Press F9 to update widgets with

A) Linear Dial Widget Configuration Data

Widget Main Title Widget Units Actual Value Minimum Value Maximum Value Daily Widget Demand x 1,000,000 Widgets / Day 2.6 0.0 100.0

B) Circular Dial Widget Type #1 Configuration Dat

Widget Main Title Widget Units Actual Value Total Value Daily Widget Demand x 1,000,000 Widgets / Day 53.3 83.0

30

C) Circular Dial Widget Type #2 Configuration Dat

C) Circular Dial Widget Type #2 Configuration Dat

Widget Main Title Widget Units Actual Value Total Value Daily Widget Demand x 1,000,000 Widgets / Day 34.9 83.0

D) Non-Linear Dial Widget Configuration Data

Widget Main Title Widget Units Actual Value ScaleMin Scale1 Sales YTD x millions USD$ 2.4 0.0 0.8 Scale2 Scale3 ScaleMax (Target: $7.3m)

E) Thermometer Widget Configuration Data

Widget Main Title Widget Units Daily Widget Outlook x 1,000,000 Widgets / Day

Actual Value Minimum Value Maximum Value

33.3% 0% 100%

F) Equalizer Widget Configuration Data

Widget Main Title ScaleMin Q1 Target Q2 Target Q3 Target Q4 Target Sales YTD 0 765 722 616 714 (Target: $7.3m) ScaleMax Q1 Actual Q2 Actual Q3 Actual Q4 Actual

G) Traffic Light Widget Configuration Data

Widget Main Title Light #1 Value Light #2 Value Light #3 Value Weekly Sales 67 97 4 vs Targets

Yellow to Red V

Green to Yellow

Light #4 Value

89

H) Pie Widget Configuration Data

Widget Main Title Slice #1 Value Slice #2 Value Slice #3 Value Daily Widget Production Blue Widgets Red Widgets Green Widgets

I) Trend Widget Configuration Data

Widget Main Title Daily Widget Production Note: The data for this widget can be found in the Widget Showcase Calcs page.

J) Up/Down Widget Configuration Data

J) Up/Down Widget Configuration Data

Widget Main Title Widget Value Previous Value Widget Percent Monthly Salary Expenditure 365,200 365,655 -0.1%

K) Funnel Widget Configuration Data

Ages 0-20 20-30 30-40 40-50 50-60 60-70 Male 14 37 37 40 20 15 Female 19 45 34 36 13 11

L) Dots Widget Configuration Data

Widget Main Title Staff Retention

Percentage #1 Percentage #2 Percentage #3

81.7% 79.6% 78.6%

M) World Map Widget

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Select a Destination

Brussels

Brussels

widgets with random data!

LIGHT COLOR SCHEME

ation Data

Daily Widget Demand

40.0 20.0

60.0

80.0

0.0

100.0

x 1,000,000 Widgets / Day

Configuration Data

Daily Widget Demand 64%

53
Configuration Data

83

x 1,000,000 Widgets / Day

Configuration Data

Daily Widget Demand

42%
x 1,000,000 Widgets / Day

iguration Data
(Target: $7.3m)

Sales YTD (Target: $7.3m)

2.8

2.8 5.5 ScaleMax 7.3

0.0

0.8

5.5

7.3

x millions USD$

uration Data
100.0% 90.0% 80.0% 70.0% 60.0% 50.0%

Daily Widget

40.0%

50.0% 40.0%

30.0% 20.0%
10.0% 0.0%

ion Data
(Target: $7.3m) ScaleMax Q1 Actual Q2 Actual Q3 Actual Q4 Actual 1000 726 719
0 1000

Sales Volume (Target vs Actual)

670 764

x millions USD$

uration Data
vs Targets Yellow to Red Value 90 Green to Yellow Value

Weekly Sales Targets

vs

NY

CA

FL

70

Daily Widget Production

883 9023 9085
Blue Widgets 883 (4.7%)

Red Widgets 9,023 (47.5%) Green Widgets 9,085 (47.8%)

Daily Widget Production

25.00
20.00

ound in the

15.00 10.00 5.00 0.00 Jan 02

Jan 12

Jan 22

Feb 01

Feb 11

Feb 21

ion Data

ion Data

Expenditure

Monthly Salary Expenditure

n Data

Workforce Sex / Age Breakdown

60-70 50-60 40-50 30-40 20-30 0-20 50 40 30 20 10 0 10 20 30

Male

Female

Staff Retention

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 www.ExcelDashboardWidgets.com
DARK COLOR SCHEME

R SCHEME

get Demand

Daily Widget Demand

40.0 80.0 20.0

60.0

80.0

100.0

0.0

100.0

x 1,000,000 Widgets / Day

get Demand 64%

Daily Widget Demand 64%

53

83

x 1,000,000 Widgets / Day

get Demand

Daily Widget Demand

42%
x 1,000,000 Widgets / Day

(Target:

Sales YTD (Target: $7.3m)

2.8 0.8
5.5

7.3

0.0

7.3

x millions USD$

Daily Widget

100.0%
90.0% 80.0%

Daily Widget

70.0%
60.0% 50.0%

40.0%

50.0%

40.0%
30.0% 20.0%

10.0%
0.0%

Sales Volume (Target vs Actual)

Volume vs Actual)
1000 1000

Q1
0 0

Q2

Q3

Q4

765

726

722

719

616

670

714

x millions USD$

es

vs

Weekly Sales Targets

vs

FL

TX

NY

CA

FL

TX

Widget uction
Blue Widgets 883 (4.7%)

Daily Widget Production

Blue Widgets 883 (4.7%) Red Widgets 9,023 (47.5%) Green Widgets 9,085 (47.8%)

Red Widgets 9,023 (47.5%) Green Widgets 9,085 (47.8%)

Widget
25.00 20.00 15.00
10.00

Daily Widget Production

5.00 0.00 Jan 02

Feb 21

Mar 02

Jan 12

Jan 22

Feb 01

Feb 11

Feb 21

y Salary nditure

Monthly Salary Expenditure

Sex

eakdown

Workforce Sex / Age Breakdown

60-70 50-60 40-50 30-40 20-30 0-20

30

40

50

50

40

30

20

10

10

20

30

40

Female

Male

Female

Retention

Staff Retention

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2009 2010 2011 lllll lllll lllll

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t Demand

Demand 64%

Demand

(Target:

ily Widget


Q4
1000 0 714 764

s Actual)

vs

TX

Blue Widgets 883 (4.7%) Red Widgets 9,023 (47.5%) Green Widgets 9,085 (47.8%)

Feb 21

Mar 02

Salary

Sex

akdown

40

50

Female

tention

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RATD-II KPIs

Executive Dashboard
Northern Region
Daily Widget Demand Daily Widget Production
100.0%

April 28th 2014

90.0% 80.0% 70.0% 60.0% 50.0%

40.0%

Daily Widget Outlook

4.0 2.0

6.0 8.0 10.0

20.0

30.0 40.0

30.0% 20.0% 10.0% 0.0%

0.0

10.0

0.0

50.0

x 1,000,000 Widgets / Day

x 1,000,000 Widgets / Day

Southern Region
Daily Widget Demand Daily Widget Demand
100.0%
90.0%

80.0% 70.0% 60.0% 50.0%

40.0%
4.0 6.0
8.0 10.0

Daily Widget Demand

20.0

30.0
40.0

30.0% 20.0% 10.0% 0.0%

2.0

0.0

10.0

0.0

50.0

x 1,000,000 Widgets / Day

x 1,000,000 Widgets / Day

Eastern Region
Daily Widget Demand Daily Widget Demand
100.0% 90.0%
80.0% 70.0%

Daily Widget Demand

60.0% 50.0% 40.0%

4.0 2.0 6.0

20.0 8.0
10.0

30.0
40.0

30.0% 20.0%
10.0%

0.0%
0.0 10.0 0.0

50.0

x 1,000,000 Widgets / Day

x 1,000,000 Widgets / Day

Western Region
Daily Widget Demand
Daily Widget Demand
100.0% 90.0% 80.0%
70.0%

Daily Widget Demand

60.0% 50.0% 40.0%

4.0 2.0 6.0 8.0 10.0 20.0

30.0
40.0

30.0% 20.0%
10.0% 0.0%

0.0

10.0

0.0

50.0

x 1,000,000 Widgets / Day

x 1,000,000 Widgets / Day

1st Dashboard Dial Configuration Dial Main Title Dial Units Actual Value Minimum Value Maximum Value Daily Widget Demand x 1,000,000 Widgets / Day 9.0 0.0 10.0

2nd Dashboard Dial Configuration Dial Main Title Dial Units Actual Value Minimum Value Maximum Value Daily Widget Production x 1,000,000 Widgets / Day 22.0 0.0 50.0

1st Dashboard Themometer Configuration Dial Main Title Dial Units Actual Value Minimum Value Maximum Value Daily Widget Outlook x 1,000,000 Widgets / Day 86.0% 0.0 100.0

3rd Dashboard Dial Configuration Dial Main Title Dial Units Actual Value Minimum Value Maximum Value Daily Widget Demand x 1,000,000 Widgets / Day 8.0 0.0 10.0

4th Dashboard Dial Configuration Dial Main Title Dial Units Actual Value Minimum Value Maximum Value Daily Widget Production x 1,000,000 Widgets / Day 34.0 0.0 50.0

2nd Dashboard Themometer Configuration Dial Main Title Dial Units Actual Value Minimum Value Maximum Value Daily Widget Outlook x 1,000,000 Widgets / Day 58.9% 0.0 100.0

5th Dashboard Dial Configuration Dial Main Title Dial Units Actual Value Minimum Value Maximum Value Daily Widget Demand x 1,000,000 Widgets / Day 7.7 0.0 10.0

6th Dashboard Dial Configuration Dial Main Title Dial Units Actual Value Minimum Value Maximum Value Daily Widget Production x 1,000,000 Widgets / Day 7.8 0.0 50.0

3rd Dashboard Themometer Configuration Dial Main Title Dial Units Actual Value Minimum Value Maximum Value Daily Widget Outlook x 1,000,000 Widgets / Day 36.8% 0.0 100.0

7th Dashboard Dial Configuration

8th Dashboard Dial Configuration

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 you want to show and how you want to show it. The following steps should help you prepare your Excel

1. Make a list of the key metrics you want to show on your dashboard. Remember the key dashboarding simplicity. Try where possible to group the metrics into thematic areas. For example a Human Resourc following metrics.. Recruitment Metrics Workforce Metrics

2. Decide the most meaningful increment of time each of the dashboard metrics will display (current, ho quarterly or annually). You may want to design your dashboard to give you an instantaneous snapshot o want to update your dashboard once a month for the monthly management meeting. You may even dec same metric over different time increments (for example the current number of open positions compare

3. Decide which dashboard widgets you want to use to display each of your metrics. The following widg know if you would like us to design 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 sheet of paper (either landscape, portrait). Users should not have to scroll, turn pages, drill-down or rec information. The following are example layouts that fit onto a single A4 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 spreadsh follows.. 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 them into your required dashboard layout. It is good practice to group the widgets into thematic areas a on the upper left hand side. Use the cell lines to help you line the widgets up neatly.

7. Copy and paste the configuration tables from the Widgets Showcase onto Tab #2 and arrange them dashboard layout.

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 the Widgets Showcase. More 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 f
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

Widgets Spreadsheet

Excel you take a bit of time thinking about what information you prepare your Excel dashboard

er the key dashboarding principle of eloquence through mple a Human Resources dashboard might show the

Retention Metrics

will display (current, hourly, daily, weekly, monthly stantaneous snapshot of the current situation. You may ing. You may even decide to display and compare the pen positions compared to the trend over the last year).

ics. The following widgets are available (feel free to let us dashboard.

d should fit on a single landscape screen or single printed ages, drill-down or recalculate to find the necessary paper.

dashboard on paper than to build it straight in Excel.

ard Widgets spreadsheet and set up three new tabs as

ts Widgets Showcase Tab onto Tab #1 and arrange s into thematic areas and put the most important metrics tly.

b #2 and arrange them in a similar layout to the

case Calcs tab into Tab #3.

actly the same way as the widgets are linked together on here..

cating widgets can be found here..

e delighted to help you 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 dial needle, which is on top of the colored dial markers, which are on top of the backgrounds). To edit the colored dial markers we need to move the needle one layer backwards. To do this, click the needle once then right-click the 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 colors. To do this right-click on the group and choose group followed by ungroup. You should now see five small boxes representing the sub-components of the colored scale.

Step #4 any of these individual colored blocks, right-click and select format shape. This will give you To format the normal Excel suite of customization options including fill colors, 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 numbers) but to use the format painter to copy the formats from one dial to another dial. To do this, ungroup the components in two separate widgets that are side-by-side (following the steps 1-3 above). Next, select one of the scale marker blocks with the desired color. Then click the format painter (in the home section of the top ribbon). Youll notice the mouse arrow has changed into a small paintbrush. Then paint this format onto the target dial marker. You should end up with

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 the markers together into a single component. 5b) Send the markers back one layer (to bring the dial needle forward) by right-clicking and selecting send to back followed by send backwards. 5c) Finally right-click the curved edge of the dashboard widget and re-group all of the sub-components into a single component (this makes it easier to move the dial around 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 he Good luck with your Excel Dashboard project. ExcelDashboard Widgets

UPDATE - THERE IS A CLEARER TUTORIAL EXPLAINING HOW TO CHANGE COLOURS ON OUR YOUTUBE https://www.youtube.com/watch?v=7JA9VMOl3UQ

dard Excel commands for Excel shapes. used in the dials.. followed by ungroup.

forum if you need help.

ON OUR YOUTUBE PAGE HERE