π€Client Name: Hussnain Ahmed (Approached me on my Physical Office)
π’ Agency: Babri Air Travel Agency
π― Objective:
To transform a Raw Data CSV file into a fully functional, interactive Excel Dashboard that enables:
Efficient data visualization and management.
Dynamic search and filtering capabilities.
Task or record tracking in a user-friendly interface.
Raw Data given from the Clinet
π‘ Client Expectations:
Professional-grade deliverable suitable for internal use or client presentations.
Automation for key repetitive tasks using VBA.
Clear layout that any team member can understand and use without technical training.
A deliverable that supports scalability (i.e., easily adapted for future data sets).
Client Expectations
π 3. Excel Dashboard Features
π¨ Dashboard Design Highlights:
Header Section: Project title, logo (if needed), and filter controls.
Dynamic Search Bar: Allowing users to type in search terms to filter data in real-time (using VBA).
Data Table Section: Auto-updated table reflecting filtered results from the CSV.
Task Management Panel:
Checkboxes or dropdowns for status (Pending/In Progress/Completed).
Columns for assigned staff, priority, or deadlines.
Summary Cards/KPIs: Top-left visual cards showing metrics like Total Bookings, Pending Flights, Canceled Bookings, etc.
Reset Button: Clear filters and return to full data view.
Navigation Buttons: Jump to raw data, help, or export sections.
π» 4. Sample VBA Code Snippets
π Dynamic Search Filter
Private Sub txtSearch_Change() Dim ws As Worksheet Dim cell As Range Dim searchVal As String
searchVal = LCase(Me.txtSearch.Value) Set ws = ThisWorkbook.Sheets("DataSheet")
ws.Rows.Hidden = False
If Len(searchVal) > 0 Then For Each cell In ws.Range("A2:A" & ws.Cells(ws.Rows.Count, 1).End(xlUp).Row) If InStr(1, LCase(cell.Value), searchVal) = 0 Then cell.EntireRow.Hidden = True End If Next cell End If End Sub
β Task Status Dropdown (with Data Validation)
Use Excel's Data Validation:
Create a named range (e.g., StatusList with "Pending", "In Progress", "Completed").
Apply data validation to the βStatusβ column.
π Refresh Button Code
Private Sub btnRefresh_Click() Me.txtSearch.Value = "" Dim ws As Worksheet Set ws = ThisWorkbook.Sheets("DataSheet") ws.Rows.Hidden = False End Sub
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Posted May 28, 2025
Transforming raw data into smart, dynamic Excel dashboards with VBA automation. Perfect for reporting, task tracking, and business insights.