Number formats (currency, percentage, date) in Excel - Dashboard Guide

Dashboard Mode - Number formats (currency, percentage, date)

Dashboard Goal

Show sales data with clear number formats: currency for sales, percentage for growth, and date for order dates. This helps understand money, growth rates, and timing easily.

Sample Data

Order ID	Order Date	Sales Amount	Growth Rate
1001	2024-01-15	1500	0.05
1002	2024-02-20	2300	0.10
1003	2024-03-05	1800	-0.02
1004	2024-04-10	2100	0.07
1005	2024-05-18	1950	0.03

Dashboard Components

• KPI Card: Total Sales
  Formula: =SUM(C2:C6)
  Format: Currency ($)
• KPI Card: Average Growth Rate
  Formula: =AVERAGE(D2:D6)
  Format: Percentage (2 decimal places)
• Table: Sales Details
  Shows Order ID, Order Date, Sales Amount, Growth Rate
  Formats:
  • Order Date: Date format (e.g., MMM dd, yyyy)
  • Sales Amount: Currency format
  • Growth Rate: Percentage format (1 decimal place)

Dashboard Layout

+----------------------+-----------------------+
| Total Sales (Currency) | Average Growth (Pct)  |
+----------------------+-----------------------+
|                                              |
|             Sales Details Table               |
|  (Order ID, Date, Sales $, Growth %)         |
|                                              |
+----------------------------------------------+

Interactivity

Add a date filter to select orders by month or range. When the date filter changes, the Total Sales, Average Growth, and Sales Details table update to show only data for the selected dates.

Self Check

If you add a filter to show only orders from March 2024 onward, which components update?

• Total Sales (currency) updates to sum only filtered sales.
• Average Growth Rate updates to average only filtered growth rates.
• Sales Details table shows only orders from March 2024 and later with correct formats.

Key Result

Dashboard showing sales data with currency, percentage, and date formats for clear financial and time insights.