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How to build a dashboard with Excel
I'm about to start building a dashboard with MS Project data, but not having done it before I thought I’d ask some questions here. Requirement is to show last week vs this week's data - currently on...
- Hi John - yeah, that was a bit vague.
In my head, i've seen and used many different dashboards, and they're all relatively similar. What we said vs what we did, generally.
Resource utilisation - supply vs demand. 100 max utilisation vs what they've actually assigned to
We use outline codes to distinguish teams / contarctor agencies - so i'd like to be able to use these to auto generate / update the page
I'll have a look at PlannersPlace suggestion (thanks!) and see what i like
I envisage just taking a copy and paste from Project (gantt view and resource usage view) each week, pasting it in and dashboards updating
David,
It's not totally clear what you're after but it sounds like you want to export Project data to Excel and then build your dashboard in Excel. Is that correct?
Your data requirements are rather general (e.g. "activity information", etc.). It would be helpful to know more specifics. For example, exactly what activity information? What type of "utilization"?
Depending on the specific data you want to see/use, I may already have macro code that exports that data from Project to Excel.
John
It's not totally clear what you're after but it sounds like you want to export Project data to Excel and then build your dashboard in Excel. Is that correct?
Your data requirements are rather general (e.g. "activity information", etc.). It would be helpful to know more specifics. For example, exactly what activity information? What type of "utilization"?
Depending on the specific data you want to see/use, I may already have macro code that exports that data from Project to Excel.
John
- Hi John - yeah, that was a bit vague.
In my head, i've seen and used many different dashboards, and they're all relatively similar. What we said vs what we did, generally.
Resource utilisation - supply vs demand. 100 max utilisation vs what they've actually assigned to
We use outline codes to distinguish teams / contarctor agencies - so i'd like to be able to use these to auto generate / update the page
I'll have a look at PlannersPlace suggestion (thanks!) and see what i like
I envisage just taking a copy and paste from Project (gantt view and resource usage view) each week, pasting it in and dashboards updatingWell to be honest it's still a bit vague, (I'm a detail oriented guy), but thanks for the feedback.
Copy and paste is of course always an option but if something like this can be automated with a macro, that's the path I'd take.
Let me know if you need further help.
John