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Excel DB Guide

The document outlines a comprehensive guide for creating an Excel dashboard, including steps for designing sheets, adding hyperlinks, and creating various charts and pivot tables. It details specific formatting instructions and calculations to analyze income sources and performance metrics. The guide emphasizes visual representation through charts and organized data presentation for effective analysis.

Uploaded by

muhammadtrades20
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© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
8 views4 pages

Excel DB Guide

The document outlines a comprehensive guide for creating an Excel dashboard, including steps for designing sheets, adding hyperlinks, and creating various charts and pivot tables. It details specific formatting instructions and calculations to analyze income sources and performance metrics. The guide emphasizes visual representation through charts and organized data presentation for effective analysis.

Uploaded by

muhammadtrades20
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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Excel DB Guide

Background Design
• Data Is already present in sheet “datasets”.
• Create a new sheet and name it as income sources.
• Press Ctrl+A to select all the cells and color all cells black.
• Hide gridlines and headings through View pane.
• Insert a rectangle to place the title and buttons that will move the dashboard easily.
• Color the rectangle (1D1D3C) and remove outline color.
• Place the logo at left most and write company name.

Hyperlink Buttons
• Place buttons on title bar.
• Align the buttons.
• Go to insert -> illustrations -> icons -> find browsing icon and place it along with browser
button.
• Create two more sheets named as Geography, Sales Process.
• Add hyperlinks and screen tips.
• Create a bar (194AFE, H:0.05, W:0.3) to display chosen page.
• Group all the elements of title bar, copy the entire sheet of income source and paste it on
remaining two sheets.
• Draw a box (194AFE, H:0.47, W:1.7) labeled as Income Sources.

Calculation 1
• Create a new sheet name as “Pivots”.
• Create a pivot for income sources and income and sort it Z->A.

Dynamic Web Chart


• From Pivot Table copy income sources and paste it for a new table.
• Create table for Scatter Chart.
• Insert -> Scatter Chart -> Select Data -> Add -> Select respective values.
• Change Chart Type -> Bubble
• Use Vlookup in chart to get respective income values. Make values comma separated with 0
decimals.
• Again, edit the X-axis data for Bubble chart. For size use “Amount” column
• Format Axes for chart and set minimum bound to 0 and Max bound to 10. Also set the scale
bubble size to 70.
• Remove remaining chart elements.
• Now to identify the income source generating max profit
Click on already created Scatter Chart -> Select Data -> Add Series (Name: Max) -> Select X &
Y -> For size Select Max column.
• To test formula and Scatter Chart insert a Slicer.
• Add Data label (center) for only Maximum Circle. For label value select Value from Cells and
select the Max column as range.
• Just next to Max add another column Normal to display other values.
• Now add the data label to the Normal circles using Normal column as their Data Label range.
• Color data labels white, select Arial font and adjust the font size. Higher font for Max circle.
• Select normal circles -> format -> fill -> Gradient fill -> Color 1: 100D83, Color 2: 7417BD ->
Gradient Type: Radial -> Gradient Direction: from bottom right corner
• Go to Effects Format -> Shadow -> Presets -> Offset: center -> Color -> recently used purple
-> Transparency: 20%, Size: 109%, Blur: 10 pt.
• Select only Max circle -> Format -> fill -> Gradient fill -> Color 1: DD115B -> Format Shadow
-> Presets -> Offset: center -> Color -> recently used pink -> Transparency: %, Size: 10%,
Blur: 12 pt.
• Cut the slicer and chart, paste them on Income Source sheet.
• Resize the web chart w.r.t to screen and remove background and outline.
• Modify the Slicer.
• Right click on slicer -> slicer settings -> Remove check from display header and apply check
on Hide items with no data.

Calculation 2
• Create a new pivot table on pivot sheet which display Sum of income and target income.
Create a table with respective percentages.
• Place the sum of Target Income below Financial Stats heading on sheet Income Sources
through cell referencing. Group these values including Heading.
• Place the Income% at the center of scatter chart on Income Sources sheet through cell
referencing and label it as Income Achieved.

Calculation 3
• Create a pivot to see numbers for income per month. Add income series twice as value.

Line Chart
• Click on the recently created pivot -> Insert -> Line Chart
• Select trend line on chart -> change type -> area chart
• Except the trend part remove other elements from chart
• Line should have blue color with width 1 pt, choose Gradient fill for Stacked area (Color 1:
Blue, Color 2: Black). Place it on Income Sources sheet.
• Adjust transparency of line chart.

Calculation 3
• Use the first pivot table to extract the quantities. Add count column twice in first pivot table
one for numbers second for %.
• Edit the previously created table by adding new columns Count, Count %. Use Vlookup to
populate these columns.

Quantity of Items
• Create word box and add income sources, Count % from table created in pivot sheet through
cell referencing. Group all these word boxes and use further for Count and Count%.
• Insert -> Symbols -> choose dot symbol. Place these dots before Quantities.
• Make group off all these elements within the Quantity of Items heading.

Calculation 4
• Calculate Monthly avg Income in Pivot sheet.

Monthly Average Income


• Create a rounded rectangular (Color: 070E25) and place Monthly avg income on it, also
insert average symbol.

Calculation 5
• Create a pivot table for monthly operating profit.
• Select pivot table and inset a horizontal bar chart.
• Find total Operating Profit

Operating Profits
• Create a rounded rectangular (Color: 070E25), paste the horizontal bar chart and format it.
Choose Gradient fill for bars (Color 2: C240D8, Color 1: 98F8F2)

Calculation 6
• Create Pivot table for marketing strategies and Income. Also mention percentage of income
in pivot.
• Create a table similar to this pivot.
• Click on pivot and insert a donut chart.

Marketing Strategies
• Create a rounded rectangular (Color: 070E25), paste the donut chart and format it.

Donut Chart for Center


• Click on empty cell and insert a donut chart -> Select data -> Add -> enter 1 58 times in Y
data and name it as Series 1 -> ok.
• Format -> Fill -> Gradient fill (Color 1:9947F7, Color 2:DC25FA) -> Border (Black, Width: 11.5).
• Click on chart -> Select Data -> Add -> Name: Percentage, Y: Percentages of income and
target -> ok
• Click on chart -> Change chart type -> Combo Chart -> Series 1 & Percentage: Donut, Apply
check on Secondary Axis for Percentage. Make Transparency of Income part 0 % by selecting
fill as Solid first. Color the remaining portion Black with Transparency 28%.
• Place this chart at the center of Scatter Chart.
• Now start connecting all the circles with center circle through a line having width 1.25 and
gradient color (blue and purple)

Calculation 7
• Create a pivot table for Income sources, Income breakdown, Income, Income%

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