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Dashboard Sorting???

Smitty15

New Member
I'm following the tutorial that has been posted on building dashboards that the user can sort. http://chandoo.org/wp/2008/08/27/excel-kpi-dashboard-sort-2/


I've been able to build my own dashboard, but the data I need to sort is both text and numbers. Can anyone tell me how to implement this same concept but incorporate both text and numbers?


Thanks
 
Visit http://chandoo.org/wp/2008/10/22/sorting-text-in-excel-using-formulas/ to get an idea on how to sort text with formulas... then follow the rabbit hole.
 
I have spent several days on this and still cannot figure out how to sort my data. To give better description, based on the KPI dashboard tutorial, my dashboard is for showing risk information.


There are 5 buttons:

1st = Risk Rank - this is a numerical value

2nd = Risk Category - text

3rd = Inherent Score - text (Medium, High, Low) based on numerical values for likelihood (9,7,5,1) and impact (9,7,5,1)

4th = Residual Score - same as inherent

5th = Velocity - text


The dashboard works perfect except for the Inherent and Residual ranks (i.e. High, Medium, Low). The problem occurs based the numerical/text values of the grid where risks are plotted. The Y-axis (Impact) starts at 1,3,5,7,9 and X-axis (Likelihood) starts at 1,3,5,7,9. Plotted on the chart, these values and their corresponding intersections are then summed. However, the assigned text ranking (i.e. High, Medium, Low) is subjectively assigned based on management discretion. Starting from the XY origin;

1:1=2=Low

1:3=4=Low

1:5=6=Low

1:7=8=Medium

1:9=10=High

3:1=4=Low

3:3=6=Low

3:5=8=Medium

3:7=10=Medium (This is where the problem occurs. As you can see the sum of 10 can be either High or Medium, depending on the assigned score).


Therefore, currently, when I sort the Inherent Score, anything that falls in the XY coordinate of 1:9 (High) will fall in the middle of the Medium scores.


I have tried many different formulas, based on the research from the site, but haven't found the solution. Any help is very appreciated.
 
Smitty


I would suggest setting up a table of Inherent and Residual ranks and a resultant score

and then do a lookup based on 2 values as shown at http://chandoo.org/wp/2010/11/09/2way-lookup-formulas/


I would apply indivdual scores to the matrix so that 3-4 <> 4-3 etc

Have a look at the Likelyhood-Consequence chart at

http://officeadd.in/pm_tools/i_m_on_a_project_what_now_part_3_.aspx
 
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