Create simple Excel Dashboards

You want to use the data which is provided by the Business Warehouse in your monthly report or any other report. The SAP Reporting tools like BEx Analyzer or Analysis for Office provides this data in "data tables". These are not easy to read and maybe it isn't possible to see at first glance what you want to express.

SAP BEx Analyzer result
SAP BEx Analyzer result

To make this a little presentable, you build your own reports with VLOOKUP or other Excel formulas. The result is usually like the following:

SAP BEx Analyzer result formatted
SAP BEx Analyzer result formatted

Now this often fits into the corporate identity (CI) of the company. But it is often difficult to understand and contains also a lot of redundant information. The following dashboard is inspired by the HICHERT guidelines. This is still not perfect, but it shows what is possible.

Simple Dashboard with Excel components
Simple Dashboard with Excel components

Here another example of a diagram what not really says a lot.

Ugly Excel chart with no statement
Ugly Excel chart with no statement

In contrast, you can see on the following picture immediately, as the sales of each product group for the current month developed. In the team view you can see an overview over your profit margin.

Simple overview in Excel with a table and indicators
Simple overview in Excel with a table and indicators

Such simple dashboards are quickly created in Excel, unfortunately hardly anyone takes time for it. These examples were created in Excel 2010. With Excel 2013 you have more opportunities to present data.

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