Track changes and comments in Excel - Dashboard Guide

Dashboard Mode - Track changes and comments

Goal

See who changed data and read notes from team members in a sales tracking sheet.

Sample Data

Order ID	Product	Quantity	Price	Salesperson
1001	Notebook	10	5	Alice
1002	Pen	20	1	Bob
1003	Folder	15	3	Charlie
1004	Notebook	5	5	Alice
1005	Pen	30	1	Bob

Dashboard Components

• KPI Card: Total Sales
  Formula: =SUMPRODUCT(C2:C6,D2:D6)
  Shows total money made from all orders.
• Comments Column: Notes
  Shows comments added by team members on specific orders.
  Example comment on Order ID 1003: "Check stock before shipping"
• Track Changes Pane: Change Log
  Shows who changed what and when.
  Example: "Alice changed Quantity in Order 1004 from 3 to 5 on 2024-06-01"
• Sales by Salesperson Table:
  Formula:
  =SUMIFS(D2:D6,E2:E6,"Alice")*C2:C6 (example for Alice)
  Shows sales totals per person.

Dashboard Layout

+----------------------+---------------------+
|      Total Sales      |     Change Log      |
|      (KPI Card)       |  (Track Changes)    |
+----------------------+---------------------+
|      Sales by         |      Comments       |
|    Salesperson Table  |      Column         |
+----------------------+---------------------+

Interactivity

When you select a salesperson name in the Sales by Salesperson Table, the Comments Column filters to show only notes for that person's orders. The Change Log updates to show only changes made by that salesperson.

Self Check

If you filter the Sales by Salesperson Table to show only "Bob", which comments and changes appear?

• Comments: Only notes on Bob's orders (Order IDs 1002 and 1005).
• Change Log: Only changes made by Bob.

Key Result

Dashboard shows total sales, tracks who changed data, and displays comments per order with filtering by salesperson.