Executive Review Dashboard in Excel [Dashboard Week]

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This is a guest article written by John for our Excel Dashboard Week.

Executive Review Dashboard using Excel

Snap-shot of the dashboard:

Executive Review Dashboard using Excel - Template, Demo & Details

[View in large size]

Purpose of the dashboard:

This Dashboard was constructed for a number of reasons, one of which was to reduce the number of reports produced with the same data ( up to 6 separate files ). As we all know, when it comes to senior management and reports / files the more information they can get on one report / file the better for them. So, with this in mind I created the Dashboard to show the data they need to see “quickly” each week.

How this Executive Review Dashboard is made?

I used various functions / formulas to help me construct this Dashboard, this isn’t the first one I have created, but I think this is the best one I have done so far and it is all thanks to the hints and tips and assistance I get form Chandoo’s site as well as Excel User *(Charley Kyd was the first inspiration for me to get involved with Dashboards ) and also a shout out to Clearly and Simply, another great site.

[Note by Chandoo: I have added numbers 1 to 7 on the snapshot to help you understand below portion.]

The top left corner (1) has data that shows what is happening right now, i.e. QTD Order volume, WW Requested supply, WW Available supply and the Avg projected orders ( based on historical analysis ). This table format is then supported by a simpler bar chart below it.

Below that I have used Scroll Bars (2 & 3) to allow a lot of data to be shown in a small space, scroll bars do this very nicely. The data in here would be a list of all the products within the current range of orderable parts ( the detail behind the table and bar chart above ). [Related tip: How to create a scrollable list in Excel Dashboards?]

The middle table (4) ( Last 4Qtrs + CQ 2009 Order Load by product ) shows the historical data for each of the current products ( and perhaps their predecessors ) with a bar chart to the right of it (6) showing the overall volume of those products and the table and bar chart are controlled by the drop down menus above the bar chart.

The Line Chart below (7) that shows the overall Sales Trend by month with a drop down menu to enable you to choose each year separately.

To the left of that there is a table (5), which is a snapshot using the picture link function, of the current order load status by product and again supports the data on the left hand side of the Dashboard.

Final Notes:

If anyone would like to leave a comment or ask questions about this Dashboard or indeed need help with anything ( even if I don’t know the answer I am sure Chandoo and his growing community would be able to help ) please feel free to ask.

Just a note to close. Since I started utilizing Chandoo’s site I have now started my own community internally within the company I work for and I am now teaching other people about Excel ( albeit 2003 level for now ) and encouraging them to expand their own knowledge of Excel and perhaps share what they learn with their colleagues and I fully intend to point some of these people to Chandoo’s site and will encourage them to sign up for Excel School.

Download Executive Review Dashboard Workbook:

Click here to download the executive review dashboard workbook & play with it.

Added by Chandoo:

What I liked in this Dashboard:

Techniques used: John used a variety of techniques like formulas (SUMPRODUCT, OFFSET), dynamic charts, scrollable lists and picture links which help us in analyze lots of information and present the results in minimal space.

Dynamic Dashboard: The dashboard lets us analyze and understand information for any quarter or region which is very good.

What can be improved in this dashboard:

Layout: Ideally, if a dashboard is in a rectangle or square layout, it would be easy to read and understand. The current setup suggests that it is incomplete.

A little more visualization: There are lots of numbers in this dashboard. I would suggest adding few more visualizations like showing indicators or applying conditional formatting or replacing a table with a chart. This would reduce the comprehension time. Of course, you can always add hyperlinks to detailed data so that if an executive is interested to drill-down, she can do so.

Spell out key messages: This dashboard would become even more effective by adding a small comment area at the bottom or top where key messages can be highlighted. [Related: Tweetboards as an alternative to Dashboards]

Thanks to John

Thank you very much John for sharing your work with all of us and showing us what is possible. I really appreciate your effort in writing this guest article and spreading good word about Chandoo.org and Excel School.

Say thanks to John

If you liked this dashboard, say thanks to John. Also, feel free to share your views on this dashboard. How would you have designed an executive review dashboard if it were up to you? Please share using comments.

Contribute to Excel Dashboard Week:

You can contribute tips, screen-shots, excel workbooks or links that I can share with our readers on Friday (25th March).

Click here to send your tips & files for Dashboard Week

PS: The link to Excel user site is affiliate link, meaning if you click on it and purchase anything from the site, I get a small commission. I do this because I think Charley’s products are awesome.

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55 Responses to “Quickly Fill Blank Cells in a Table [Reader Tip]”

  1. Gregor Erbach says:

    this can be done in 3 steps:
    1. select the blank cells (as described above)
    2. select the cell with the value you want to copy (CTRL-CLICK to add to the selection)
    3. place cursor into formula bar and hit CTRL-ENTER

  2. Gregor Erbach says:

    please ignore or delete my comment - it solves a different problem: copying a single value to all blank cells. apologies.

  3. Andrew says:

    That is a great method and it saves me a lot of time! I first heard about it from Mr Excel in this video - http://www.youtube.com/watch?v=jHmh_viESuw. He has a neat way of doing the paste special values at the end of his video.

  4. Ahmad Qadah says:

    Hi!

    I fill blank cells with an almost identical method; go to any the first blank cell in any column and place the equation and enter (=D2, for the same example above); then copy that cell, select the columns/range you want to fill (even if in different columns), Special, go to Blanks, Paste (default), copy all range and paste as values.

    although the two methods are almost identical, what i use might be less hectic regarding entering formulas without clicking any of the cells (step 7)

    ie:
    1. fill an empty cell with using =D2(cell above)
    2. copy D3 (the cell with the formula)
    2. Select blank cells after selecting the range with empty cells (steps 1,2,3,4 and 5)
    3. paste (normal)
    4. copy then paste as values

    BR
    AQ

  5. Great tip. I'll use it later today!

  6. Sean Wood says:

    Martin -Thank You! This wonderful tip will save me a great deal of time each week.

  7. Tom says:

    Thanks Martin! Up to this point, I've always used a clumsy combination of filters and fill-down's. This is much cleaner.

  8. Robert says:

    Fantastic. Thanks for sharing.

  9. Ken says:

    None of these steps are necessary, Excel has this feature built into the ribbon.

    Click on any row label in the table where there are blanks under it.
    Click on the PivotTable Tools>Design tab on the ribbon
    Click the Report Layout button in the Layout group at the far left
    Select the option in the list

    Done
    To remove the duplication, use the feature right below that option.

  10. Cliff B says:

    There is a slightly simpler way and more flexible. Hihglight the required cells - which could be the column only in your table. Do the Ctrl-G, Alt-S, K, Enter (or Goto, Special, Blank Cells) so that they are highlighted and Type ={up arrow}, Ctl-Enter. This will make the cells equal the cell above - you do not have to enter any address at all. The technique can obviously be adapted to many situations. An example of the practical use for this is when you have saved an Inventory report from an accounting program that prints a heading (or something) on one line and prints details of that group (the heading) on subsequent lines (without the heading).

  11. frans says:

    Hi Martin,
    great trick! If only I had known it earlier, it would have saved me quite some time...
    Not again, thanks!

  12. Alan says:

    I came across this in a class recently myself and posted a tutorial on my blog. The Special area of the Go To dialogue box is wicked. Some great options in there, hidden away waiting to be found.

    Good work Martin.

  13. Gabriel says:

    Hi Martin,

    Many thanks for sharing this powerful trick. Saves alot of time.

    Gabriel

  14. BigG says:

    Please give credit where credit is due. Posted on June 30, 1998: http://www.mvps.org/dmcritchie/excel/fillempt.htm

  15. Arti K says:

    Ahhh... Very neat trick. Thank you, Martin.

  16. Kim says:

    Ken, I tried to follow your post but could not get it to work. Could not find options

    I have been using this trick for ages and would be lost without it.

  17. Marie says:

    Thank you very much!!! I had other tricks to deal with it, but this one is way faster and easier!!!

  18. Chandoo says:

    @BigG: Good resource there. Thanks for sharing the link with us. Please note that, this technique is not new. I am sure many Excel users would have discovered this already. We have not copied or inspired from David's article. It was just a happy coincidence.

    @Ken: Your technique works only with Pivot Tables made in Excel 2010 or above.

  19. Mano says:

    Thanks Martin!! Nice post 🙂

    @Chandoo: I also use the ASAP utilities add- in available in the link below:
    http://www.asap-utilities.com/download-asap-utilities.php

    This summarizes lot of hidden features in excel (like using Find function on entire workbook, password protecting all sheets at once, copying print setting of sheets etc.,) and is quite useful for beginners like me 😉

  20. David A says:

    Thanks Martin and Ahmad Qadah. This is useful. I previously used to ask the senders to retrieve the data again so that I did not have the blanks.

  21. Prem Sivakanthan says:

    Nice trick. I always use the specialcells method of the range object in code to access this powerful goto special dialog box in vba - a trick that Chandoo taught me in vba school - which is another reason you should join (a free bit of promotion for you Chandoo..!)
    🙂

  22. Ken M says:

    Yes I have seen this one before so credit may belong elsewhere. Never the less still especially useful where a legacy system report is sent to a text file which is subsequently re-imported to Excel but the original report is indented by groups. You can then recreate a complete data record for each report line

    NB Different Ken to above

  23. Tanja says:

    Thanks Martin - great post. I often work with data in this form and I usually fill in the blanks manually, by copying and dragging a cell value down - this way is much less prone to human error!

  24. Vishy says:

    One challenge.. the last step where I change formula to constants. This replaces any formulas that I have as well. What If I want to change the formula to constants only where I replaced them with blank ?

  25. Prasanna says:

    Hi martin, thanks a million 🙂

  26. Victor C says:

    Nicely explained Martin, thanks for sharing this tip. As Tanja says, this method is far less error-prone. When I first learned this method it saved me lots of time, so I decided to create a video on Youtube to share it with others. In my 3 minute video I compare side-by-side two methods of filling in blanks on 500 rows of data (1) using the fill handle, (2) using Go To > Special > Select Blanks

    Just like in Mr Excel's video shared by Andrew in comment (3), I used the right mouse button to drag the selection border to do paste special values at the last step.

    If you want to check out my video, visit this link: http://www.youtube.com/watch?v=9TDcVOKbm34&hd=1

  27. Ghazanfar J says:

    I've came across this a month ago, and it really is a gem of a tip!

  28. Sue K says:

    Thanks. Great tip and useful for a range of excel projects 🙂

  29. Martin says:

    Vishy,
    When you Ctrl Enter the formula into all blank cells, Excel keeps the formerly blank cells highlighted, revealing the new values.
    At this point you can choose to Copy and Paste Special them as constants. All other formulas remain untouched.

    BigG,
    I was not familiar with that link and I certainly didn't copy the article from it. As Chandoo commented this is not a new technique, and I am hardly the first to have written about it.

  30. Ahmed Qadah says:

    @Martin,

    using office 2007; you can not copy multiple selection, what version are you using?

    Thanks

  31. Anup Agarwal says:

    Thanks, Really nice, really helpful.

  32. SomeintPhia says:

    wow, how cool is that! Thank you for this tipp!! GREAT!

  33. Wookiee says:

    I thought this was a great tip. I had never done such things with tables in Excel (having only converted to 2007 a couple of months ago, I soon discovered what a versatile tool they can be). So I decided to create my own copy and duplicate the process. Taking it a step further, I recorded the steps in VBA and used those as a guideline to create this simple macro which accomplishes the same function.

    Caveat: this will only work when a cell in the table is selected and it will replace ALL formulas in the table with their values.

    Sub FillTableBlanks()
    ' Macro created 20 October 2011 by Jason B White

    'Declare Variable
    Dim strTable As String

    'Get Current Table Name
    strTable = ActiveCell.ListObject.Name

    'Select Current Table
    Range(strTable).Select

    'Fill Blank Cells With Formulas
    Selection.SpecialCells(xlCellTypeBlanks).FormulaR1C1 = "=R[-1]C"

    'Paste Values Of Formulas
    Selection = Selection.Value

    End Sub

  34. Wookiee says:

    I hope that submitting macros is sanctioned in this forum. My previous post was my first ever attempt at contributing to an Excel blog. And I'm unaware if there is a way to differentiate macro snippets by using tags as I've seen in other Excel VBA forums.

    I just wanted to mention that I figured out a way to modify my macro so that it doesn't overwrite ALL formulas in the table, but only those which were filled in by the macro.

    Modifying the fourth section (Fill Blank Cells With Formulas) as shown below accomplishes that:

    'Fill Blank Cells With Formulas
    Selection.SpecialCells(xlCellTypeBlanks).Select
    Selection.FormulaR1C1 = "=R[-1]C"

  35. Amathya says:

    Hi,

    I face a similar situation in office and use the below macro after selecting the range of data across which I want to duplicate the data below.

    Sub FillBlankCellsSelectionDown()
    Dim rAcells As Range, rLoopCells As Range

    Set rAcells = Selection

    For Each rLoopCells In rAcells
    If rLoopCells.Value = "" Then
    rLoopCells.FillDown
    End If
    Next rLoopCells

    End Sub

  36. Joe Lavery says:

    re: paste special -> values
    Drag the Paste Values toolbutton on to the standard toolbar next to the Paste button and save a couple of clicks.

  37. Alejandra says:

    Hi everyone many thanks for sharing this solutions but do not work Excel 2003? right? Thanks

  38. Wookiee says:

    @Alejandra:
    I know that the macro I created was in Excel 2007. I assume that it's probably specific to 2007 (or 2010), but can't be sure, as I no longer have access to a PC running Excel 2003.
    I have to admit that I didn't even realize that tables existed when I was using 2003.

  39. YM says:

    Filling blank cells (cleaning-up the pivot-table aftermath) is one of our "daily-ritual", to dealing with those, we've create a short-cut (one of the many) to very quickly fill-up those blanks.

    Basically what we need to do is to select the whole area to be filled-up (with the value above), and click a button, VBA automatically deals with the rest.

  40. YM says:

    We use VBA to handle this problem just as mentioned above by several other people, however, I think we'll also need to consider the extreme (well, actually not that extreme if you're dealing with lots of data on a day-to-day basis) case: that the "blank" cells are highly fragmented, e.g. the maximum "areas" that Excel 2003 can handle is around 6500 (sorry I couldn't find the exact spec).

    Thus, in our function, there's another step to cut-off the number of cells going into the "specialcells" function, just to make sure that the function will run in every condition.

  41. Ashish pandey says:

    I just wanna give a solution to similar problem which i face regularly while copying the data from a pivot as it is. I apply the following solution which i think is the easiest one on earth. Select a cell F2 (considering that column E is the last column filled with data) and type the following formula =IF(ISBLANK(A2),F1,A2). Now just drag the formula equivalent to the length and breadth of the entire range of data which want to fill in this case drag it from F2:I21 , remember do not apply on the cost column.
    Now just copy whole new range i.e: F2:I21 and paste special it over the former range A2:D21. That's it 🙂
    If u find any problem related to this formula u r welcome to contact me.

  42. Vijaykumar says:

    thanks martin

  43. BK says:

    This doesn't work in excel 2007. So request to Martin , if he can confirm which version he has used. Guess 2010.

  44. Ahmad Qadah says:

    @BK

    my method (comment #4) which is almost the same as Martins works on excel 2007... i've been using it since 2007 came out actually.

  45. AAC says:

    Excelent trick, thanks Martin.

  46. dINESH says:

    eXCEEELLTOOOOOOOOOOOOOOOO......!

  47. Sharif from Bangladesh says:

    Many thanks to Martin.

  48. Shyam says:

    im getting an error no cells were found why is this

  49. Patrick says:

    Very cool trick!
    I'm facing a similar problem, but I'd like to use a formula to pick the first non-empty above the referenced cell, and keep the empty cells empty. Any solution?

    Example case:
    I've got 3 columns, 1) consecutive dates, 2) my current weight, 3) my BMI. The first data row would be like: A2) jan-1, B2) 70 (kg), C2) =70/1,75^2 (because my height, 175cm, is pretty constant)

    Now of course I forget to write down my weight on jan-2nd, so the formula would return 0. If my weight is blank, I'd like to refer to the last 'non-blank' weight (up the list of course, so jan-1st).

    The solution on this page would solve my problem partially, but every time I leave cells blank, I have to repeat these steps. A formula would prevent this, AND I can still see which days were actually not filled in.

  50. LES GOINS says:

    Thxs! Yes, "knew" you could do this with "one" col of data...never thought to try it with >>multiple<< cols...Cool!

  51. Madhan says:

    Thanks a lot i was searching this thing for many days ,
    Thanks a lot to martin
    Thanks a lot to martin

  52. Madhan says:

    Thanks a lot i was searching this thing for many days ,
    Thanks a lot to martin

  53. testsnurr says:

    The north, on the contrary, is the land of mighty and sometimes creepy-looking pinetrees, often compared to monsters from fairy tales.
    Pages 1 through 3 of the tentative budget are also printed in portrait format so
    the writing on those pages is also sideways.
    There are occasionally long discussions of the cost of nuclear relative to the cost of renewables in the technical literature.

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