Chart templates in Excel - Dashboard Guide

Dashboard Mode - Chart templates

Dashboard Goal

Show how to use chart templates in Excel to quickly create consistent charts for sales data.

Sample Data

Month	Product A	Product B	Product C
Jan	120	90	100
Feb	150	110	130
Mar	170	130	160
Apr	160	120	150
May	180	140	170
Jun	200	160	190

Dashboard Components

• KPI Card: Total Sales for Product A
  Formula: =SUM(B2:B7)
  Result: 980
• Chart 1: Line Chart for Product A Sales
  Created using chart template named "SalesLineTemplate"
  Data range: A1:A7, B1:B7
• Chart 2: Column Chart for Product B and C Sales
  Created using chart template named "SalesColumnTemplate"
  Data range: A1:A7, C1:D7

Dashboard Layout

+----------------------+----------------------+
|      KPI Card        |      Chart 1         |
|  Total Sales Product A|  Line Chart Product A|
+----------------------+----------------------+
|                      Chart 2                     |
|          Column Chart Product B & C              |
+--------------------------------------------------+

Interactivity

Adding a slicer for Month allows filtering the data shown in both charts and the KPI card. Selecting a month updates the sales values and charts to show only that month's data.

Self Check

If you add a filter for Month = "Mar", which components update?

• KPI Card updates to show Product A sales for March (170)
• Chart 1 updates to show only March data point
• Chart 2 updates to show Product B and C sales for March only

Key Result

Dashboard demonstrating use of Excel chart templates to create consistent sales charts and a KPI card with interactive month filtering.