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How to Build a Change Management Dashboard to Examine Changes Closed by Month in Excel

Last modified: November 21, 2019
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Estimated reading time: 3 min


How to Build a Change Management Dashboard to Examine Changes Closed by Month in Excel


In this article you will use Excel to create a table showing the changes that are closed every month by an assignee. This table will have drill-down capabilities and provide you with important metrics that will increase your understanding of change management.

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This video provides step-by-step instruction, or you can follow the steps listed here.

Step 1: To begin, select your proper database

Step 2: Select your multidimensional database (MDB)

Step 3: Select a ‘Change Management’ cube

Step 4: Now click on the ‘Next >’ button

Step 5: Click on the ‘Always attempt to use this file to refresh data’ checkbox

Step 6: Now click on the ‘Finish’ button

Step 7: To finish importing the data, click on the ‘OK’ button in the pop-up

Step 8: Now click on the search field and type in ’changes closed’

Table

Step 9: Click and hold on the ‘Changes Closed’ field

Step 10: Drag it into the ‘Values’ area

Step 11: Now click on the ‘Clear Search’ button so we can use the search field again

Step 12: Now click on the search field and type in ’status reason’

Step 13: Scroll down to the bottom of the search

Step 14: Click and hold on the ‘Status Reason’ field

Step 15: Now drag it down into the ‘Rows’ area

Step 16: Now we’re going to do a quick sort on the chart to arrange it. Right-click on one of the cells under ‘Changes Closed’

Step 17: Now select ‘Sort > Sort Largest to Smallest’

Step 18: Now click on the ‘Clear Search’ button

Step 19: Now click on the search field again and type in ‘submit date.month’

Step 20: Now click and hold on the ‘Submit Date.Month’ field

Step 21: Now drag it down into the ‘Columns’ area

Step 22:  Now click on the ‘Clear Search’ button

Step 23: Now click on the search field and type in ‘hierarchy – assignee’

Step 24: Click and hold on the ‘Hierarchy – Assignee’ field

Step 25: Now drag it down into the ‘Rows’ area

Step 26: Now we’re going to open all the way down through the changes closed. We’re going to click the ‘+’ symbol next to the ‘Atlanta Journal Constitution’ cell and keep clicking it until we get to the bottom.

Step 27: Now right on one of the cells at the bottom of the hierarchy so we can add more fields using the OLAP tools.

Step 28: Now go to the top of the page and select OLAP Tools

Step 29: Scroll down a bit and select the ‘Priority’ field

Step 30: Bring the field into the display by clicking the ‘>’ button

Step 31: We can bring in any number of fields, but we’ll just stick with Priority for this example. Now click on the ‘OK’ button

Step 32: Now we’ve successfully added the Priority section to the table, and the table shows all the changes made by assignee per month, along with any additional fields we’d like to add

 


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