Forum Discussion
bobbysd
Oct 26, 2025Copper Contributor
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 ...
Kidd_Ip
Oct 29, 2025MVP
Try this for adding Interactive Dashboard to Tracker
1: Prepare Your Data Table
Make sure your data is formatted as an Excel Table:
- Select your data range (including headers).
- Go to Insert > Table.
- Check “My table has headers” and click OK.
- Rename the table (e.g., LandTracker) under Table Design.
2: Insert a Pivot Table
- Click anywhere inside your table.
- Go to Insert > PivotTable.
- Choose “Existing Worksheet” and select a blank area on the same sheet (e.g., right side of your tracker).
- Click OK.
3: Build Key Metrics
In the Pivot Table Fields pane, drag and drop:
- Reference Number → Values → Count (to show total cases)
- Agreement Status → Rows
- Case Status → Rows
- Risk Level → Rows
- Statutory Powers Needed → Rows or Values (Count of “Yes”)
4: Add Slicers for Interactivity
- Click on your Pivot Table.
- Go to PivotTable Analyze > Insert Slicer.
- Select:
- Case Status
- Risk Level
- Agreement Status
- Willingness to Enter Agreement
- Click OK.
Place the slicers neatly in the dashboard area. Resize and format them for clarity.
5: Format Your Dashboard
- Use cell borders, background colors, and bold headers to visually separate the dashboard from the data table.
- Add a title like “📊 Engagement Dashboard” above the Pivot Table.
- Optionally, use Conditional Formatting in your data table to highlight high-risk or statutory power cases.