Microsoft Office Tutorials and References
In Depth Information
and tables on it. To every degree possible, dashboard reports are
“magazine-quality”. They look like they came from a magazine.
Formulas: The date and the division name both are linked to the
Control sheet. They change in the report in response to changes in
the controlling data.
Camera Objects: The figures for the P&L and the Balance Sheet
are returned by Camera objects from supporting worksheets in the
workbook. This strategy allows us to position the figures anywhere
we want on the report page.
Charts: Some charts reference the GL cube and others reference
the Sales cube. Each dataset contains several years of history.
The following sections lay out eight logical steps for creating an
Excel dashboard report. These aren’t rigid, however.
Once you’ve gained some experience in creating dashboards, you’ll
probably find yourself moving back and forth among several steps
as you create a new report.
Even so, the following steps are useful because they lay out the
tasks that you’ll need to accomplish, no matter what sequence you
use.
Step 1: Create a Mockup Report Page
You’ll save a lot of time if you start your report with a mockup. That
way, you’ll have some idea of how many figures your report can
hold, and what their size needs to be.
Initialize the Page
Open a new workbook and then turn off the gridlines in Sheet1. To
do so, choose Tools, Options. In the View tab of the Options dialog,
uncheck Gridlines.
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