Professional Documents
Culture Documents
Maximum Value
C) Circular Dial 100.0Type #2 Configuration D
Widget
D) Non-Linear
Widget Units Dialx Widget
1,000,000Configuration
Widgets / Day Data
Minimum Value 0%
I) TrendValue
Maximum Widget Configuration
100% Data
ScaleMin 0 ScaleMax
J) Target
Q1 Up/Down Widget 853
Configuration Data
Q1 Actual
Light #2 Value 80
Light #4 Value 90
L) Funnel Widget Configuration Data
Slice #3 Value
M) Dots Green Widgets
Widget Configuration Data
Percentage #1 76.1%
Percentage #2 77.8%
Percentage #3 80.6%
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Select a Destination
Brussels Brussels
Daily Widget
Demand
onfiguration Data
s / Day
40.0 60.0
20.0 80.0
0.0
72. 100.0
3
onfiguration Data x 1,000,000 Widgets / Day
Daily Widget
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60
83
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x 1,000,000 Widgets / Day
ation Data
Daily Widget
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s / Day
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n Data
Sales YTD
(Target: $7.3m)
arget: $7.3m)
ation Data
Q2 Q3
2.8
Q1 Q4
cale3 5.5 0.0
6.8 7.3
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x millions USD$
a
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64.6
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50.0%
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ñ
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ata
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Sales Volume
(Target vs Actual)
arget: $7.3m)
Q1 Q2 Q3 Q4
1000
caleMax 1000
|||||||||
|||||||||
|||||||||
|||||||||
|||||||||
|||||||||
n Actual
Q1 Data 300
||||
Q2 Actual 948
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677 300 653 645 643 681 661
Q3 Actual 671 x millions USD$
Q4 Actual 700
90 l l l
Green to Yellow Value l l l
Data
70
l l l
Daily Widget
Production
5268
Blue Widgets
3270 198 (8.4%)
Red Widgets
8085 1,297 (55.4%)
ata Green Widgets
847 (36.2%)
Daily Widget
Production
16.00
d in the 14.00
12.00
10.00
8.00
6.00
16.00
14.00
12.00
10.00
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Jan 02 Jan 12 Jan 22 Feb 01 Feb 11 Feb 21 Mar 02
Monthly Salary
onfiguration
enditure Data
Expenditure
$
573,763
onfiguration Data
q -0.1%
Daily Visitors
UNIQUE VISITORS
958
iguration Data
+9%
+9%
Data
Workforce
Sex / Age Breakdown
60-70
50-60
40-50
30-40
20-30
0-20
70 60 50 40 30 20 10 0 10 20 30 40 50 60
Male Female
Staff Retention
2009 2010 2011
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82.2% 76.9% 82.2%
Brussels
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Workforce Breakdown
FEMALE
61% 39%
-13%
Female
Percentage
Female
Percentage
61%
-13%
Male Percentage
39%
+13%
Competency Matrix
Competency Matrix
Sensitivity Leadership
Value 4 Skills
Value 10
Vision 9 3 Listening
Value 7 Skills
3 9
Value 9
Adaptability 8 9 Decision
Value 5
4 9 Making
Value 7
Personal Drive Negotiation
Value 5 Skills
Value 7
EL DASHBOARD WIDGETS SPREADSHEET
h to help you make a decision as to whether you would
used throughout your organization with a single license.
s of this free version of the Excel Dashboard Widgets Spreadsheet a
© www.ExcelDashboardWidgets.com
40.0 60.0
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72. 100.0
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ts / Day x 1,000,000 Widgets / Day
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Sales YTD
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Q3 Q2 Q3
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Q4 Q1 Q4
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Feb 11 Feb 21 Mar 02 Jan 02 Jan 12 Jan 22 Feb 01 Feb 11 Feb 21 Mar 02
8 958
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Workforce
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50-60
40-50
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0-20
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Female Male Female
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Workforce
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Breakdown
le
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Female Percentage
le
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Female Percentage
1% 61%
13% -13%
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Competency
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ills
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Widgets Showcase Dashboard Calculations Page
Copy each of these blocks of code as many times as you need for each of your new widgets…
Step #1: Link the yellow cells to your "My Configuration Page" cells
Step #2: Link dial widget objects to blue cells following this example.
Step #1: Link the yellow cells to your "My Configuration Page" cells
Step #2: Link dial widget objects to blue cells following this example.
Step #1: Link the yellow cells to your "My Configuration Page" cells
Step #2: Link dial widget objects to blue cells following this example.
Step #1: Link the yellow cells to your "My Configuration Page" cells
Step #2: Link dial widget objects to blue cells following this example.
E) Thermometer Widget
Value x y
Min 0.0 0.0 88.3% 88%
Max 1.0
Actual 0.9 �
Scale1 0.2
Scale2 0.4
Scale3 0.6
Scale4 0.8
Step #2: Link thermometer widget to blue cells following this example.
F) Equalizer Widget
Value
Min 0
Max 1000
Green Yellow Red Green Yellow Red
Q1 Target 853 12 10 2 0 |||||||||| ||
Q1 Actual 300 4 4 0 0 ||||
Q2 Target 873 12 10 2 0 |||||||||| ||
Q2 Actual 948 13 10 2 1 |||||||||| || |
Q3 Target 621 9 9 0 0 |||||||||
Q3 Actual 671 9 9 0 0 |||||||||
Q4 Target 761 10 10 0 0 ||||||||||
Q4 Actual 700 10 10 0 0 ||||||||||
Step #1:Link the yellow cells to your "My Configuration Page" cells
Step #2: Link text boxes in Equalizer Widget to blue cells following the Widgets Showcase example.
Value #1 Ranges
36 90 Yellow to Red
70 Green to Yellow l
Value #2 Ranges
80 90 Yellow to Red l
70 Green to Yellow
Value #3 Ranges
5 90 Yellow to Red
70 Green to Yellow l
Value #4 Ranges
90 90 Yellow to Red l
70 Green to Yellow
H) Pie Widget
I) Trend Widget
Step #1: Enter your trend data here as a date and value..
Step #2: Link the XY Graph on the Trend Widget to the cells following the Widgets Showcase example.
J) Up/Down Widget
Step #1: Link the yellow cells to your "My Configuration Page" cells
Step #2: Link the text boxes in your Up / Down Widget to the blue cells.
Value 843
Step #1: Link the yellow cells to your "My Configuration Page" cells
Step #2: Link your text boxes in your Dashboard Widget to the blue cells.
L) Funnel Widget
Step #1: Link the yellow cells to your "My Configuration Page" cells
Step #2: Link the Funnel Widget to the blue cells following the Widgets Showcase example.
Step #1: Link the yellow cells to your "My Configuration Page" cells
Step #2: Link your text boxes in your Dashboard Widget to the blue cells following the Widgets Showcase examp
N) Map Widget
Selection Brussels
Dot 8.6 60.8
Circle 8.6 60.8
Temp Text 15°C / 59°F
Up/Down p
FEMALE MALE
Step #1: Link the yellow cells to your "My Configuration Page" cells
Step #2: Link gender widget objects to blue cells following this example.
Value 64%
Step #1: Link the yellow cells to your "My Configuration Page" cells
Step #2: Link text boxes and charts in Female % Widget to the blue cells.
Value 36%
Difference % -12
Bar Chart Up 1
Down #N/A
Step #1: Link the yellow cells to your "My Configuration Page" cells
Step #2: Link text boxes and charts in Male % Widget to the blue cells.
Item Value 1 1 2
Leadership Skills 1 4 1 10 0 10
Listening Skills 2 10 2 10 0 10
Decision Making 3 7 3 10 0 10
Negotiation Skills 4 9 4 0 10 10
Personal Drive 5 5 5 0 10 10
Adaptability 6 7 6 0 10 10
Vision 7 5 7 0 10 10
Sensitivity 8 7 8 0 10 10
9 0 10 10
10 0 10 0
Step #1: Link the yellow cells to your "My Configuration Page" cells
Step #2: Link text boxes and charts in Radar Widget to the blue cells.
ase example.
9/1/12 10/1/12 11/1/12 12/1/12 13/1/12 14/1/12 15/1/12 16/1/12 17/1/12 18/1/12
4.46 4.46 4.24 4.10 4.57 4.47 5.14 5.18 5.49 5.82
wcase example.
Block 3
Actual3 80.6% Type 'A' Type 'B'
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21 i 1296225
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37
38
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49
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53
54
55
56
57
58
59
60
61
62
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65
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100
1st Thermometer Calculations
x y Value x y
2.2 14.7 Min 0.0 0.0 29.1% 29%
50.6 1.9 Max 0.0
49.4 -1.9 Actual 0.9 �
2.2 14.7 Scale1 0.0
50.0 0.0 Scale2 0.0
Scale3 0.0
Scale4 0.0
Northern Region
100.0%
Daily Widget
Daily Widget Demand Daily Widget Production 90.0%
80.0% Outlook
70.0%
9.1%
60.0%
50.0%
40.0%
4.0 6.0 20.0 30.0 30.0%
ò
20.0%
2.0 8.0 10.0 40.0
10.0%
23. 0.0%
0.0
4.9 10.0 0.0 50.0
6 9%
x 1,000,000 Widgets / Day x 1,000,000 Widgets / Day
Southern Region
100.0% Daily Widget
Daily Widget Demand Daily Widget Demand 90.0%
Demand
16.8
80.0%
70.0%
60.0%
50.0%
%
40.0%
4.0 6.0 20.0 30.0
30.0%
ò
20.0%
2.0 8.0 10.0 40.0
10.0%
35. 0.0%
0.0 1.9 10.0 0.0 50.0
4 17%
x 1,000,000 Widgets / Day x 1,000,000 Widgets / Day
Eastern Region
100.0% Daily Widget
Daily Widget Demand Daily Widget Demand 90.0%
Demand
38.5
80.0%
70.0%
60.0%
50.0%
%
40.0%
4.0 6.0 20.0 30.0 30.0%
ò
20.0%
2.0 8.0 10.0 40.0
10.0%
22. 0.0%
0.0
2.1 10.0 0.0 50.0
2 38%
x 1,000,000 Widgets / Day x 1,000,000 Widgets / Day
Western Region
100.0% Daily Widget
Daily Widget Demand Daily Widget Demand 90.0%
Demand
27.7
80.0%
70.0%
60.0%
50.0%
%
40.0%
4.0 6.0 20.0 30.0 30.0%
ò
20.0%
2.0 8.0 10.0 40.0
10.0%
18. 0.0%
0.0 6.3 10.0 0.0 50.0
9 28%
x 1,000,000 Widgets / Day x 1,000,000 Widgets / Day
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
Dial Units x 1,000,000 Widgets / Day Dial Units x 1,000,000 Widgets / Day Dial Units x 1,000,000 Widgets / Day
Actual Value 9.0 Actual Value 22.0 Actual Value 86.0%
Minimum Value 0.0 Minimum Value 0.0 Minimum Value 0.0
Maximum Value 10.0 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 Daily Widget Production Dial Main Title Daily Widget Outlook
Dial Units x 1,000,000 Widgets / Day Dial Units x 1,000,000 Widgets / Day Dial Units x 1,000,000 Widgets / Day
Actual Value 8.0 Actual Value 34.0 Actual Value 35.5%
Minimum Value 0.0 Minimum Value 0.0 Minimum Value 0.0
Maximum Value 10.0 Maximum Value 50.0 Maximum Value 100.0
5th Dashboard Dial Configuration 6th Dashboard Dial Configuration 3rd Dashboard Themometer Configuration
Dial Main Title Daily Widget Demand Dial Main Title Daily Widget Production Dial Main Title Daily Widget Outlook
Dial Units x 1,000,000 Widgets / Day Dial Units x 1,000,000 Widgets / Day Dial Units x 1,000,000 Widgets / Day
Actual Value 7.7 Actual Value 7.8 Actual Value 3.5%
Minimum Value 0.0 Minimum Value 0.0 Minimum Value 0.0
Maximum Value 10.0 Maximum Value 50.0 Maximum Value 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 tim
information you want to show and how you want to show it. The following steps should help you prepare
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 Resource
following metrics..
2. Decide the most meaningful increment of time each of the dashboard metrics will display (current, hou
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 deci
same metric over different time increments (for example the current number of open positions compared
3. Decide which dashboard widgets you want to use to display each of your metrics. The following widge
us know if you would like us to design more). Try to stick to three or four styles per dashboard.
4. Choose a layout for you widgets. Generally it is good practice that a dashboard should fit on a single l
printed sheet of paper (either landscape, portrait). Users should not have to scroll, turn pages, drill-down
necessary 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 than
5. Now it’s time to create your dashboard in Excel. Open up a new Excel Dashboard Widgets spreadshe
follows..
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 an
metrics 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 i
dashboard layout.
8. Copy and paste the relevant widget calculations tables from the ‘Widget Showcase Calcs’ tab into Tab
9. Now comes the difficult part – you need to link these three tabs together in exactly the same way as th
on 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 fo
http://www.exceldashboardwidgets.com/phpBB3/viewtopic.php?f=7&t=67
If any of this doesn’t 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
d Widgets Spreadsheet
Retention Metrics
Voluntary turnover rate
Involuntary turnover rate
Average length of service
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
is on top of the colored dial markers, which are on top of the backgrounds). To edit the colored dial markers we n
needle one layer backwards. To do this, click the needle once then right-click the rectangular edge and choose ‘s
by ‘send backward’.
Step #3
Now you'll find that the five colored dial markers are grouped together so we’ll need to ungroup them to change t
right-click on the group and choose ‘group’ followed by ‘ungroup’. You should now see five small boxes represen
components of the colored scale.
Step #4
To format any of these individual colored blocks, right-click and select ‘format shape’. This will give you the norm
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 R
use the format painter to copy the formats from one dial to another dial. To do this, ungroup the components in tw
that are side-by-side (following the steps 1-3 above). Next, select one of the scale marker blocks with the desired
‘format painter’ (in the ‘home’ section of the top ribbon). You’ll notice the mouse arrow has changed into a small p
this format onto the target dial marker. You should end up with something like this with the second dial reversed.
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 grou
into a single component.
5b) Send the markers back one layer (to bring the dial needle forward) by right-clicking and selecting ‘send to ba
backwards’.
5c) Finally right-click the curved edge of the dashboard widget and re-group all of the sub-components into a sin
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
ExcelDashboard Widgets
UPDATE - THERE IS A CLEARER TUTORIAL EXPLAINING HOW TO CHANGE COLOURS ON OUR YOUTU
https://www.youtube.com/watch?v=7JA9VMOl3UQ
HOW TO PURCHASE THE UNLOCKED VERSION OF THESE EXCEL DASHBOARD WIDGETS
Payment Processing
1. The link for purchasing the unlocked dashboard widgets for 39 USD$ can be found on the lower part of the do
2. The unlocked dashboard spreadsheet and an invoice will be sent to your email account once the payment has
Please note that depending upon the timezone this process can take between 2 to 8 hours to complete.
3. Purchase includes access to all the unlocked dashboard example in the commercial license holder's area of th
Commercial License
The commercial license is based on 'fair use'. It allows the license holder, or any individuals within the license ho
Excel widgets in any way, shape, or form they choose. The commercial license allows the Excel widgets to be em
outside of the organization but does not allow third party organizations to extract the widgets and uses them for t
exceeds the 'fair use' terms and they must purchase their own separate 39 USD$ commercial license for their or