CP014: How to create awesome dashboards – 10 step process for you

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In the 14th session of Chandoo.org podcast, lets figure out how to make awesome dashboards.

CP014: How to create awesome dashboards - 10 step process for you

What is in this session?

Excel dashboards are much in demand these days, thanks to advancements in Excel & growing pressure on costs. Now a days, analysts & managers are expected to quickly put together a dashboard using Excel. But how do you make a dashboard? What process you should follow? These are the questions we address in this podcast.

In this podcast, you will learn,

  • Announcements about upcoming dashboard classes
  • Ten step process for creating awesome dashboards
  • 1. Talk to your end users
  • 2. Make a sketch of the dashboard
  • 3. Validate your understanding
  • 4. Collect data
  • 5. Structure the data

Go ahead and listen to the show

 

Links & Resources mentioned in this session:

Excelapalooza Excel conference:

Advanced Excel, Dashboards & Power Pivot Masterclass:

Creating Dashboards – complete tutorials:

Dashboard Examples & Inspiration:

Creating Dynamic Charts:

Transcript of this session:

Download this podcast transcript [PDF].

What process do you follow to create dashboards?

I have been following this 10 step process for the last 8 years with great success. Not only this process is easy to follow, but also it reduces the scope of errors significantly.

So what about you?What process do you follow when creating dashboards? Please share your thoughts & experiences using comments.

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    I am not getting sound from the videos. I have checked all the settings and spent several hours searching the Internet to no avail.

    Has anyone else had this problem?

  2. anne says:

    Is there anyway to get the Grand Total to be broken out in the same fashion as the items above it?  For instance, if you have in column 1, widget a, widget b, and have their sales by month in column 2, I'd like to see the grand total also be by month, for widget a & b combined.

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    Widget A       Month    Sales
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    Grand total - here I would also like to have Jan, Feb.
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