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bobbysd's avatar
bobbysd
Copper Contributor
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
BI & Data Analysis
excel
Formulas and Functions

1 Reply

  • Kidd_Ip's avatar
    Kidd_Ip
    MVP
    Oct 29, 2025

    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.

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