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Excelspreadsheet~8 mins

SUM function in Excel - Dashboard Guide

Choose your learning style9 modes available
Dashboard Mode - SUM function
Dashboard Goal

See total sales for each product and overall total sales to understand which products sell best.

Sample Data
ProductSales Q1Sales Q2Sales Q3
Apples100150200
Bananas80120160
Cherries90110130
Dates7010090
Elderberries6080100
Dashboard Components
  • Product Total Sales (Column E): Shows total sales for each product across Q1, Q2, and Q3.
    Formula in E2: =SUM(B2:D2)
    Drag down to E6.
  • Overall Total Sales (Cell E7): Shows total sales for all products and quarters.
    Formula in E7: =SUM(E2:E6)
  • Sales Data Table: Displays the original sales data for reference.
Dashboard Layout
+----------------------+---------------------+
|      Sales Data      | Product Total Sales  |
|  (Table B1:D6)       |    (Column E2:E6)    |
+----------------------+---------------------+
|          Overall Total Sales (E7)           |
+---------------------------------------------+
Interactivity

This simple dashboard does not have filters or slicers. You can update sales numbers in the table, and the totals will update automatically because the SUM formulas recalculate.

Self Check

If you change the sales number for Bananas in Q2 from 120 to 130, which components update?

  • The Product Total Sales for Bananas (E3) updates to reflect the new total.
  • The Overall Total Sales (E7) updates to reflect the new total sum.
Key Result
Dashboard shows total sales per product and overall total sales using SUM function.