Excel Charts in a Dashboard Report

Screenshots of the Dashboard

Dashboard

Features in the Excel Dashboard

  1. The dashboard contains a dropdown box that allow you to click and select the fund you wish to review.

  2. dropdown box

  3. A table that displays the profitability of the fund for the last 2 years. The table will show a green arrow if the variance make a positive contribution to profit for this year comapred to last year.

  4. performance table
    variance chart

  5. The chart on the fund ranking are automatically arranged in descending order and the chart will highlight the bar representing the selected fund in red. In case the bar is too short, the top left hand corner of the chart will display the rank and the rate of return (profit only) of the fund.

  6. Chart ranking

  7. The second chart will display the income and profit trend of the selected fund for the last 5 years. The y axis will auomatically switched in denomination from thousands to millions when the values in the chart cross the half a million mark.

  8. Dashboard changing y-axis

  9. Finally, you can easily add more funds for comparison just by filling in the details in the next empty column all the way to column Z.