Microsoft Excel - Dashboard Creation (with or without PowerPoint or Other Program) 1

[CrystalFacets]

Currently in the process of recreating a dashboard due to change in requirements. Historically, the dashboard in question was a multi-page document -- 6 pp. when printed -- that now needs to be consolidated to a one-page document. The first version of the new dashboard started in Excel; however, issues ensued due to amount of content and number of tables that needed to be included.

The initial preference was to have the dashboard completely built in Excel, inclusive of Metric tables w/ values (see examples in attached document) linked to another sheet in workbook plus other objects found under 'Insert >> Shapes' and various types of Excel graphs. But, not being able to have one set of column width/row height combinations for Metric table-1 and a different sent for Metric table-2, etc. did not allow enough flexibility of where the Metric tables were placed on the one page in relation to other objects and graphs.

So, the first version was created in PowerPoint. Once the Metric tables were updated in Excel, they were copied and pasted as 'Picture' in PPT. Moving forward and given the number of times the dashboard may need updating (minimum weekly plus ad-hoc requests), I would like to explore other options that are hopefully more automated.

First, what are the pros/cons of linking Excel tables (that are already linked to data in Excel workbook) to a PowerPoint document?

Second, are there any other solutions the keep the dashboard completely contained in Excel and allow the Metric tables to be linked to another sheet as well as being able to move these tables to any desired location on the one pager?

Third, any other ideas besides these two?

Thanks in advance for any assistance!

 

[SkipVought]

hi,

[highlight #FCE94F]keep the dashboard completely contained in Excel[/highlight] and [highlight #FCAF3E]allow the Metric tables to be linked to another sheet[/highlight] as well as being able to[highlight #E9B96E] move these tables to any desired location on the one pager[/highlight]?

[highlight #FCE94F]Yes[/highlight], [highlight #FCAF3E]yes[/highlight] and [highlight #E9B96E]yes[/highlight]

[highlight #FCE94F]1) But of course this depends on the number and size of the elements you must display on one page. Not expected to be a problem[/highlight]

[highlight #FCAF3E]2) Linking, I assume, is just some aggregation formulas. Not a problem![/highlight]
But where are your formulas and the supporting tables???

[highlight #E9B96E]3) This can be done with Excel's CAMERA feature. Not a problem![/highlight]
faq68-7518


Skip,
[sub]
Just traded in my OLD subtlety...
for a NUance![/sub]

 

[CrystalFacets]

UN-BELIEVABLE!!

Skip, For years now, you've been providing such great solutions. And, this is another one. I can't believe I didn't know about this hidden tool. Is there a way to give you a million stars? You're such an asset to this forum.

BTW, if you want to see the supporting formulas, tables, etc., would be happy to send. I'm sending 5 stars (and hope they show up!).

In the meantime, 'Thank You' for being the technical angel on earth.

 

[SkipVought]

Thx!

Sure. Upload your workbook and I'll conger up an example on your dashboard and upload.

Skip,
[sub]
Just traded in my OLD subtlety...
for a NUance![/sub]