Invoice Date Representative Customer Category Style
15345 1/4/2010 Scott Edwards Sean Bishop Residential White Pine
15346 1/5/2010 Janet Sellers Gail Dixon Residential Red Classic
15347 1/6/2010 Scott Edwards Brent Minyard Residential Southern Charm
15348 1/6/2010 Allen Pearson Keith Brunt Residential White Pine
15349 1/7/2010 Mark Stevens Price Bank Commercial Southern Charm
15350 1/8/2010 Mary Daniel Mary Donahoo Residential Waverly
15351 1/8/2010 Allen Pearson Jason Perdone Residential Red Classic
15352 1/10/2010 Janet Sellers Murdock Hardware Commercial White Pine
15353 1/12/2010 Mary Daniel Jennifer Mullendore Residential Southern Charm
15354 1/12/2010 Allen Pearson Amanda Fatheree Residential White Pine
15355 1/14/2010 Mary Daniel Jeremy Groh Residential River Magic
15356 1/14/2010 Janet Sellers Mary Daniels Residential Waverly
15357 1/15/2010 Scott Edwards Keeling Medical Center Government White Pine
15358 1/16/2010 Janet Sellers Nick Black Residential Red Classic
15359 1/17/2010 Mary Daniel Vivian Vernon Residential New England
15360 1/19/2010 Mark Stevens Hawbecker Wells Commercial Red Classic
15361 1/20/2010 Janet Sellers Katie Burns Residential River Magic
15362 1/21/2010 Mark Stevens Stephen Stonegate Residential Red Classic
15363 1/22/2010 Scott Edwards Keller Adams Residential Southern Charm
15364 1/23/2010 Mark Stevens Joanne Falkenbury Residential River Magic
15365 1/25/2010 Scott Edwards Edward Whitmore Residential Waverly
15366 1/26/2010 Allen Pearson Josea Merrit Residential Southern Charm
15367 1/26/2010 Janet Sellers Hannah Elsmore Residential Red Classic
15368 1/26/2010 Allen Pearson Golden's Books Commercial Red Classic
15369 1/26/2010 Janet Sellers Trish McCombs Residential River Magic
15370 1/27/2010 Janet Sellers Noah Jacobs Residential Waverly
15371 1/29/2010 Allen Pearson David Forde Residential New England
15372 1/29/2010 Allen Pearson Becky Jacobson Residential Red Classic
15373 1/29/2010 Mary Daniel Megan Sumrall Residential Red Classic
15374 1/30/2010 Janet Sellers Maggie Earnest Residential Red Classic
15375 1/31/2010 Mark Stevens Saders Supply Commercial White Pine
15376 2/1/2010 Mark Stevens Brian McCord Residential River Magic
15377 2/2/2010 Scott Edwards Kristin DeSoto Residential New England
15378 2/2/2010 Mark Stevens City of Farris Government Southern Charm
15379 2/3/2010 Janet Sellers Colleen Mowry Residential Waverly
15380 2/5/2010 Scott Edwards Eileen Richardson Residential White Pine
15381 2/6/2010 Allen Pearson Prattville City Schools Government Waverly
15382 2/7/2010 Scott Edwards Dana Harrod Residential Red Classic
15383 2/8/2010 Janet Sellers Jared McCausland Residential Red Classic
15384 2/10/2010 Allen Pearson Amy Coleman Residential Waverly
15385 2/10/2010 Allen Pearson Ed's Supplies Commercial New England
15386 2/12/2010 Mary Daniel Angela's Pizza Commercial Waverly
15387 2/12/2010 Allen Pearson Velma Provencher Residential Red Classic
15388 2/13/2010 Allen Pearson Lauren Ahlrich Residential Red Classic
15389 2/14/2010 Mark Stevens Rice Township Government Red Classic
15390 2/16/2010 Allen Pearson Beth Shelton Residential River Magic
15391 2/17/2010 Mary Daniel Anne Cerami Residential New England
15392 2/19/2010 Mark Stevens Adams Salon Commercial White Pine
15393 2/20/2010 Mary Daniel Heather Styles Commercial White Pine
15394 2/20/2010 Janet Sellers Enfinger Schools Government Waverly
15395 2/22/2010 Scott Edwards Michelle Hinson Residential Red Classic
15396 2/22/2010 Janet Sellers Jimmy Lehman Residential River Magic
15397 2/23/2010 Janet Sellers John David Pearson Residential Red Classic
15398 2/24/2010 Mark Stevens Ron Willmann Residential Red Classic
15399 2/25/2010 Scott Edwards Borough of Eaves Government Waverly
15400 2/26/2010 Scott Edwards Michael Hench Residential White Pine
15401 2/27/2010 Allen Pearson Farrish Pharmacy Commercial Southern Charm
15402 3/1/2010 Scott Edwards Jessica Collins Residential Waverly
15403 3/1/2010 Janet Sellers Chris Verney Residential New England
15404 3/1/2010 Janet Sellers Donovan Golden Residential Red Classic
15405 3/2/2010 Janet Sellers Lancaster Hospital Government New England
15406 3/3/2010 Allen Pearson Alfredo Gillson Residential River Magic
15407 3/3/2010 Janet Sellers Margie Barefield Residential Southern Charm
15408 3/4/2010 Scott Edwards Janice Mason Residential Southern Charm
15409 3/6/2010 Allen Pearson Gerry Hairston Residential New England
15410 3/7/2010 Mark Stevens Blette Industries Commercial Red Classic
15411 3/8/2010 Janet Sellers Christopher Frist Residential New England
15412 3/9/2010 Scott Edwards April Dunn Residential Red Classic
15413 3/9/2010 Janet Sellers Daugherty Hospital Government Southern Charm
15414 3/10/2010 Allen Pearson Lauren Plemmons Residential Waverly
15415 3/12/2010 Scott Edwards Angela Murdock Residential Southern Charm
15416 3/12/2010 Mary Daniel Greene Hardware Commercial River Magic
15417 3/14/2010 Mark Stevens John McQuaig Residential River Magic
15418 3/16/2010 Allen Pearson Richard Brennan Residential White Pine
15419 3/16/2010 Mary Daniel Matthew Cane Residential New England
15420 3/17/2010 Janet Sellers Kevin Colom Residential Red Classic
15421 3/19/2010 Mary Daniel Dolores Capstick Residential Red Classic
15422 3/20/2010 Allen Pearson Joesph Zipp Residential River Magic
15423 3/20/2010 Allen Pearson Frank Barclay Residential New England
15424 3/22/2010 Allen Pearson Grace Mattison Residential Red Classic
15425 3/23/2010 Janet Sellers James O'Neil Residential Southern Charm
15426 3/24/2010 Janet Sellers Francis Terry Residential Southern Charm
15427 3/24/2010 Mark Stevens M & J Stores Commercial Southern Charm
15428 3/24/2010 Janet Sellers Merwine Lumber Commercial Waverly
15429 3/26/2010 Allen Pearson Cathy Reynolds Residential Red Classic
15430 3/26/2010 Allen Pearson Kerry Agee Residential Red Classic
15431 3/26/2010 Janet Sellers Janice Gorden Residential White Pine
15432 3/27/2010 Mark Stevens Antonio Gholson Residential Red Classic
15433 3/29/2010 Janet Sellers Esson County Government Red Classic
15434 3/30/2010 Allen Pearson City of Starville Government Red Classic
15435 3/31/2010 Mark Stevens Bonnie Mullen Residential White Pine
15436 4/1/2010 Allen Pearson Robert Jefcoat Residential New England
15437 4/1/2010 Allen Pearson Greg Cook Residential New England
15438 4/2/2010 Allen Pearson Janet Smith Residential Red Classic
15439 4/3/2010 Janet Sellers Ben Delisanti Residential Red Classic
15440 4/4/2010 Janet Sellers Jamison County Government New England
15441 4/6/2010 Janet Sellers Caryl Dykes Residential Red Classic
15442 4/6/2010 Janet Sellers Larry Trammell Residential Red Classic
15443 4/7/2010 Scott Edwards Carol Long Residential White Pine
15444 4/7/2010 Mary Daniel Martin Hampton Residential New England
15445 4/8/2010 Allen Pearson Harvon Inn Commercial Waverly
15446 4/8/2010 Mary Daniel Mark Edwards Residential White Pine
15447 4/9/2010 Mark Stevens Kathleen Millsaps Residential Red Classic
15448 4/10/2010 Mark Stevens Carlisle Brakes Commercial New England
15449 4/11/2010 Mark Stevens Mark Pearson Residential White Pine
15450 4/13/2010 Mark Stevens Carolyn Scales Residential New England
15451 4/15/2010 Mary Daniel Nichole Miller Residential New England
15452 4/16/2010 Mary Daniel Abigail Weller Residential White Pine
15453 4/17/2010 Janet Sellers Lance Mason Residential River Magic
15454 4/17/2010 Scott Edwards Cally Martin Residential New England
15455 4/19/2010 Scott Edwards Joe McCarthy Residential Southern Charm
15456 4/20/2010 Mark Stevens Travis Harrod Residential New England
15457 4/22/2010 Janet Sellers Mark Lollar Residential Red Classic
15458 4/23/2010 Scott Edwards Harris Supply Commercial Red Classic
15459 4/25/2010 Mary Daniel Sylvia Ware Residential New England
15460 4/26/2010 Allen Pearson Stoner Associates Commercial Red Classic
15461 4/28/2010 Allen Pearson Dave Dutch Residential White Pine
15462 4/29/2010 Allen Pearson Budd Williams Residential Waverly
15463 4/30/2010 Scott Edwards Susan Biondo Residential White Pine
15464 4/30/2010 Allen Pearson Munn Theatres Commercial New England
15465 5/2/2010 Mary Daniel Julie Maag Residential Waverly
15466 5/3/2010 Allen Pearson Boiling Springs Schools Government Waverly
15467 5/5/2010 Scott Edwards Patty Hawkins Residential New England
15468 5/6/2010 Mary Daniel Staab Jewelers Commercial Waverly
15469 5/8/2010 Scott Edwards Fred Pylate Residential Red Classic
15470 5/8/2010 Allen Pearson Carter Gray Residential New England
15471 5/9/2010 Mark Stevens Charles Corner Residential Waverly
15472 5/10/2010 Allen Pearson Paul Sansing Residential Red Classic
15473 5/12/2010 Janet Sellers Josh Gilmer Residential Red Classic
15474 5/12/2010 Allen Pearson Movie Dreams Commercial New England
15475 5/14/2010 Allen Pearson Peter White Pine Residential White Pine
15476 5/15/2010 Janet Sellers David Buger Residential Southern Charm
15477 5/16/2010 Allen Pearson Edward Belcher Residential Red Classic
15478 5/17/2010 Janet Sellers Thomas Carpenter Residential Southern Charm
15479 5/18/2010 Allen Pearson Claire Ellis Residential White Pine
15480 5/19/2010 Janet Sellers Danielle Price Residential Red Classic
15481 5/20/2010 Janet Sellers Heather Jones Residential New England
15482 5/21/2010 Allen Pearson Kate Jackson Residential Red Classic
15483 5/21/2010 Mary Daniel Berrier City Government Waverly
15484 5/23/2010 Janet Sellers Theresa Ivany Residential Red Classic
February 1, 2011 Journal of Accountancy| BY Mark W. Lehman, CPA, Carol M. Lehman, Jim Feazell
Dashboard reports created in Microsoft Excel are powerful, flexible and easy to design. In
much the same way that an automobile dashboard graphically displays numerous measures of
performance from the gas level to oil pressure, a computer dashboard presents critical data in
a variety of visual formats. From this organized visual display, optimal business decisions can
be made quickly and efficiently.
Val Steed, CPA/CITP
CEO, K2 Enterprises, Centerville, Utah
Dashboard reporting is rapidly becoming the norm for organizations seeking to improve
financial and operational reporting processes. Dashboards allow recipients easy access to
mission-critical data, usually in an on-demand environment, thereby allowing users to get the
information they need when they need it. With greatly enhanced charting and graphing
capabilities, along with the ability to handle much larger volumes of data, Excel is an ideal tool
for creating high-impact dashboards in businesses of all sizes. Build Excel-based dashboards
that extract information from your accounting application along with other databases and to
present this data as actionable information in a dashboard setting.
Price per
Quantity Thousand Total Sale
26 $ 253.00 $ 6,578.00
18 $ 253.00 $ 4,554.00
15 $ 250.00 $ 3,750.00
24 $ 263.00 $ 6,312.00
64 $ 256.00 $ 16,384.00
18 $ 259.00 $ 4,662.00
27 $ 246.00 $ 6,642.00
64 $ 267.00 $ 17,088.00
16 $ 268.00 $ 4,288.00
23 $ 241.00 $ 5,543.00
24 $ 265.00 $ 6,360.00
10 $ 263.00 $ 2,630.00
66 $ 255.00 $ 16,830.00
27 $ 241.00 $ 6,507.00
15 $ 257.00 $ 3,855.00
12 $ 252.00 $ 3,024.00
23 $ 246.00 $ 5,658.00
13 $ 249.00 $ 3,237.00
10 $ 242.00 $ 2,420.00
13 $ 262.00 $ 3,406.00
27 $ 268.00 $ 7,236.00
29 $ 244.00 $ 7,076.00
20 $ 269.00 $ 5,380.00
54 $ 267.00 $ 14,418.00
22 $ 241.00 $ 5,302.00
27 $ 244.00 $ 6,588.00
11 $ 258.00 $ 2,838.00
22 $ 255.00 $ 5,610.00
13 $ 267.00 $ 3,471.00
26 $ 257.00 $ 6,682.00
10 $ 244.00 $ 2,440.00
22 $ 250.00 $ 5,500.00
19 $ 250.00 $ 4,750.00
11 $ 262.00 $ 2,882.00
16 $ 243.00 $ 3,888.00
16 $ 250.00 $ 4,000.00
14 $ 267.00 $ 3,738.00
22 $ 241.00 $ 5,302.00
23 $ 240.00 $ 5,520.00
19 $ 268.00 $ 5,092.00
63 $ 249.00 $ 15,687.00
25 $ 249.00 $ 6,225.00
15 $ 251.00 $ 3,765.00
19 $ 244.00 $ 4,636.00
76 $ 240.00 $ 18,240.00
17 $ 240.00 $ 4,080.00
26 $ 249.00 $ 6,474.00
16 $ 258.00 $ 4,128.00
23 $ 254.00 $ 5,842.00
37 $ 252.00 $ 9,324.00
26 $ 243.00 $ 6,318.00
15 $ 256.00 $ 3,840.00
11 $ 263.00 $ 2,893.00
22 $ 244.00 $ 5,368.00
27 $ 242.00 $ 6,534.00
14 $ 267.00 $ 3,738.00
18 $ 247.00 $ 4,446.00
24 $ 240.00 $ 5,760.00
12 $ 256.00 $ 3,072.00
25 $ 255.00 $ 6,375.00
120 $ 266.00 $ 31,920.00
21 $ 248.00 $ 5,208.00
19 $ 242.00 $ 4,598.00
10 $ 256.00 $ 2,560.00
21 $ 254.00 $ 5,334.00
75 $ 260.00 $ 19,500.00
74 $ 258.00 $ 19,092.00
24 $ 259.00 $ 6,216.00
20 $ 265.00 $ 5,300.00
28 $ 262.00 $ 7,336.00
12 $ 257.00 $ 3,084.00
63 $ 262.00 $ 16,506.00
13 $ 260.00 $ 3,380.00
15 $ 247.00 $ 3,705.00
13 $ 259.00 $ 3,367.00
19 $ 253.00 $ 4,807.00
23 $ 245.00 $ 5,635.00
28 $ 261.00 $ 7,308.00
19 $ 262.00 $ 4,978.00
24 $ 255.00 $ 6,120.00
13 $ 241.00 $ 3,133.00
16 $ 262.00 $ 4,192.00
34 $ 241.00 $ 8,194.00
66 $ 267.00 $ 17,622.00
16 $ 242.00 $ 3,872.00
19 $ 244.00 $ 4,636.00
28 $ 257.00 $ 7,196.00
20 $ 258.00 $ 5,160.00
13 $ 253.00 $ 3,289.00
11 $ 248.00 $ 2,728.00
23 $ 262.00 $ 6,026.00
14 $ 269.00 $ 3,766.00
19 $ 261.00 $ 4,959.00
14 $ 241.00 $ 3,374.00
12 $ 265.00 $ 3,180.00
54 $ 246.00 $ 13,284.00
24 $ 249.00 $ 5,976.00
15 $ 260.00 $ 3,900.00
15 $ 265.00 $ 3,975.00
21 $ 242.00 $ 5,082.00
64 $ 255.00 $ 16,320.00
10 $ 253.00 $ 2,530.00
14 $ 267.00 $ 3,738.00
24 $ 259.00 $ 6,216.00
10 $ 269.00 $ 2,690.00
17 $ 257.00 $ 4,369.00
27 $ 261.00 $ 7,047.00
29 $ 250.00 $ 7,250.00
10 $ 244.00 $ 2,440.00
24 $ 259.00 $ 6,216.00
24 $ 249.00 $ 5,976.00
15 $ 257.00 $ 3,855.00
15 $ 260.00 $ 3,900.00
13 $ 258.00 $ 3,354.00
29 $ 247.00 $ 7,163.00
35 $ 244.00 $ 8,540.00
20 $ 253.00 $ 5,060.00
14 $ 250.00 $ 3,500.00
14 $ 253.00 $ 3,542.00
64 $ 255.00 $ 16,320.00
25 $ 266.00 $ 6,650.00
19 $ 247.00 $ 4,693.00
21 $ 244.00 $ 5,124.00
44 $ 244.00 $ 10,736.00
17 $ 263.00 $ 4,471.00
15 $ 241.00 $ 3,615.00
18 $ 266.00 $ 4,788.00
16 $ 254.00 $ 4,064.00
25 $ 256.00 $ 6,400.00
28 $ 262.00 $ 7,336.00
10 $ 254.00 $ 2,540.00
14 $ 249.00 $ 3,486.00
11 $ 247.00 $ 2,717.00
13 $ 269.00 $ 3,497.00
20 $ 267.00 $ 5,340.00
28 $ 267.00 $ 7,476.00
12 $ 260.00 $ 3,120.00
22 $ 254.00 $ 5,588.00
20 $ 265.00 $ 5,300.00
29 $ 250.00 $ 7,250.00
sy to design. In
merous measures of
sents critical data in
ness decisions can
ng to improve
easy access to
ng users to get the
nd graphing
xcel is an ideal tool
-based dashboards
databases and to
Sum of Quantity Style
New Red River Southern White
Representative Category England Classic Magic Charm Waverly Pine
Allen Pearson Commercial 155 89 18 64
Government 11 33
Residential 99 205 66 29 61 112
Allen Pearson Total 254 305 66 47 158 112
Janet Sellers Commercial 66 64
Government 174 13 20 37
Residential 98 317 70 75 53 28
Janet Sellers Total 272 330 70 95 156 92
Mark Stevens Commercial 24 87 98 26
Government 76 11
Residential 32 69 48 18 33
Mark Stevens Total 56 232 48 109 18 59
Mary Daniel Commercial 63 69 23
Government 20
Residential 131 36 24 16 43 39
Mary Daniel Total 131 36 87 16 132 62
Scott Edwards Commercial 13
Government 27 66
Residential 64 89 71 51 85
Scott Edwards Total 64 102 71 78 151
Grand Total 777 1,005 271 338 542 476
Grand Total
326
44
572
942
130
244
641
1,015
235
87
200
522
155
20
289
464
13
93
360
466
3,409
PivotTable data for use in creating Sparkline charts
Sum of Total Sale Column Labels
Monthly Dollar
Row Labels Jan Feb Mar Apr May Grand Total Sales
Allen Pearson 48,439 41,444 51,225 61,839 35,893 238,840
Janet Sellers 60,389 25,465 110,596 32,680 31,229 260,359
Mark Stevens 28,491 36,118 42,260 20,868 4,788 132,525
Mary Daniel 22,636 18,541 25,508 29,072 22,686 118,443
Scott Edwards 36,814 30,642 17,620 23,063 9,595 117,734
Grand Total 196,769 152,210 247,209 167,522 104,191 867,901
Data Preparation Area for Dashboard
Total unit sales by representative
Allen Pearson
Janet Sellers
Mark Stevens
Mary Daniel
Scott Edwards
Representative unit sales by customer category
Commercial Government Residential
Allen Pearson
Janet Sellers
Mark Stevens
Mary Daniel
Scott Edwards
Brick style unit sales for one representative
Combo Box Selection: 1
Index Function:
Style
New England Representatives
Red Classic Allen Pearson
River Magic Janet Sellers
Southern Charm Mark Stevens
Waverly Mary Daniel
White Pine Scott Edwards
Janet Allen
Scott
Mark
Unit Sales by Representative
Sellers Mary Pearson
Edwards
Stevens
Analysis of Sales Trends
0% Daniel 0%
0% Prior Year Current Year Percent Monthly Dollar
0% Representative Units Units Change Sales
Allen Pearson 924 -100%
Janet Sellers 1,053 -100%
Mark Stevens 481 -100%
Mary Daniel 521 -100%
Scott Edwards 452 -100%
-
Representative Unit Sales by Category Brick Style Unit Sales by Rep
1
Scott Edwards
1
Unit Sales (000)
Mary Daniel
1
Mark Stevens 1
Janet Sellers 0
Allen Pearson 0
-
0 200 400 600 800 1000
New Red Classic River Southern Waverly White Pine
Commercial Government Residential England Magic Charm