Excel Sales Dashboard: an example of dashboard using Vizubi Functions

Download the Excel_Dashboard_Vizubi.zip from: http://www.vizubi.com/dwnld/Excel_Dashboard_Vizubi.zip
Extract the .xlsx and the .ndb files into the same directory.
Open the Excel_Dashboard_Vizubi.xlsx
You should see the dashboard in the image above.

NB: if tou want to reload the data incuded in the dashboard, set the connection to .mdb file with the path where you have extract the files.

The Sales Dashboard consists of different elements built in different ways:
1) The two charts at the top show: the number of Sales over a five year period on the left and the number of the orders in 2008 on the right. These elements are Vizubi pivot charts of (for more details on pivot charts see the Creating and Using Pivot Charts tutorial).
2) The 20 sparklines on the left of the Dashboard worksheet are Excel charts showing the trend of the specific Product/Customer immediately on the right.
3 – 4) The two tables show the Top 10 Products by Revenue (with an associated Excel chart) and the Top 10 Customers this month. They are built with data contained in "support" tables and calculated using the GetVizubiData and GetVizubiDataRow Vizubi Functions.

The pivot chart on the upper left shows sales. The field on the horizontal axis is a group with time fields in it (for more details about groups view the How to use groups with your reports tutorial) that includes the following fields: Year, Year-Quarter, Year-Month, Year-Week.
You can cycle through these fields as follows:
1) Select the graph by clicking on it.
2) Click on the bottom part of the Cycle button and select the specific field you want to view or click directly on the upper part of the Cycle button. This will modify the graph to reflect field which has been selected.

The pivot chart on the right shows the number of orders. The field used in the horizontal axis is the same time group used to build the pivot chart for the sales amount and you can cycle through its fields as described above.

The Top 10 Products by Revenue table is in the middle of the Sales dashboard.
This table shows the top ten best-selling products for the selected period ranked by revenue: you can select a time range using panels (view the next steps). The ranking is built using a formula that combines information from two different tables which are in the Products last 12 Months worksheet and in the References worksheet (1).

To the right there is an Excel graph that shows the percent of total value ($) and the percent of the number of total orders for each product. The values used to build the graphs are taken from the table in the Top Ten Products worksheet (2).

The Top 10 Customers this month table is in the bottom part of the dashboard.
The table shows the top ten customers of the month ranked by value of purchases. The table shows the value of purchases this month (Val TM), the percentage of total amount (Val %), the amount of purchases of this year (Val TY) and the margin this year (Margin TY).

The ranking is built using a formula that combines information from two different tables which are in the Top 10 Customer this month worksheet (1) and in the References worksheet.

On the left of the Top 10 Products by Revenue and Top 10 Customer this month tables there are 20 sparklines. They are Excel graphs that described the trend of the specific Product/Customer immediately on the right. The values used to build these graphs are taken from the table in the Top Ten Products Last 12 Months worksheet (1) for the product sparklines and in the Customer Last 12 Months worksheet (2) for the Customer Sparklines.

To learn how to build tables and graphs shown in the Excel Sales Dashboard, view the Excel Sales Dashboard: behind the scenes tutorial.

Information in the Sales Dashboard can be quickly filtered using filter panels.
In this example we will use the Order Date panel:
1) Click on the Panel button in the Panels group of the ribbon.
2) Click on the Order Date panel then on Confirm.
3) The panel opens on the left.

Using Panels (1) and the Fields button (2) it is possible to filter data in the dashboard to obtain the results you need quickly.

This example shows one of the possible ways to build a dashboard; clearly there are lots of different types of dashboards you can build using Vizubi and Excel. If you want to customize your dashboard and need support, contact us at support@vizubi.com for a free live training session.

Download the Excel_Dashboard_Vizubi.zip from: http://www.vizubi.com/dwnld/Excel_Dashboard_Vizubi.zip
Extract the .xlsx and the .ndb files into the same directory.
Open the Excel_Dashboard_Vizubi.xlsx
You should see the dashboard in the image above.

NB: if tou want to reload the data incuded in the dashboard, set the connection to .mdb file with the path where you have extract the files.

The Sales Dashboard consists of different elements built in different ways:
1) The two charts at the top show: the number of Sales over a five year period on the left and the number of the orders in 2008 on the right. These elements are Vizubi pivot charts of (for more details on pivot charts see the Creating and Using Pivot Charts tutorial).
2) The 20 sparklines on the left of the Dashboard worksheet are Excel charts showing the trend of the specific Product/Customer immediately on the right.
3 – 4) The two tables show the Top 10 Products by Revenue (with an associated Excel chart) and the Top 10 Customers this month. They are built with data contained in "support" tables and calculated using the GetVizubiData and GetVizubiDataRow Vizubi Functions.

The pivot chart on the upper left shows sales. The field on the horizontal axis is a group with time fields in it (for more details about groups view the How to use groups with your reports tutorial) that includes the following fields: Year, Year-Quarter, Year-Month, Year-Week.
You can cycle through these fields as follows:
1) Select the graph by clicking on it.
2) Click on the bottom part of the Cycle button and select the specific field you want to view or click directly on the upper part of the Cycle button. This will modify the graph to reflect field which has been selected.

The pivot chart on the right shows the number of orders. The field used in the horizontal axis is the same time group used to build the pivot chart for the sales amount and you can cycle through its fields as described above.

The Top 10 Products by Revenue table is in the middle of the Sales dashboard.
This table shows the top ten best-selling products for the selected period ranked by revenue: you can select a time range using panels (view the next steps). The ranking is built using a formula that combines information from two different tables which are in the Products last 12 Months worksheet and in the References worksheet (1).

To the right there is an Excel graph that shows the percent of total value ($) and the percent of the number of total orders for each product. The values used to build the graphs are taken from the table in the Top Ten Products worksheet (2).

The Top 10 Customers this month table is in the bottom part of the dashboard.
The table shows the top ten customers of the month ranked by value of purchases. The table shows the value of purchases this month (Val TM), the percentage of total amount (Val %), the amount of purchases of this year (Val TY) and the margin this year (Margin TY).

The ranking is built using a formula that combines information from two different tables which are in the Top 10 Customer this month worksheet (1) and in the References worksheet.

On the left of the Top 10 Products by Revenue and Top 10 Customer this month tables there are 20 sparklines. They are Excel graphs that described the trend of the specific Product/Customer immediately on the right. The values used to build these graphs are taken from the table in the Top Ten Products Last 12 Months worksheet (1) for the product sparklines and in the Customer Last 12 Months worksheet (2) for the Customer Sparklines.

To learn how to build tables and graphs shown in the Excel Sales Dashboard, view the Excel Sales Dashboard: behind the scenes tutorial.

Information in the Sales Dashboard can be quickly filtered using filter panels.
In this example we will use the Order Date panel:
1) Click on the Panel button in the Panels group of the ribbon.
2) Click on the Order Date panel then on Confirm.
3) The panel opens on the left.

Using Panels (1) and the Fields button (2) it is possible to filter data in the dashboard to obtain the results you need quickly.

This example shows one of the possible ways to build a dashboard; clearly there are lots of different types of dashboards you can build using Vizubi and Excel. If you want to customize your dashboard and need support, contact us at support@vizubi.com for a free live training session.