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bobbysd
Occasional Reader
Oct 26, 2025

Help Needed: Add Interactive Dashboard to Landowner Engagement Tracker (Same Sheet)

Hi all,

I’ve built a basic Excel tracker to monitor engagement with landowners for a large infrastructure project. The purpose of the tracker is to:

  • Show progress tracking of each case of for the project director to monitor progress
  • help the Project Director Identify which cases may require statutory powers to secure access (if voluntary agreement isn’t possible)

This helps our leadership team make informed decisions quickly. What I’ve got:

  • A sheet called "LANDS RIGHT TRACKER"
  • Columns include:
    • Reference Number
    • Agreement Status
    • Case Status
    • Risk Level (High/Medium/Low)
    • Willingness to enter agreement
    • Reason for refusal
    • Flag for whether statutory powers may be needed

🛡️ All data is fictitious — names and details are placeholders, so no privacy concerns.

What I need help with:

my level of excel knowledge is very basic and I was hoping for some assistance to:

  • Add an interactive dashboard and key metrics directly on the same sheet (not a separate worksheet). The below is just my suggestions as you are the expert your guidance expertise is much welcomed, happy for you to put it straight on to the tracker as I have left a section on the tracker for you to insert your items
  • Ideally using a Pivot Table and Slicers to filter by:
    • Case Status
    • Risk Level
    • Agreement Status
    • Willingness to enter agreement
    • https://docs.google.com/spreadsheets/d/1c2IJ-YLsTN-DZE9ltw0JR-nGVuuGzTKE/edit?usp=drivesdk&ouid=104511246399228274463&rtpof=true&sd=true
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