions of the image but by the dpi resolution.

    So for example, if I insert two copies of the exact same 600×600 pixel image, one with a 300dpi resolution and the other with 72dpi, they display at vastly different sizes in Excel on screen.

    While this might be intended behaviour for Excel in order to maintain a WYSIWYG printing layout, I actually need a way to insert the images based on the the actual pixel dimesnsions and ignoring the dpi resolution.

    Any help appreciated.

    Thanks
    Kez

  33. Kez says:

    Well, answered my own question 🙂

    For those who might be interested, you can use this function:

    Public Function GetPicDims(strFilePath As String, strFileName As String) As String
    GetPicDims = CreateObject("Shell.Application").Namespace((strFilePath)). _
    ParseName(strFileName).ExtendedProperty("Dimensions")
    End Function

    to get the dimensions of the image you want to insert. Then you can parse the return string and use the width and height values to add a rectangle shape of the appropraite size, like:

    ActiveSheet.Shapes.AddShape msoShapeRectangle 50, 50, iWidth, iHeight

    which you then fill with the picture:

    ActiveSheet.Shapes(ActiveSheet.Shapes.Count).Fill.UserPicture "c:\temp\test.jpg"

    This way the picture gets inserted using the pixel dimensions and the (print) resolution gets ignored.

    If desired, the GetPicDims function can be made more generic to get other ExtendedProperties.

    Regards
    Kez

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