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Dynamic Excel Dashboards Using Picklists

This document provides a step-by-step tutorial for creating a dynamic Excel dashboard using picklists. It describes how to: 1) Create a data set and picklist for selecting different data series. 2) Create a basic chart with one initial data series. 3) Make the vertical axis fixed so data can be compared across selections. 4) Remove the legend since only one series will be shown. 5) Add a dynamic title that changes with picklist selection. 6) Use a named range with the OFFSET formula to dynamically update the chart series based on the picklist value. This allows the chart to change automatically as the user selects different options.

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Josh Sabiman
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83 views8 pages

Dynamic Excel Dashboards Using Picklists

This document provides a step-by-step tutorial for creating a dynamic Excel dashboard using picklists. It describes how to: 1) Create a data set and picklist for selecting different data series. 2) Create a basic chart with one initial data series. 3) Make the vertical axis fixed so data can be compared across selections. 4) Remove the legend since only one series will be shown. 5) Add a dynamic title that changes with picklist selection. 6) Use a named range with the OFFSET formula to dynamically update the chart series based on the picklist value. This allows the chart to change automatically as the user selects different options.

Uploaded by

Josh Sabiman
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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How-to Create Dynamic Excel Dashboards Using Picklists


Posted On 30 May 2013 By : admin Comments: 9 Tag: Chart, Dashboard, Drop Down List, Dynamic,
Dynamic Chart, Excel, Graph, Pick List

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This is a great technique that you can use to create dynamic charts that will change when your users change the values from
the picklist.  I detailed how you can create a pick list (drop down list) in Excel in my last post.  You can check it out by clicking
on this link.  It is a complete tutorial and video:

Creating Pick Lists in Excel for your Dynamic Dashboard

This tutorial will take you from just after you have created your picklist to creating a chart that changes when you change the
picklist.  Also, at the bottom of this post, you can go directly to the video tutorial.

The Breakdown:

1) Create Your Data Set

2) Create Your Pick List

3) Create Chart

4)Change Vertical Axis

5)Remove Legend

6)Add Dynamic Title

7) Create Named Range for the Chart

8)Update Chart Series with Dynamic Named Range

 
Step-by-Step Tutorial

1) Create Your Data Set

First we need to set up our data.  This tutorial has the data series in a column format.  Here is how my data looked:

2) Create Your Pick List

I have created my pick list in cell F1.  My last post details this technique using Data Validation in Excel.  Check it out here:

Creating Pick Lists in Excel for your Dynamic Dashboard

3) Create Chart

Now that we have the basics set, now lets create the chart.  We don’t need to create a complex chart only to have to delete
several data series, we only need to create a basic chart with one data series.  So highlight the horizontal axis categories
(months and the first data series ($A$4:$B$16).
Then go to the Insert Ribbon and select the 2-D Clustered Column chart from the Column button:

Your chart should now look like this:

4)Change Vertical Axis

Now since we are going to use the same chart for 3 different data series, we don’t want the Vertical Axis to keep adjusting to
the current data being displayed.  We want it to be a fixed amount so that the data can be compared across the data points and
will not confuse the users.  You can learn more about why Excel is doing this here:

Problems with an Excel Dashboard Goal Chart

So what we need to do is right click on the Vertical Axis and select Format Axis.
Then from there we need to change the Minimum and Maximum values to Fixed:

Make sure that these values are 0 and the Maximum of all the chart data points that you may display.  Your chart won’t change
after this as we chose the data range that has our maximum in it already.

5)Remove Legend

Also since we are only showing one series, the default from Excel to create a legend doesn’t make much sense, so lets delete
that.  Just select your chart, then select the legend and press your Delete key.  Your chart will now look like this:

 
6)Add Dynamic Title

Since users will be changing the data series that is displayed in our Dashboard Chart, we don’t want to have the Chart title fixed
as just one value, but we want it to change as the user updates the picklist.  To understand the dynamics of this step, check out
this post:

How-to Make an Excel Chart Title Change Dynamically

7) Create Named Range for the Chart

Here is where we get into the real meat of this technique.  We need to use the Offset formula with our chart to make it
dynamically choose the right data series.  Here are a few tutorials that will show you this technique in great detail:

Case Study – Creating a Dynamic Chart in Excel Using Offset Formula

Create a Dynamic Excel Pie Chart

For this step we need to create a named range.  Go to the Formulas Ribbon and press the Name Manager button.

From there press the New button and enter the following formula in a name titled “ChartColumnSeries”:

=OFFSET(Sheet2!$A$5,0,MATCH(Sheet2!$F$1,Sheet2!$B$4:$D$4,0),12,1)

Here is a breakdown of the offset formula:

=OFFSET(Sheet2!$A$5,0,MATCH(Sheet2!$F$1,Sheet2!$B$4:$D$4,0),12,1)

=Offset(starting point,  move starting point down how many rows,  move the starting point how many rows right by matching
the value in cell F1 to the range of B4:D4,   how many rows in the range,    how many columns in the range )

You can learn more about the offset function here:

This is the Bomb: or How I came to love the Offset function


 

8)Update Chart Series with Dynamic Named Range

Now this is the last step in creating our drop down list chart for our company dashboard

How-to Make a Dynamic Chart Using Offset Formula

First select your chart and then right click on the chart to launch the “Select Data” dialog box:

Now select the “Revenue” Legend Entries (Series) and press the edit key:

Then change the “Series Values:” to the named range you created in the earlier step:

We are now done and when you change the drop down list your chart should look like this when you select Revenue in cell F1:
And like this for Expenses:

And like this for Net Revenue:

This basic technique can be used to make your company dashboard shine and make you look like an Excel Master.

Video Tutorial

Check out this video where you can see me recreate this dynamic chart using pick lists here:
How do you use Picklists in your Excel Spreadsheets?  Let me know in the comments.  Also, don’t forget to sign up for my blog
and also my youtube channel so that you get the next post delivered directly to your inbox.

Steve=True

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