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I'm trying to produce a database in excel which will let warehouse sales dealers track what deals have been made/missed.
There is a basic database I've made populated with dummy data which is a copy of the structure of the original database. There are 10 columns with data ranging from date to type of trade to who the salesman was, and more.
This is what I want done:
-IMPORTANT: This must be tailored only to excel 2007
-A dashboard presenting some statistics. Simple and clean. I don't need fancy graphs. Conditional formatting with data bars is fine.
-I need the statistics to automatically update with new data entered into the database
All statistics will be filterable by a date range with quick options to select month-to-date, year-to-date and week-to-date (excluding weekends).
An additional filter for all the statistics presented on the dash by the two options in the type column.
I've thrown some examples into the Excel worksheet called dash.
(See attached excel file)
-An optional improvement would be to have searchable drop down data selection boxes in the worksheet so as to make it easier to enter new data.
First milestone would be a few main summary statistics with the option to filter by date and type, and that the stats are able to handle an updated database.