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Help Designing an Excel Document

iksar

New Member
Hey Guys,


I’ve been looking for help designing an excel sheet and formatting the data I have. I am employed by a company working in Quality Assurance and have been tasked with displaying an excel format document detailing the time spent and type of issues we are finding in each individual task, and the overarching view of all the tasks in one giant feature. I apologize in advance for the lack of information but I have attached an excel sheet I started after watching the following tutorial:


http://chandoo.org/wp/2013/04/23/interactive-chart-in-excel-tutorial/


These are the kind of graphs I’d like to output as you can see in my excel starting point.


Overall:

- Total Issues Found vs Total Time Spent

- Total Issues Found vs Priority of Issues Found

- Total Issues Found vs Number of Issues sent to Each Individual Designer

- Issues Found in a Task Directed to find those issues vs Issues Found in a Task Not Directed to find those issues.

- Issues Pushed Back to a Later Date vs Issues Not Pushed Back


Testing Phases:

- Total Issues Found vs Number of Issues Found in Each Test Phase. (Percentage)

- Data comparison to be determined.

- Data comparison to be determined.


Individual Tasks:

- Number of Issues found on Task vs Time Spent on Task

- Issues Found Relating to Task vs Issues Found unrelated to Task

- Data Comparison to be determined.


Data I have:

- Total Issues Found in Each Individual Task.

- Priority of All issues.

- Total Issues Sent to each Individual Designer.

- Issue Types for Each Issue (40+)


What I would like help with:

- General design ideas on the best ways to format this information.

- How to put a background picture on my excel sheets.

- I can change the graphs easily with the dropdowns, but how do I actively update comments I’d like to make on each graph in a separate area based on the dropdown choice of the user?


Thanks in advance for any helpful hints. This is a very rough copy. I have currently only began on the ‘overall’ page with the idea that I can put my other breakdowns on separate pages. Though I’m unsure if they would all look good on one page.


My Starting Point Excel Doc:

https://www.dropbox.com/s/yuc4anb9vraceka/Starting%20Point.xlsx
 
Iksar


You appear to have attached a file of summary data


Typically there will be one or more tables of source data


You then setup various worksheets to extract and summarise that data as required as per your list above.


I would start out by deciding on what is the destination of your reports, ie: Power Point presentation, On screen/projector presentation, printout to hard copy A3/A4/A5 etc


Once you decide that, sketch out on paper the layout you want for your reports.

Even print some dummy charts to check the scale/sizes and readability.


Next is extract the data to summary sheets to enable these charts/tables to be made


Then make the Charts/Tables


Add interactivity if required.


I'd have a browse through:

http://chandoo.org/wp/2012/07/30/excel-salary-survey-contest-results/

or

http://chandoo.org/wp/2012/08/03/excel-salary-dashboards-voting/


This is a huge resource of various ideas, layouts and techniques which you are free to borrow from.


Chandoo also has many articles on excel dashboards

Refer: http://chandoo.org/wp/search/?q=dashboards%20using%20excel
 
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