Difference between revisions of "ManagementBook"
| Line 13: | Line 13: | ||
''KPI table'' is in cells (B5:G13) | ''KPI table'' is in cells (B5:G13) | ||
| − | + | *Consists of an XLCubed 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 XLCubed 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) | ''Region Table'' is in cells (B18:G24) | ||
| − | + | *Consists of an XLCubed grid (B18:F24), and and an in-cell chart formula (G18) | |
| − | + | *Time and PoS are in the header area, and select the respective slicers | |
''Top 10 Regions / Products'' | ''Top 10 Regions / Products'' | ||
| − | + | *Xl3RankLookup and ValueRankLookup formulae | |
| − | + | *Product also uses XL3Link() to jump to detail | |
''Product Groups & HeatMap'' | ''Product Groups & HeatMap'' | ||
| − | + | *Built from XLCubed formula based data on hidden sheets | |
==Variance Analysis Sheet== | ==Variance Analysis Sheet== | ||
| − | + | *Built using one XLCubed 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== | ==Time Series Chart Sheet== | ||
Revision as of 09:49, 3 June 2011
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$2.
Dashboard Worksheet
KPI table is in cells (B5:G13)
- Consists of an XLCubed Grid (B5:D13)
- Grid header area is hidden in grid properties – appearance
- Time and PoS are in the header area, and select the respective slicers
- Sparkline is based on selected month plus previous 11 members
- and XLCubed cube and chart formulae (E5:G13)
- Variance % column uses an XL3Link() to allow the user to jump to detail on the selected KPI
- Bullet Graph in column G, built through an in-cell chart formula, is based on the Target YTD%
Region Table is in cells (B18:G24)
- Consists of an XLCubed grid (B18:F24), and and an in-cell chart formula (G18)
- Time and PoS are in the header area, and select the respective slicers
Top 10 Regions / Products
- Xl3RankLookup and ValueRankLookup formulae
- Product also uses XL3Link() to jump to detail
Product Groups & HeatMap
- Built from XLCubed formula based data on hidden sheets
Variance Analysis Sheet
- Built using one XLCubed grid, with embedded in-cell charting
- It is restricted by the Pos and Time slicers
- For Key Figures, it uses VarianceAnalysis!D3 , which is populated by the XL3Link formulae on the KPI table within the Dashboard sheet.
- Contains an additional XL3Link in column E, contained within a grid calculation, to allow jump to detail on the selected product.
Time Series Chart Sheet
This contains a detail table and chart of value and target for the selected period, product, PoS, and the Key figure passed in by the xl3Linkformulae in ‘Variance Analysis’!$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’
