I know I am late to the party, but better late than…, uh! forget it.
As the keen readers of our blog knew, I like cricket and I show my enthusiasm by making an excel dashboard (or infographic) whenever Indian team reaches a major milestone. So naturally, I was super excited when we won the ICC Worldcup 2011. Last time Indian won the event was in 1983 and my idea of a dashboard at that time was a bottle of milk and jingo-bell, my favorite shake-to-make-annoying-noise toy. I think our latest world-cup victory deserves something more than that. So here we go.
Excel Dashboard to Celebrate India’s World-cup Victory (2011)
(Click here to see larger version)
How is this Dashboard constructed?
This dashboard was one of the most difficult ones I built, because I did not know what to put in the dashboard. I know that the dashboard should reflect our team’s hardwork, journey, outstanding performances but I had no clue which format & layout exposed these qualities. So I took a lot of time drawing up sketches of possible dashboards before hitting on the present layout. Once I came-up with the layout, the actual dashboard took me about 4 hours to make (and may be another 4 for polish).
Here are some of the techniques used in the dashboard:
- The dashboard is divided in to 3 areas – Highlights, our journey to the victory and best performances.
- Highlights: This section shows overall summary of all the 9 matches India have played. It shows some interesting statistics, how much our top players contributed to our victory etc.
Techniques used: All parts of this are made with text boxes and simple text formulas. - Our Journey to victory: This was the most time consuming & intense part of the dashboard as I made this portion interactive. The left side shows all the matches we have played by date and the results. When you select a particular match, the right side portion shows a match summary. This includes match venue, result, toss details, India’s top 3 batsmen, top 3 bowlers, photos of India’s best batting & bowling performers, oppositions score, best batsman, bowler, their stats. It also shows the country flags etc.
Techniques used: The click to select as described in on-demand charts article, conditional formatting, picture links, more picture links, LARGE formula.
The most difficult part of this was to get a moving arrow that would change its position based on which match is selected. I did this with picture links, offset formula and a dynamic named range. (Examine the named range movingArrow). - Best performances (top 10): In this area, I showed the best batting, bowling, catching, partnership performances for all the matches in World-cup (not just India’s matches).
Techniques used: All the charts are made in Excel 2010 using solid bar conditional formatting & picture link based techniques. Later, I just copied them and pasted as images so that they look same in Excel 2007 also.
Colors & Fonts:
- I choose the blue color as it is team India’s jersey color. I used orange to contrast the best performances.
- The fonts are Bookman Old Style & Meriyo UI.
Download the Cricket World-cup Dashboard Excel file:
Click here to download the locked workbook. [mirror]
Why lock it? I am giving away unlocked version of this workbook + a 36 minute lesson to all the customers who buy Excel Dashboard Tutorial or Excel School Dashboards. So if you want an unlocked copy of this, go ahead and get either of them. (If you have previously bought one of these products, you will receive an email with instructions on downloading your bonus.)
Credits:
All the data for the dashboard came from espncricinfo.com.
Special thanks to Ravindra, my assistant, for compiling the data.
How do you like the Dashboard?
I was afraid whether I can do justice to our team’s glorious world-cup victory in a dashboard. So I kept on delaying this. But in the end, I am happy with the dashboard. It tells the story of our team’s journey and highlights best performers.
What do you think? Did you like this dashboard? How would you have designed it?
As an aside, Many of our readers know only about cricket that chirps. So I want to ask, did this dashboard make any sense to you?
Other Awesome Resources on Excel Dashboards:
- Excel Info-graphic Poster to Celebrate Sachin’s 200 runs
- Excel Dashboard with 10007 comments data
- Excel Dashboard to prove that Hui is awesome
- More on Excel Dashboards
- Want to make dashboards using Excel – Join Excel School.
17 Responses to “Budget vs. Actual Profit Loss Report using Pivot Tables”
Good Work, Yogesh & Chandoo! Thanks.
Hi everybody,
first sorry I am late to say something about this topic;actually I was waiting last part
second I am not accountant I am an Engineer
third """"Very Important""" the idea is not about Loss but I am sure it is profit
Based on third it shows:
1- How to use EXCEL
2- How to use pivot TABLES
3- How to collect and arrange DATA
4- How to make reports
Many Thanks
Hi Yogesh and Chandoo,
Thank you for sharing your knowledge!
You guys are great!
thanks chandoo and yogesh, thanks for you lessons, are great!....i have a idea for a budget. I try to do it..... thanks for all
Thanks a lot for sharing the most powerful tool worldwide "knowledge"
Warm greetings from Peru
Hi -
This is a really great article because it's a simple and common thing you'd want to do with a pivot table but not at all obvious how to do it! So - muchas gracias to Chandoo and Yogesh!
One thing - I couldn't get past the group error in the sample file. I would click on ungroup but it didn't seem to have any effect. I'd appreciate it if anybody has any pointers here.
-Juanito
Hi Chandoo
I am also having the group error. Can't seem to ungroup? Appreciate if you explain further on the steps required in order to get to calculated items.
Many thanks and keep up the great work.
Cheers
Adam
Hi Chandoo,
I'm struggling resolving the problem depicted below:
I have a set of data, with (among others) a "Region" field (can be APJ, EMEA, or AMS), and a "Country" field.
Unfortunately, I need to group data by the following 4 Regions: APeJ, Japan, EMEA and AMS.
I first tried to make a pivot with Region and Country in the rows (or columns), and then group Country data as per the above.
Alas, as soon as I have a new Country that appear in my data set, my groupings are broken, and I have to redo the job of ungrouping, grouping etc.
I thought I could try to use calculated item, by adding first a new column to my dataset concatenating Region_Country, and create an "APeJ" calculated item that would sum all the "APJ_*" and substract the "APJ_Japan", but again, no clue, as I can't find a way to use any wild card in those formulas.
Given that I already found extremely helpful tips and tricks in your site that helped me manage that bunch of data, I'm pretty sure you'll have a bright idea on how I can solve that one!
Thanks in advance for your lights!
Hi Catherine...
In such cases, I advice using an additional column in the data itself. You can set-up a grouping table else where with country in first column, region in second column. And then in the data, you can add an extra column and use VLOOKUP to fetch the region based on the country.
Then feed this entire data (with extra column) to pivot table and use the extra column to group the data.
Hi Chandoo,
Thank you for your prompt answer.
I finally came to the same conclusion - after a rest 🙂 . I was probably too tired Friday evening (it was rather late), having spent hours in manipulating all my surveys data so as to pull rolling averages, make nice graphs and so on, and was trying to find a complex solution when there was a simple one.
Thanks again,
Catherine
Hey,
Great post!
I for example have different database structure with the following fields :
Date, Expense, Income, Sum (Income - Expense), Category (Sales, Cost of Goods and etc).
Creating a P&L report for the whole year works great. Including gross margin % and etc.
Though, creating P&L report by QTR/Month is becoming impossible since i get the following error : “This PivotTable report field is grouped. You cannot add calculated item to grouped filed.”
Is there a solution for this kind of problem?
Like Adam and Juanito, I also cannot ungroup.
Would appreciate it if you can add a few more lines and a screenshot or two on where to put the mouse cursor to ungroup.
Hi, I have figured out the ungrouping problem. One of the earlier steps was to group by month, if you pull the month back down to the column then right click and then select ungroup, then pull the month back up so you end up with just data source and budget/actual as the headings, then you can continue on.
To solve the ungroup problem, my method is:
Copy the "data" sheet to a whole new Excel workbook
and directly work on Part 6.
And since it is a fresh copy, Excel don't show me the "can't ungroup" problem. Hope this help.
Thank you Yogesh for this wonderful tutorial.
Kent, Malaysia
Just when i thought pivots were awesome i learn about inserting the calculated fields and that makes them more awesome. chandoo where have you been all my life.
Hello - your P&L pivot version has really impressed my boss and would like to use it. I have applied it for a actual vs budget vs forecast model I have created. One problem. In your variance above the operating profit percent % variance shows 33.8% but I want it to show (0.01) point or the true diff from prior budget.
I know I can add calculation to the side but boss would like to see it in pivot table.
Please help
Thanks
I have a further query which may solve my above dilemma. Is it possible to add a column that calculates percent increase. So in the example above a new column would be added to show variance %.
Any help would be appreciated.
Thanks