Sales Performance Dashboard

For Lorna’s final #WorkoutWednesday challenge of 2019, she asked us to recreate a dashboard, where the focus on the challenge was branding, rather than anything too difficult.

That was a relief, as I needed to squeeze both completing the challenge and writing this blog into the limited free time I have in the run up to Christmas, where most of my time is focused on preparing for the big day, catching up with friends, and recovering from my work leaving do (having left my job of the last 20 years…).

This write up is therefore going to be brief, and I’ll just point out the bits I think will be of most use…

Plotting the circles on a horizontal line

The Year filters and the Sub-category by month circle charts are both arranged with a horizontal line running through the circles. This is achieved by plotting MIN(0) on the y-axis, and formatting the zero line to be a solid coloured line.

Aligning the charts on the dashboard

The dashboard consists of 3 charts displaying Sales by date; The Sales by Day area chart at the top, the Sales by Month bar chart above Sales by Month by Sub-Category circle chart.

All 3 charts stretch to the end of the space available width wise, even when filtered by year, and the bar chart and circle chart line up vertically, so the months are in line.

To get this to work, the date fields need to be discrete (blue) rather than continuous (green).

When continuous, additional ‘padding’ at the start and end of each axis is added. Also for a circle, the mark being plotted is the centre of the circle, but for a bar chart, the mark plotted is the top left corner of the bar, so the bar appears off centre, as demonstrated by the synchronised dual-axis view below.

This goes away when the date is made discrete (blue).

Padding

The Sales by Day area chart and the Sales Performance Title (text box) butt up against each other with no white-space between. This is achieved by reducing the outer padding on the objects to 0.

Highlighting

The 3 charts at the bottom of the screen; the Sales by Month bar chart, the Sales by Month & Sub-Category circle chart and the Sales by Sub-Category bar chart, all interact with each other on hover, regardless which chart you hover on.

This is managed via a Highlight dashboard action, where only the 3 charts of interest are selected as both the source and the target sheets

Branding & adjusting the colour palette

The colour scheme I chose to recreate this challenge in differed from Lorna’s solution. I selected a range of browns from the colour palettes I already have installed, but felt the darkest brown was just too strong. So I adjusted the end colour of the palette by clicking on the colour square displayed at the end of the range.

This opens the colour palette dialog, where I could select a lighter shade

which changes the palette being used to ‘Custom Sequential’

To ensure I always got the same range on each chart, I made a note of the colour hex number I selected : #83514a, which I could then just type in, each time I wanted to adjust the palette.

My published version of the challenge is here.

Hopefully you might find something helpful in this post 🙂

Merry Xmas y’all!

Happy vizzin’!

Donna

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s