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Excel Dashboard using formulas & charts

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(@amyhosh11)
Posts: 1
New Member
Topic starter
 

Hi,

I wanna prepare an interactive dashboard using SUMIFS formula in attached sheet. But when applying the formula, I'm getting #Value / 0 result. Basically, I want to find out Overdue invoices for all customers, with overall view (management view) on all the invoices to be tracked so that it gives me all the inputs from base sheet i.e overdue invoices, not overdue invoices, account name, aging, month wise & year wise with all the details. But when I tried for many times, I'm not getting the result as wanted.

Could you please help me on this in attached sheet so that I can prepare interactive dashboard

Regards,

Amy

 
Posted : 14/09/2020 7:06 am
(@purfleet)
Posts: 412
Reputable Member
 

Hi Amy

You have only attached the data not any of your attemps.

I would be better if you can add what you were trying so we can help with where you were going wrong

Purfleet

 
Posted : 14/09/2020 9:15 am
(@mynda)
Posts: 4761
Member Admin
 

Hi Amy,

You should be using a PivotTable for this. The you can also use Slicersto filter the results on the fly, plus there's no formulas that can get broken or require updating. See example attached. Note: you didn't provide an example of what you wanted and I couldn't map the description you gave to the fields in your source data, but you can modify the PivotTable to suit your needs.

I hope that points you in the right direction. If you get stuck, as Purfleet recommends, please provide your attempt and an example of your desired result.

Mynda

 
Posted : 15/09/2020 12:49 am
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