Co-authoring in real time in Excel - Dashboard Guide

Dashboard Mode - Co-authoring in real time

Goal

See how multiple people can work together on the same sales data at the same time and watch updates instantly.

Sample Data

Salesperson	Region	Sales Q1	Sales Q2	Sales Q3
Alice	East	100	150	200
Bob	West	120	130	140
Carol	East	90	110	130
David	West	80	95	100
Eve	East	110	140	160

Dashboard Components

• Total Sales Q1-Q3 (KPI card):
  =SUM(C2:E6)
  Shows total sales from all salespeople across all quarters.
• Average Sales per Region (Table):
  =AVERAGEIF(B2:B6,"East",C2:C6) for East region average sales.
  =AVERAGEIF(B2:B6,"West",C2:C6) for West region average sales.
  Shows average sales by region.
• Sales by Salesperson (Table):
  Sum of sales per person:
  =SUM(C2:E2) for Alice, copied down.
  Shows each person's total sales.
• Real-time Updates: When any user changes sales numbers, all formulas update instantly for everyone.

Dashboard Layout

+-----------------------+-----------------------+
| Total Sales Q1-Q3 KPI | Average Sales by Reg  |
|                       | East: formula result  |
|                       | West: formula result  |
+-----------------------+-----------------------+
| Sales by Salesperson Table (list of names and totals) |
+-------------------------------------------------------+

Interactivity

All users can edit sales numbers in the data table at the top. When one user changes a number, the total sales, averages, and individual totals update immediately for everyone viewing the file. This live update helps teams see changes as they happen without waiting.

Self Check

If you change Alice's Sales Q2 from 150 to 180, which dashboard components update?

• Total Sales Q1-Q3 KPI updates to reflect new total.
• Average Sales by Region for East updates.
• Sales by Salesperson table updates Alice's total sales.

Key Result

A live sales dashboard showing total, average by region, and individual sales updating instantly as multiple users edit data together.