Do you use (or make) Excel Dashboards? Tell us about yourself to win a free training kit

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Excel Dashboards Poll

Over at Jorge‘s ExcelCharts blog, he started a very good discussion on Excel Dashboards: Who needs them anyway?.

Jorge has very good experience designing, working on and teaching about dashboards. So he uses all that skill to gaze in to a crystal ball, to understand who needs excel dashboards and why.

According to him, key features of dashboard users / makers are,

  • You are inquisitive & analytical. You want your business to be ahead of others and you know that answers to several lingering questions can be found in data.
  • You are oppressed with insight-less BI / DW systems that take 6 months create new reports and 1 year to show meaning. You are angry because your competitor is acting nimble and using data better.
  • You find solace in Excel and its simple approach to analysis and discovery. You are forced to learn macros, advanced visualization skills so that you can make powerful dashboards and models.
  • You are sensible enough to know that data analysis, visualization & communication skills are what you need to stay competitive in labor market.

While Jorge‘s points are all valid, they also paste a dull picture of Excel based Business Intelligence world. To me the world looks much more awesome. May be because I haven’t got the experience.

What Comes to mind when I think of dashboard users /makers

When I think of someone using Excel / Tableau / R / Access / or some other tool to communicate a story to change the world (world = their department or team or company or school or home), this is what comes to my mind.

  • You are inquisitive. You question assumptions, data models and trends. You know that data cannot lie.
  • You are analytical. You see some data, and you know what conclusions can be drawn, what hypothesis can be tested and what assumptions can be broken.
  • You are realistic. While Tufte and Few might scream from the top of their homes about good data visualization, you know what is possible given your reality. You know that almost everyone hates big changes. So you bring change, one chart at a time.
  • You know that selling your story is as important as having it.You know that your dashboards, analysis needs to be wrapped and presented in a great way to get them across.
  • You are responsible. You know that it is not your job to make that new report / chart / dashboard. You know IT is paid millions to do it. But you will still do it because you care and feel responsible.
  • You are fun. You know that at the end of day sulking will not get you anywhere. So you also relax and take everything with awesome attitude.

But it should not really matter what Jorge or I think of who you are.

So here is a big question.

If you make or use dashboards, please tell us who you are.

Describe your role, responsibility, why you use dashboards, what challenges you are facing and what awesome things you have achieved.

What you get in return

Bonus Material:

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15 Responses to “Compare 2 Lists Visually and Highlight Matches”

  1. Nunes says:

    Hi,
    I solved this in a little different way.

    We have 2 lists, one starts at A1 and other at B1, both are vertical arrays.

    First thing is define 2 named ranges, list1 and list2:
    list1 refers to "=OFFSET(Sheet1!$A$1;0;0;SUMPRODUCT(--(Sheet1!$A$1:$A$1000""));1)"
    list2 refers to "=OFFSET(Sheet1!$A$1;0;0;SUMPRODUCT(--(Sheet1!$B$1:$B$1000""));1)"

    this way lists will be dynamically sized when you had or remove elements (you can't have blanks and you can't have more than 1000 elements).

    Then I use conditional formatting in column A when this formula is true:
    "=NOT(ISERROR(MATCH(A1;list2;0)))"
    and "=NOT(ISERROR(MATCH(B1;list1;0)))" to list2.

    This way we eliminate the need for auxiliary columns or lists.

    Hope you like my way! 😀

    Nunes

  2. glw says:

    Simple conditional formatting formula.
    Assuming lists vertical lists starting in A1 & B1
    To highlight just one column (assume B for example)
    Conditional formatting>New Rule>by formula
    =MATCH(B1,$A$1:$A$99,0)
    Set the cell fill to what ever color you prefer & press OK

    To highlight both columns repeat with this formula for cell in column A
    =MATCH(A1,$B$1:$B$99,0)

    This approach doesn't require named fields or addtl columns
    glw

  3. Alan says:

    Say I had 1 list in A2:A20 and another in B2:B20.

    To format all the items in column A that are repeated in column B I would use the following Conditional Formatting rule.

    =IF(ISNA(VLOOKUP(A2,$B$2:$B$20,1,false)),true,false)

    All the duplicates are highlighted. It us a very simple example of comparison.

  4. Lee says:

    I may be missing something here, but I usually highlight both my lists by holding ctrl eg A1:A20 E10:E40 then choose conditional formatting from the ribbon and then highlight duplicates, and this does it?

  5. Greg says:

    Lee, I was perplexed as well. I do the same thing you do with the conditional formating. A drag and click to highlight range and choose highlight duplicates does the trick for me.

  6. Alan says:

    I believe these methods are to check if an item from one list also appears in the other list. So if an item mentioned many times in one list if also mentioned in the other list or not.

    The Conditional Formatting highlight duplicates feature will do this, but it will also highlight an item if it appears multiple times in the one column or list.

  7. i48998 says:

    Hi, I would just like to know (if you are willing to share) which image editing program you use to make your image like above, like they are torn apart from bottom? I've been looking for long.

  8. Hui... says:

    @i48998
    Chandoo is on Holidays, but Chandoo uses Paint.Net
    Paint.net is a free download available at http://www.paint.net/
    .
    I use CorelDraw/PhotoPaint
    .
    We both use the Snipping Tool (a freebe with Win Vista/10)
    .
    We both use Camtasia for doing screen captures to make animated GIFs where you see animation.

  9. Rick says:

    Here is how I would accomplish
    (1) Define Names: List_1, List_2
    (2) =ISNA(MATCH(D4,List_2,0))-1 (Conditional Format formula List_1)
    (3) =ISNA(MATCH(D4,List_1,0))-1 (Conditional Format formula List_2)

    ISNA will return 1 if NO Match and O if Match by adding a -1 will make: NO Match 0 and Match a -1 which is True

  10. Hi all
    this my first Post here
    i think we can take Unique List for tow list to know what is not Duplicate By this Array formula
    =IFERROR(INDEX($D$6:$D$33,SMALL(IF(ISERROR(MATCH($D$6:$D$33,$B$6:$B$33,0)),ROW($D$6:$D$33)-ROW($D$6)+1),ROWS($J$5:J5))),"")
    and this one for Duplicate Value
    =IFERROR(INDEX($D$6:$D$33,SMALL(IF(ISNUMBER(MATCH($D$6:$D$33,$B$6:$B$33,0)),ROW($D$6:$D$33)-ROW($D$6)+1),ROWS($J$5:J5))),"")

    Don't forget to Enter This Formula by Pressing Ctrl+Shift+Enter

  11. Excel Addin says:

    without wanting to ruthlessly self promote here, I do have an addin that does neatly compare two ranges, not just in columns, so you might want to check that out.

    Having said that this is a pretty neat solution if you dont want to be going down the VBA or purchase route. I like it

    however, could you not do something with the remove duplicates feature in Excel 2010 and then compare the resulting data set?

  12. SirJB7 says:

    Hi, Chandoo! I've found yesterday your Excel website... What can I say? It's just awesome, Excellent. Being a developer for 30 years, more than 15 with Office products, and wow!, how many things I discovered in a couple of hours, and what pretty resolved.
    I decided to take the long path of the newbies and read all your examples and write down by myself all of them, and when I arrived to this (the comparison of two lists) I think I've found a problem:
    a) in "Step 4: Apply conditional formatting to Second List - Use the same logic, but this time the rule becomes =COUNTIF(count1s,$H6)" it should say "Step 4: Apply conditional formatting to Second List - Use the same logic, but this time the rule becomes =COUNTIF(count1s,$H6)>0", but this is a typing error that I believe all of us here might have discovered and corrected
    b) the very problem: I wrote down two different lists, in different ranges, and with different number of elements, I specified the equivalent conditional formats, et non voilá!, I didn't get what expected. So I downloaded your example book, I checked range names, formulaes, conditional formats and all OK. So I copied -just values- from my book to yours, and I still couldn't achieve the goal.
    I'm using Excel 2010 in spanish, I'm from Buenos Aires (Argentina), and my book is at your disposition whenever you considerate it appropiate.
    Thanks in advance for your time, and again my congratulations for your work here.
    Best regards.
    SirJB7

  13. SirJB7 says:

    Comparison of 2 lists visually with highlights
    Author: SirJB7 / Date: 11-Dic-2011
    Pros: no duplicated tables, no matrix formulaes, no named ranges, no VBA code, just conditional formatting
    Cons: not found yet, comments and observations welcome
    Features:
    a) standard problem: highlights in orange/yellow elements existing in the other list
    b) optimized problem: idem a) plus highlights in red/violet first occurrence of elements existing in the other list
    Sheet contents:
    a) conditional format, 1 rule per list (2 methods used)
    A1:A20, first list
    B1:B20, second list
    a1) range A1:A20, condition =NO(ESERROR(BUSCARV(A1;B$1:B$20;1;FALSO))), format Orange ---> in english: =NOT(ISERROR(VLOOKUP(A1,B$1:B$20,1,FALSE)))
    a2) range B1:B20, condition =CONTAR.SI(A$1:A$20;B1)>0, format Yellow ---> in english: =COUNTIF(A$1:A$20,B1)>0
    b) conditional format, 2 rules per list (2 methods used)
    D1:D20, first list
    E1:E20, second list
    b1) range E1:E20, condition 1 =Y(NO(ESERROR(BUSCARV(D1;E$1:E$20;1;FALSO)));COINCIDIR(D1;D$1:D$20;0)=FILA(D1)), format Red ---> in english: =AND(NOT(ISERROR(VLOOKUP(D1,E$1:E$20,1,FALSE))),MATCH(D1,D$1:D$20,0)=ROW(D1))
    same range, condition 2 and format 2, same as a1)
    b2) range E1:E20, condition =Y(CONTAR.SI(D$1:D$20;E1)>0;COINCIDIR(E1;E$1:E$20;0)=FILA(E1)), format Violet ---> in english: =AND(COUNTIF(D$1:D$20,E1)>0,MATCH(E1,E$1:E$20,0)=ROW(E1))
    same range, condition 2 and format 2, same as a2)
    Personally I like the a2) and b2) solutions, I think the formulaes are prettier.
    I still don't know the rules of this website and forum, but it any precept is infringed I'm willing to share the workbook with the solution. If it breaks a rule, I apologize and promise that won't happen again.
    Best regards for all!

  14. sunil says:

    Dear All i have a complicated situation...

    1. I have two sheets of data Sheet1 and Sheet2 (from various sources) - Both of these contain data matching and Not matching as well..

    2. Now for me i need to build an excel where in i need to get sheet 3 with values that are present in a column of Sheet 1.

    What ever Sheet 1 doesn't have i dont want those rows from sheet 2 to be populated into Sheet3.

    Can any one help me out.

  15. Jagdev says:

    Hi Team

    The above example is to compare partial name from 2 different columns.

    If I want to cross check it in a single column. I have both correct and partial correct/match entries in a column. Is there any way I can find both the entries in the column.

    Regards

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