KPI Scorecard Chart in Excel - Fully Customizable
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- Опубліковано 3 лип 2024
- Learn how to create a fully customizable KPI scorecard chart in Excel using icons, emojis, and images! This tutorial will guide you through making your performance reports engaging and dynamic. Impress your team with visually appealing and informative scorecards that highlight key metrics effortlessly. Watch now to transform your Excel reports into stunning visual presentations! DOWNLOAD THE WORKBOOK ► www.excelcampus.com/tools/kpi...
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00:00 Introduction
00:41 When to use the chart
01:12 Source Data Set Up
02:20 Build The Chart
05:20 The Emoji Chart
07:08 The Images Chart
Very cool and very simple and intuitive. Great tip! Thanks. I'm working on KRI charts. This will be helpful.
Thank you for your feedback! 😀
Excellent sir
Very interesting to be able to describe situations in this way. Everything will be much more understandable. Thanks for the tutorial, Jon.
Glad you liked it! 😀
Great video thanks Jon!
Thanks Chris! 🙂
Nice video Jon
Thanks, great clip, as always.
One suggestion though, to paste the Symbol/emoji, instead of going thru the "Format Data Series - Clipboard", you may choose to simply use the shortcut key "Ctrl+V"
Thanks for the information, really useful. Paul
You're welcome, Paul! 😀
thank you
Is there a way to format the charts so that it automatically displays the check, x, or - based on the underlying value? If not, I don't see the point of doing the whole chart thing, and you could just manually lay out the 5 shapes/ pictures you want and just type the category names under them.
Yes, the chart will automatically change when the underlying value changes. Sorry if I didn't make that clear in the video. I do show it at the end on the chart with pictures of a person. And that will work on all charts. When the value in the cell changes, the icon/emoji/picture will change.
I am totally using this in my hours / client billing dashboard. I should have thought about this option. I feel a bill hours range assessment attached to such a great chart option.
For the formatting… would I need to first set the chart manually to all options (good bad middle) and then layer in the automated calculations for 1,2,3,etc? Another way…In order for the dynamic feature, it first needs to be set up for what each means?
I'm happy to hear you'll be using it. In regards to your question, you can change the names of each category AFTER the chart is made. Sorry if I wasn't clear on this. You can download the example file (link in the description) and just modify the text in cells L5:P5.
Let me know if that makes sense, or if you still have questions.
Thanks! 🙌
what's the name of the intro video sir?
I am sorry if i missed it but where is the a chart? What I saw is to learn how design a diagram that is not linked to the source of data.
Hi David, I want to make sure I understand your question. The source data for the chart is in cells K5:P8. It is just 1's and 0's that either show/hide each bar (icon/image). Those numbers are results of the IF formulas based on the numbers in L10:P10.
Are you asking how to link the values in L10:P10 to your source data? Data that might contain the source or details for each metric?
@@ExcelCampus Thanks! This is the piece I missed. Now its all clear and makes sense.
I still don't understand why you don't work in tables
Great question! I love Tables but I don't always use or teach them. I have a video coming out next week that explains why. Stay tuned... 🙂