
design a project portfolio dashboard in excel that shows high-level status across projects with plan vs actual metrics, time and cost indicators, critical issues, monthly and drill-down views.
Design a dashboard in Excel by organizing data into five tables, including highlight table, time metrics table, and cost metrics, with a cumulative blend and bar and line charts.
Design the data sheet by setting up date, project name, currency, and columns for cumulative values, project over all percentage, overall performance, and time elapsed, then fill in the data for each project.
Enter project data, dates, names, and blend percentages to populate the interactive dashboard. Track monthly data from start to end of each project across a one-year timeline.
Create a time metrics table for an interactive project dashboard by selecting data, adjusting values, converting columns to rows, filtering by project, and charting the results.
Create cost metrics table by selecting data from the data sheet, inserting a buffet table in a new worksheet, summing earned value, applying filters, and visualizing with a bar chart.
Create histograms and pivot tables to build an interactive project dashboard, selecting data ranges, applying filters, and generating pivot charts as column charts.
Learn to create S-curve tables and line charts by selecting data, applying filters and values, removing blanks, and formatting the chart for an interactive dashboard.
Create a highlights table by selecting the data, setting the table, applying filters for highlights, and arranging rows and columns; design and format the chart to complete the highlights view.
Design a waterfall full dashboard by adjusting size and layout and landscape orientation, arranging highlights and metrics, and using slicers for project drill-down.
Create a project dashboard by selecting data per project with one click and adjusting slider colors. Add a timeline to filter by month and link slicers for an Excel view.
Create interactive dashboards in Microsoft Excel using developer options, option buttons, and drop-down menus linked to cells. Format controls, set input ranges, and drive charts and selections through these tools.
Apply option buttons and dropdown menus to interactive dashboard, configuring a dropdown to select cost components and linking it with a total cost chart via index formula and format control.
Learn to build interactive dashboards by adding option buttons and a dropdown to switch between bar and line charts, drive chart data with conditions, and customize a professional cost chart.
Think through examples for DB to reinforce how to build an interactive dashboard from scratch.
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learn what is the project Interactive dash board and who use this dash boards.
how to create in an easily way this dashboards using excel.
The dashboard tracks and measures the status of the project health indicators, project progress and project budget spent, through a range of key performance indicators. You can use the dashboard when reporting on the project performance to the project owners, project sponsors and other interested parties and business stakeholders.
WHAT IS A DYNAMIC DASHBOARD?
A dynamic dashboard is one that updates automatically with real-time data. Whenever a change is made to a project schedule or record, any dashboard that draws on that information is updated. You get real-time information, every time.
This is different to non-dynamic, static dashboards – the kind that you might build in a spreadsheet for an executive summary report. This kind of dashboard won’t (and can’t) update automatically.
There are many disadvantages to using static dashboards including the amount of time it takes to keep the updated. It’s a manual process that is very time-consuming. By the time they reach the intended audience, they are already out of date.
1. They Provide Real-Time Information
2. They Create One Version of the Truth
3. They Are Easy to Change
4. They Allow Drill Down
5. They Provide a Consistent View