Hi all,
I'm relatively novice when it comes to Excel, however I do understand most concepts and by trial and error - and reading material - I've managed to create (again) relatively complex sheets when needed. Just to set expectations.
So, to my particular case. The main purpose is to have a dashboard with separate categories displayed e.g. different department within a company. Each category should have a corresponding custom figure with a color; green, orange and red based upon the result of that category. I know you can use traffic lights or even custom ones, but the design doesn't fit quite well so it needs to be a figure, most likely a rounded rectangle.
The tricky part is this. Every category should have its own worksheet with a chart that shows the result in a nice way, with the same rounded rectangle connected to the result of the chart. This is because the person looking at the dashboard can drilldown into the details of any particular category.
I've already created the templates and all the charts manually, so my next step would be to automate the process since this is gonna be updated on a monthly basis.
The whole process shall look like this:
Reports generated from SAP--->reports displayed in main worksheet (in tables or call it a database)--->Categories updated with charts with the correct rounded rectangle color in chart/beside chart; red,green,orange--->main dashboard same color in the rounded rectangle and as the category had.
Green >=100%
Orange >=90%, <100%
Red <90%
I don't know if this made any sense, but I'd like some suggestions on how to proceed. The link that's missing at the moment is the connection between the rounded rectangles and ultimately the dashboard.
Best,
DataPig1
I'm relatively novice when it comes to Excel, however I do understand most concepts and by trial and error - and reading material - I've managed to create (again) relatively complex sheets when needed. Just to set expectations.
So, to my particular case. The main purpose is to have a dashboard with separate categories displayed e.g. different department within a company. Each category should have a corresponding custom figure with a color; green, orange and red based upon the result of that category. I know you can use traffic lights or even custom ones, but the design doesn't fit quite well so it needs to be a figure, most likely a rounded rectangle.
The tricky part is this. Every category should have its own worksheet with a chart that shows the result in a nice way, with the same rounded rectangle connected to the result of the chart. This is because the person looking at the dashboard can drilldown into the details of any particular category.
I've already created the templates and all the charts manually, so my next step would be to automate the process since this is gonna be updated on a monthly basis.
The whole process shall look like this:
Reports generated from SAP--->reports displayed in main worksheet (in tables or call it a database)--->Categories updated with charts with the correct rounded rectangle color in chart/beside chart; red,green,orange--->main dashboard same color in the rounded rectangle and as the category had.
Green >=100%
Orange >=90%, <100%
Red <90%
I don't know if this made any sense, but I'd like some suggestions on how to proceed. The link that's missing at the moment is the connection between the rounded rectangles and ultimately the dashboard.
Best,
DataPig1
