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  #1  
Old 03-26-2014, 09:43 AM
akatz85 akatz85 is offline any idea how to add a master dashboard or control panel that is able to tell my formu Mac OS X any idea how to add a master dashboard or control panel that is able to tell my formu Office 2008 for Mac
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any idea how to add a master dashboard or control panel that is able to tell my formulas to only look at at certain date ranges?


Thanks
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File Type: xlsx Performance SummaryFIX.xlsx (86.9 KB, 12 views)
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  #2  
Old 03-26-2014, 04:15 PM
gebobs gebobs is offline any idea how to add a master dashboard or control panel that is able to tell my formu Windows 7 64bit any idea how to add a master dashboard or control panel that is able to tell my formu Office 2010 64bit
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Hoo boy...you know how when you start cleaning out the closet and you end up cleaning the garage, the bathroom, and even the refrigerator? That kind of happened here.

I don't know if you'll be able to use any of this, but here it is. I am kind of a stickler for proper design owing to my days doing database development. Setting up a workbook properly can help immensely down the line.

Some notes, pointers, etc...
* Keep tab names simple. Adding dashes or even spaces can make the equations that refer to the tabs ugly and thus less understandable. Thus I renamed your last two tabs Metrics and Performance without any loss of context in my opinion.
* Each large table of data should have its own sheet and the sheet should only have that table. Thus I moved the stats you had from Performance to Dashboard.
* Use the Format As Table button on your tables, especially any that have data that will be used in equations elsewhere. Also, use the [Formula]Name Manager to rename the table logically. I did so with the data on the Performance tab and renamed the table Performance.
* Keep the table field names (the column headers) simple. Like the Tabs, keep any superfluous characters to a minimum. By doing so, an equation might look for instance like =SUM(Performance[Barclay]) rather than =SUM('Performance-Data'!G:G) with obvious advantages in creating, editing, and debugging the equations. It is even more obvious as equations become more complex.

Having done that, I modified all the equations I could on your Tear tab. For instance, rather than tediously adding individual cells, your calculation for 2013 Barclay becomes....

=SUMPRODUCT((Performance[Month]>=J16)*(Performance[Month]<J16+365)*(Performance[Barclay]))

Much more could be done but I'm afraid I've done too much for you to digest already. But if you think this is valuable and you would like further assistance in making this a truly robust sheet, I will help you as much as I can. However, we should probably take it offline and work by email.
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File Type: xlsx Performance SummaryFIXed.xlsx (54.5 KB, 9 views)
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  #3  
Old 03-27-2014, 07:45 AM
akatz85 akatz85 is offline any idea how to add a master dashboard or control panel that is able to tell my formu Mac OS X any idea how to add a master dashboard or control panel that is able to tell my formu Office 2008 for Mac
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please email me

Last edited by akatz85; 03-27-2014 at 02:01 PM.
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Old 03-27-2014, 08:03 AM
akatz85 akatz85 is offline any idea how to add a master dashboard or control panel that is able to tell my formu Mac OS X any idea how to add a master dashboard or control panel that is able to tell my formu Office 2008 for Mac
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gebobs i am trying to follow all that you have done, but it seems the leverage and date dont work in the dashboard. when you email me i will send you an updated version. thanks
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Old 03-27-2014, 10:00 AM
gebobs gebobs is offline any idea how to add a master dashboard or control panel that is able to tell my formu Windows 7 64bit any idea how to add a master dashboard or control panel that is able to tell my formu Office 2010 64bit
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I didn't see where either of those things were used.

Anyhoo...I sent you a PM with my email.
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  #6  
Old 03-27-2014, 11:54 AM
akatz85 akatz85 is offline any idea how to add a master dashboard or control panel that is able to tell my formu Mac OS X any idea how to add a master dashboard or control panel that is able to tell my formu Office 2008 for Mac
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any idea how to add a master dashboard or control panel that is able to tell my formu
 
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i didnt get your email, can you try again?
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  #7  
Old 03-27-2014, 01:13 PM
gebobs gebobs is offline any idea how to add a master dashboard or control panel that is able to tell my formu Windows 7 64bit any idea how to add a master dashboard or control panel that is able to tell my formu Office 2010 64bit
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Check your PRIVATE MESSAGES on this forum. Top right.
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