Icon sets in Excel - Dashboard Guide

Dashboard Mode - Icon sets

Dashboard Goal

Show sales performance visually using icon sets to quickly identify high, medium, and low sales values.

Sample Data

Product	Sales
Apples	120
Bananas	80
Cherries	150
Dates	60
Elderberries	200
Figs	90
Grapes	130

Dashboard Components

• Sales Table: Shows product names and sales numbers from A2:B8.
• Icon Set Column: Applies icon sets to sales values in column B to show performance visually.
  Formula: No formula needed; use Excel's Conditional Formatting > Icon Sets on B2:B8.
  Icon set used: 3 traffic lights (green, yellow, red) based on sales value thresholds.
• Total Sales KPI: Displays total sales.
  Formula in cell B10: =SUBTOTAL(109,B2:B8)
  Result: 830

Dashboard Layout

+----------------------+-----------------+
|      Sales Table     |  Total Sales KPI |
|  (Products & Sales)  |   (Sum of Sales) |
|  + Icon Sets on B2:B8|                 |
+----------------------+-----------------+

Interactivity

Applying icon sets updates automatically when sales values change. If you filter the table (e.g., show only products with sales > 100), the icon sets and total sales KPI update to reflect visible data.

Self Check

If you add a filter to show only products with sales greater than 100, which components update?

• The sales table shows only products with sales > 100.
• The icon sets update to show icons only for visible sales values.
• The total sales KPI recalculates to sum only visible sales.

Key Result

Dashboard shows product sales with icon sets for performance and total sales sum.