OR function in Excel - Dashboard Guide

Dashboard Mode - OR function

Dashboard Goal

Check if salespeople met at least one of two targets: selling more than 50 units or earning more than $1000 commission.

Sample Data

Salesperson	Units Sold	Commission ($)
Alice	45	1200
Bob	60	800
Charlie	30	900
Diana	70	1100
Eva	50	950

Dashboard Components

• KPI Card: Number of Salespeople Meeting Targets
  Formula: =AGGREGATE(3,5,D2:D6)
  Description: Counts how many salespeople met at least one target.
• Table: Salesperson Target Status
  Formula in D2: =OR(B2>50, C2>1000)
  Drag down to D6.
  Description: Shows TRUE if salesperson sold more than 50 units or earned more than $1000 commission, else FALSE.
• Table: Sales Data
  Shows original data columns: Salesperson, Units Sold, Commission.

Dashboard Layout

+-----------------------------+
| KPI: Number Meeting Targets  |
+-----------------------------+
| Salesperson | Units | Comm. | Target Met |
|-------------|-------|-------|------------|
| Alice       | 45    | 1200  | TRUE       |
| Bob         | 60    | 800   | TRUE       |
| Charlie     | 30    | 900   | FALSE      |
| Diana       | 70    | 1100  | TRUE       |
| Eva         | 50    | 950   | FALSE      |
+-------------------------------------------+

Interactivity

Add a filter to show only salespeople who met targets (Target Met = TRUE). The KPI card and table update to show only filtered data.

Self Check

If you add a filter to show only salespeople with Units Sold > 50, which salespeople remain and what is the KPI count?

Key Result

Dashboard shows which salespeople met sales or commission targets using the OR function.