Excel Visuals for Sales Reporting
Budget: $10 – $30 USD
I'm in need of an Excel expert who can create visuals and pivot tables for reporting on my sales data. This includes primarily our monthly sales totals.
Ideal Skills:
- Proficient in Excel
- Experience with data visualisation and pivot tables
- Understands sales data
1. Dashboard Structure
I recommend creating a single "YOY Dashboard" sheet with these components:
1. Main Comparison Chart:
o A combo chart showing both daily and cumulative sales
o X-axis representing either "Days Away from Race Day" or "Weeks away from Race Day"
o Two data series for each year (2024 and 2025)
2. View Selection Controls:
o Radio buttons to toggle between "Days" and "Weeks" views
o Radio buttons to toggle between "Daily Sales" and "Cumulative Sales"
o Option to filter specific time ranges (last 30/60/90 days before race)
3. Key Performance Indicators:
o Current cumulative sales for both years
o Absolute and percentage difference between years
o Days remaining until the current year's race
2. Implementation Approach
Since your data already contains the necessary fields (Days/Weeks away from Race Day), the implementation will be more straightforward:
1. Data Integration:
o Use Power Query to combine both sheets into a single dataset
o Add a "Year" column to distinguish between 2024 and 2025 data
2. PivotTable Setup:
o Create a PivotTable using the combined dataset
o Configure it to show Days/Weeks on rows and Years on columns
o Set values to show either daily or cumulative sales
3. Interactive Elements:
o Add VBA code to handle the view switching based on user selection
o Create buttons or option controls for the user interface
4. Additional Analytics:
o Add calculated fields to show YoY growth and differences
o Create dynamic labels that update based on the current view
3. Key Advantages of This Approach
• Direct Comparison: Allows direct day-by-day or week-by-week comparison
• Flexible Visualization: Toggle between daily sales or cumulative totals
• Performance Tracking: Clearly shows whether 2025 is ahead or behind 2024
• Projections: Can include trend analysis to project final sales
Ideal Skills:
- Proficient in Excel
- Experience with data visualisation and pivot tables
- Understands sales data
1. Dashboard Structure
I recommend creating a single "YOY Dashboard" sheet with these components:
1. Main Comparison Chart:
o A combo chart showing both daily and cumulative sales
o X-axis representing either "Days Away from Race Day" or "Weeks away from Race Day"
o Two data series for each year (2024 and 2025)
2. View Selection Controls:
o Radio buttons to toggle between "Days" and "Weeks" views
o Radio buttons to toggle between "Daily Sales" and "Cumulative Sales"
o Option to filter specific time ranges (last 30/60/90 days before race)
3. Key Performance Indicators:
o Current cumulative sales for both years
o Absolute and percentage difference between years
o Days remaining until the current year's race
2. Implementation Approach
Since your data already contains the necessary fields (Days/Weeks away from Race Day), the implementation will be more straightforward:
1. Data Integration:
o Use Power Query to combine both sheets into a single dataset
o Add a "Year" column to distinguish between 2024 and 2025 data
2. PivotTable Setup:
o Create a PivotTable using the combined dataset
o Configure it to show Days/Weeks on rows and Years on columns
o Set values to show either daily or cumulative sales
3. Interactive Elements:
o Add VBA code to handle the view switching based on user selection
o Create buttons or option controls for the user interface
4. Additional Analytics:
o Add calculated fields to show YoY growth and differences
o Create dynamic labels that update based on the current view
3. Key Advantages of This Approach
• Direct Comparison: Allows direct day-by-day or week-by-week comparison
• Flexible Visualization: Toggle between daily sales or cumulative totals
• Performance Tracking: Clearly shows whether 2025 is ahead or behind 2024
• Projections: Can include trend analysis to project final sales