Ok, since excel school 3rd batch is going to open on 15th, I wasnt going to write anything today. I have slept just 4 hours last night, blame it on work (and that funny video on youtube). But I found 30 minutes free time, so here you go, a quick but delicious tip on making your data validation dynamic.
Dynamic Data Validation?!? What in the name of slice bread and peanut butter is that?
We all know that you can tell Excel to limit the input values in a cell to just a list of possible values using data validation (Here is a tutorial).
Let us say, you have set up a nice little data validation list to let your users select one of the several products listed. Like shown to the right.
But there is a problem, the list of products doesnt change whenever we add or remove products.
This is where the dynamic data validation thingie comes in to picture. It same as regular data validation, but with the ability to change input list whenever you have new data. See this short demo to understand:
So, how to setup a dynamic data validation list?
if you are running Excel 2007 or above:
- Select your list of products (or invoices or cats) and make it in to a table. (here is a helpful tutorial on excel tables).
- Now, create a new named range and point it to the table, like this:
- Finally, give the named range as input list in data validation.
- That simple!
if you are running Excel 2003 or earlier:
You are in for a lot of circus now. But be patient and take a sip of coffee. Then,
- Make a dynamic range from your list using OFFSET formula, like this:
- Now, use the range name as input list in data validation.
- Pray to IT infrastructure gods that you should be given Excel 2010, really soon.
Download Example Workbook – Dynamic Data Validation in Excel
Go ahead and download example workbook and understand this concept better. Say goodbye to invalid data!
More resources on data validation & magic:
Some kicks ass stuff to help you do magic in excel thru data validation:
- Excel OFFSET formula tutorial
- Set up data validation in excel
- Advanced data validation tricks
- Excel tables – 10 reasons why you should use them
- …. more data validation tips & tricks
PS: If you like this trick, you are going to enjoy my excel school program. You should sign up, like today.
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.