ManagementBook

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.

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.

Managebooks1.png

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 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

Managebooks2.png
  • 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

See Also