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

Try this for adding Interactive Dashboard to Tracker

1: Prepare Your Data Table

Make sure your data is formatted as an Excel Table:

1. Select your data range (including headers).
2. Go to Insert > Table.
3. Check “My table has headers” and click OK.
4. Rename the table (e.g., LandTracker) under Table Design.

2: Insert a Pivot Table

1. Click anywhere inside your table.
2. Go to Insert > PivotTable.
3. Choose “Existing Worksheet” and select a blank area on the same sheet (e.g., right side of your tracker).
4. 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

1. Click on your Pivot Table.
2. Go to PivotTable Analyze > Insert Slicer.
3. Select:
• Case Status
• Risk Level
• Agreement Status
• Willingness to Enter Agreement
4. 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.