Project Dashboard

petro62

New Member
Joined
Jul 15, 2013
Messages
46
Office Version
  1. 365
Platform
  1. Windows
I am trying to create a clean dashboard for our group to quickly go through projects and get status updates. We have a corporate dashboard which is fine for entering data, but horrible for reviewing because it is 200+ rows and 60 plus columns of different data. I was trying to build a dashboard similar in style of what is on excelfind.com

So I have the sheet of data and from that I assume I can create the pivot tables and pivot charts for the specific items I want to display. The question I have is how do I set all of those pivot tables filters by selecting from a drop down list on the main dashboard.

We open up the dashboard. I want to review Project Test1. I select Project Test 1 in a drop down list on the main dashboard page and when I do that it sets filters for all the pivot tables to Project Test 1 so that then all the data that is displayed on dashboard is for Project Test 1.


I think I can figure out the pivot table and charts but was stumped on this filter option.
 

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Excel Facts

Get help while writing formula
Click the italics "fx" icon to the left of the formula bar to open the Functions Arguments dialog. Help is displayed for each argument.
This is what I use for a similar project:
(I'm sort of a newbie to VBA so please test this out on a duplicate workbook, just in case.)

Right click worksheet that contains the dashboard/ drop-down list > "view code" > Insert this
VBA Code:
Private Sub Worksheet_Change(ByVal Target As Range)
    Dim rng As Range
    Set rng = Target.Parent.Range("DropDownLocation")
    If Not Intersect(Target, rng) Is Nothing Then
        Select Case Range("DropDownLocation")
            Case "Project1": Project1
            Case "Project2": Project2
        End Select
    End If
    End Sub


Then in a general module add the following (add more of these for each project "case" listed above):
VBA Code:
Sub Project1()
'
' Project1 Macro
'

'
    Application.ScreenUpdating = False
    Sheets("ProjectDataSheet").Select
    ActiveSheet.Range("DataRange").AutoFilter Field:=16, Criteria1:="Project1"
    Application.ScreenUpdating = True
    Sheets("Dashboard").Select
End Sub

Make sure that "16" gets changed to whatever column # the project # is listed in. If you just name it "1", "2", not "project1", "project2" then also make sure you change the criteria to match. :)

Hope this helps!
 
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