Welcome back. In final part of Making a Customer Service Dashboard using Excel let us learn how to add macros & VBA code that makes our dashboard interactive.
Designing Customer Service Dashboard
Data and Calculations for the Dashboard
Creating the dashboard in Excel
Adding Macros & Final touches
As you can see, there are 2 important macros in this dashboard.
#1: Capturing selected item details
Whenever user clicks on an item in the detail area to compare, there is a small macro running behind that tells us what item is selected so that we can trigger our calculations and conditional formats. How does it work?
Simpler than we think!
We use a macro called as Worksheet_SelectionChange.
Related: Introduction Excel VBA
Understanding Event Macros
There is a special type of macros in Excel called as Event macros (or simple events). For example, if you want to do something whenever user selects cell D14, you can use an event macro. Excel offers various events so that we can initiate certain actions when user selects a cell, clicks on a hyperlink, activates a worksheet, updates a pivot table or finishes some calculation etc.
In our case, we wanted to change the comparison options based on what is selected by user. So we use an event called as Worksheet_SelectionChange
When you add a selection change macro to any worksheet, excel runs whenever you select a cell in that worksheet. Lets look a simple worksheet selection change macro to understand this:
The code for above event:
Private Sub Worksheet_SelectionChange(ByVal Target As Range)
[valSelection] = "You have selected " & Target.Address
End Sub
The range valSelection is linked to text box that you saw in demo.
Event macro in our Customer Service Dashboard
In our dashboard, we have one additional challenge. We need to run our event macro only if one of the two lists (rndSel1 & rngSel2).
This is where we use an additional feature of VBA, Application.intersect() formula. This checks whether given two ranges overlap and if so, returns the region in overlap.
Lets look at our event macro:
Private Sub Worksheet_SelectionChange(ByVal Target As Range)
'This macro is triggered whenever any cell is selected in the Dashboard worksheet
'Step #1: If user clicks on a blank cell then do nothing
If ActiveCell.Value = "" Then Exit Sub
'Step#2: See if the selected cell is in left column
If Not (Application.Intersect(ActiveCell, Range("rngSel1").Cells) Is Nothing) Then
'If so, then call setOption1 macro
Call setOption1
'Step #3: See if the selectd cell is in right column
ElseIf Not (Application.Intersect(ActiveCell, Range("rngSel2").Cells) Is Nothing) Then
'If so, then call setOption2 macro
Call setOption2
End If
End Sub
If you examine the comments, most of what it does should be obvious.
#2: Showing & Hiding help messages
Adding help feature to complex dashboards makes life simpler for end users. So I always recommend it to my students. But how easy is it to add help?
Well, easier than you think. Just follow below steps:
- Add help messages to your dashboard using drawing shape > bubbles
- Once all the messages are added, just select all of them and group (right click > group)
- Select the group and using name box in Excel, give it a name, in our case the name is boxHelp
- In a new module, Write a macro (lets call it showHideHelp) to display and hide the boxHelp group.
- Now add a small text box with label “Help” on it.
- Assign the macro to this help text. (right click on the group, assign macro)
But what do we put in showHideHelp macro?
Simple, When user clicks on Help text, we will just toggle the visibility of boxHelp group using code like this:
ActiveSheet.Shapes.Range(Array("boxHelp")).Visible = Not ActiveSheet.Shapes.Range(Array("boxHelp")).Visible
The Not portion toggles the visibility, thus when you click on help button the help gets turned on if it is off (and vice-a-versa)
Download Customer Service Dashboard
Download final version of our customer service dashboard using below links:
Excel 2010 version: Click here to download the dashboard workbook
Excel 2007 version: Click here to download the dashboard workbook
Examine the VBA Code to learn better.
Future directions for this dashboard…
I am happy how this turned out so far. That said, we can make a few advancements to it like:
- Using Excel 2010 slicers to make the selection of items in comparison area.
- Adding ability to export dashboard as PDF or PPT
- Adding qualitative comments to dashboard (automated a la tweetboard or manual) so that managers can understand what caused the change.
- Adding customizable time windows. Currently the dashboard shows any 4 week window, but it can become even more powerful by adding custom start and end dates.
Note: Make sure you have gone thru previous 3 parts of this tutorial as well.
Designing Customer Service Dashboard
Data and Calculations for the Dashboard
Creating the dashboard in Excel
How would you approach this dashboard?
If you were to analyze and design a dashboard for customer service department, how would you approach it? What metrics, information would be very important for you? Please share your ideas and thoughts using comments.
Learn more about Dashboards
If you are looking for examples, information & tutorials on Excel dashboards, you are at the best. At Chandoo.org we have elaborate examples, tutorials, training programs & templates on Excel dashboards, to make you awesome. Please go thru below to learn more:
- KPI Dashboards in Excel – 6 part tutorial
- Excel Dashboards – Information, Examples, Templates & Tutorials
- Excel Dynamic Charts – Examples, tutorials & inspiration
- Excel School Dashboards Program – Learn how to create this and other dashboards in Excel
26 Responses to “FIFA Worldcup Excel Spreadsheets [Roundup]”
Nice roundup! Do you know of any one-page spreadsheets which will be updated by an administrator after each game? Would be nice to be able to print out the latest results whenever I feel like checking them as I probably won't be following closely every day.
I actually haven't tried any of the above ones yet, but I thought I'd mention this one that I found which makes a nice one-page form you can fill in dynamically. http://exceltemplate.net/sports/world-cup-2010-schedule-and-scoresheet/
I would like to recommend you these one: http://www.anotagol.com/
You can choose your interface language (english, spanish, italian, portuguese, german or french) and your country for the timezone of match. I like it very much.
An awesome online world cup calendar in flash.
http://www.marca.com/deporte/futbol/mundial/sudafrica-2010/calendario-english.html
Got one more tracker in excel (one page)
http://cid-b09e57e6e960505c.office.live.com/browse.aspx/.Public
[...] Passend zu gerade laufenden Fußball-WM gibt es auf Chandoo.org alles wissenswerte über Excel-Anwendungen für den Fußball-Fan. [...]
Great!!!
I strongly recommend this :
http://www.en.excel-soccer-2010.de/downloads
Chandoo how you found this ...
@Rohit.. really beautiful file. I missed it during my research. Now, I recommend it. 🙂
Hi Chandoo - thanks for the recommandation 🙂 - Regards
[...] Excel, then print it on the other side of your Match Schedule from step 2 above. There are several other Excel spreadsheet templates you can download, but this is probably the only one-page version you can find; plus, it [...]
Does anybody know how to re-create this(?): http://www.marca.com/deporte/futbol/mundial/sudafrica-2010/calendario-english.html
...or do you know where a template can be found? I am DYING to have something like this on my site. When I found it, I had been looking for the longest time for a circular calendar. I found a couple that weren't adequate. Then I stumbled upon this one and my eyes nearly popped out of my head. If anyone can lead me in the right direction, I would be eternally grateful!
Thanks in advance!
Robert
@Robert...
Doing something like that is a lot of work. You can probably get it done with some hired help from a flash developer.
@Robert, the World Cup flash in the Spanish Marca newspaper is impresive, but not much as my own animated spreadsheet with the Goals of 2010 World Cup South Africa in Excel that I just published into my blog:
http://pedrowave.blogspot.com/2010/06/goals-of-2010-world-cup-south-africa-in.html
Download from here:
http://cid-6b219f16da7128e3.office.live.com/view.aspx/.Public/Goals%20South%20Africa%20Animated.xlsx
And start to enter the goals of the rest of matches.
Has anyone seen, or made, a Spreadsheet where you can record the scorers and see a 'top scorers' chart. Would be a nice enhancement
@Neil... checkout this one http://www.inflexionary.com/sports/world-cup-2010-excel
it uses macros to fetch scores from web (and provides very comprehensive analysis too)
@All.. Thanks for the comments. I have updated the post with few more links now.
Hi,
Check this dashboards too:
http://dashboards.org/world-cup-dashboards-and-visualizations/
😉
[...] Here is a collection of FIFA World Cup Spreadsheets if you are more in to that sort of thing. | [...]
[...] Cup fever is here!In FIFA Worldcup Excel Spreadsheets Roundup, Chandoo has some links to useful World Cup tracking workbooks. Only one of them (the first one) [...]
[...] World Cup fever is here!In FIFA Worldcup Excel Spreadsheets Roundup, Chandoo has some links to useful World Cup tracking workbooks. Only one of them (the first one) [...]
Hey, you missed ours! It has everything you need and more, but not a whole pile of silly extras (National Anthems, etc). I'll be making another one for the 2014 world cup. We had over 4000 hits on it!
@Michael Harwood.
Where is it then? You should have posted a link
Sie sollten an einem Wettbewerb teil zu nehmen für einen der besten Blogs im Web. Ich werde empfehlen Sie diese Seite!
Google translation: You should take part in a contest for one of the best blogs on the web. I will recommend this site!
[...] and welcome to the forum, Maybe these similar spreadsheets might give you a few initial ideas: FIFA Worldcup Excel Spreadsheets [Roundup] | Chandoo.org - Learn Microsoft Excel Online If you have specific areas / formulae / layout choices for parts of your spreadsheet that you are [...]
Calling all football fans around the globe! The biggest football festival will kick off on the 12th June 2014 and everyone is placing their bets of who will have the honour of lifting the golden trophy.
Use our free interactive Excel templatel to predict the World cup finalists ! No macros !
http://www.spreadsheet1.com/world-cup-2014-free-excel-prediction-template.html
I also made a Worldcup-tracker, with MS Access, which can also generate reports in Excel
e.g. a match-schedule with locations on y-axis and dates on x-axis, see:
http://worktimesheet2014.blogspot.com.es/2014/05/excel-with-match-schedule-for-2014-fifa.html
and:
http://worktimesheet2014.blogspot.com.es/2014/05/match-access-app-to-track-world-cup.html
where can i find raw data in excel file format of fifa world cups (1930-2014)
@Vivek
Have a read of: http://chandoo.org/forum/threads/goal-of-world-cup.17637/
The location is mentioned in Somendra's comments
Free XLSX Prediction Spreadsheet for World Cup 2018 Russia!
https://www.spreadsheet1.com/fifa-world-cup-2018-russia-free-prediction-templates-for-excel.html