Thought I'd drop this in to the forum for people to have a play with. Particularly useful for people who are building models for clients.
This is a Panel Board. It's a landscape / A3 / M-HF / print-ready dashboad that can be customised really quickly.
There are two main areas to it. The dashboard piece looks like this at first:
The second components has two parts to it.
Firstly: a huge slab of links in, which will pull in all model information - this is made for M-HF / Chart of Accounts 6, so will work with all less complex Chart of Accounts.
Secondly: a simple set of drop-downs (3 * 4 to match the panel board) that allow you to cherry-pick information from this linked in data.
By working with these in-cell dropdowns, you can build up a comprehensive and bespoke panel board, quickly and easily. There are also assumptions to reverse signs, gross up for annual, automatically work out ratios (and show on secondary axes - just hide if you don't want these visible) and invert where required.
And if you want make your ideal Panel Board re-usable (who doesn't, right?), all you have to do is set the default assumption in the in-cell dropdown and the whole thing will pop-up when you insert into another model. Feel free to load some up to this post as keen to see what people do with it!
Will do a video at some stage. Cheers. J.
Great minds, Jun! We've followed a similar concept for the charts in some of the Enterprise content.
So for example, all of the Bar Charts in the property feasibility content are loose (i.e. not set to 'locate on dedicated sheet'), half an A4 page and located in a dedicated "Charts" module area.
Whilst they don't go in perfectly 'print-ready' as the dashboards do, clients can still choose their own adventure (oh, hai Gen X...) and insert 6 specific charts that tell the story behind a deal and they only have to set the print to portrait and they're ready to print.
We've got 2 to a page but I like the 3 concept - I toyed with this on the panel boards but having a single row 4panel structure - but worried that people will find even the page set-ups too much of an ask...!
Cheers. J.
Hey Nick. Not at the moment. We'll be putting the other periodicities together when we get a chance five minutes. Never enough hours in the day!
Hope you're well and enjoying the system. Cheers. J.