Every now and then you are made to work on an Excel workbook that has 15 spreadsheets. It drives you crazy going back and forth those 15 sheets trying to figure out where the information is.
Does this sound familiar ?
Once in a while I work on excel files that have as many as 15 worksheets. In this post, we will see 4 simple ways in which you can stay calm when you have an insanely large workbook with a gazillion worksheets (ok, not gazillion, just a couple of tens of spreadsheets)
1. Excel Table of Contents
When you have lots of sheets, it often helps to build a table of contents spreadsheet with hyperlinks to other sheets. This will help the spreadsheet users to quickly switch between worksheets.
There are 2 ways to do this.
Simple way is to create ToC in Excel is to insert hyperlinks. Press CTRL+k to activate “insert hyperlink” dialog and select “place in this document”. Then select the sheet name and change the “text to display”. Click OK to insert the hyperlink in your workbook. Repeat this for how many ever sheets you have. Now you will have a neat looking table of contents sheet in your workbook.
A slightly elegant way to do this is to use HYPERLINK excel formula. You can write =HYPERLINK(“#’New York’!a1”, “New York”) to insert a link to the New York sheet. When you click on it, excel will take you to the A1 cell in the New York sheet. Remember to use the “#” symbol before the spreadsheet name, otherwise the link wouldn’t work.
2. Use color to differentiate sheets
This is a very good way to know which sheet has what. For eg. you can color all your data sheets in blue and formula / calculation sheets in light yellow. Don’t over color as it looks weird (and that is purely because of Excel’s choice of colors)
3. Learn a few Key Board Shortcuts and Jump Between Sheets Quickly
Use CTRL + Page Down to go to the next spreadsheet
Use CTRL + Page Up to go to the previous spreadsheet
If you know which sheet you need to go, press CTRL + G and type the sheet name along with cell address. For eg. If you need to go to A1 cell in Sheet “London”, type: ‘London’!A1
4. Use the Right Click Menu
This is my favorite trick, right click on the sheet scroll buttons on the lower left corner of the Excel window and select the sheet you want to activate. Click on “More sheets” to see the entire list of sheets and navigate to the one you want.
This post is part of our Spreadcheats series – Learn how to be an Excel Superstar in 31 days, read the rest of the posts in this series.
Photo credit to lorenzo_stupid_kid AKA rockito
7 Responses to “Project Dashboard + Tweetboard = pure awesomeness!!!”
I would like to see actual hash-tagged DM tweets go out to the specific information consumers. That would be an interesting way to communicate the key daily data to interested parties.
A Twitter-like secure application like Yammer might be a good fit with this.
For example, how about daily tweets to selected user groups (secure) that would display sales, bookings, cash receipts, cash disbursed and a second version that would show the same info for MTD, QTD or YTD figures.
@Dan, it would be great. I did not taught about implementing it on this dashboard because twitter is blocked to the whole intranet here. However, there's a discussion here about how can we send these tweets to blackberries (probably through e-mail) automatically. (I'd like to see this implemented on a jabber restricted network as well, but here it'll probably not happen)
The wrap-up versions you mentioned doesn't apply to my particular scenario, but on a sales tweetboard it would be a great tool indeed - choosing who will receive which message according to hashtags. I'll think on something, thanks for the advice. 🙂
(Ah, btw, I'm Fernando... 🙂 )
@Dan: That is a fun idea. Instead of tightly integrating twitter functionality with a dashboard, i think it would be cool if we have a "tweet this" button that users can click after selecting a range of cells. We can easily show a dialog with the concatenated output of the selected cells and ask user to edit the text and eventually "send to twitter".
For eg. you can select the annual sales figure cell and click on "tweet this" button upon which a dialog will show the value. Then you can pre-pend it something like "DM @boss look at our sales this year: "
@Aires.. thanks once again.
Wow it looks really good. Not sure though how much the tweet facility would help in real world project management, but certainly having a dashboard on a project should be a key deliverable when learning how to manage a project
The other use of this is during the software development life cycle especially when you have parallel streams of development and testing going on. Using a dashboard is a quick way for everyone on the team to see where the project is at and how it all fits together.
Regards
Susan de Sousa
Site Editor http://www.my-project-management-expert.com
Hi Chandoo,
I purchased the project management toolkit but the dashboard shown above with the imbedded scroll bars. Is it included in the project pack??
Thanks
Sue
The gantt chart section of this dashboard is similar to one I have recently created: http://xlcalibre.com/hr-dashboard-gantt-chart-traffic-light-reportIt has a similar approach with scroll bars, but has a couple of additional features. I've tried to incorporate a traffic light report element, and also allow the timescale to adjusted so that can view it by days, weeks or months.I really like the other tables that you've incorporated, I may well try to replicate them to improve my version!
I am a monitoring and evaluation consultant in international development, and one of the services I offer is to help non-profits and foundations develop performance dashboards. I often advise them to develop dashboards for ongoing programs, rather than for one-time or pilot projects, because of the time involved. I am trying to find out from a few people how long it takes you to develop a project management dashboard, and to what extent the indicators vary from one project to the next.