High-Performance Excel Audit Tracker Dashboard
Budget: ₹12,500 – ₹37,500 INR
Goal: Create a high-performance Excel dashboard for an audit tracker with 17k+ rows that is fully functional when shared via a OneDrive/SharePoint link.
Key Technical Requirements:
Data Connection: Use Power Query to import the source data. Include a transformation step to "Trim" all text columns (to fix the trailing spaces in Vendor names and Statuses).
Performance Calculation: Add a custom column in Power Query to calculate "Aging" (Days from 'Date' to 'Closure Date'). If 'Status' is Pending, use TODAY() for the end date.
Interactivity (Web-Ready): Do not use VBA/Macros for the dashboard navigation. Use Slicers connected to all Pivot Charts.
Required Visuals:
Monthly Trend Line: Count of observations by month.
Vendor Comparison: Bar chart of total observations by Vendor.
Risk Areas: Heatmap or Bar chart for "Area of Operations."
Aging Leaderboard: Average days to close by Vendor.
Clean UI: Hide gridlines, headers, and the raw data sheet. Set the "Opening View" to the Dashboard sheet.
Key Technical Requirements:
Data Connection: Use Power Query to import the source data. Include a transformation step to "Trim" all text columns (to fix the trailing spaces in Vendor names and Statuses).
Performance Calculation: Add a custom column in Power Query to calculate "Aging" (Days from 'Date' to 'Closure Date'). If 'Status' is Pending, use TODAY() for the end date.
Interactivity (Web-Ready): Do not use VBA/Macros for the dashboard navigation. Use Slicers connected to all Pivot Charts.
Required Visuals:
Monthly Trend Line: Count of observations by month.
Vendor Comparison: Bar chart of total observations by Vendor.
Risk Areas: Heatmap or Bar chart for "Area of Operations."
Aging Leaderboard: Average days to close by Vendor.
Clean UI: Hide gridlines, headers, and the raw data sheet. Set the "Opening View" to the Dashboard sheet.
Related categories:
Visual Basic
Excel
Sharepoint
Excel VBA
Excel Macros
Data Visualization
Data Analysis