All articles with 'Learn Excel' Tag

KPI Dashboard – Revisited

Published on Mar 24, 2011 in Charts and Graphs
KPI Dashboard – Revisited

In 2008, I received an email from Robert Mundigl, which was the start of a life-long friendship. Robert asked me if he can teach us how to make KPI dashboards using Excel. I gladly said yes because I am always looking for new ways to use Excel.

The original KPI dashboards using Excel article was so popular. They still help around 12,000 people around the globe every month. Many of our regular readers and members have once started their journey on Chandoo.org from these articles.

In this article, we will revisit the dashboard and give it a fresh new spin using Excel 2007.

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Executive Review Dashboard in Excel [Dashboard Week]

Published on Mar 23, 2011 in Charts and Graphs
Executive Review Dashboard in Excel [Dashboard Week]

Purpose of the dashboard:

This is a guest article written by John for our Excel Dashboard Week.

This Dashboard was constructed for a number of reasons, one of which was to reduce the number of reports produced with the same data ( up to 6 separate files ). As we all know, when it comes to senior management and reports / files the more information they can get on one report / file the better for them. So, with this in mind I created the Dashboard to show the data they need to see “quickly” each week.

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Customer Service Dashboard using Excel [Dashword Week]

Published on Mar 22, 2011 in Charts and Graphs
Customer Service Dashboard using Excel [Dashword Week]

Early in Jan, I got this mail from Mara, a student in Excel School first batch.

Hi Chandoo,

I took your first Excel batch class and loved it. I created a dynamic and interactive dashboard for my work. My boss thinks it’s an excellent tool and I have you to thank for and also Francis Chin who shared his travel dynamic dashboard. I integrated things you taught so thanks so much!

I felt very proud reading her email, so I asked her if she can share the dashboard with some dummy data so that we all can learn from her example.

Being a lovely person Mara is, she gladly emailed me the workbook and I am thrilled to include it in Dashboard Week.

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Health-care Dashboard in Excel [Dashboard Week]

Published on Mar 22, 2011 in Charts and Graphs
Health-care Dashboard in Excel [Dashboard Week]

As part of Dashboard Week, in this post, we will take a look at Health-care Dashboard prepared and shared by Alberto. He put together an excellent dashboard to visualize hospital performance and understand what is going on. Read this post to understand how this dashboard is made, watch a tutorial video & download example workbook.

Thank you Alberto for sharing the file & helping us learn.

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Announcing Dashboard Week – Submit your entries now!

Published on Mar 21, 2011 in blogging, Charts and Graphs
Announcing Dashboard Week – Submit your entries now!

Hello there,

I am glad to announce this week (21-25 March, 2011) as Dashboard Week on Chandoo.org
What happens in Dashboard Week?
As you can guess, during this week, I will be posting exclusively about Excel Dashboards. This is the tentative agenda … []

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Use Analytical Charts to Make your Boss Love You

Published on Mar 16, 2011 in Charts and Graphs
Use Analytical Charts to Make your Boss Love You

There are beautiful, powerful & awesome charting examples all around us. Today, I want to show you how we can harness the power of Excel to create Analytical Charts.

Analytical What?!?

To be frank, I do not know what to call these charts, so I choose the term Analytical Charts. But this is what I have in mind when I say Analytical charts:

A chart is analytical chart,
(1) If it is interactive
(2) It it can answer different questions by re-structuring same data differently

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Convert ISERROR formulas to IFERROR formulas [macro]

Published on Mar 14, 2011 in VBA Macros
Convert ISERROR formulas to IFERROR formulas [macro]

Last Friday, we have learned about an interesting formula – IFERROR Formula using which you can easily handle errors in Excel workbooks.

Quite a few people reading that page asked, “Wow, this is good. But how can I take a sheet full of =IF(ISERROR(…)….) formulas and convert them to =IFERROR()”

There is a different set of folks who asked “Wow, this is good. But quite a few of my colleagues use Excel 2003 and they see a bunch of #NAME errors when I send them an excel workbook with IFERROR formulas. Any help?!?”

I am pleased to announce that I wrote 2 simple macros, iferror2iserror() and iserror2iferror() that would scan formulas in a bunch of selected cells and convert them from IFERROR to ISERROR and vice-a-versa.

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IFERROR Excel Formula – What is it, syntax, examples and howto

Published on Mar 11, 2011 in Learn Excel
IFERROR Excel Formula – What is it, syntax, examples and howto

If IFERROR() were to be a person, I would hug her so hard that Jo (my wife) would get in to a cat fight with her. I know many a woman (and man) who get in to a fight with Excel formulas often. But thankfully, we avoid that as IFERROR is not a real person. It is, however a darned useful formula.

Since I cannot hug a formula anymore than I can get my son to sit tight, I will go ahead and sing an ode to her, in my style – by writing about how useful and powerful IFERROR formula is.

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Excel Challenge #1 – Make Nuts without Going Nuts

Published on Mar 9, 2011 in Excel Challenges, Learn Excel
Excel Challenge #1 – Make Nuts without Going Nuts

We have a new series on chandoo.org. – Excel Challenges. From now, every 1-2 months, I will post an interesting Excel Challenge. These are tricky problems for which elegant solutions should be found. To keep the challenges exciting, we will have a small prize for a winner (if more people answer correctly, we pick one randomly)

Excel Challenge #1 – Find Overlaps in Machine Schedule Dates

We have an Excel Table, with the following data (snapshot above). You need to write formulas to display Ok or Not Ok in the adjacent column based on the following criteria:

1. Display Ok if the scheduling dates for that row do not overlap with remaining scheduling dates for that machine
2. Display Not Ok otherwise.

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Quickly Remove Data Validation Rules using Paste Special

Published on Mar 4, 2011 in Learn Excel
Quickly Remove Data Validation Rules using Paste Special

Here is a quick tip on removing data validation rules. We all know that data validation is a powerful feature in Excel to control what data is entered. But, sometimes, you may want to remove the rules from a set of cells. How would you do it? The normal approach is, Select the cells with […]

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3+1 Ways to Learn Advanced Excel

Published on Mar 2, 2011 in Financial Modeling, Learn Excel, products
3+1 Ways to Learn Advanced Excel

Many of us want to learn advanced Excel and make progress in our career. But how to do it? In this post, I show 3+1 ways in which you can learn advanced excel.

Last week I did an interview with Robert Mundigl of clearlyandsimply.com. Robert is an Excel wizard. You may know him thru the KPI Dashboard articles he has written on chandoo.org a while ago.

We spent about 90 minutes discussing some really cool & advanced Excel stuff. The interview will be available shortly on Excel School for our Dashboard students. But here is a snapshot of the dashboard we discussed in the interview. Robert taught me how to make such a dashboard using Excel.

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Get Rid of Page Break Lines with a snap [macros]

Published on Feb 28, 2011 in VBA Macros
Get Rid of Page Break Lines with a snap [macros]

Have you ever jumped back to normal view from print preview and noticed the annoying page break lines? They look distracting. They are like a naughty kid shouting for attention. look at me!!! How do we get rid of those lines after completing our business with print preview?!? Very simple. We just copy everything, press […]

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Excel Teens are out to get you & Other findings from our Survey

Published on Feb 25, 2011 in Charts and Graphs
Excel Teens are out to get you & Other findings from our Survey

Our of curiosity and fun I asked you “how long have you been using Excel?”. I was overwhelmed by the response we got to this simple question. More than 437 people responded with their comments, stories and enthusiastic responses. Thank you so much.

It would taken me more time to make the charts and understand the data. But thanks to Hui, who volunteered to tabulate all the survey data in a simple CSV.

Shown above is a chart I came up with based on the data. Read the rest of the post to understand the survey results and view more charts. Also, you can download the excel workbooks and original data set to play.

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Financial Modeling School is Open, Please Join Today

Published on Feb 23, 2011 in Financial Modeling, products
Financial Modeling School is Open, Please Join Today

Hi my friends & readers of chandoo.org,

I have an exciting news for you. We have just opened the doors for our financial modeling course.

Please click here to learn more about the program & join.

What is Financial Modeling School?

This is an online training program for financial modeling, project finance modeling. I have partnered with Pristine Education, a company in India that specializes in Financial Modeling training to conduct this program.

This program is aimed at investment bankers, financial analysts, commercial bankers, equity research associates, project managers, sponsors, real estate project managers etc. to help them understand the nuances of project finance, financial modeling and create complex financial models using MS Excel.

Read rest of this post to learn more about the program.

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The Grammy Bump Chart in Excel

Published on Feb 22, 2011 in Charts and Graphs
The Grammy Bump Chart in Excel

The folks at Washington Post made an interesting chart to understand whether winning a Grammy award makes any difference to album sales. Go ahead and browse it if you have not already seen it. Go, I will wait.

Are you impressed?

I really liked this chart. This is what I liked about the chart,

  • It tells a story.
  • It is an ego chart. We would all instantly search for our favorite artists and learn about how Grammy award changed their album sales.
  • It is a simple chart. No clutter, no gaudy colors, just a bunch of lines and the story is out there.
  • It lets you play.

In fact, I liked the chart so much that I wanted to make it in Excel.. You can see a snapshot of what I came up with above. Read the rest of this article to learn more.

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