Executive Summary Dashboard #excel Radar & Column Charts Tutorial 3 - ID Card Make

Executive Summary Dashboard #excel Radar & Column Charts Tutorial 3 - ID Card Make Welcome to other levels in today's video we will continue learning how to create this executive summary dashboard using Microsoft Excel in first video tutorial we explained all.

Executive Summary Dashboard #excel Radar & Column Charts Tutorial 3

Features and contents of the dashboard also the colors and fonts let's continue together we will start by creating a radar chart showing the total profits on a daily and monthly basis here is the.

Total profits as you can see in the data table here are the numbers of the days of the year in order let's add up the days of the whole year in the row field then the profits in the values field we.

Will add the year's filter because this chart will only be for the profits of the year 2023. and we will create another pivot table showing the profits for the year 2022..

The pivot table is now ready let's insert the radar chart remove the title and the legend foreign on the dashboard.

Let's start first with the 2022 profits chart click on the chart and then change its color to this dark blue now we adjust the dimensions of the.

Chart make sure the line width is one repeat the same previous steps for the 2023 profits chart with only changing the color of the chart to a gradual.

Yellow as it will be shown foreign charts are ready so now align them to the center and then to the middle let's start first by inserting a circle.

In the middle of them set the circle's transparency to 40 percent add a second Circle but without transparency this time and with smaller.

Dimensions than the previous one we will add a white ring on top set the color transparency to 91 percent great now we'll add the months around the edges of this circular ring but.

First we need a small white lines start first with the top middle line and the middle bottom foreign then select all the elements of this.

Part and align them to the center and middle duplicate this group six times to get 12 White Lines foreign just rotate it 90 degrees.

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    Select them all and then group now add the names of the months foreign we will add the total 2023 profits.

    Just type equal and then select the grand total now increase the font and make it bold the final step is to add the primary grid lines we'll use a circular grid.

    Line instead of a hexagon remove the fill color set a gray outline color let's set the color transparency to 75 percent.

    We will need four grid lines each with a different diameter than the other foreign ly add the vertical excess values foreign.

    Here we have completed the design of this wonderful chart we will now move on to add the strategies plans add the name and description for the analysis.

    We have got here the strategies plans the first plan is to use 30 of the income for business investment the second is to use 15 for increasing production capacity and the last is ten.

    Percent for advertising strategy all we have to do is multiply the total 2023 profits by the percentages we've got the amounts now we will show them on the dashboard in another format.

    From format cell menu choose custom then add this number format let's link the values to the dashboard in addition to the names of the strategies we will add a description of.

    Them Now link the percentages copy and paste the format to speed up creation finally link the amounts.

    Thank God now we have completed the

    First dashboard and we're going to complete the last part of this template which is the orders and returns analysis we only want 2023 data here.

    We will keep the day number in the row field and add the orders in the values field and also the refunds now the pivot is ready insert the 2D column chart remove the legend and horizontal axis.

    And the grid lines also the fill and the outline color move it to the dashboard to continue adjustments for the orders columns we will use the.

    Dark yellow color and the light gray for the refund columns sets overlap 100 and the Gap width as well.

    Now let's make this column chart in another levels make sure that this rectangle have the same background color now add the chart horizontal axis.

    Then add toe more rectangles fill it with the background color and set the transparency to 58 percent foreign use the same previous custom grid lines.

    What we created in the second video tutorial awesome design next let's add the values firstly let's get the total 2022 orders to get the difference ratio later on.

    Now add the total 2022 and 2023 orders in separate cells but here we need the total refunds and orders together to extract the total purchases.

    So type equals then choose the total orders plus the total refunds and now extract the difference ratio between these two years use the previous number format.

    Foreign I will add these values and highlight it on the dashboard as usual we must add the title and the description for this part.

    Then add the total orders for the current and previous year foreign next we will add the completed orders and total refunded orders on top of the.

    Chart foreign foreign use a small circle as a chart Legend foreign.

    Next get the difference ratio between the current year and the previous year foreign foreign we will add the average of the order.

    Value foreign foreign we completed the dashboard and this is the final modifications for the pivot.

    Table sheet the last thing is to protect and lock the dashboard select all elements and press Ctrl 1. then from properties choose don't move.

    Or size with cells and make sure to check on the locked option foreign and for the slicer make sure that it's not locked and also check on disable.

    Resizing and moving option foreign ly unlock the A1 cell for the three sheets foreign.

    And for the data table unlock the table as well now the dashboard ready for protecting it from review menu choose protect sheet and follow these steps for each sheet.

    Foreign foreign the dashboard you can share your own experience for creating it you can get this template by visiting our online.

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