Category Archives for "Excel – Dynamic Dashboards and Charts"

Aligning Excel Charts and Objects on a Worksheet

Excel , Excel - Dynamic Dashboards and Charts

If you want professional looking dashboards you need to make sure that charts and objects you draw align with each other and with cell contents. Your charts and objects should have corners aligned and most objects should be the same size. Even if you have hidden the grid lines it’s a snap to get things […]

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Creating an Actual vs Target Chart in Excel using Floating Markers

Excel , Excel - Dynamic Dashboards and Charts , Finance and Budget

Almost everyone in business has heard the maxim, “What you measure is what gets managed.” We know that measuring is important, but measuring is only the start. If you are going to improve what you are measuring you need targets. And before you start changing you need to know how far off the target you […]

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Create Excel Charts and Dashboards with Color Alerts for Actual and Target Values

Excel , Excel - Dynamic Dashboards and Charts , Finance and Budget

Your Excel charts should alert you with color differences between actual and target values. Here’s a quick way to create an Excel chart that shows the color coded difference. In this example the Delta, or difference, is a column containing the calculation, Delta = Actual – Target The chart is created from the month labels […]

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Hiding Worksheet Data Used in Excel Charts and Dashboards

Excel , Excel - Dynamic Dashboards and Charts

Recently an associate called me with an Excel 2010 problem. She was asked to create an elegant worksheet that pulled data in from an external database, did calculations, and then charted the results as well as creating a columnar report. Sounds pretty easy so far. The problem she ran into was that when she hid […]

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Show Excel Pie Chart Details with an Exploded Bar Chart

Excel , Excel - Dynamic Dashboards and Charts

Show the details in a pie chart by exploding sections into a bar chart. To get the big picture of how a total is distributed, for examples total sales by country or unit volumes by region, most executives want to see a pie chart. This is one of the few things a pie chart might […]

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Creating Cascading Drop-Down Menus in Excel

Excel , Excel - Dynamic Dashboards and Charts

What do you do when you want to give users the ability to select from 20 or more choices in an Excel drop-down or combo box? Even giving them more than 12 in a drop-down menu can get messy and it increases the chance of a data entry error. When you have long lists or […]

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