How to Create Excel Dashboard used in Solutions Conference By Matt Mason

Transcription

1 How to Create Excel Dashboard used in Solutions Conference 2017 By Matt Mason The following is a step by step procedure to create the Dashboard presented by Matt Mason in the Excel Tips and Tricks session of the Maner 2017 Solution Conference. NOTE: This presumes that Excel Reports have been deployed and that user has appropriate security to run them. The result: Dashboard will look similar to this: Summary: This is a combination of three Excel Reports: Vendor Balances (Purchasing) Sales Transactions Default (Sales) Account Summary (Financial) To create Vendor Balances Excel Report Open Vendor Balances from GP Screen: Purchasing Excel Reports (from Navigation List). Find Vendor Vendor Balance. Double click to open. Click Enable if prompted.

2 SAVE UNDER DIFFERENT NAME! File Save As. Create Company Dashboard Click Pivot Chart from the ribbon. Choose Pivot Chart and Pivot Table option. Click OK. This opens a new tab in same spreadsheet.

3 On Pivot Chart fields on right, drag Vendor Name down into Axis box area. Drag Current Balance into Values box area. If necessary, click on that value to change to Sum of Values In Row Labels on left, click drop down. Pick Value Filters then choose Top Ten. Highlight all the numbers in Column B and reformat to $ or,. Reduce Decimals to 0. (Right click is the easiest way to find formatting). Rename Sheet1 to Dashboard. Right click on Sheet 1 Rename

4 Cosmetics Right click on blank space in Chart. Choose Change Chart Type. Choose Pie. Click Ok. Right click on Pie in Chart. Click Add Data Labels. Click Add Data Labels again. Right click on blank space in Chart. Click Fill. Choose Gradient Fill. Click the title Total. Change to Top 10 Vendors. Put Title at Top of Spreadsheet: Top 10 Vendor Balances

5 To create Sales by Customer Excel Report Open Sales Transactions Default from GP Screen: Sales Excel Reports (from Navigation List). Find SalesTransactions Default. Double click to open. Click Enable if prompted. Modify the spreadsheet to add a column for year Right click on Column D. Insert to add column. Right click again. Format Cells. Use General Put cursor in first cell in column D. Type in the following formula: =YEAR(c2) When you hit Enter, ALL the cells below with populate with the year of the document. In Header cell, Replace Column 1 with Year MOST IMPORTANT POINT. Copy this to Company Dashboard spreadsheet. Place cursor on upper left cell to highlight entire spreadsheet. Copy using Ctrl C.

6 Go to Company Dashboard spreadsheet. Create a new Tab by clicking + at bottom of spreadsheet Paste spreadsheet using Ctrl V. This is now a separate tab Rename tab Sales Transactions You can close the original SalesTransaction Default Excel Report. Don t Save Changes Insert this onto Dashboard tab Click Pivot Chart from the ribbon. Choose Pivot Chart and Pivot Table option. Click Existing Spreadsheet radio button. Go to Dashboard Tab, click any cell below the Vendor Balances Pivot table. Click OK on the Create PivotTable window. Your pivot table and chart boxes will appear on the Dashboard tab. Move them as desired. On Pivot Chart fields on right, drag Customer Name down into Rows box area. Drag Document Amount into Values box area. If necessary, click on that value to change to Sum of Values Drag Year into Filters box area. In Row Labels on left, click drop down. Pick Value Filters then choose Top Ten. Highlight all the numbers in Column B and reformat to $ or,. Reduce Decimals to 0. (Right click is the easiest way to find formatting). On Pivot Table, on Year cell, pick 2017

7 Cosmetics Right click on blank space in Chart. Choose Change Chart Type. Choose Pie. Click Ok. Right click on Pie in Chart. Click Add Data Labels. Click Add Data Labels again. Right click on blank space in Chart. Click Fill. Choose Solid Fill. Pick a color. Change Transparency to 50%. Close Both Pivot Table Fields and Format Chart Area. Click the title Total. Change to 2017 Sales Top 10 Customers. Widen chart for better look. Type in Header Sales by Customer Top 10

8 To create Cash Balance Excel Report Open Account Summary Report from GP Screen: Financial Excel Reports (from Navigation List). Find AccountSummary. Double click to open. Click Enable if prompted. Note: this may prompt for Pivot table. Click OK Modify the spreadsheet to add a column for Balance Right click on Column G. Insert to add column. Put cursor in first cell in column D. Type in the following formula: =Debit Balance Credit Balance When you hit Enter, ALL the cells below with populate with the year of the document. In Header cell, Replace Column 1 with Balance MOST IMPORTANT POINT. Copy this to Company Dashboard spreadsheet. Place cursor on upper left cell to highlight entire spreadsheet. Copy using Ctrl C. Go to Company Dashboard spreadsheet. Create a new Tab by clicking + at bottom of spreadsheet Paste spreadsheet using Ctrl V. This is now a separate tab Rename tab Account Balances You can close the original AccountSummary Excel Report. Don t Save Changes

9 Insert this onto Dashboard tab First, go to Dashboard tab and insert two columns for A and B Click Pivot Table (NOT Pivot Chart) from the ribbon. Click Existing Spreadsheet radio button. Go to Dashboard Tab, click on Cells in Columns A and B below the Sales Transactions Pivot table. Click OK on the Create PivotTable window. Your pivot table and chart boxes will appear on the Dashboard tab. Move them as desired. On Pivot Chart fields on right, drag Account Description down into Rows box area. Drag Balance into Values box area. If necessary, click on that value to change to Sum of Values Drag Year into Filters box area. Drag Account Category Number into Filters box area. Highlight all the numbers in Column B and reformat to $ or,. (Right click is the easiest way to find formatting). On Pivot Table, on Year cell, pick 2017 On Pivot Table, on Account Category Number cell, pick Cash Move Pivot Table up to top of Spreadsheet, next to Vendor Balances. Insert a column C to provide space between data. Make a header called Cash Balances

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11 Final Cosmetics Holding down Ctrl key, highlight all tabs BUT Dashboard tab. Click Hide Insert 5 or 6 Rows at top of Dashboard tab Find your company logo and copy and paste it into Cell A1. To the right of your logo, type Company Dashboard. Make it a large font and Bold Underneath, create the formula =today(). Same Font. Click View on ribbon. Unmark Grid Lines, Headings, Formula Bar. Make it smaller but clicking size line at bottom right of spreadsheet and making 75% or so. Last, hide the ribbon by clicking the Ribbon. icon in upper right side of whole window. Click Auto Hide YOU RE DONE! Close Window and Save Changes.