Yesterday while checking my website analytics reports on Google analytics site, I have noticed a new beta feature called “Intelligence”. Out of curiosity I clicked on it. It took me to a an intelligence alert dashboard.
Ok, lets just back up for a minute and understand what “intelligence dashboard” is before moving on. In the web analytics world, intelligence means “is there something interesting happening on the site?”. This could be information like “300% more visitors from city of New York on 3rd November” or “Pages on Conditional Formatting received 50% less traffic than usual from search engines on Monday”.
So, I clicked on the intelligence alert dashboard. And what a dashboard it is, very well thought out and designed. There are at least 10 dashboard best practices you can pick up from this and use in your day to day work. See it:
I have highlighted the important takeaways for us chart makers and story tellers.
- Use date windows so that end-users can change the date to see different report. This can be done in various ways. For eg. in our KPI Dashboards using Excel posts, we have used scroll-bars. If you have pivot reports, just add the date to “header” section. Otherwise, you can also use data filters to make your charts dynamic.
- Band / highlight selected dates to so that users know what they are looking. This can be done using simple formulas and a combo-box control. Here is an example of conditionally banding charts in excel.
- Use effective colors – Google uses simple but very effective colors. [Get 73 beautiful excel chart templates and make better charts]
- Use basic charts – Often we fancy ourselves to use some super-complicated-chart. Heck, Jon reviewed (more like lambasted) a 3d Square Pie Chart just yesterday. See how Google has used simple line and column charts to make the point. It is the same lesson every time folks – keep it simple.
- Use dynamic charts – We, humans like to play. That is the single most important reason to have dynamic charts in dashboards. See how google has used the dynamic charts in this dashboard (scroll down and see the video to understand how this dashboard works). Making Dynamic Charts in Excel – Comprehensive tutorials & examples.
- Be smart with data labels: While data labels can help understand the charts, often dashboards have too many charts and thus data labels make it look cluttered. A simple solution is to use data labels conditionally. Ajay at has another good example at databison on interactive data labels.
- Let your users customize the dashboard: This means ability to switch rows to columns, choosing how much information to see etc.
- Highlight important information: use different font (or font size), have special area on the dashboard to display key metrics etc.
- Show metrics by dimension: this is more common way to look at business intelligence reports. It might be a bit too much to do this kind of reporting from excel, but pivot tables can certain help you get there.
- A good dashboard tells what is important and what is not: While we can argue that dashboards should show “only” the important, a good dashboard lets user customize the contents and clearly tells what is not important if it ever shows up.
There is so much more beauty and design behind this google dashboard than what I can capture in a simple post. So I have recorded a small video (4 mins). Please take a look at it if you are keen to learn few more lessons on better dashboard design.
Watch it on Youtube if you are not able to see it here.
What do you think about the Google analytics intelligence dashboard?
Share your comments with us, what do you like about this dashboard? Do you find any mistakes in it? How would you use this lessons in your work?
Read more examples, tutorials and case studies on information dashboards
29 Responses to “Customer Service Dashboard using Excel [Dashword Week]”
Looks good, Mara. Keep up the good work!
Thx Mara, your work is great, congratulations...
wow ! Great stuff Mara !!
I am amazed on the work you did !
What I like about your dashboard
1. The first impression is the colors used. Very smart use of colors that matches each other, easy on the eye - make people wants to find out more !
2. Clear message shown for the tweetboard for Quick overview on the state of situation.
3. Use of creative titles for your charts "Information Desk".
4. Clear and uncluttered charts. Gives reader a clear perspective with good use of charts colors too.
5. Good use of Legend to describe what color meant "Highest Sales out of the three months"
6. Of course, good use of Check boxes and Slider bar to offer interactiveness on your charts.
Suggestions
1. You may want to consider formatting your Y and X axis labels to show thousands, in $500K format instead of $500,000, so you can even made your chart look much neater.
2. Budget Variant Chart - This one is special...I took a second look and try to understand it. I am not sure if this is the best chart to visualize Sales VS Budget and Variances. And the Variance of 16.19% is positive, so u may want to use conditional formatting to make it green color, red if negative.
Overall is Great Work and Great Effort !!! Keep it up and I am so proud of you !
Francis Chin
http://www.francischin.com
Great Work Maya, just wondering if "5" Scrollable list of various gift shop items, can compare the previous 2 and current month selected in the above picklist, just one more suggestion if we can use top 5 gift category by using donut and bar mix chart to show sales mix for different months
Chandoo I would like to thank you for posting such helpful tricks for creating dashboards, I have learned a lot from your KPI Dashboard demo, I have created one dashboard to compare performce of Sales Associates, thaks a lot again
Thanks for the idea! Great job! You are giving me a lot of inspiratons!
Thanks everyone for the nice comments. I'm such a novice at this so I was so grateful for Chandoo's class and for everyone who submits ideas on his blog.
Francis: Thanks so much for your comments. You're an inspiration. For the budget variance chart, I actually got that idea from one of Chandoo's post on budget vs actual. There was one that was simple and easy to read so I learned how to do that and made it dynamic. I'm open to any other ideas you have for budget vs actual. I'm always looking for ways to improve.
Sabrina: Thank you for you for your suggestion on the top 5.
Dear Mara,
Great work.
But i one suggestion regarding the INFORMATION DESK graph is consist of month but which year it belong is not there if it would be there it would be great.
Warm Regards
Bhushan Sabbani
+91 98208 26012
Thanks for this idea... Great Stuff !!
Excellent dashboard Mara.
The best I like about the dashboard is the choice of colors. They are cool and not distracting. Thanks for sharing the file.
@Chandoo
Thanks for the dashboard week Chandoo. I am learnt a lot in the last 2 days. I am excited over the next 3 days! 🙂
Regards,
Ravi.
Great work Mara ! Thanks for sharing .
Mara, I liked the line, "Need to be more helpful." Our government needs to print this line, laminate it and post it in all government offices for the staff to see.
Hi there, i have been recently visiting this blog it is really great, the best one for Excel, wish Chandoo great success ahead.
I have one query, if you protect the data sheet the chart with the checkbox gives and error saying the data is protected and cannot be modified, is there a way around. This is cause if we want to publish this to someone who should only see it and do no changes to the data, is it possible please guide.
This could be a silly but bear me i am novice to excel 🙂
Thanks.
nice work.
inspired me a lot, working on few dashboard projects...
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dear mara
looks great .any reason why you have not used the bullet chart for the actual vs target chart.on the whole it is simple and elegant .jay.
Dear Chandoo,
The word Dashboard in the heading is misspelt.
Wow. Very Nice work Mara. Next week I am going to take the Course, I will try to post my work here.
Thank you so much for your helpful blog. Always appreciated your tips and tricks.
I am proud that you belongs to our Vizag City.
The above comment, I forgot mentioned about Chandoo, those two paras is about Chandoo. 😀
Thank you Mara!
Thx Mara, your work is great, congratulations…
Great Work Mara!!!!!!!!!!!!!!!!!!!!!!!!!!
Hi Chandoo,
I had been following your blogs for tips and tricks on excel. I am working with Media agency and we collect the data. Now this data has several parameters based on several legends. For eg Class A - legend color red, classB - legend color green and so on. Class A has several characteristics and parameters and heading etc. Now everytime we gather data and make pivot then based on the data in the pilot tables - top 10 we need to insert those in charts manually and also need to change the colors of legends and also. We create nearly 300 slides every month sector wise and it takes nearly our 4-5 days in doing that. Do you have any sample dashboard which will be helpfull to us and we can create it in a day.
Thanks really amazing one,
it helped me in desgining OTACE report
Regards
Gowravan M
9980651792
Awesome Job done here .............
very good master piece but wont to know if you can design KPI's for a financial institution. Thank you
I need help to make performance for our company
we have about 10 products from 5 years old