Sharing workbooks in Excel - Dashboard Guide

Dashboard Mode - Sharing workbooks

Goal

See how sharing a workbook helps a team track sales data together and keeps everyone updated.

Sample Data

Salesperson	Region	Sales Q1	Sales Q2	Total Sales
Alice	East	100	150	=SUM(C2:D2)
Bob	West	200	180	=SUM(C3:D3)
Charlie	East	130	170	=SUM(C4:D4)
Diana	West	90	120	=SUM(C5:D5)
Eva	East	160	140	=SUM(C6:D6)

Dashboard Components

• KPI Card: Total Sales All Regions
  Formula: =SUM(E2:E6)
  Shows total sales from all salespeople.
• KPI Card: Average Sales Q2
  Formula: =AVERAGE(D2:D6)
  Shows average sales in Q2.
• Table: Sales by Region
  Formula for East region total: =SUMIF(B2:B6,"East",E2:E6)
  Formula for West region total: =SUMIF(B2:B6,"West",E2:E6)
  Shows total sales by each region.
• Chart: Salesperson Total Sales Bar Chart
  Data range: Salesperson names (A2:A6) and Total Sales (E2:E6)
  Visualizes each salesperson's total sales.

Dashboard Layout

+----------------------+----------------------+
| Total Sales All Reg. | Average Sales Q2      |
|      [KPI Card]      |      [KPI Card]       |
+----------------------+----------------------+
|                      Sales by Region Table                      |
|                          [Table]                              |
+---------------------------------------------------------------+
|                  Salesperson Total Sales Bar Chart             |
|                           [Chart]                             |
+---------------------------------------------------------------+

Interactivity

Add a filter for Region. When you select a region (East or West), the KPI cards, sales by region table, and bar chart update to show data only for that region. This helps the team focus on one region's sales at a time.

Self Check

If you add a filter for Region = East, which components update?

• The Total Sales All Regions KPI card updates to show total sales only for East.
• The Average Sales Q2 KPI card updates to average Q2 sales for East.
• The Sales by Region table updates to show only East region totals.
• The Salesperson Total Sales Bar Chart updates to show only salespeople in East region.

Key Result

A shared sales dashboard showing total and average sales with region filters for team collaboration.