One of my favorite cricket player, the GOD – Sachin Tendulkar has become highest test run scorer.
What do I get if Sachin becomes highest scorer, you may ask.
In order to celebrate this occasion I have created a cool sports dashboard in excel with some of the top test cricket players’ statistics. And, you get to learn how to make one. So read on and wish the little master many more successes.
Download the sports dashboards in excel and continue reading.
1. Find out which data you want to show in the dashboard
Not all data is important. Especially when you are creating a dashboard, it is vital to provide only data and insights that are necessary to draw conclusions. A simple rule of thumb is:
Your car is complex machine with thousands of parts, few micro-processors and tons of other stuff. But the driver dashboard shows only three (at most 4) data points at any time – speed of car, engine heat, tachometer showing how fast your engine is rotating. Few on/off indicators that wont bother you unless you need to notice: “seat belt sign, gear indicators, airbag status, batter status etc.”
So next time you have hundreds of data elements just use this analogy to cut down to the bare minimum and show only those.
For our tutorial, the data comes from this rediff article with statistics for various test cricket players:
From the looks of it, there are just 4 things that are vital: total runs ever scored, highest score, average score per innings, Total number of centuries(and half-centuries).
2. Create one chart
First let us create a simple bar chart for the total score data. Just select the cells with total scores and click on insert chart icon and select “bar chart” as chart type.
Now we get a default excel chart. I have used the following steps to adjust the formatting:
- Remove background
- Remove grid lines
Adjust axis scaling:
You may not want to adjust the axis scaling minimums. Read the follow up discussion here: Should bar charts always start at zero? Reader PollSince the score are from 8001 (minimum) to 12027 (max) I have adjusted the axis scaling options set minimum value as 7500 and max. as 12500.- Remove axis
- Add data labels and adjust their alignment, adjust font-scaling as well.
- Adjust colors and change the bar color for maximum value
- Adjust gap width (from 150 to 10 or something)
See this image with how the charts looked after each step:
[larger version]
3. Adjust the chart size / location so that it fits snugly inside the table with data
Just select the chart and adjust its size and location until it fits inside the table. You may want to use aligning chart objects on spreadsheet trick.
4. Repeat the steps 2 & 3 for remaining charts
Just copy paste the first chart you have created and change data source and scaling options. Adjust formatting if needed. Once they are all ready the dashboard should look like what you see below.
Download and play with sports dashboards in excel
Have fun 🙂
More excel dashboard tutorials:
Creating KPI (Key Performance Indicator) Dashboards in Excel – 4 part tutorial
Making Visualizations for Dashboards
Too much data? Use tables instead
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