Business Information: Excel Dashboard

Title

Business Information: Excel Dashboard

Date

2-13-2023

Faculty Mentor

Falynn Turley, Business

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Files

Submission Type

Demonstration

Location

9:30-9:40am | Houston Cole Library, 11th Floor

Description

Suppose data expense entries for a construction firm need to be analyzed, interpreted, and presented. The data includes vendors, subcontractors, and overhead expenses for the firm and requires columns of categorical and quantitative information. The firm's owner must receive this data in a clean, dynamic spreadsheet with the option to select dates, vendors, and purchasing methods. The spreadsheet also needs to be simple for anyone to use and the results displayed on a dashboard screen. For ease of use, the owner desires buttons that will control the charts and amounts on the dashboard. The firm believes it could become more productive and profitable if it adjusted to modern technology and methods alongside its accounting software. Not having the necessary tools to build and maintain a product is the central problem. The program can be developed using functions and elements within Excel. After inputting all the data into Excel, the owner requests that the program be compatible with new data entries. The resolution is to use the data validation functions to choose categories from a dynamic drop-down list controlled on the spreadsheet. The data validation function will automatically update when new vendors subcontractors, or expenses are added. Supplying user-friendly lists guarantees that anyone can add or update information as needed. Next, to present the information on a dashboard, the table created for data entry will be the foundation for a pivot table. The pivot tables created will contain separate data which will be cycled and sorted with slicers. Pivot tables and slicers are what make the spreadsheet dynamic. If it were not for these two elements, the spreadsheet would not be influential, and the company would not have a need for new methods. Therefore, creating the necessary pivot tables and slicers will allow the user to choose what the dashboard displays. Summarily, I plan to demonstrate the creation, adjustment, and use of custom dynamic expense dashboards. I will walk through all functions and resources used to develop the program alongside all the applications it can endure. Although built for a construction firm, individuals can use this program for personal expense tracking by customizing the title and names of the document. Overall, the dynamic dashboard has been pivotal for my family's construction company and personal applications. For many years, my family has used various methods to track and report expenses, but recently this dashboard has increased productivity and profitability. Due to those results I wish to share with the audience what I have created.

Keywords

student research, business

Rights

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Disciplines

Business

Business Information: Excel Dashboard

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