In the 14th session of Chandoo.org podcast, lets figure out how to make awesome dashboards.
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
Podcast: Play in new window | Download
Subscribe: Apple Podcasts | Spotify | RSS
Links & Resources mentioned in this session:
Excelapalooza Excel conference:
Advanced Excel, Dashboards & Power Pivot Masterclass:
Creating Dashboards – complete tutorials:
- Creating a KPI Dashboard – 6 part tutorial
- Customer service dashboard using Excel
- Employee vacation tracker dashboard
- More tutorials, examples & information about dashboards
Dashboard Examples & Inspiration:
- 49 dashboards on State to state migration in USA
- 66 dashboards visualizing salaries of Excel professionals
- 32 sales dashboards
- 78 Sales analytic charts & dashboards
- More dashboard examples & case studies
Creating Dynamic Charts:
- Examples of dynamic charts
- Introduction to Form controls – article, podcast
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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8 Responses to “Introducing PHD Sparkline Maker – Dead Simple way to Create Excel Sparklines”
This looks like it could be very useful for a project I'm putting together right now, thank you so much. Quick & silly question, how do I copy & paste the sparkline as a picture?
Question answered. For anyone else:
Select chart>Hold Shift key & select Edit/Copy Picture>Paste
[...] more information about PHD Sparkline Maker, please read this article and to learn more about Sparklines, read this article from Microsoft Excel 2010 blog. Also there [...]
Am I right in thinking that the y-axis is set automatically by excel?
That makes it possible to get the column chart not to start at zero.
Andy - yes, it is currently set to 'auto', which defaults to a zero base for positive values, but you can change that by left-clicking the chart, then choosing (in Excel 2007):
"Chart Tools/Layout/Axes/Primary Vertical Axis/More Primary Vertical Axis Options"
PUBLIC SERVICE ANNOUNCEMENT: When manually editing a chart's minimum/maximum axis values, PLEASE be sure there's a valid reason and that doing so won't skew the message shown by the data (e.g. by exaggerating differences). If in doubt, go back and read Tufte. (W.W.T.D.?)
[...] gridlines, axis, legend, titles, labels etc.) and resize it so that it fits nicely in a cell [example]. This is the easiest and cleanest way to get sparklines in earlier versions of excel. However this [...]
thanks for the work creating the template!!!!
looks good