Difference between revisions of "ManagementBook"
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''KPI table'' is in cells (B5:G13) | ''KPI table'' is in cells (B5:G13) | ||
| − | *Consists of an | + | *Consists of an FluenceXL Grid (B5:D13) |
**Grid header area is hidden in Grid Properties, Appearance | **Grid header area is hidden in Grid Properties, Appearance | ||
**Time and PoS are in the header area, and select the respective slicers | **Time and PoS are in the header area, and select the respective slicers | ||
**Sparkline is based on selected month plus previous 11 members | **Sparkline is based on selected month plus previous 11 members | ||
| − | *and | + | *and FluenceXL cube and chart formulae (E5:G13) |
**Variance % column uses an XL3Link() to allow the user to jump to detail on the selected KPI | **Variance % column uses an XL3Link() to allow the user to jump to detail on the selected KPI | ||
**Bullet Graph in column G, built through an in-cell chart formula, is based on the Target YTD% | **Bullet Graph in column G, built through an in-cell chart formula, is based on the Target YTD% | ||
''Region Table'' is in cells (B18:G24) | ''Region Table'' is in cells (B18:G24) | ||
| − | *Consists of an | + | *Consists of an FluenceXL grid (B18:F24), and an in-cell chart formula (G18) |
*Time and PoS are in the header area, and select the respective slicers | *Time and PoS are in the header area, and select the respective slicers | ||
''Top 10 Regions / Products'' | ''Top 10 Regions / Products'' | ||
| Line 29: | Line 29: | ||
''Product Groups & HeatMap'' | ''Product Groups & HeatMap'' | ||
| − | *Built from | + | *Built from FluenceXL formula based data on hidden sheets |
==Variance Analysis Sheet== | ==Variance Analysis Sheet== | ||
| Line 35: | Line 35: | ||
[[image:managebooks2.png|centre|400px]] | [[image:managebooks2.png|centre|400px]] | ||
| − | *Built using one | + | *Built using one FluenceXL grid, with embedded in-cell charting |
**It is restricted by the Pos and Time slicers | **It is restricted by the Pos and Time slicers | ||
**For Key Figures, it uses VarianceAnalysis!D3 , which is populated by the XL3Link formulae on the KPI table within the Dashboard sheet. | **For Key Figures, it uses VarianceAnalysis!D3 , which is populated by the XL3Link formulae on the KPI table within the Dashboard sheet. | ||
| Line 45: | Line 45: | ||
Note that this could also be achieved in a grid, by driving the date hierarchy from $C$5 and choosing the ''previous 11'' | Note that this could also be achieved in a grid, by driving the date hierarchy from $C$5 and choosing the ''previous 11'' | ||
| + | |||
| + | == See Also == | ||
| + | * [[Slicers]] | ||
| + | * [[Formula Reference]] | ||
| + | |||
| + | |||
| + | [[Category:Formula Reporting]] | ||
| + | [[Category:Formulae]] | ||
Latest revision as of 09:29, 4 July 2023
This is a sample Dashboard based on Bicycle Sales data which is included with the product installation. It connects to a simple local cube file - BicycleSales.cub.
Contents
[hide]User Selections
User selections are through two slicers, on Month and PoS. The grids in the workbook select the slicer directly; the formulae are based on the cells which the slicer updates.
The Time Slicer updates $D$2, the PoS Slicer updates $G$2.
Dashboard Worksheet
KPI table is in cells (B5:G13)
- Consists of an FluenceXL Grid (B5:D13)
- Grid header area is hidden in Grid Properties, Appearance
- Time and PoS are in the header area, and select the respective slicers
- Sparkline is based on selected month plus previous 11 members
- and FluenceXL cube and chart formulae (E5:G13)
- Variance % column uses an XL3Link() to allow the user to jump to detail on the selected KPI
- Bullet Graph in column G, built through an in-cell chart formula, is based on the Target YTD%
Region Table is in cells (B18:G24)
- Consists of an FluenceXL grid (B18:F24), and an in-cell chart formula (G18)
- Time and PoS are in the header area, and select the respective slicers
Top 10 Regions / Products
- Xl3RankLookup and ValueRankLookup formulae
- Product also uses XL3Link() to jump to detail
Product Groups & HeatMap
- Built from FluenceXL formula based data on hidden sheets
Variance Analysis Sheet
- Built using one FluenceXL grid, with embedded in-cell charting
- It is restricted by the Pos and Time slicers
- For Key Figures, it uses VarianceAnalysis!D3 , which is populated by the XL3Link formulae on the KPI table within the Dashboard sheet.
- Contains an additional XL3Link in column E, contained within a grid calculation, to allow jump to detail on the selected product.
Time Series Chart Sheet
This contains a detail table and chart of value and target for the selected period, product, PoS, and the Key figure passed in by the xl3Linkformulae in Variance Analysis!$E$9: $E$29. Cell $O$8 is based on the selected month, and C:N use the XL3MemberNavigate() formula to choose the previous month.=, overall delivering a rolling 12 months.
Note that this could also be achieved in a grid, by driving the date hierarchy from $C$5 and choosing the previous 11
