Excel Dashboard Widgets

Note: Press F9 to update!
A) Linear Dial Widget Configuration Data

Widget Main Title
Daily Widget Dem
Widget Units
x 1,000,000 Widgets
Actual Value
26.6
Minimum Value
0.0
Maximum Value
100.0
B) Non-Linear Dial Widget Configuration Data

Widget Main Title
Sales YTD
Widget Units
(Targe
x millions USD
Actual Value
3.69
Scale2
ScaleMin
0.000
Scale3
Scale1
0.782
ScaleMax
C) Thermometer Widget Configuration Data
C) Thermometer Widget Configuration Data

Widget Main Title
Daily Widget Out
Widget Units
Actual Value
x 1,000,000 Widgets
73.5%
Minimum Value
0%
Maximum Value
100%
D) Equalizer Widget Configuration Data

Widget Main Title
Sales YTD
(Targe
ScaleMin
ScaleMax
Q1 Target
859
Q1 Actual
Q2 Target
864
Q2 Actual
Q3 Target
869
Q3 Actual
Q4 Target
641
Q4 Actual
E) Traffic Light Widget Configuration Data

Widget Main Title
Weekly Sales
Light #1 Value
26
Light #2 Value
34
Light #3 Value
26
Light #4 Value
37
F) Pie Widget Configuration Data

Widget Main Title
Daily Widget Produ
Slice #1 Value
Blue Widgets
Slice #2 Value
Red Widgets
Slice #3 Value
Green Widgets
G) Trend Widget Configuration Data

Widget Main Title
Daily Widget Produ
Note: The data for this widget can be found in the

Widget Showcase Calcs page.
H) Up/Down Widget Configuration Data

Widget Main Title
Monthly Salary Expe
Widget Value
772,777
Previous Value
776,707
Widget Percent
-0.5%
I) Funnel Widget Configuration Data

Ages
Male
Female
0-20
11
16
20-30
48
63
30-40
43
40
40-50
30
23
50-60
15
21
60-70
12
17
J) Dots Widget Configuration Data

Widget Main Title
Staff Retention
Percentage #1
80.1%
Percentage #2
75.6%
Percentage #3
78.0%
ad
www.ExcelDashboardW
LIGHT COLOR SCH
n Data
Daily Widget D
ily Widget Demand
00,000 Widgets / Day

40.0
20.0
94.3
0.0
x 1,000,000 Widgets / D
ration Data
TD
(Target: $7.3m)
Sales YTD
$7.3m)
Q2
x millions USD$
2.805
Scale2
2.805
Scale3
5.500
ScaleMax
7.300
tion Data
Q1
0.782
0.000
1.73
x millions USD$
tion Data
Daily
Out
100.0%
90.0%
aily Widget Outlook
80.0%
70.0%
00,000 Widgets / Day
60.0%
50.0%
40.0%
30.0%
20.0%
10.0%
0.0%
9%
Data
TD
Sales Volu
(Target vs Ac
Q1
(Target: $7.3m)
Q2 Actual
821
0
Q3 Actual
902
Q4 Actual
593
on Data
Sales
vs Targets
||||||||||
802
|| ||||||||||
Q1 Actual
| ||||||||||
1000
||||||||||
ScaleMax
1000
Q2
700
799
853
754
x millions USD$
Weekly Sales
Targets
NY
CA
NY
Yellow to Red Value

90
Green to Yellow Value
70
l
l
l
gets
1,805
gets
1,325
dgets
8,568
in the
l
l
l
Daily Widget Pro
y Widget Production
y Widget Production
CA
Daily Widget Pro

25.00
20.00
15.00
10.00
5.00
15.00
10.00
5.00
0.00
Jan 02
Jan 12
Data
Jan 22
Feb 01
Monthly Sal
Expenditu
hly Salary Expenditure
$ 926
Workforce
Breakdow
60-70
50-60
40-50
30-40
20-30
0-20
60
50
40
30
20
10
10
20
20-30
0-20
60
Staff Retention
50
40
30
20
Male
10
10
20
Staff Reten
2009
2010
lllll
lllll
llll
llll
lllll
lllll
lllll
lllll
lllll
lllll
lllll
lllll
lllll
lllll
lllll
lllll
lllll
lllll
78.8%
75.9%
DashboardWidgets.com
COLOR SCHEME
DARK COLO
Widget Demand
Daily Wid
60.0
80.0
94.3
100.0
1,000,000 Widgets / Day
TD
(Target:
$7.3m)
Sales YTD
$7
Q3
2.805
5.500
1.73
x millions USD$
7.300
Q4
Q1
0.000
Daily Widget
Outlook
100.0%
90.0%
80.0%
70.0%
9.3%
60.0%
50.0%
40.0%
30.0%
20.0%
10.0%
0.0%
9%
Sales Volume
arget vs Actual)
Q1
| ||||||||||
| || ||||||||||
762
719
836
926
1000
| ||||||||||
||||||||||
754
1000
||||||||||
||||||||||
Q4
||||||||||
Q3
700
x millions USD$
y Sales
Targets
FL
vs
TX
Weekly Sa
Ta
NY
FL
l
l
l
TX
l
l
l
NY
l
l
l
Widget Production
Daily Widg
Blue Widgets
5,733 (28.1%)
Red Widgets
8,302 (40.7%)
Green Widgets
6,379 (31.2%)
Widget Production
Daily Widg
25.00
20.00
15.00
10.00
5.00
15.00
10.00
5.00
Jan 22
Feb 01
Feb 11
Feb 21
Mar 02
0.00
Jan 02
Monthly Salary
Expenditure
Jan 12
Jan 22
Monthly Sal
926,989
0.5%
ce
Sex / Age
Breakdown
20
Workforce
Bre
60-70
60-7
50-60
50-6
40-50
40-5
30-40
30-4
20-30
20-3
0-20
0-2
10
10
20
30
40
50
60
70
60
50
40
30
20
10
20
20-30
20-3
0-20
0-2
10
10
20
30
40
Female
50
60
70
60
50
40
taff Retention
2010
2011
lllll
lllll
lllll
lllll
llllll
l
lllll
lllll
lllll
lllll
lllll
lllll
lllll
75.9%
77.0%
2009
llll
lllll
lllll
lllll
lllll
lllll
lllll
lllll
78.8%
30
20
10
DARK COLOR SCHEME
Daily Widget Demand
40.0
60.0
20.0
80.0
94.3
0.0
100.0
x 1,000,000 Widgets / Day
Sales YTD
(Target:
$7.3m)
Q2
Q3
2.805
5.500
0.782
0.000
1.73
x millions USD$
7.300
Q4
Daily Widget
Outlook
0%
0%
0%
0%
9.3%
0%
0%
0%
0%
0%
0%
0%
9%
Sales Volume
(Target vs Actual)
||||||||||
||||||||||
| ||||||||||
| || ||||||||||
Q4
||||||||||
Q3
|| ||||||||||
Q2
| ||||||||||
Q1
799
853
754
762
719
836
926
x millions USD$
Weekly Sales
Targets
CA
FL
vs
TX
1000
00
00
00
00
00
CA
l
l
l
FL
l
l
l
TX
l
l
l
Daily Widget Production
Blue Widgets
5,733 (28.1%)
Red Widgets
8,302 (40.7%)
Green Widgets
6,379 (31.2%)
00
00
00
00
an 02
Jan 12
Jan 22
Feb 01
Feb 11
Feb 21
Mar 02
Monthly Salary Expenditure
$ 926,989
0.5%
Workforce
Sex / Age
Breakdown
60-70
50-60
40-50
30-40
20-30
0-20
50
40
30
20
10
10
20
30
40
50
60
70
20-30
0-20
50
40
30
20
Male
10
10
20
30
40
50
Female
60
70
Staff Retention
2009
2010
2011
lllll
lllll
lllll
lllll
lllll
lllll
llll
llllll
l
lllll
lllll
lllll
lllll
lllll
lllll
lllll
lllll
lllll
lllll
lllll
lllll
lllll
lllll
78.8%
75.9%
77.0%
ACME Operations
Executive Dashboard
July 15th 2011
Northern Region
Daily Widget Demand
100.0%
Daily Widget Outlook
90.0%
80.0%
70.0%
66.5%
60.0%
50.0%
40.0%
4.0
20.0
6.0
2.0
1.5
10.0
30.0%
10.0
8.0
0.0
30.0
40.0
10.0%
0.0%
18.2
0.0
20.0%
50.0
67%
Southern Region
Daily Widget Demand
Daily Widget Demand
100.0%
Daily Widget Demand
90.0%
80.0%
70.0%
29.3%
60.0%
50.0%
40.0%
4.0
6.0
2.0
20.0
2.7
10.0
30.0%
10.0
8.0
0.0
30.0
40.0
10.0%
0.0%
39.4
0.0
20.0%
50.0
29%
Eastern Region
Daily Widget Demand
Daily Widget Demand
100.0%
Daily Widget Demand
90.0%
80.0%
70.0%
13.8%
60.0%
50.0%
40.0%
4.0
6.0
2.0
20.0
8.0
9.7
0.0
10.0
30.0
10.0
30.0%
40.0
10.0%
0.0%
1.0
0.0
20.0%
50.0
14%
Western Region
Daily Widget Demand
Daily Widget Demand
100.0%
Daily Widget Demand
90.0%
80.0%
70.0%
52.6%
60.0%
50.0%
40.0%
4.0
6.0
2.0
0.0
20.0
8.0
8.5
10.0
30.0
10.0
0.0
30.0%
40.0
1.0
20.0%
10.0%
0.0%
50.0
53%
1st Dashboard Dial Configuration
2nd Dashboard Dial Configuration
1st Dashboard Themometer Configuration
Dial Main Title
Daily Widget Demand
Dial Main Title
Dial Main Title
Dial Units
Dial Units
Dial Units
Actual Value
9.0
Actual Value
22.0
Actual Value
Minimum Value
0.0
Maximum Value
10.0
86.0%
Minimum Value
0.0
Minimum Value
0.0
Maximum Value
50.0
Maximum Value
100.0
3rd Dashboard Dial Configuration
4th Dashboard Dial Configuration
2nd Dashboard Themometer Configuration
Dial Main Title
Daily Widget Demand
Dial Main Title
Dial Main Title
Dial Units
Dial Units
Dial Units
Actual Value
8.0
Actual Value
34.0
Actual Value
Minimum Value
0.0
Minimum Value
0.0
Minimum Value
5.7%
0.0
Maximum Value
10.0
Maximum Value
50.0
Maximum Value
100.0
3rd Dashboard Themometer Configuration
Dial Main Title
Daily Widget Demand
Dial Main Title
Dial Main Title
Dial Units
Dial Units
Dial Units
Actual Value
7.7
Actual Value
Minimum Value
0.0
Maximum Value
10.0
7.8
Actual Value
Minimum Value
0.0
Minimum Value
0.0
Maximum Value
50.0
Maximum Value
100.0
55.8%
4th Dashboard Themometer Configuration
How to Design an Excel Based Dashboard Using the Dashboard Widgets Spreadsh
We recommend that before you jump straight into designing your dashboard in Excel you take a bit of ti
want to show it. The following steps should help you prepare your Excel dashboard
1. Make a list of the key metrics you want to show on your dashboard. Remember the key dashboarding
group the metrics into thematic areas. For example a Human Resources dashboard might show the foll
Recruitment Metrics
Number of open positions
Average cost per recruitment
Average days per recruitment
2. Decide the most meaningful increment of time each of the dashboard metrics will display (current, ho
design your dashboard to give you an instantaneous snapshot of the current situation. You may want to
meeting. You may even decide to display and compare the same metric over different time increments (
trend over the last year).
3. Decide which dashboard widgets you want to use to display each of your metrics. The following widge
more). Try to stick to three or four styles per dashboard.
- Linear Dial Widget
- Non-Linear Dial Widget
- Thermometer Widget
- Equalizer Widget
- Traffic Light Widget
- Pie Widget
- Trend Widget
- Up/Down Widget
- Funnel Widget
- Dots Widget
4. Choose a layout for you widgets. Generally it is good practice that a dashboard should fit on a single
portrait). Users should not have to scroll, turn pages, drill-down or recalculate to find the necessary infor
sheet of paper.
5. Sketch your dashboard out on paper. It is significantly easier to first design a dashboard on paper tha
5. Now its time to create your dashboard in Excel. Open up a new Excel Dashboard Widgets spreadshe
Tab #1 rename as My Dashboard
Tab #2 rename as My Configuration Page
Tab #3 rename as My Calculations Page
6. Copy and paste the widgets you want to use from the Excel Dashboard Widgets Widgets Showcase
layout. It is good practice to group the widgets into thematic areas and put the most important metrics o
widgets up neatly.
7. Copy and paste the configuration tables from the Widgets Showcase onto Tab #2 and arrange them
8. Copy and paste the relevant widget calculations tables from the Widget Showcase Calcs tab into Ta
9. Now comes the difficult part you need to link these three tabs together in exactly the same way as t
information on duplicating widgets can be found here..
http://www.exceldashboardwidgets.com/phpBB3/viewtopic.php?f=7&t=65
10. You may like to configure your own color scheme. More information on duplicating widgets can be fo
http://www.exceldashboardwidgets.com/phpBB3/viewtopic.php?f=7&t=67
If any of this doesnt make sense post a message in the forum and we would be delighted to help you
Grab a coffee, take a deep breath and good luck with your dashboard.
DashboardWidgets
ashboard Using the Dashboard Widgets Spreadsheet
ight into designing your dashboard in Excel you take a bit of time thinking about what information you want to show a
d help you prepare your Excel dashboard
to show on your dashboard. Remember the key dashboarding principle of eloquence through simplicity. Try where p
r example a Human Resources dashboard might show the following metrics..
Workforce Metrics
Workforce breakdown by age
Workforce breakdown by sex
Workforce breakdown by grade
Workforce breakdown by department
of time each of the dashboard metrics will display (current, hourly, daily, weekly, monthly quarterly or annually). You m
antaneous snapshot of the current situation. You may want to update your dashboard once a month for the monthly
and compare the same metric over different time increments (for example the current number of open positions com
want to use to display each of your metrics. The following widgets are available (feel free to let us know if you would li
er dashboard.
rally it is good practice that a dashboard should fit on a single landscape screen or single printed sheet of paper (eith
turn pages, drill-down or recalculate to find the necessary information. The following are example layouts that fit onto
is significantly easier to first design a dashboard on paper than to build it straight in Excel.
in Excel. Open up a new Excel Dashboard Widgets spreadsheet and set up three new tabs as follows..
ge
e
o use from the Excel Dashboard Widgets Widgets Showcase Tab onto Tab #1 and arrange them into your required d
gets into thematic areas and put the most important metrics on the upper left hand side. Use the cell lines to help yo
s from the Widgets Showcase onto Tab #2 and arrange them in a similar layout to the dashboard layout.
culations tables from the Widget Showcase Calcs tab into Tab #3.
d to link these three tabs together in exactly the same way as the widgets are linked together on the Widgets Showca
found here..
/phpBB3/viewtopic.php?f=7&t=65
lor scheme. More information on duplicating widgets can be found here..
/phpBB3/viewtopic.php?f=7&t=67
message in the forum and we would be delighted to help you with your dashboard project.
od luck with your dashboard.
heet
me thinking about what information you want to show and how you
g principle of eloquence through simplicity. Try where possible to

owing metrics..
Retention Metrics
Voluntary turnover rate
Involuntary turnover rate
Average length of service
urly, daily, weekly, monthly quarterly or annually). You may want to

update your dashboard once a month for the monthly management
for example the current number of open positions compared to the
ets are available (feel free to let us know if you would like us to design
landscape screen or single printed sheet of paper (either landscape,

rmation. The following are example layouts that fit onto a single A4
an to build it straight in Excel.
eet and set up three new tabs as follows..
Tab onto Tab #1 and arrange them into your required dashboard
n the upper left hand side. Use the cell lines to help you line the
in a similar layout to the dashboard layout.
b #3.
he widgets are linked together on the Widgets Showcase. More
ound here..
with your dashboard project.
HOW TO CUSTOMIZE THE STYLE AND COLORS OF THE WIDGETS

The shapes used to make up the dashboard widgets can be easily customized using the standard Excel commands
Here is an step-by-step guide of how to reverse the colors and customize the colored markers used in the dials..
Step #1
Right-click the curved edge of the dashboard widget you want to customize and select group followed by ungroup.
You should now see lots of small boxes showing the sub-components that make up the widget.
Step #2
Here comes the tricky part the components are arranged as layers on top of each other (the circle is on top of the
which are on top of the backgrounds). To edit the colored dial markers we need to move the needle one layer backw
rectangular edge and choose send to back followed by send backward.
Step #3
Now you'll find that the five colored dial markers are grouped together so well need to ungroup them to change their
group followed by ungroup. You should now see five small boxes representing the sub-components of the colored
Step #4
To format any of these individual colored blocks, right-click and select format shape. This will give you the normal E
transparencies, reflections, gradients, 3d bevels, etc. etc.
To reverse the scale, the simplest method is not to change the colors directly (as they are custom shades using RGB
formats from one dial to another dial. To do this, ungroup the components in two separate widgets that are side-by-s
the scale marker blocks with the desired color. Then click the format painter (in the home section of the top ribbon
paintbrush. Then paint this format onto the target dial marker. You should end up with something like this with the se
Step #5
You now finally need to reverse steps 1-4 to tidy up your work...
5a) Right-click on one of the colored markers and select group followed by group in the second menu - to group th
5b) Send the markers back one layer (to bring the dial needle forward) by right-clicking and selecting send to back
5c) Finally right-click the curved edge of the dashboard widget and re-group all of the sub-components into a single
as a single widget).
I hope this makes sense and as always, please feel free to ask for clarification on our website forum if you need help
Good luck with your Excel Dashboard project.
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Excel Dashboard Widgets

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Excel Dashboard Widgets

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Note: Press F9 to update!

A) Linear Dial Widget Configuration Data

Daily Widget Dem

B) Non-Linear Dial Widget Configuration Data

C) Thermometer Widget Configuration Data

C) Thermometer Widget Configuration Data

Daily Widget Out

D) Equalizer Widget Configuration Data

E) Traffic Light Widget Configuration Data

F) Pie Widget Configuration Data

Daily Widget Produ

G) Trend Widget Configuration Data

Daily Widget Produ

Note: The data for this widget can be found in the

H) Up/Down Widget Configuration Data

Monthly Salary Expe

I) Funnel Widget Configuration Data

J) Dots Widget Configuration Data

LIGHT COLOR SCH

ily Widget Demand

00,000 Widgets / Day

aily Widget Outlook

00,000 Widgets / Day

Yellow to Red Value

Daily Widget Pro

Daily Widget Pro

hly Salary Expenditure

1,000,000 Widgets / Day

DARK COLOR SCHEME

Daily Widget Demand

x 1,000,000 Widgets / Day

Daily Widget Production

Daily Widget Production

Monthly Salary Expenditure

July 15th 2011

Daily Widget Production

Daily Widget Outlook

x 1,000,000 Widgets / Day

x 1,000,000 Widgets / Day

Daily Widget Demand

Daily Widget Demand

x 1,000,000 Widgets / Day

x 1,000,000 Widgets / Day

Daily Widget Demand

Daily Widget Demand

x 1,000,000 Widgets / Day

x 1,000,000 Widgets / Day

Daily Widget Demand

Daily Widget Demand

1st Dashboard Dial Configuration

2nd Dashboard Dial Configuration

1st Dashboard Themometer Configuration

Dial Main Title

Daily Widget Demand

Dial Main Title

Daily Widget Production

Dial Main Title

Daily Widget Outlook

x 1,000,000 Widgets / Day

x 1,000,000 Widgets / Day

x 1,000,000 Widgets / Day

3rd Dashboard Dial Configuration

4th Dashboard Dial Configuration

2nd Dashboard Themometer Configuration