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All articles with 'dashboards' Tag

Visualizing Financial Metrics – 30 Alternatives

Published on Aug 30, 2016 in Analytics, Charts and Graphs
Visualizing Financial Metrics – 30 Alternatives

Around 2 months back, I asked you to visualize multiple variable data for 4 companies using Excel.  30 of you responded to the challenge with several interesting and awesome charts, dashboards and reports to visualize the financial metric data. Today, let’s take a look at the contest entries and learn from them.

First a quick note:

I am really sorry for the delay in compiling the results for this contest. Originally I planned to announce them during last week of July. But my move to New Zealand disrupted the workflow. I know the contestants have poured in a lot of time & effort in creating these fabulous workbook and it is unfair on my part. I am sorry and I will manage future contests better.

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Tell all versions of truth [Dashboard Best Practice]

Here is a simple but effective rule for your next dashboard. Tell all versions of truth. All versions? But there is only one version no? Of course, there is only one version of truth (or data), but you can present that in different ways, thus creating different perspectives, offering different insights. By using an interactive element (slicers […]

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Analyzing half a million complaints – Customer Satisfaction Scorecard [Part 3 of 3]

Analyzing half a million complaints – Customer Satisfaction Scorecard [Part 3 of 3]

This is the final part of our series on how to analyze half a million customer complaints. Click below links to read part 1 & 2.

  1. Complaint reason analysis – Part 1
  2. Regional trends & analysis – Part 2

Customer satisfaction scorecard

In the previous parts of this case study, we understood what kind of complaints were made and where they came from (states). For the customer satisfaction scorecard, let’s focus on individual companies.

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Analyzing half a million customer complaints – Regional Trends [Part 2 of 3]

Analyzing half a million customer complaints – Regional Trends [Part 2 of 3]

This is part two of our three part series on how to analyze half a million customer complaints. Read part 1 here.

Analyzing Regional Trends

As introduced in part 1, our complaints dataset has geographical information too. We know the state & zip code for each complaint. Please note that zip codes are partial or missing for a 10% of the data.

In this article, let’s explore three ways to analyze regional trends.

  1. Regional trends by state, product & issue
  2. Complaints per million by state
  3. Complaints by zip code
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Use slicers to create a cool selection mechanism [quick tip]

Published on Feb 8, 2016 in Learn Excel, Pivot Tables & Charts

Most advanced Excel users know that slicers are cool. Today, let’s learn how to use slicers to create an awesome selection mechanism for your dashboards and forms.

First see a quick demo

using-slicers-as-selection-mechanism-demo

Looks slick, eh? Read on.

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KPI performance charts & dashboards – 43 alternatives (contest entries)

KPI performance charts & dashboards – 43 alternatives (contest entries)

Hello all, prepare to be amazed! Here are 43 creative, fun & informative ways to visualize KPI data.

About a month ago, I asked you to visualize KPI data. We received 65 entries for this contest. After carefully reviewing the entries, our panel of judges have discarded 22 of them due to poor charting choices, errors or just plain data dumps. We are left with 43 amazing entries, each creatively analyzed the data and presented results in a powerful way.

How to read this post?

This is a fairly large post. If you are reading this in email or news-reader, it may not look properly. Click here to read it on chandoo.org.

  1. Each entry is shown in a box with the contestant’s name on top. Entries are shown in alphabetical order of contestant’s name.
  2. You can see a snapshot of the entry and more thumbnails below.
  3. The thumb-nails are click-able, so that you can enlarge and see the details.
  4. You can download the contest entry workbook, see & play with the files.
  5. You can read my comments at the bottom.
  6. At the bottom of this post, you can find a list of key charting & dashboard design techniques. Go thru them to learn how to create similar reports at work.

Thank you

Thank you very much for all the participants in this contest. I have thoroughly enjoyed exploring your work & learned a lot from them. I am sure you had fun creating these too.

So go ahead and enjoy the entries.

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Employee training tracker & calendar – tutorial & download

Published on Nov 4, 2015 in Charts and Graphs, Learn Excel
Employee training tracker & calendar – tutorial & download

Imagine you are the head of training department at ACME Inc. You arrange training programs round the year to empower your team. It is hard work, coordinating between employees, trainers, department heads, venues and coffee machines. What if there is something to help you keep track of all this? I am not talking about getting you a shiny new iPad, you silly. I am talking about a tracker & calendar built in Excel that ties everything together (well, almost everything, you still have to fill the coffee machine.)

We are going to build a training program tracker & calendar using Excel.

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CP044: My first dashboard was a failure!!!

Published on Sep 10, 2015 in Chandoo.org Podcast Sessions
CP044: My first dashboard was a failure!!!

In the 44th session of Chandoo.org podcast, let’s talk about failures.

What is in this session?

In this podcast,

  • Book announcement about Dashboards for Excel
  • Story of my first ever dashboard
  • Important lessons – Requirement Analysis for dashboards
  • Resources for creating awesome dashboards
    • Podcasts
    • Books
    • Courses
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Book Announcement: Dashboards for Excel is launching on 15th September

Published on Sep 3, 2015 in Charts and Graphs, Learn Excel

I have an exciting announcement to share with you. My first ever print book – Dashboards for Excel, co-authored with Jordan Goldmeier is releasing on 15th September.

Dashboards for Excel – what is it?

As the name suggests this book is a handy guide for anyone preparing dashboards, management reports and business intelligence workbooks using Excel. The key benefits are,

  • Learn the visualization tools, charts, tables, and graphs important to management.
  • Understand what management doesn’t want to see in a report
  • Turn around dashboards faster and cheaper than ever before
  • Understand the key role dashboards play in an organization
  • Analyze real-world dashboards to apply important features to your own organization
  • Utilize understated, but powerful, Excel formulas and VBA code
  • Avoid common pitfalls in Excel development and dashboard creation
  • Get started with the Excel data model, PowerPivot, and Power Query

As you can see, this is an advanced Excel book with lots of examples, case studies and practical tips.

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How to create cascading drop downs in Excel – video

Published on Aug 31, 2015 in Excel Howtos, Learn Excel
How to create cascading drop downs in Excel – video

Cascading drop downs enhance usability of your dashboards & interactive workbooks. A cascading drop-down is a 2 or more level selection mechanism. When you have 100s of selection choices, instead of creating one massive drop down or combo-box, you can set up multiple levels of drop downs, so that users can narrow down their selection. For example, users can select Country, State and then City using cascading drop downs.

There are many ways to setup cascading drop downs. You can use formulas coupled with either data validation or form controls. You can also use Slicers. In this video we will review these techniques.

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Use GETPIVOTDATA to integrate pivot tables with dashboards

Published on Aug 26, 2015 in Pivot Tables & Charts
Use GETPIVOTDATA to integrate pivot tables with dashboards

Pivot tables are very powerful analysis tools. They can summarize vast amounts of data with just few clicks. But they are lousy when it comes to output. Imagine the horror of putting a pivot table right inside your beautiful dashboard. One refresh could ruin the layout and create half-an-hour extra work for you.

How to combine the power of pivot tables with elegance of your dashboards?

The answer is: GETPIVOTDATA()

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Dashboard best practice: Highlight user selection [video]

Published on Aug 20, 2015 in Charts and Graphs, Learn Excel

Here is a best practice to improve your dashboard usability. If you have an interactive dashboard, highlight user selections thru conditional formatting.

Check out below quick video to understand what this means.

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A simple trick to make your dashboards user friendly [video]

Whenever you have a dashboard that is quite long or spans across multiple worksheet tabs, it can be hard to use. Here is a simple trick to make your dashboards user friendly. If your dashboard has form controls, create duplicate sets of them and place them in locations where users are looking. For example, If your […]

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Format faster with paste special & double click [video]

Published on Aug 12, 2015 in Learn Excel
Format faster with paste special & double click [video]

Making your workbooks, charts, dashboards & presentations beautiful is a time consuming process. It is a mix of art & craft. Naturally, we spend hours polishing that important slideshow or visualization. But do you know about simple features in Excel that can save you a lot of time and help you create gorgeous output?

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Excel to the Next Level by Mastering Multiple Occurrences

Published on Dec 9, 2014 in Learn Excel
Excel to the Next Level by Mastering Multiple Occurrences

This is a guest post by Sohail Anwar.

August 29, 1994. A day that changed my life forever. Football World Cup? Russia and China de-targeting nuclear weapons against each other? Anniversary of the Woodstock festival?

No, much bigger: Two Undertakers show up at WWE Summerslam for an epic battle. Needless to say: MIND() = BLOWN().

And thus begun one boy’s journey into understanding the phenomenon of Multiple Occurrences.

My journey continued, when just a few years later my grandfather handed me down a precious family heirloom: A few columns of meaningless data that I could take away and analyze in Excel. You may laugh but in the 90’s, every boy only wanted two things 1) Lists of pointless data and …

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