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7. Charts and Dashboards · Project P06 · 40 min

6. Project P06: Sales Dashboard

Lesson 6 of 6
Task 1 of 8
  1. Make a dropdown list of months in F1, using H2:H7 as the source, and pick "March".

Lesson theory

The task: build a dashboard for a manager on one sheet: a month selector, KPI cards, the half-year trend, and the breakdown by city.

How a dashboard works in Excel:

  1. the filter is a cell with a dropdown list of months (Data › Data Validation › List);
  2. the KPIs are formulas that point at that cell: SUMIF, COUNTIF, SUMIFS. Pick another month and everything recalculates;
  3. the charts are built from small summary tables, not from the raw log.

The deal log is A1:C20. Do the tasks in order.

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