Do you run an e-commerce website? You are going to love this simple, clear and easy website metrics dashboard. You can track 15 metrics (KPIs) and visualize their performance. The best part, it takes no more than 15 minutes to setup and use. Here is a preview of the dashboard.
Read on to learn how to use this.
How to use this Website Dashboard?
This dashboard is rather simple to use. Download the file using above link and follow these steps to set it up.
- Go to Data worksheet and enter your metrics (KPIs) and corresponding data for 2 weeks.
- For each KPI, specify the type of calculation to use. You can get either total or average in the dashboard.
- Flag any 5 KPIs to show in summary tiles section.
- Go to Dashboard. It should be set up now.
- Format various metrics if needed (for example, currency format)
- Type 1 in column B (range B11:B25) to display an alert icon 🔴 next to a KPI
- Add any free text comments
That is all. The dashboard is ready to use. Present or print it.
Want more?
How is this website dashboard created?
This dashboard uses powerful and easy to work Excel features like,
- Sparklines – for trends
- Conditional formatting icons – for percent changes and alerts
- Picture links – for tiles on top
- INDEX+MATCH formulas – to get right values to show on the report
- SUBTOTAL to dynamically show either total or average
Here is the construction process in a nutshell.
We start with input data. It is captured in below format.
Construction of tiles in the summary area:
Top part of the dashboard shows five tiles, each detailing performance of one metric. These tiles are made with picture links and simple formulas. Here is an illustration of how one of the picture links is constructed.
How the detail section of dashboard is made
The detail section of the dashboard lists all 15 KPIs and their performance stats. I have used simple formulas and SUBTOTAL formula to generate the numbers in this. The trend is drawn with sparklines. I’ve used Conditional formatting to show the percentage change icons and alert symbols.
Here is a deconstruction of the detail section inner workings.
To understand more, please download a copy of the dashboard and examine the set up.
Website Metrics Dashboard - Explanation Video
If you are not sure how everything is set up, check out this explanation video. You will learn how this dashboard is made from scratch.
More Dashboard Tutorials & Templates
If you are looking for resources to build dashboards, then you have come to the right place. Chandoo.org has more than 300 examples of business dashboards and considered the best in world for all things dashboard related.
Check out below pages to learn more.
7 Responses to “Extract data from PDF to Excel – Step by Step Tutorial”
Dear Chandoo,
Thank you very much for this and it is very helpful.
However, all the Credit Card Statements are now password protected.
Please advise how can we have a workaround for that
Hello sir,
How to check two names are present in the same column ?
Thanks and Regards
Hi, Thank you for the great tip. One problem, when I click on get data >> from file, I don't see the PDF source option. How can I add it?
I tried to add it from Quick Access toolbar >>> Data Tab, but again the PDF option is not listed there.
I am using Office 365
Hi, Thank you for your video. I see you used the composite table, but I when I load my pdf, it does not load any composite table. It has 20 tables and 4 pages for one bank statement. I have about 30 bank statements that I want to combine. Your video would work except that I can't get the composite table and each of the tables I do get or the pages does not have all the info. what to do?
Dear Chandoo,
How do we select multiple amount of tables/pages in one PDF and repeat the same for rest of the PDF;s in the same folder and then extract that data only on power query.
Thank you
Hi, Thank you for your video. I see you used the composite table, but I when I load my pdf, it does not load any composite table. It has 20 tables and 4 pages for one bank statement. I have about 30 bank statements that I want to combine. nice share
One bank statement takes up 20 tables and four pages in this document. I need to consolidate roughly thirty different bank statements that I have. Your video would be useful if I could only get the composite table, which I can't for some reason, and each of the tables or pages that I can get is missing some information.