Forum Discussion
Team Progress Dashboard
Hi All,
I have been working on preparing the data and am now trying to create a dashboard from it. Could you please assist me in building a dashboard that shows the monthly data for each individual, as well as the total achieved targets for the year?Picture 1: Data is divided into different verticals of Instore , Delivery, Ecom , Relationship Visits. That every individual have to achieve in a month. Relation ship target is based on the working days a team member is in office.Picture 2: Here is the rest of the data. i have total the all months in last.Picture 3: Here is the Pivots that are connected to Picture 1 and 2. From here i have applied Iferror to get data showed in picture 1 & 2.
2 Replies
I'm not sure exactly you want. You have created a very visually appealing sheet (pictures 1 & 2) but might want to tweak them to be more database like. By that I would remove the merged cells and enter the month/date on each line and probably remove the monthly total lines. I would then also try to make all the column headers uniquely named and not have merged cells showing groups ("In-Store_Actual_A" and "In-Store_Actual_B"). Then I would "Format as Table". I know this may ruin some of 'beauty' you have created but then you will have an actual data table. You can then use the filters to filter by individuals. You could also create a separate page with filters and such.
Once your dashboard is set up, save it and consider how you want to share it with your team. If you're using Google Sheets, you can share it directly with team members; if you're using Excel, you might want to export it to PDF for neatness.
