Monitoring Monthly Service Levels using Excel Charts [Example]

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Recently, I wrote a tutorial on tax burden in USA chart.

Jared, One of our readers liked this chart very much. Jared works as a workforce scheduler and has data similar to our chart. So he applied the same technique to analyze monthly service levels for last 7 years & sent me the file so that I can share it with all of you.

Monthly service levels in last 7 years – Demo:

First take a look at the demo of Jared’s chart.

Monitoring service levels over last 7 years - Excel Chart by Jared - Demo

 

Recipe of this chart

This chart construction is similar to our Tax burden chart. Only addition is the cool scroll bar at bottom to see any month’s service level across years.

How does the scroll bar work?

  1. If you have never used scroll bar or any other form controls, read our introduction to form controls page.
  2. The chart has one extra series that shows selected month’s value and a bunch of #N/As.
  3. Scroll bar is setup to have minimum 1, maximum 12 and is linked to a cell.
  4. Based on scroll-bar selection, we turn on one of the months and make the rest of values NA()
    1. Using a simple IF formula
  5. For this extra series, Jared added 100% negative error bar so that a nice drop line is shown when you select a month.

That is all.

Download Jared’s Example and get inspired

Click here to download this workbook. Play with it to learn more. Use this idea in your work and impress someone. Become awesome.

Do you like this example? Say thanks to Jared…

I really loved Jared’s creativity and simple solution. Not to mention his kindness to share this with me and all of you. This shows that by using easy features like scroll bars, slicers, regular charts we can create something that is stunning, meaningful and powerful – right inside Excel.

What about you? Do you like this example? If you learned something new, say thanks to Jared for sharing this with us.

PS: If you want to share your story of how you use Excel to do something awesome, please email me. I am eager to learn from your examples and share your stories on Chandoo.org.

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9 Responses to “CP044: My first dashboard was a failure!!!”

  1. Oz says:

    CONGRATS on the book!

    Thanks for this podcast. It's great to hear about your disaster and recovery. It's a reminder that we're all human. None of this skill came easily.

  2. Din Muhammad Samimi says:

    Hey chandoo
    this really a good lesson learned
    but as I have already stated in one of my previous email that it would be more helpful for us if you could release videos of your classes for us
    thanks

  3. Nafi says:

    The article gave me motivation, especially you describing the terrible disaster that you faced but how to get back from the setbacks. Thanks for that, but with video this will be more fun.

  4. Amankwah says:

    You always motivate me with respect of the tools in excel. How we can really exploit it to the fullest. Thanks very much

  5. Juan says:

    Thank you very much, Chandoo, for your excellent lessons, I am anxious to learn so valuable tips and tricks from you, keep up the great job!
    I truly appreciate the transcripts of the podcasts, because as a speaker of English as a second language, it allows me to fully understand the material. It'd be great if you can add transcripts to your online courses too, I am sure people will welcome this feature.

  6. David Evans says:

    Dashboards for Excel has arrived in Laguna Beach, CA! Thanks!

    Now I need to make time to "learn and inwardly digest" its contents as one of my high school teachers would admonish us!

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