📊

Creating a Dynamic Excel Dashboard

Sep 2, 2024

Excel Dashboard Design and Development

Overview

  • Today's tutorial focuses on the design and development of a dynamic Excel dashboard.
  • The final output is a dashboard that addresses a business problem related to road accidents in 2021 and 2022.
  • Dashboard features include:
    • Filters (slicers) for urban and rural data.
    • Timeline filter for accident dates.

Project Steps

1. Data Gathering

  • Data source: Kaggle (demo data for practice).
  • Dataset details:
    • 307,000 rows and 21 fields.

2. Requirement Gathering

  • Client requests: Create a road accident dashboard for insights on casualties and vehicle types.
  • Primary KPIs requested by the client:
    • Total casualties.
    • Percentage of total casualties by accident severity.
    • Maximum casualties by vehicle type.
  • Secondary KPIs:
    • Casualties visualized by vehicle type.
    • Monthly trend comparison of casualties for current and previous years.
    • Casualties by road type and surface.
    • Relationship between casualties by area location and time of day.

3. Data Cleaning

  • Adjust column widths and add filters to identify errors.
  • Unique identifier: Accident Index (no duplicates or blanks).
  • Correct typos (e.g., replacing 'fetal' with 'fatal').

4. Data Processing

  • Create additional columns for Month and Year from the Date field using functions.
  • Aggregate data using Pivot Tables; visualize with charts.

5. Data Analysis and Visualization

  • Build custom charts and format them for visual appeal.
  • Create a dynamic, interactive dashboard using preceding steps.

Dashboard Components

Primary KPIs

  • Total Casualties: Displayed prominently on the dashboard.
  • Casualties by Severity: Displayed in donut charts.

Secondary KPIs

  • Casualties visualized by vehicle type with charts.
  • Monthly trends displayed, allowing for comparison across years.
  • Casualties categorized by road type and surface conditions.

Interactivity

  • Slicers allow users to filter data dynamically.
  • Timeline allows filtering by years.

Stakeholders Involved

  • Ministry of Transport
  • Road Transport Department
  • Police and Emergency Services
  • Public and Media

Final Output

  • An interactive dashboard composed of:
    • Dynamic charts.
    • KPIs that reflect current data trends.
    • Filters for detailed insights based on user input.

Conclusion

  • This comprehensive project outlines the steps to design an Excel dashboard, emphasizing data cleaning, analysis, and visualization.
  • Users should now have a functional dashboard ready for insights into road accidents.