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What I Learned from Creating the PERFECT Excel Dashboard

BY eohf4
June 6, 2025
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Logistics Transportation Management Dashboard Creation

Welcome to today's tutorial on how to create a Logistics Transportation Management Dashboard using Microsoft Excel.

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  • Website Resources: Visit our website for templates and data sets downloads.

Steps to Create the Dashboard

1. Total Trips and Hired Transportation

  • Insert Pivot Table: Begin with setting up a pivot table.
  • Add Values: Count the trips in the values field for total trips.
  • Copy Pivot Table: Copy for ease to create a second pivot table for hired transportation.
  • VLOOKUP Formula: Use VLOOKUP to get the hired transportation count.

2. Text Boxes and Charts

  • Trips Classification Details: Add classification to rows and values field, link each value to a text box.
  • Driver and Buddy Wages Chart: Insert a 2D column chart from pivot table, remove chart legend to optimize view.

3. Analyze Cargo Types

  • Bar Chart: Insert a 2D bar chart for cargo type analysis.
  • Expenses and Salaries Table: Set up a table for salary data; use it for a donut chart.

4. Month-wise Expenses

  • Column Chart: Add months to rows and expenses to values field, then create a 2D column chart.

5. Total Distance and Trips by Month

  • Line Charts: Create line charts for total trips by month and ratios of differences between months.

6. Salaries and Wages Analysis

  • Yearly Analysis: Add line charts showing wages by year for drivers and buddies.
  • Latest 10 Trips Details: Create a table showing details, use trip numbering and VLOOKUP for data fetching.

7. Finalizing the Dashboard

  • Double Check: Verify all numbers and charts are correct.
  • Values Ready for Use: Ensure dashboard values are ready.

Future Tutorials

  • Next Video: Join membership for access to upcoming tutorials.
  • Purchase Template: Available on our website other-level.com.

Thank you for participating. See you in the next video!