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Pivot Table
Let say you have your data in the following format The column represents the year. Let us not concern about the other columns for now. How can we represent the data above as below which shows the data grouped by the year where the current row year is added to only the next row year. Every row, looks ahead , get the next year value and sums it up and shows as a unique row. So the end result should be a pivot table that has 2008 and 2009 values summed up, 2009 and 2010 summed up. Assuming there is no direct relationship between 2008 and 2009 we will try to derive algebric relation and see if we can get the desired result. The solution assumes that there will be a starting year provided as … Read entire article »
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Common Digital Dashboard Layouts
While business dashboards can adopt many distinct designs in terms of look and feel, there are a core number of basic layouts that they tend to follow. I suppose this comes from … Read more »
Excel Dashboard Tutorials
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Data Visualization: Voting Down the Bailout
Use of color is the key to this data visualization. Take a close look and you’ll realize that the gray color indicates a “yes” vote. It shows not only who voted “nay” … Read more »
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Data Governance and Excel Dashboards – Is there a compromise?
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Download Excel dashboards Now Be a Dashboard Super Hero “VOW!” Your Boss and Management: Dashboards will help your Boss look better in front of his own boss (that is your super boss). Yep, the word … Read more »
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Pivot Table
Let say you have your data in the following format The column represents the year. Let us not concern about the other columns for now. How can we represent the data above as below which shows the data grouped by the year where the current row year is added to only the next row year. Every row, looks ahead , get the next year value and sums it up and shows as a unique row. So the end result should be a pivot … Read entire article »
Create Dials and Speedometer Scorecard
In this article we will take an Excel source containing scorecard information and convert into dials and speedometer charts. We will also create few bar trending charts. Consider the below sample data Source File: You can download the excel file here The above excel file tracks few metrics such as safety, quality and revenue. This is just a sample data and may not make sense in actual world but just imagine a manufacturing company that wants to track its overall safety and quality score … Read entire article »
Free Dashboard Development and Consultation
Download a Dashboard Tool and then what? You have been researching Dashboard and reporting tools and there are so many options available on the market. Some tools are just PDF tutorials that tell you to build Excel templates and use Excel as dashboarding tool and some tools are way too expensive. You don’t want tools, you need solution for your current problem In order to better facilitate and break the inertia of learning any dashboard tool, we are offering “Free Dashboard development and Consultation” Free … Read entire article »
Excel Dashboards – Fiscal Quarter, Fiscal Month
When you use the Add Date hierarchy columns for any date, by default it brings all calendar quarter and calendar month. How do you get Fiscal Quarter Let say your fiscal year begins from 1st July then First Quarter = { 7 , 8 , 9} Second Quarter = { 10, 11, 12} Third Quarter = {1, 2, 3} Fourth Quarter = { 4, 5, 6 } So with the above logic let us create a formula Right click on the date column Select “Create Calculation” Type the following formula switch( month(”Order … Read entire article »
Excel Dashboards – Fiscal Quarter, Fiscal Month
When you use the Add Date hierarchy columns for any date, by default it brings all calendar quarter and calendar month. How do you get Fiscal Quarter Let say your fiscal year begins from 1st July then First Quarter = { 7 , 8 , 9} Second Quarter = { 10, 11, 12} Third Quarter = {1, 2, 3} Fourth Quarter = { 4, 5, 6 } So with the above logic let us create a formula Right click on the date column Select “Create Calculation” Type the following formula switch( month(”Order … Read entire article »
Is this Dashboard Tool right for you?
If it is the right Dashboard tool, are YOU prepared to make the time commitment? Excel Dashboard Desinger is a versatile tool and here is a brief summary of all the things you can do. Do you want your Dashboard Software to perform the following basic things? Build dashboard from multiple Excel files Build Tables, Pivots Build Drop down parameters Build Charts Drill Down into details Export Dashboards to PDF and send it as email attachments NOTE: When you connect to any Excel file, each worksheet in the Excel … Read entire article »
Performance Dashboard Presentation ways
Dashboards present information in two broad ways. First, some of the data presented is averaged or summarized. To get to the details of performance, the user must click repeatedly to access detailed information. This is know as “drilling down” and the user might need to drill down through several layers in order to discover the culprit transaction or data that was skewing the averaged summary statistic on the dashboard. The second way many dashboards present data is by visual status … Read entire article »
Excel Dashboards for Web
Put your Excel Dashboards on the web Create your excel dashboards on Desktop and then easily put them on the web or intranet. Download the web dashboard files Web Dashboard Documentation The documentation is a complete printable reference guide for converting desktop to web dashboard and has a reference section for chart properties to create advanced charts. Download web dashboard software The link to the web dashboard software is provided within the above documentation link. download web dashboard software For more information visit Excel Dashboards for Web … Read entire article »
Excel ODBC – Access ODBC
Alternative Video Tutorial or Follow the steps below Sometimes, due to some improper setup of Microsoft Excel or incomplete components for Microsoft Office, direct connection to Excel files may not be possible. This tutorial provides an alternative method to connect to the Excel Files. This method also applies to any new format of Excel Files or Microsoft Access databases (ie. mdb or .accdb) Steps to Create DSN for ODBC connection 1. Click on the Start menu and click on the Control Panel 2. Click on … Read entire article »