Excel DB Guide
Background Design
• Data Is already present in sheet “datasets”.
• Create a new sheet and name it as income sources.
• Press Ctrl+A to select all the cells and color all cells black.
• Hide gridlines and headings through View pane.
• Insert a rectangle to place the title and buttons that will move the dashboard easily.
• Color the rectangle (1D1D3C) and remove outline color.
• Place the logo at left most and write company name.
Hyperlink Buttons
• Place buttons on title bar.
• Align the buttons.
• Go to insert -> illustrations -> icons -> find browsing icon and place it along with browser
button.
• Create two more sheets named as Geography, Sales Process.
• Add hyperlinks and screen tips.
• Create a bar (194AFE, H:0.05, W:0.3) to display chosen page.
• Group all the elements of title bar, copy the entire sheet of income source and paste it on
remaining two sheets.
• Draw a box (194AFE, H:0.47, W:1.7) labeled as Income Sources.
Calculation 1
• Create a new sheet name as “Pivots”.
• Create a pivot for income sources and income and sort it Z->A.
Dynamic Web Chart
• From Pivot Table copy income sources and paste it for a new table.
• Create table for Scatter Chart.
• Insert -> Scatter Chart -> Select Data -> Add -> Select respective values.
• Change Chart Type -> Bubble
• Use Vlookup in chart to get respective income values. Make values comma separated with 0
decimals.
• Again, edit the X-axis data for Bubble chart. For size use “Amount” column
• Format Axes for chart and set minimum bound to 0 and Max bound to 10. Also set the scale
bubble size to 70.
• Remove remaining chart elements.
• Now to identify the income source generating max profit
Click on already created Scatter Chart -> Select Data -> Add Series (Name: Max) -> Select X &
Y -> For size Select Max column.
• To test formula and Scatter Chart insert a Slicer.
• Add Data label (center) for only Maximum Circle. For label value select Value from Cells and
select the Max column as range.
• Just next to Max add another column Normal to display other values.
• Now add the data label to the Normal circles using Normal column as their Data Label range.
• Color data labels white, select Arial font and adjust the font size. Higher font for Max circle.
• Select normal circles -> format -> fill -> Gradient fill -> Color 1: 100D83, Color 2: 7417BD ->
Gradient Type: Radial -> Gradient Direction: from bottom right corner
• Go to Effects Format -> Shadow -> Presets -> Offset: center -> Color -> recently used purple
-> Transparency: 20%, Size: 109%, Blur: 10 pt.
• Select only Max circle -> Format -> fill -> Gradient fill -> Color 1: DD115B -> Format Shadow
-> Presets -> Offset: center -> Color -> recently used pink -> Transparency: %, Size: 10%,
Blur: 12 pt.
• Cut the slicer and chart, paste them on Income Source sheet.
• Resize the web chart w.r.t to screen and remove background and outline.
• Modify the Slicer.
• Right click on slicer -> slicer settings -> Remove check from display header and apply check
on Hide items with no data.
Calculation 2
• Create a new pivot table on pivot sheet which display Sum of income and target income.
Create a table with respective percentages.
• Place the sum of Target Income below Financial Stats heading on sheet Income Sources
through cell referencing. Group these values including Heading.
• Place the Income% at the center of scatter chart on Income Sources sheet through cell
referencing and label it as Income Achieved.
Calculation 3
• Create a pivot to see numbers for income per month. Add income series twice as value.
Line Chart
• Click on the recently created pivot -> Insert -> Line Chart
• Select trend line on chart -> change type -> area chart
• Except the trend part remove other elements from chart
• Line should have blue color with width 1 pt, choose Gradient fill for Stacked area (Color 1:
Blue, Color 2: Black). Place it on Income Sources sheet.
• Adjust transparency of line chart.
Calculation 3
• Use the first pivot table to extract the quantities. Add count column twice in first pivot table
one for numbers second for %.
• Edit the previously created table by adding new columns Count, Count %. Use Vlookup to
populate these columns.
Quantity of Items
• Create word box and add income sources, Count % from table created in pivot sheet through
cell referencing. Group all these word boxes and use further for Count and Count%.
• Insert -> Symbols -> choose dot symbol. Place these dots before Quantities.
• Make group off all these elements within the Quantity of Items heading.
Calculation 4
• Calculate Monthly avg Income in Pivot sheet.
Monthly Average Income
• Create a rounded rectangular (Color: 070E25) and place Monthly avg income on it, also
insert average symbol.
Calculation 5
• Create a pivot table for monthly operating profit.
• Select pivot table and inset a horizontal bar chart.
• Find total Operating Profit
Operating Profits
• Create a rounded rectangular (Color: 070E25), paste the horizontal bar chart and format it.
Choose Gradient fill for bars (Color 2: C240D8, Color 1: 98F8F2)
Calculation 6
• Create Pivot table for marketing strategies and Income. Also mention percentage of income
in pivot.
• Create a table similar to this pivot.
• Click on pivot and insert a donut chart.
Marketing Strategies
• Create a rounded rectangular (Color: 070E25), paste the donut chart and format it.
Donut Chart for Center
• Click on empty cell and insert a donut chart -> Select data -> Add -> enter 1 58 times in Y
data and name it as Series 1 -> ok.
• Format -> Fill -> Gradient fill (Color 1:9947F7, Color 2:DC25FA) -> Border (Black, Width: 11.5).
• Click on chart -> Select Data -> Add -> Name: Percentage, Y: Percentages of income and
target -> ok
• Click on chart -> Change chart type -> Combo Chart -> Series 1 & Percentage: Donut, Apply
check on Secondary Axis for Percentage. Make Transparency of Income part 0 % by selecting
fill as Solid first. Color the remaining portion Black with Transparency 28%.
• Place this chart at the center of Scatter Chart.
• Now start connecting all the circles with center circle through a line having width 1.25 and
gradient color (blue and purple)
Calculation 7
• Create a pivot table for Income sources, Income breakdown, Income, Income%
