Executive
Summary for Project Dashboard
The
Project Dashboard project was conceived through discussion with Michael
Takahashi, a Project Manager at SRI International, a "nonprofit,
independent research center serving government and industry" whose research
has led to such products as the computer mouse, medical ultrasound, and cancer
drugs[1]. SRI
has 2,100 employees, generating $540 million in annual revenue. Michael's role
within SRI is to oversee the execution of several projects simultaneously. As
such, he keeps a close eye on things like budgets, costs, and deadlines. As you
might guess, he is a very busy man.
The
problem that needed to be solved was that each week Michael would have to
access the "DSS Homepage" through a web browser and click through to
each project separately to check on the status of each project through several key
metrics scattered throughout mounds of irrelevant statistics. This painstaking process
takes considerable time and can be prone to user error (many clicks required).
So, the Project Dashboard spreadsheet project was designed to access the site
for Michael and pull down relevant data for each project and neatly arrange
them in a dashboard.
The Project
Dashboard contains a few different elements. First, the dashboard is present on
the "Dashboard" sheet, where the user can read instructions, select
if charts should be created for the latest data (using check boxes and a combo
box), and visually see the data for each project, with data highlighted to warn
the user of any alerting signs in the information. It's on the dashboard that
the user clicks a button to execute the actions of collecting and displaying
the latest data.
Second,
the "MyProjects" sheet is simply a place for the user to list the
projects that he/she cares about. The user has the option here to record a
description to accompany each project.
Third,
the "charts" sheet displays the resulting charts that the user has
selected to generate for the latest data. Pie charts and/or column charts can
be created to display break down of cost types and/or comparison of budget
spent vs. total budget for each project, respectively.
Lastly,
there is a "hidden" sheet that is, shockingly, hidden from the user's
view. This sheet's only purpose is to act as a place for data from the Web to
be imported and searched through.
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