Simple KPI Dashboard using Excel

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Any Tom, Dick and Sally can make things complex. It takes guts and clarity to simplify things. That is why I was pleasantly surprised to see this dashboard prepared by Michigan State. You can see it below:
Michigan State Dashboard - inspiration for Simple KPI Dashboard

Linda, one of My Excel School students shared this dashboard link with me and asked if I can show how to construct something like this. Here is my version of the dashboard.

Simple KPI Dashboard in Excel

[Click here for larger version]

There are 2 parts in construction of a dashboard like this.

  1. Defining the vision, layout & metrics that you want.
  2. Creating the dashboard in Excel (or any other tool)

While it does not seem so, it is the Step 1 that takes a lot of time and hard-work.

Step 1: Defining the dashboard metrics, layout & vision

This is the most time consuming part of any dashboard. There is no one way to do this step. So I am going list a set of guidelines for you to follow.

  • Speak with your audience & define what they want: For any dashboard, you will have some audience. So speak with them, understand what their information needs are. List down everything they want to know. Some parameters you want to consider are,
    • Metrics / KPI they are interested
    • Frequency of the need (weekly, monthly or yearly etc.)
    • Granularity of the information (example: person level, department level, company level)
    • Type of the need (information, analytical, mission critical etc.)
  • Understand the sources of data: Another tricky part of a dashboard development is to get right data. In corporate environments, your data sources may be spread across and follow their own formats. So you need to plan ahead for all these differences, otherwise, you will end up doing lots of extra work.
  • Prioritize the information: Once you have listed down various metrics, KPIs, information pieces to be used in the dashboard, list them down in the order of priority. Metrics or KPIs that are most important and indicate the overall health of the system (or project, initiative or company) should be on top.
  • Remove ruthlessly: Now comes the tricky part. You must remove items, metrics and information that is low on value from the end dashboard. This is where your persuasion, negotiation skills come in handy.
  • Make a rough sketch of the dashboard: Even before you make something in Excel, just make a rough sketch using pen and paper (or MS Paint or PowerPoint). This way, you can validate the design with end users and get buy-in early. (related: use excel for screen prototyping)

There are more ideas and tactics you can follow. But if you follow the above guidelines, then 80% of your work is done.

Step 2: Designing Excel Dashboard

This step becomes easier once you have clarity of vision and listed down what you want (and what you dont want). And if you find this difficult, there is always help.

In this, let us learn how to construct the particular dashboard you see above.

  1. Arrange the data: For a simple dashboard like this, you can arrange the data in this fashion.
    Data for Simple KPI Dashboard in Excel
  2. Create Dashboard Layout and Load data: Once the data is in-place, create a blank layout. You can follow any template. I liked the Michigan State Dashboard template and created something like that.
    Once the layout is ready, link to the source data (using Copy & Paste as links).
    KPI Dashboard Wirefram in Excel
  3. Use Conditional Formatting & Formulas to Display Icons: Once the data is loaded, next step is to show icons. This can be done easily with Conditional Formatting and simple formulas. (tip: display alerts in dashboards using conditional formatting)
  4. Format: Now format everything so it looks awesome.

That is all. You are done!

Download Simple KPI Dashboard Workbook

Click here to download the workbook & play with it.

Special thanks to Michigan State website for the inspiration & Linda for sharing the link.

Do you like this dashboard?

I really liked the simplicity of this dashboard. The Michigan state government folks have done fine job of listing down the metrics and carefully capturing them and presenting the outlook in a crisp fashion.

What about you? Do you like the ideas shared in this article? How would you approach a dashboard project? Please share your tips & ideas using comments.

Want to Learn Dashboards? Go thru these resources:

If you want to learn dashboards, then you have come to the right place. Click thru below links to access a ton of information, ideas & material.

Join Excel School Online Training program by Chandoo to learn Excel Dashboards

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21 Responses to “How to Filter Odd or Even Rows only? [Quick Tips]”

  1. Vijay says:

    Infact, instead of using =ISEVEN(B3), how about to use =ISEVEN(ROW())

    So it takes away any chance of wrong referencing.

  2. Hui... says:

    I like Daily Dose of Excel

  3. vimal says:

    I like it.

  4. Luke M says:

    Just a heads up, you do need to have the Analysis ToolPak add-in activated to use the ISEVEN / ISODD functions. An alternative to ISEVEN would be:
    =MOD(ROW(),2)=0

  5. Debbi says:

    rather than use a formula, couldn't you enter "true" in first cell and "false" in the second and drag it down and than filter on true or false.

  6. Paul S says:

    Just for clarification, is Ashish looking to filter by even or odd Characters or rows?

  7. Fred says:

    so many functions to learn!

  8. Istiyak says:

    Nice support by chandoo and team as a helpdesk. Give us more to learn and make us awesome. Always be helpful.......

  9. Arps says:

    In case you want to delete instead of filter,

    IF your data is in Sheet1 column A
    Put this in Sheet2 column A and drag down
    =OFFSET(Sheet1!A$1,(ROWS($1:1)-1)*2,,)
    (This is to delete even rows)

    To delete odd rows :
    =OFFSET(Sheet1!A$2,(ROWS($1:1)-1)*2,,)

  10. Pippa says:

    If your numbered cells did not correspond to rows, the answer would be even simpler:
    =MOD([cell address],2), then filter by 0 to see evens or 1 to see odds.

  11. Matthew D. Healy says:

    I sometimes do this using an even simpler method. I add a new column called "Sign" and put the value of 1 in the first row, say cell C2 if C1 contains the header. Then in C3 I put the formula =-1 * C2, which I copy and paste into the rest of the rows (so C4 has =-1 * C3 and so forth). Now I can just apply a filter and pick either +1 or -1 to see half the rows.

    Another way, which works if I want three possibilities: in C2 I put the value 1, in C3 I put the value 2, in C4 I put the value 3, then in C5 I put the formula =C2 then I copy C5 and paste into all the remaining rows (so C6 gets =C3, C7 gets =C4, etc.). Now I can apply a filter and pick the value 1, 2, or 3 to see a third of the rows.

    Extending this approach to more than 3 cases is left as an exercise for the reader.

  12. Paulo says:

    Another way =MOD(ROW();2). In this case, must to choose betwen 1 and 0.

  13. Makhan Butt says:

    very different style Odd or Even Rows very easy way to visit this site

    http://www.handycss.com/tips/odd-or-even-rows/

  14. Terhile says:

    Thanks for the tip, it worked like magic, saved having to delete row by row in my database.

  15. majid says:

    Thankssssssssssssssss

  16. Bhanu says:

    Hi Chandoo- First of all thanks for the trick. It helped me a lot. Here I have one more challenge. Having filtered the data based on odd. I want to paste data in another sheet adjacent to it. How can I do that?
    For Example-
    A 1 odd
    B 3 odd
    C 4 even
    D 6 even
    I have fileted the above data for odd and want to copy the "This is odd number" text in adjacent/next sheet here. How can I do that. After doing this my data should look like this
    A 1 odd This is odd number
    B 3 odd This is odd number
    C 4 even
    D 6 even

  17. Adriana says:

    Hi! Could you please help me find a formula to filter by language?
    Thank you!

  18. avinash says:

    Chandoo SIR,

    I HAVE A DATA IN EXCEL ROWS LIKE BELOW IS THERE ANY FORMULA OR A WAY WHERE I CAN INSTRUCT I CAN MAKE CHANGES , MEANS I WANT TO WRITE ONLY , THE FIG IS FRESH, BUT IN BELOW ROW IT WILL AUTOMATICALLY TAKE THE SOME WORDS FROM FIGS AND MAKE IN PLURAL FORM , WHILE USING '' ARE'' LIKE BELOW

    The fig is fresh - row 1
    Figs are fresh - row 2
    The Pomegranate is red - row 3
    Pomegranates are red - row 4

  19. Arshad Hussain Shah says:

    =IF(EVEN(A1)=A1,"EVEN - do something","ODD - do something else") with iferron (for blank Cell)

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