This is a guest article written by John for our Excel Dashboard Week.
Executive Review Dashboard using Excel
Snap-shot of the dashboard:
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.
6 Responses to “Make VBA String Comparisons Case In-sensitive [Quick Tip]”
Another way to test if Target.Value equal a string constant without regard to letter casing is to use the StrCmp function...
If StrComp("yes", Target.Value, vbTextCompare) = 0 Then
' Do something
End If
That's a cool way to compare. i just converted my values to strings and used the above code to compare. worked nicely
Thanks!
In case that option just needs to be used for a single comparison, you could use
If InStr(1, "yes", Target.Value, vbTextCompare) Then
'do something
End If
as well.
Nice tip, thanks! I never even thought to think there might be an easier way.
Regarding Chronology of VB in general, the Option Compare pragma appears at the very beginning of VB, way before classes and objects arrive (with VB6 - around 2000).
Today StrComp() and InStr() function offers a more local way to compare, fully object, thus more consistent with object programming (even if VB is still interpreted).
My only question here is : "what if you want to binary compare locally with re-entering functions or concurrency (with events) ?". This will lead to a real nightmare and probably a big nasty mess to debug.
By the way, congrats for you Millions/month visits 🙂
This is nice article.
I used these examples to help my understanding. Even Instr is similar to Find but it can be case sensitive and also case insensitive.
Hope the examples below help.
Public Sub CaseSensitive2()
If InStr(1, "Look in this string", "look", vbBinaryCompare) = 0 Then
MsgBox "woops, no match"
Else
MsgBox "at least one match"
End If
End Sub
Public Sub CaseSensitive()
If InStr("Look in this string", "look") = 0 Then
MsgBox "woops, no match"
Else
MsgBox "at least one match"
End If
End Sub
Public Sub NotCaseSensitive()
'doing alot of case insensitive searching and whatnot, you can put Option Compare Text
If InStr(1, "Look in this string", "look", vbTextCompare) = 0 Then
MsgBox "woops, no match"
Else
MsgBox "at least one match"
End If
End Sub