Note: This is a not an Excel tips post. It is a diary of one of the most awesome conferences I have ever attended.
I just finished attending PASS Business Analytics conference in Santa Clara (USA) and am now heading back home to India. And it has been one of the most fun, uplifting and educational experiences of my life. I met so many remarkable people in this trip.
Just to name a few, I met Dan Fylstra (one of the pioneers of VisiCalc & founder of Solver), Bob Phillips, Ken Puls, Jordan Goldmeier, Oz Du Soliel, Rick Grantham, Szilvia Juhasz, Zack Baresse, Kevin Jones, Avi Singh, Chris Webb, Rob Collie, Bill Jelen, Scott Senkeresty, Matt Allington, Jon Acampora, Marco Russo & Jen Stirrup.
I also felt fortunate to meet many of Chandoo.org fans, followers, customers & supporters who attended the conference. It was non stop fun for 3 days.
As if meeting all these great people, sharing a conversation, beer, snack, moment or ride (in a cramped backseat with 2 other Excel MVPs) with them was not enough, I also got to attend few of the amazing sessions at PASS BA.
- I learned CUBE formulas from Bob Phillips
- Introduction to R from Jen Stirrup
- Power Query trickery from Chris Webb
- Charting best practices from Jordan
- Keynote presentations by Mico & Carlo
I wish I had the time to attend more sessions. But I was busy teaching a few or meeting people.
All in all, in one word, PASS Business Conference has been AWESOME.
Couple of funny & interesting experiences from the conference:
5 MVPs in a car
At the end of day 3 (April 22nd), a bunch of us were sitting at the hotel lobby bar and chatting. When I asked Ken (Excelguru) what they are doing for dinner, Ken said Zack is taking him for dinner. Then Zack looked at me and said, “why don’t you tag along?”
By then we were 4 people – Ken, Zack, Wessex Bob & myself.
We all agreed to head back to rooms, fresh up & meet downstairs in 20 minutes.
When we all came down, Jordan was also at the bar area. So we asked him to join us.
Jordan, Bob & I shared the backseat and lots of laughs all the way to some upscale sea food restaurant in another suburb of San Francisco.
Here is a selfies from backseat of Zack’s car.
Bob, Jordan & Chandoo
We meet Kevin Jones there and we all share really amazing food, insightful (often hilarious) conversation. As Ken recently quit his job to be self-employed, we all shared our words of wisdom with him.
But the night is not over yet
We reached the hotel at 9:30. I find Rob, Scott, Matt, few members from Microsoft Excel & Power BI teams all having drinks at the lobby bar. So I joined them for more laughs, conversation & selfies.
Here is a pic with Rob, Scott, Matt & Ken
Chandoo, Rob, Matt, Scott & Ken
By the time I head to my room it was 11:30 PM.
Dany’s Recalc or Die stricker
Dany Hoter from Excel team has this cool laptop sticker.
Almost all the Excel MVPs at the conference in one epic pic
And here it is:
Zack, Jon, Bob, Ken, Chris, Marco, Gregory
Cat, Oz, Chandoo, Rick & Szilvia
My first impressions of everyone
This is the first time I met so many Excel MVPs & bloggers. Here is the first thought that came to me when I saw them.
- Ken: He is big!!! and he talks fast
- Oz: What a hat! and whats with the Sriracha hot sauce?!?
- Rick: he means business
- Dan Fylstra: Wow, he is so cool & down to earth
- Scott: Boy his laughter is really loud
- Avi: small packet of energy & enthusiasm
- Bob: funny and awesomely English
Thank you PASS & everyone who showed up
Thanks a lot to the PASS team for inviting me to this conference. I had an awesome time.
Also thanks to everyone from Chandoo.org community who signed up for this event & made it even more awesome. Thank you.
25 Responses to “Display Alerts in Dashboards to Grab User Attention [Quick Tip]”
I prefer the red,grey,light grey,black icon set. I've also used in-cell pie charts from Fabrice's Sparklines for Excel as an alert which could also provide another piece of information.
I prefer the red,grey,light grey,black icon set. I've also used in-cell pie charts from Fabrice's Sparklines for Excel as an alert which can also provide another piece of information.
For Excel 2007, your formula should do the same as the Excel 2003 version, so that non-alert rows are blank - if they are 0, the unnecessary green icon will show
Hi Chandoo,
Nice Post !! just to add something for EXL 2003, we can also 4 Ifs and link to the alert data
For Ex: If we have alert data in Cell A2 and want to split in 4 orders namely <25%, 25-50%, 50-75% and 75%< then we can following formula and put fonts as you have suggested :
=IF(A2<0.25,CHAR(153),IF(A2<=0.5,CHAR(155),IF(A2=0.76,CHAR(152)))))
And then using Conditional Formating we can dashboard reflected on different COLOURS as per their respective alert.
Best Regards
Rohit1409
Hi Chandoo,
Nice Post !!! just to add something for EXL 2003, we can also 4 Ifs and link to the alert data
For Ex: If we have alert data in Cell A2 and want to split in 4 orders namely <25%, 25-50%, 50-75% and 75%< then we can following formula and put fonts as you have suggested :
=IF(A2<0.25,CHAR(153),IF(A2<=0.5,CHAR(155),IF(A2=0.76,CHAR(152)))))
And then using Conditional Formating we can dashboard reflected on different COLOURS as per their respective alert.
Best Regards
Rohit1409
The Complete formula [Don't Know how it got cut ]
=IF(A2<0.25,CHAR(153),IF(A2<=0.5,CHAR(155),IF(A2=0.76,CHAR(152)))))
PS : Use in single line [I have split it to avoid cuts 😉 ]
Hi Chandoo..
why it is not displaying the complete formula..
anyways here is the balance
"=IF(A2<0.25,CHAR(153), IF(A2<=0.5,CHAR(155), IF(A2=0.76,CHAR(152)))))"
@Rohit... your formulas are fine. Just that the width of comment area is fixed and hence my website is cropping it at 640pixels. I just edited your formula and added few white spaces so that it wraps nicely.
Very good idea btw.. kudos!
Hi,
Maybe just go for 'bold' ; 'underline' or 'italic' to draw the users attention? Those methods (if those can be called methods) are used cross media type (books, journals, blogs, billboards, ...) to guide the readers eye to valuable information.
Just a basic thought
@Tom.. good idea..
[...] has a very nice writeup on how to add such alerts to dashboard sheets. Possibly related posts: (automatically generated)Divide your data set into workbooksHow to enforce [...]
Hi Chandoo,
You certainly grabbed my attention! although I wasn't sure what my brother (Suresh) and cousin (Shyam) were doing right, and I was doing wrong? 😉
I love your blog btw - Many thanks for all your hard work in unravelling the secrets and mysteries of Excel!
Best regards
Ramesh
I thought I saw an advertisment for a book about learning excel called excel himalaya or something. It cost about 35.00 us money but seemed to have the things I need to have my admin assistant to start to use. I was hoping to start with this book and then send her to school if she shows some interest and aptitude. Any help on this would be appreciated. Thanks
Great web site and information!!!!
@Jeff... checkout http://chandoo.org/wp/2010/08/25/excel-everest-review/
thanks, your website is awesome!
[...] Alerts to highlight focus areas [...]
[...] There are lots of numbers in this dashboard. I would suggest adding few more visualizations like showing indicators or applying conditional formatting or replacing a table with a chart. This would reduce the [...]
[...] is the same technique as alert icons in dashboard. Just that I also showed green [...]
[...] is the same technique as alert icons in dashboard. Just that I also showed green [...]
Hi Chandoo
Firstly thanks for all the cool tips on how to use Excel better.
I am new to the site and have a question which you may be able to assist with but dont know if these comment boxes are the best way of asking ?
I am looking at assets and trying to calculate the depreciation total by taking a year (say 2010) adding the expected life of the asset (say 10 years) then comparing that to a future date (say 2015) using an IF statement. The calculation in normal is - IF((year in col B (2010) plus 10years)>year 2015, add a years depreciation, otherwise leave blank). The converted date value does not appear able to add 10 years in order to compare it to 2015. Am I missing something ?
I use the “IF” Statement in conjunction with Conditional Formatting in MS Excel to give verbiage to alert one of a required action, dependant on a review date. This makes a visual stimulus, plus it clues one as to what the conditional format is trying to warn you about and what follow-up actions are required.
Wow, I'm really impressed with dashboards. I had no idea this stuff was even possible with excel. I'd like to offer an interactive dashboard to my customers, showing analytics of their data. I have a .pdf file with the datapoints. I'd like them to enter the data on my website, and be able to see their data. Is something like that possible.
Hi Chandoo,
I've recently purchased the package for both templates.
In the portfolio dashboard,under the calculations worksheet, I'm attempting to change the date range in the gantt chart to show only the range of the project that starts in late 2013. How do I do this?
Thanks
Adam
[...] is the same technique as alert icons in dashboard. Just that I also showed green [...]
Hi Chandoo,
I'm new at Excel Dashboard and found your blog really useful and helpful! It's very nice of you that you dedicate your time to do this.
Could you please explain how can I use Alerts based on dates on a Dashboar?
For example, if a target date is coming closer to the actual date, the alert is yellow or red.
I'd really appreciate some help!
Thank you
Where can I download the file Excel of Averall Statistics ???
Thanks a lot.