Designing a Sales Dashboard Project

 Prepare a table of Sales and Profit month wise in a

working sheet.
Steps Followed-
1. Clicked on a cell of sales data, went to insert tab and
clicked on pivot table. Selected new work sheet and
clicked on ok
2. Selected Order date, Sales and Profit in the pivot table
field. Order date consisted month, day and order date, as
we required only month wise sales, removed day and
order date by dragging and dropping month and day from
rows to empty sheet and received the above output of
month wise sales and profit (we can also drag and drop
sales and profit in values and order date in rows).
  Prepare the sales table region wise in the working
sheet.

Steps Followed-
1. Clicked on a cell of sales data, went to insert tab and
clicked on pivot table. Selected new work sheet and
clicked on ok
2. Dragged and dropped Region in rows and Sales in values
(This can also be done by just clicking on Region and
Sales in Pivot Table Field)
  Create User Control Combo box for Product
Category

Steps Followed
1. Copied and Pasted Months, Product Category and
Segment into another sheet
2. Removed the duplicate value by selecting each column,
going to data tab and in data tools ribbon there is a option
of remove duplicates. Months column once duplicates
are removed. I custom sorted it by mentioning January to
December and adding and selecting the same and sorting.
3. Copied and pasted months in another cell vertically
and copied and pasted product category and
segment vertically (by using paste special and
transpose option
4. Went to Developer Tab -> Insert -> Combo box and
inserted it in a cell.
5. Right clicked on Combo box -> Format Control ->
selected the product category and segment cells in
input range and cell next to segment in cell link and
clicked on ok button
6. Applied INDEX function next to months column
(=INDEX($B$1:$C$5,,$D$1)) and created product
category and segment formula.
  Column Chart of month-wise table

Steps Followed
1. Clicked on a cell of sales data, went to insert tab and
clicked on pivot table. Selected new work sheet and
clicked on ok
2. Selected Order date, Sales and Profit in the pivot table
field. Order date consisted month, day and order date, as
we required only month wise sales, removed day and
order date by dragging and dropping month and day from
rows to empty sheet and received the above output of
month wise sales and profit (we can also drag and drop
sales and profit in values and order date in rows).
3. Clicked on insert tab and selected column chart from
chart option.
4. Click on chart elements next to the chart and gave Axis
title, chart title and gridlines. Formatted all the
mentioned elements. Switched on the data labels
5. Right clicked on chart and selected format chart area and
clicked on solid fill and gave color to the chart.
  Column Chart of region wise table

Steps Followed
1. Clicked on a cell of sales data, went to insert tab
and clicked on pivot table. Selected new work sheet
and clicked on ok
2. Dragged and dropped Region in rows and Sales in
values (This can also be done by just clicking on
Region and Sales in Pivot Table Field)
3. Clicked on insert tab and selected column chart
from chart option.
4. Click on chart elements next to the chart and gave
Axis title, chart title and gridlines. Formatted all the
mentioned elements. Switched on the data labels
5. Right clicked on chart and selected format chart
area and clicked on solid fill and gave color to the
chart.
 Link the table with a combo box

Using SUMIFS function and pulling data from sales

table Sales Box Value = SUMIFS('Sales Data'!$H:
$H,'Sales Data'!$F:$F,Working!$F$141) Quantity
Box Value =SUMIFS('Sales Data'!$I:$I,'Sales Data'!
$F:$F,Working!$F$141) Profit Box Value =
SUMIFS('Sales Data'!$K:$K,'Sales Data'!$F:
$F,Working!F141)

 Create a Dashboard
Steps Followed
1. Copied and pasted the e-commerce dataset in the new
sheet. Added to more sheet. Named them working and
Dashboard.
2. Removed gridlines of dashboard sheet by going to view
tab and uncheck gridlines.
3. Selected area of dashboard and gave it color. Also gave
to separate color to top 2 rows.
4. Go to insert -> wordart and gave a name sales dashboard
5. Created a combo box for months product category and
region. Right clicked on combo box and format control
and created list for each combo box.
6. Created parameter in working sheet by using index
function.
7. Created a table with Segment, Net Sales and Profit.
8. Selected Sales from main sheet, right clicked it and
define name, by default it shows sales, click on ok.
Similarly create for segment, month, product
category,profit and region.
9. Apply sumifs formula for sales and profit and get the
value of both. For sales sumifs formula will be
=SUMIFS(Sales2,Months,$C$6,ProductCategory,
$C$7,Region1,$C$8,Segment1,C23).
10. Go to dashboard insert bar chart, right click on it
and select data. Go to working sheet, select segment and
sales data and click on switch row/column. Go to chart
elements and uncheck chart title, axis and gridlines.
11. Go to format chart and check on no fill and no line
and adjust the bar chart.
12. Give borders to the bar chart and name the segment
above the bar chart according to color.
13. Calculate the sum of sales of entire segments on
right top corner of the bar.
14. Press = and go to working and select segment total
and press enter and get each segment sales number.
15. Get percent segment wise by selecting sales of one
segment and dividing it by sum of sales.
16. Insert bar chart and right click on it and select data
segment, sales and profit. Remove gridlines and give title
and check on legend.
17. Insert pie chart and select data segment and sales.
Give title and check on legend.