Designing awesome financial metrics dashboard [tutorial]

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This is a guest post by Chandeep. He won our recent dashboard contest and kindly agreed to share the technique and process for creating such an awesome dashboard with all of us. 

Hi to all the awesome people at Chandoo.org

Quick Intro – My name is Chandeep Chhabra and I live in Gurgaon, India. Luckily Chandoo’s 2016 Dashboard contest, my Dashboard entry was picked up as a winning entry. Thank you so much for all your appreciation and likes

A few days later I reached out to Chandoo asking him to let me write everything about this dashboard, right from the thought process I followed to finally making a ticked and tied dashboard.

What I am going to cover in this post ?

Since we are talking about an entire dashboard here, this is going to be a long post (I mean really long). Here is what I plan to cover

  1. How did I plan this Dashboard ? – All my Dashboard pre-work is included here
  2. How did I create the Dashboard – This all about number crunching, formula writing, setting up things etc.. I am not going to discuss the formulas in detail but I will give you the overall logic and the formula behind it. To make things structured I have divided this part into 2 main sections
    1. Screen 1 Calculations – Everything about the 1st screen (company comparison)
    2. Screen 2 Calculations – All about screen 2 (overall market)
  3. How did I format the Dashboard – I discuss everything right from colors themes to the overall look and feel. Again the formatting is divided into 2 sections
    1. Screen 1 Formatting
    2. Screen 2 Formatting
  4. How much time did I spend creating it – Specific breakdown into hours for each section
  5. Mistakes that could have been avoided – A few mistakes that I personally found in my work that could have been avoided

 

Alongside this post, I have also put together a video to explain this dashboard you can get the video + resources here

 

Part 1 – How did I plan this Dashboard !

The first glance at the data made me feel comfortable, since I carry a finance background and have mostly played with financial data. So I came with 2 key objectives

  1. My dashboard has to answer all important questions that were relevant to the audience/management
    The look and feel of the dashboard has to be simple and yet stunning
  2. I am going to breakdown the objective into concrete actionable steps that I took to finally complete this dashboard + throw in some general good practices that I personally follow

Quick Tip: I draw from Chandoo’s 10 step Dashboard Process with a few tweaks of my own

 

Gathering all important and relevant questions

Chandoo did give us a good head-start about objectives of the dashboard

Dashboard Objectives

 

I also reached out to a few friends and asked them, what additional things would they like to know from the data. The list got a bit bigger. This is exactly what I came up with

Additional Dashboard Objectives

I then started quickly crunching numbers and doing analysis to find the answers to the above questions. Once I did all the meaningful calculations, I quickly made a rough sketch (mock) of the dashboard. This mock is to understand 2 things

  1. How am I going to fit all this data and analysis in the sheet?
  2. How the overall picture will look like?

 

Below is how the mock up looked!

Dashboard Mock

 

Part 2 – How did I create this Dashboard ?

Even before I start showing the workings of the dashboard I strongly suggest you to download the Dashboard and then follow the instructions discussed, it will a lot easier that way.

You can also get access to the explainer video + resources

 

Screen 1 Calculations – Performing a multiple criteria lookup

Take a look at how the Visualisation and its backend is performing a 2 way lookup

  1. When you select a Company name (using a slicer), the pivot table stores the value of the slicer (company name) in a cell
  2. When the cost variable is selected (again using a slicer), the chart highlights that variable. But we are not exploring the chart as of now, We’ll keep that aside for a while

Calculation P1

Now here is the Lookup formula used to lookup values for cost variables. Total Variable Cost and Operating Leverage were calculated separately. Note that the formula

  1. Matches the company name (Company1)
  2. Matches the Variable Name
  3. And the year using the Columns Function

3 Way Lookup Formula

Once these values were calculated I directly plugged them in the Dashboard

 

Links for newbies to INDEXMATCHOFFSET & COLUMNS Functions

[One of the techniques used] – How to use slicer without a Pivot Table

 

Screen 1 Calculations – How the Stacked Chart was made

A regular stacked chart looks like this. One big problem – too many colors!\

A regular stacked chart

Stacked Charts can get pretty hard to read because of multiple colors for each part. Highlighting the variables in the chart was the key to make it look simple to read. Here is how it was done!

Take a look at the logic

Stacked Chart Logic

 

We needed a dummy calculation to support the highlighted section.

  1. Dummy = Sum (Values below the selected product)
  2. The dummy needed to be dynamic which changes as the user selected the product

Dummy Calculation

Using these 2 calculations (Dummy & Highlighted section) a stacked chart was made

Stacked Chart Output

I wrote a pretty detailed post about how to highlight parts of a stacked chart. Check it out if you want to get into more details.

 

Screen 1 Calculations – How did I generate Comments ?

Comments

Notice the comments – Most words just stay the same and only a few words change. There were 2 comments with 2 different messages

  1. Comment #1 : Shows the absolute change since 2011. Depending on the % change a text tag is added (for eg. moderate / considerable / drastic change etc..)
  2. Comment #2 : Compared to the previous year which year had the largest % change.This was a bit tricky and the reason why I chose to show it because we wanted to bring out interesting insights (drastic or alarming changes) from the 5 year trend. We needed the following ingredients for setting this up
    1. Which year had the largest change (+/-) over the last year
    2. How much change has happened (i.e. the exact %)
    3. Tag (moderate / slight / no change etc..)

 

The first thing was to set up a Comments Reckoner table

Change Reckoner

Nothing fancy about this, it is simple 2 columnar data with % change and an appropriate tag along with it. All this data was manually created! We will use this reckoner to lookup an appropriate tag for % change calculations

 

Working for Comment #1

Comment 1 Calculations

The calculations are pretty straight forward

  1. We calculating the absolute % change since 2011
  2. Using that % change we are looking up for a relevant comment tag in the comment reckoner. Since we are working with a range (between 90% – 50% = drastic change) the lookup method used is approximate match
  3. After calculating % change and tags for all the variables we needed to narrow it down to only the variable selected

Comment 1 final

Which was done using a simple Index-Match formula to find the % change and tag for the relevant variable selected

 

Working for Comment #2

Comment 2 Calculations

Let’s take a look at each of the 4 parts

  1. Finds the change over last year for each variable
  2. Finds the position of the maximum change. This position number will help us find that in which year the change happened
  3. Calculates the % change that happened
  4. Adds a tag relevant (from the comment reckoner) to the % change

 

Using the above calculations, now we lookup for the relevant variable selected

Comment 2 Final

Just like the previous one a simple Index formula for looking up the relevant % change, tag and year

Then I concatenated all these calculations to write comments and used the camera tool to create a linked picture and pasted them in the Dashboard

Comments Concatenated

 

Phew!! that was some work.

If you have reached till here you might be interested in taking a look at an explainer video + resources that I have put together on this Dashboard

 

Screen 1 – Overall Layout !

frontend backend

Since I had to show comparison between 2 companies therefore both the frond end and back end calculations were set up in 2 blocks – Left side for 1st Company Selected and Right Side for 2nd Company Selected

This also made it easier for anyone to see my workings and understand how things are formed!

Quick Tip: It is important to layout your calculations clearly! It not only becomes easier for you but also for anyone else to understand your model

 

Screen 2 – Overall Market

Screen 2 overall

 

Setting up this screen was not complex apart from conditional formatting. There were 3 major things

  1. 5 Pivot Tables for each year sorted in descending order (that will enable ranking)
  2. Slicer for selecting any company and pivot table to store the value
  3. Slicer for selecting any variable and pivot table to store the value. Note that the variable slicer was connected to all 5 pivot tables

 

Screen 2 – The tricky part, Conditional formatting

I applied 2 layers conditional formatting

  1. Layer #1 The selected company should be highlight for all the years
  2. Layer #2 Icon sets should display the change from last year has been positive, negative or no change

 

Layer #1 – Conditional formatting for highlighting the Company

Conditional Formatting Layer 1

  1. I wrote a simple formula to equate the company selected in the slicer with the companies displayed
  2. Where ever the result was true the format set was blue color

 

Layer #2 – Icons that display change from last year

Since icon sets do not accept relative cell referencing so I had to play a trick. I first wrote a formula to find out last year’s value for the selected company and selected variable. This was the formula is copied down in 4 cells and pasted in each column containing values

A key thing to note is that the below formula also accounts for 2 additional factors

  1. If the user selects Profit – Green icon should be displayed when the profit is up from the last year and a red icon when the profit has dipped from last year
  2. If the user selects any Cost Variable – Green icons when the cost has gone down from the last year and red icons when the cost has increased from last year

Conditional Formatting Layer 2 formula

 

Then I applied conditional formatting (icon sets) for each value separately and referred to each cell containing the above formula

Conditional Formatting Layer 2

and that completed all the number crunching and setting up of the Dashboard! The next big thing was to format this beast and make it a beauty!

Wow..!! If you are still hanging around I would love to share with you an explainer Video + Resources that I have put together for you. I think you’ll love it

 

How did I format the Dashboard ?

Screen 1 – Headline Bar

Headline Bar

  1. I set up the headline bar in dark grey because I din’t want to overwhelm the dashboard with too many colors.
  2. I used Red for highlighting the chart and Blue for Company slicer
  3. Also in the past I have read many reports from Bain & Co and they use red with grey/black, so I knew that color combo looks pretty cool !

 

Screen 1 – Slicers for Companies

Slicers Formating

  1. I spent a lot of time customising the look and feel of the slicers
  2. Mostly removing the non essential elements and make them look seamless as if they are a part of a web based report
  3. If you want this same format
    1. Just copy and paste this slicer in your workbook
    2. You’ll find a new style created in slicer options
    3. Now apply the style on your existing slicer and delete this slicer! Done

[Related] – Learn to work with slicers

 

Screen 1 – Formatting Stacked Chart

Formatting Stacked Chart

  1. I wanted the charts to look simple and clean
  2. I included the vertical axis and not the data labels. Instead I highlighted the values (via conditional formatting) below
  3. The years (horizontal axis) was put on the top so that it becomes common label for the chart and the values below

 

Screen 1 – Formatting Cost Variable Slicers, Values and Comments

Values and Comments formatting

  1. Note a few things about Slicers
    1. Just to make sure that slicers look like clickable and yet NOT look like buttons I gave a little stick at left side in red. It was a trial and error exercise but it did the trick
    2. Just to be more explicit I even wrote it on the top “Pick a Cost”
    3. Arranged the slicers accurately so that they look seamless and appear as spreadsheet values
  2. Formatting Values
    1. I applied 2 layers of conditional formatting
      • Color the values in red for the cost variable selected
      • If the total variable cost is select then apply bold formatting on Power, Other, Variable Cost and Freight & F
    2. Other than that there was a slim border between each row
  3. Formatting Comments – There no major formatting done here. These are just linked pictures

 

Screen 1 – Overall Formatting – I did some overall formatting to tighten & secure the dashboard and make it look compact

  1. I protected the sheet (with no passwords)
  2. All objects (lines, charts, boxes / shapes) were locked
  3. The slicers were left unlocked, else clicking wouldn’t have happened
  4. The sheet name tab was removed
  5. The headings (column and row number) were hidden
  6. The formula bar was removed
  7. The extra rows and columns were hidden

[Related] Hiding Options in Excel

 

Screen 2 – Headline Bar

Headline Bar Screen 2

  1. The slicers on screen 2 were exactly the same as screen 1.
  2. The 2 buttons interchanged appearances when clicked, which made it look like dynamic but technically it was just moving from one sheet to another

 

Screen 2 – Slicers Formatting

Slicers Formating screen 2

  1. Formatting of both slicers were consistent
    1. Red for cost variables
    2. And  Blue for Companies
  2. A label was put up on the top, just to make things more explicit

 

Screen 2 – Formatting Years, Data and Legends

Years Data and Legends Formatting

  1. Formatting Years
    1. They were slightly in a bigger font than the data
    2. And I placed slim separators in between
  2. Formatting Data/Values
    1. Most of this formatting came from Conditional formatting as explained above
    2. I also left a column with a very narrow width in between each year as a separator
  3. Formatting Legends
    1. The legends were pasted as a picture
    2. The legends also depicted 2 inferences (for cost and profit separately)

 

Screen 2 – Overall Formatting

  1. I carried most of the formatting practices from screen 1
  2. Additionally I also made sure that the total width of Screen 1 is equal to Screen 2

 

How much time did I spend in creating this Dashboard ?

  1. Dashboard Pre-Work – Planning, Rough work and Mock Dashboard (1.5 Hour)
  2. Number Crunching and Analysis – (2 Hours)
  3. Formatting and Creating the look and feel – (2.5 hours)

I gave 3 sittings over 3 days to finish this task 🙂 .  You can also watch a quick video explaining the entire dashboard

 

Mistakes that could have been avoided

I found 2 mistakes that could have avoided.

  1. The variables were static (hard coded) and they did not link back to the data. That could have been a problem or could have required additional work when
    1. The variables change completely
    2. More variable were added. In those cases the Dashboard was not capable of adapting to the changes automatically
    3. It could have been solved by a formula (to extract uniques) or by power query. Thanks Abhay for pointing that out 🙂
  2. The Overall Market Sheet could have had some additional analysis on the overall trend or may be an infographic. The space utilisation was not optimum

With all that work put it, I finally closed the Dashboard and sent it to Chandoo! and it clicked 🙂

I have put together an Explainer Video + Some additional resources on this Dashboard. I sure you’ll love them

 

Closing ..!

If you have any questions, please put them down in the comment below. I’ll be glad to answer as many as I can.

About the Author : Chandeep comes from the Investment Banking background and has been an avid excel user since last 6.5 years. He now runs an excel/powerpoint blog (www.goodly.co.in) and  does training workshops for companies in India on Excel, PowerPoint Presentations, BI Dashboards, Financial Modelling.

Added by Chandoo: Thank you Chandeep

Thank you Chandeep for such an insightful, detailed and awesome write up. I really enjoyed learning from this. I am sorry I took too much time to schedule this.

If you too liked this post and learned something from it, please say thanks to Chandeep.

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65 Responses to “Make Dynamic Dashboards using Pivot Tables & Slicers [Video & Download]”

  1. claudia says:

    WOW, is all I can say.

    I could not have imagined a dynamic dashboard without getting approved software budget and a team of people involved to create it. Given that I am a relative newbie to excel and actually got here by looking for pivit table help, I imagine that i would not be able to make anything myself. But armed with the demo excel sheet I will press buttons (and I will report back how that went;-)

    Claudia

  2. winston says:

    Good stuff Chandoo, thanks
    The slicer buttons take up quite a bit of room on the dashboard
    Is there a way to make the buttons smaller so we can have more room for charts, tables, and commentary?

    Kind regards,
    Winston

    • Jova says:

      You can resize the slicers! When you click the slicers you can change the height and width of columns and slicers. You can also, under slicer style click "New slicer style" where you can define your own style, which enables you to change most things, including font size.

  3. Gregory says:

    I hadn't seen the Group Option used as you did for the Duration PivotTable. And thanks for showing how to remove the Field Buttons on a PivotChart, I loathe them with all my heart.

    Fantastic design and a great dashboard.

  4. Chandoo says:

    @Claudia.. I am glad you like it. Do let us know how your adventures go.

    @Winston: You can resize slicers or increase the number of columns inside. Unfortunately, we can not readjust the font sizes in slicers. So when you resize, you will see partial text.

    @Gregory: Thank you. I am happy you like it 🙂

    • kris says:

      Hi Chandoo, your dashboards are really professional and simple. I do have some question, if I have the following scenario, could you help to advise : -different data sources eg monthly
      -calculations percentile
      -%difference between financial year

      Thank you so much!

  5. Divya says:

    Hi,

    Thanks for your great information.It has helped me a lot.
    Now,I can build my excel addin for Excel 2010 better with your tips.

  6. Istiyak says:

    Hi chandoo i am new reader for ur site.and really found good stuff and temp. But i suggest u 2 put a guidance step sheet in temp so anyone can understand easily.and also help me to become awesome as ur noume.

  7. Stevros says:

    Chandoo, Wow these are very powerful reports. I will be implementing them straight away. It will save me hours of work. Thankyou so much.

  8. Paul Avenell says:

    Hi Chandoo,

    I love the Slicer, but how do I link a slicer for different data sheets e.g.: Client data on one tab and products on another tab, as I find that as long as you use pivot tables off the same data you can link the Pivot tables using Slicer connections.

    Regards
    Paul

  9. Vivek says:

    I appreciate the work you have posted on your website - very informative and easy to understand. I just wanted to inform you that you can make selections within the slicer too by using Ctrl and selecting the fields you want to group and use as filter.

    I had a question regarding the data used in pivot tables. Is there a way to update the data (eg. a new customer entry) and have the pivot tables and the linked charts in dashboard automatically update? I will search for the answer in other posts so ignore if you have covered it elsewhere.

    Thanks again and keep up the good work.

    -Vivek

  10. Brij Arora says:

    Dear All,

    Me too is a die hard fan of Slicer. it's requirement was arise when management is feeling it difficult to juggle with filters for sales of a particular location, Product Category in Pivot Table.

    Got very positive response when introduced to tackle the above situation. furthermore in slicer setting there would be option to enable or disable deleted data is handy for particular scenario.

    These are eye catching color themes would be like icing on the cake.

    There is one more feature of excel 2010 which proves to be tool for great time saving is "Repeat Labels" in Pivot Tables.

  11. Katherine says:

    This is fantastic!! Your steps were super to easy follow. I can't wait to show my new dashboard off to the boss. Thank you so much!

  12. Van says:

    This might be a little unrelated but I'd like to know which software was used to record your on screen actions? I'd like to use it for tutorials on models that I build for my customers. Thanks!

  13. DV says:

    The slicers are coming in a sorted order... How can i get it in the way it appears in my original data.... The settings show to sort them A to Z or the other way round but they are option boxes and can not be unchecked... What are my options????

  14. Duncan Williamson says:

    I watched the video and then worked through an example of my own, also telephone costs by coincidence. It took me about 30 minutes to do everything. Once you've understood the basics of pivot tables and slicers, all that limits you is your imagination!

    The only thing missing from the video is now to change the number of columns in a slicer: Right click a slicer then Size and Properties, Position and Layout, Layout, Number of Columns ...

    Good page and video.

    Duncan 

  15. soycharnichart says:

    How do you insert 'Year' in the Pivot Table Field List if it doesnt exist in the Master table???

    Thanks 

  16. Manu says:

    Hi,

    Can I disable the multi-selection of the slicer to only allow one selection at a time?

    Thanks in Advance    

    • Chandoo says:

      @Manu.. as of Excel 2013, this is not supported yet. But you can remove slicer heading, clear filter button and style it so that it looks like a single selection. You can also use Macros to ignore previous selection upon multiple selection, but I would not recommend it.

      For an example on styling see - Interactive Pivot Calendar

  17. Devin says:

    Awesome guide!  The dashboard I made blew people away.  I do have one question.  I want the chart title to match what I have selected.  How can I do this without writing macros?

    • Hui... says:

      @Devin
      Lets say what you have selected in in A1
      Select the Chart then Select the Title
      Click in the Formula Bar and type =A1
      enter or click the small arrow to the left of the Formula Bar
      Enjoy

  18. Johnny says:

    Love the slicers and use them often in my dashboards.  Question about the data (specifically the date)  I see the "date of call" column but was wondering how were you able to filter on slicers by year and month when there is only a date of call entered into the data?

    Thanks for your help! 

  19. Jet Copeland says:

    Thanks for taking the time to create this interesting and very useful tutorial!
    I was able to create a similar dashboard in a short time after watching your tutorial. The problem I am having now is how to update the pivot tables and dashboard graphs when a change is made in the raw data. I tried two methods; Change data Source and Refresh. When I used Change Data Source (Options-> Change data source) the values in the pivot tables didn't update. When I tried refresh the values in the pivot tables disappeared as well as the information in the graphs, since the data in the pivot tables no longer existed.
    I have been searching for a solution for a while now but I have unfortunately not been able to solve this problem yet. Any help someone can provide is GREATLY appreciated.
    All the best 

  20. Nigel says:

    Hi, looks great, but how valuable is power view when it comes to financial data? I've been having trouble trying to visualize how I would use power view to report of financial data.

  21. Snooky says:

    Hi Chandoo, you are awesome! Thanks for the good work!

  22. beth says:

    there is duplication for my slicer, probably cause i choose date, time as my options. i changed it to date but still theres a duplication of the same date

  23. Alex Cardoso says:

    Just Great! Thank you for the time to put this together and teach us.

    Alex Cardoso from Indaiatuba, Brazil.

  24. jose says:

    First of all I would like to thank you guys for this post I used this amazing tool with the help of your tutorial to create a dashboard for one single account and my regional manager said "good job, it looks very profesional" she was so impresed that now she wants one daschboard with all the acounts and services she is going to replace her KPI reports with my report !! I smell a promotion!! My demand was a new laptop with MS 2010 and it was granted. now I have allot of work and many many questions to post .. kudos

  25. krishna prasad says:

    Hi Chandoo

    I want to say thanks first because i loved ur tutorials

    i have a small doubt how to insert slicer from external connections

    i searched every where could you please explain how to insert a slicer from external source

  26. Jyothi says:

    Hello Chandoo,

    How to get rid of the > items in Months slicer?

    They are appearing when there is a grouping on the date field in pivot

    Thanks

  27. Emma says:

    Hi Chandoo,

    One problem always bothers me when i use slicer. I have no idea aobut how to change the number format in slicer. Want to display number in slicer as general format, but it always displays other number format such as date.
    I check my source data and it doesn't effect the number format.

    Look forward you or any EXPERTS to solve it. Thanks very much!

    In the end, This website is awesome!!!

    • Sunil says:

      Hi Emma,

      Were you able to resolve your query? I have a similar problem. I use Excel 2013 and the field I'm dropping into the slicer is a currency field ($1.00, $1.05, $1.10 etc.) representing the exchange rates that the user can choose from. The items in the slicer revert back to general format (1, 1.05, 1.1, etc.) although the source field is formatted as currency field. Is there a way to fix this?

      • Chandoo says:

        @Sunil & Emma: You can create a new column in your raw data which has currency as text, using the TEXT formula like this =TEXT(currency_val, "$#,##.00"). Use this column to create the slicer.

        • Sunil says:

          Thanks for the response Chandoo. It works as you suggested. However, if the users were to pick more than one item in the window I'd like to know what is the max value and utilise that value in a DAX formula.
          Also... there is no issue if I were to throw a slicer over a normal pivot. The trouble comes when I choose the 'Add this data to the Data Model' option which I need for the PowerPivot.

  28. Jonas says:

    Hi Chandoo (Or others)

    Is there a way to make the color change, when the value changing after the use of a slicer?

    Lets say the value is 4,5, when i press the slicer, and the value change to 3,5 i would like the color to change. Can anyone help?

    Thank you.

  29. Burendei says:

    Hi Chandoo,

    It was very useful video for me. Thanks.
    But I have one question to ask.
    How can I connect data which is growing in size (rows, records) by time (daily, monthly etc.) to this kind of dashboard?
    Or it is only on select number of data?

    Thank you.

  30. Angela says:

    Chandoo zindabad!

  31. Angela says:

    Hi Chandoo,
    I have been able to create something similar quite easily. The problem that I am facing is that I want to keep the Top 10 filters permanently. If I select one option and then clear the filter, the chart removes the Top 10 filter; I want it to go back to Top 10 filter.

    Is there a solution to this problem?
    Regards

    • Federico says:

      Thanks a lot for the tutorial and for the demo file!
      I have the same problem of Angela: after clearing the filter applyed on P1, the filter on P1 shows all the customers without filtering top 10 (as it was before).
      Thanks!

      Federico

      • Justin says:

        Go to your pivot table, right-click and choose "pivot table options." On the "Totals & Filters" tab check "Allow multiple filters per field."

        • Federico says:

          Justin, thank you so much!
          now after clearing the filter applyed on P1, the filter on P1 shows again top 10 customers.

  32. Roger says:

    Chandoo!
    Just find out your website, I´ll follow your tutorials from now, very useful!
    Great thanks from Brazil!!!

  33. Priya Ranjan says:

    Very useful. Learned a new skill today. Thanks a ton!

  34. Manav says:

    Hi Chandoo,

    This is fantastic! It's going to really help me with some operational reports I develop regularly. Two questions I'm hoping you can answer for me:

    1. How can I use one slicer to manipulate two different pivot charts that came from two different pivot tables?
    2. If I have a slicer in an excel and share that with someone who is on older versions of Excel - what will it look like to them?

    thanks!

  35. Elisa says:

    Hello Chandoo!
    I love the dashboards and have been able to make quite a few, my puzzle is when I am connecting the pivot charts to the slicers, I have to do each individual one and check every single slicer (usually I have about 12, so I end up having to check the 12 check boxes 12 times to connect everything) am I missing something? Is there an easier way to do this?

    Thanks!
    elisa

  36. Hama says:

    Hello Chandoo,

    You make my life easier, am in love withe the slicers!

    I greatly appreciate

    Thanx

    Hama

  37. […] Slicers.  Easy for me to do, but not as easy to explain how I did it.  Fortunately, Chandoo has a Make Dynamic Dashboards using Pivot Tables & Slicers video and download that will do the job nicely.  Suffice it to say it took me <3 minutes to put […]

  38. @jitkumar56 says:

    thank you very much..... 🙂

  39. Jimbo says:

    You are a legend!! Thank you so much - very clear, very helpful indeed.

  40. Shahid says:

    nice player...

    i like to play like chandoo sir.

    i learn somthing about slicer by watching posts.

    it was too difficult to watch and easy to prepare..

    thank you boss.

    God Bless You

  41. MFAC93 says:

    Hi,

    I've built a dashboard on Excel 2010 using Pivot tables and slicers.

    What I would like to do now is duplicate the dashboard on another tab, having it extract from another data source (format is identical to the 1st data source).

    I'm extracting the same metrics, but each data sources measure different product lines.

    Could anyone help me out?

    Thanks in advance,
    M

  42. Vicky says:

    Thank you so much. I learned so much about the slicer because of the video. Just got a quick question. Say I got 100+ Customer name bottons in one of the slicer, and it is time consuming to scroll up and down to find the one to select. Is there anyway I can set in the slicer setting that when I type "E", it automatically take the selectionto to where all the "E" starts? Thanks

  43. TL says:

    Hi there,

    This looks great - is there a way I can use it to compare vs budget, forecast? Is it just a case of renaming one of the field Comparison with the data being "Actual, Budget, Forecast"?

    Thanks!

  44. an irany says:

    hello master!
    please help me.
    i am looking for many file example for Dashboard, but because my English is weak i couldnt fint it in hear.
    please help me.
    thankyou so much.

  45. Ikram Siddiqui says:

    Dear Excel Guru,

    Hope everything is fine with you?

    Can you please help in this Logic, it is a thought only to increase my knowledge SIR?

    Please note that I have been working in Excel file contains two times of our teammates who claims overtime an each calendar month

    My excel file as like this :-

    ROW 1 Days of Month
    ROW 2 Date of Month

    Cell -1 [Time IN(06:00Hrs)], cell -2 [Time OUT(15:30Hrs)] no break in our factory and anything after Eight hours assume as overtime as standard in all across.

    Appreciate if you could help me in providing the best an Exclusive Excel formula to calculate each day overtime excluding staff eight hours regular duty and Friday consider as full day overtime.

    Kindly help me at the earliest convenience.

    awaiting for your expertise.............

    Best Regards / Ikram Siddiqui

  46. Lav Mishra says:

    Thank you for video , will you please provide pivot table with header and sub header like year main header and under that three sub header. How to make dashboard for that.

  47. Praful Patil says:

    Dear Sir,

    How to seperate amount, mention in remarks.

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