https://github.com/shaina-gh/project-portfolio-dashboard

This project is a dynamic and interactive dashboard built in Microsoft Excel to track and visualize the key metrics of a project portfolio. It is designed to provide project managers and stakeholders with an at-a-glance view of project health, financial performance, and timelines.
https://github.com/shaina-gh/project-portfolio-dashboard

dashboard excel project-analysis

Last synced: 5 months ago
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This project is a dynamic and interactive dashboard built in Microsoft Excel to track and visualize the key metrics of a project portfolio. It is designed to provide project managers and stakeholders with an at-a-glance view of project health, financial performance, and timelines.

• Host: GitHub
• URL: https://github.com/shaina-gh/project-portfolio-dashboard
• Owner: shaina-gh
• Created: 2025-08-26T17:31:34.000Z (11 months ago)
• Default Branch: main
• Last Pushed: 2025-08-26T17:43:18.000Z (11 months ago)
• Last Synced: 2025-08-27T00:32:53.889Z (11 months ago)
• Topics: dashboard, excel, project-analysis
• Homepage: https://docs.google.com/spreadsheets/d/1up1Gh2xd_0pmBtdeBJfTSbDrpi4cKKVC/edit?usp=drive_link&ouid=111425942432636054803&rtpof=true&sd=true
• Size: 143 KB
• Stars: 0
• Watchers: 0
• Forks: 0
• Open Issues: 0
• Metadata Files:
  • Readme: README.md

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README

          
# Project Portfolio Dashboard

## 📊 Overview

This project is a dynamic and interactive dashboard built in **Microsoft Excel** to track and visualize the key metrics of a project portfolio. It is designed to provide project managers and stakeholders with an at-a-glance view of project health, financial performance, and timelines.

---

## ✨ Features

* **Interactive Controls:** Filter the entire dashboard by **Project Manager** or **Project Status** using slicers.

* **Financial Analysis:** A **Budget vs. Actual Spend** chart to monitor the financial health of each project.

* **Timeline Visualization:** A **Gantt Chart** to display task durations and project timelines.

* **KPI Summary:** High-level Key Performance Indicators (KPIs) for a quick overview of the entire portfolio.

* **Risk & Issue Tracking:** A summarized table to highlight open risks and issues across all projects.

---

## 🚀 How to Use

1.  **Download the File:** Click on the `Project.xlsx` file in this repository and select the "Download" button.

2.  **Enable Content:** When you open the file in Excel, you may see a security warning. Click **"Enable Content"** or **"Enable Editing"** to ensure all features (like slicers) are fully functional.

3.  **Interact with the Dashboard:** Use the slicer buttons on the `Dashboard` sheet to filter the data and see the charts update in real-time.

---

## 🛠️ Technologies & Excel Functions Used

* **PivotTables & PivotCharts:** The core of the dashboard, used to aggregate and summarize project data.

* **Slicers:** For creating an interactive user experience.

* **Calculated Fields & Formulas:** `SUM`, `COUNTIF`, and `COUNTA` for calculating KPIs.

* **Conditional Formatting:** (Optional) Can be used to color-code project health or budget variance.

* **Stacked Bar Charts:** Used to create the Gantt chart visualization.

* **Excel Tables:** To ensure the data is structured and the dashboard updates automatically when new data is added.

---

## 📸 Dashboard Preview

Here's a look at the main components of the dashboard:

**Budget vs. Actual Spend Chart**



**Gantt Chart for Project Timelines**



**Interactive Slicers**