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Link Action Plan to Excel Dashboard

Link Action Plan to Excel Dashboard

Link Action Plan to Excel Dashboard


I have a dashboard created in Excel 2010. It has the 12 months of the year for 10 different metrics. Conditional formatting compares the monthly results to the target cell and shows red or green depending on the results. I now want to incorporate performance measurement tracking but not sure how to do it.

What I envision (but don't know how to execute) is that the user would put the cursor in the cell they will be creating an action plan for. Then they push a button and a data entry form pops up with the metric name, month of activity (there is a row indicating month across the top) and the metric value pre-filled. It also has a place to enter various Action Plan information. Then the form can be closed and the information from the form is saved to a hidden table. Then the cell that has an action item would have the border change colour so that users would know that an action plan exists for that month for that metric and could access it.

Can anyone help get me started with the code I would require for this? Thanks very much.

RE: Link Action Plan to Excel Dashboard

Thanks for the tip, Skip. The file extension is xlsm and I will note that in the other post.

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