Product Recommendation – Excel Dashboard Training Kit

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Excel Dashboard Training - Product Review and RecommendationIf you want to make better charts and create lasting impressions, chances are you have heard about Jorge Camoes. He writes at excelcharts.com (previously charts.jorgecamoes.com). I have been reading Jorge’s blog for over 2 years now and have linked to his excellent articles on PHD several times. Jorge also has an Excel Dashboard Training Kit, which teaches us how to make a dynamic and comprehensive excel dashboard.

What is Excel Dashboard Training Kit?

Jorge teaches a lot of charting and excel lessons at his blog excelcharts.com (I recommend that you subscribe to his blog, it is very good). The dashboard training kit is a culmination most of his lessons implemented in a practical way using Excel.

Jorge takes the demographic data of all countries in the world and creates an impressive dashboard out of it and teaches us how to do the same using this training kit. The training kit contains several videos explaining dashboard creation process as well as the dashboard excel files.

(take a look at final dashboard)

In the videos Jorge explains the process of dashboard creation by taking us thru,Final Demographic Dashboard - you will create something like this when you finish the training

  • How to connect Excel to Access to get data for the dashboard
  • How to create pivot tables from external data in MS Access
  • How to make charts from data in pivot tables
  • Putting the charts together in the dashboard (and adding form controls)
  • Adding macros to control the dashboard (and refresh data, animate charts etc.)
  • Final formatting touches to make it look better

The videos are structured in clear steps with lots of comments. Each video can take between 30 to 45 minutes to carefully watch and understand the concepts.

There are several valuable excel charting, formula, pivot table and VBA tricks and practical tips spread through out the tutorial vidoes. For eg. in the video “Creating pivot tables” Jorge teaches us how to make GETPIVOTDATA formula dynamic, how to fix pivot table layouts, how to get top10 values in pivot tables based on a data column. Most of these tricks are completely new to me. I have been replaying some of these videos whenever I have some time to keep the ideas fresh.

The final dashboard is shown to the right. (it is the non-VBA version, click on it for a larger image)

Benefits of Excel Dashboard Training Kit

If you have been reading PHD for a while, you will appreciate the necessity to know “tricks of trade” to make better charts and wow your audience. The dashboard training from Jorge is packed with tons of these.

In my opinion, this training will help you,

  • learn about connecting to external data sources
  • massaging (pre-processing) data so that you can create dashboard reports
  • learn a handful of tricks and formula uses that you can apply anywhere
  • format charts in aesthetically pleasing and info-graphically accurate ways
  • connect the dots – charts, formulas, form controls, macros, pivot tables to make something outstanding

Who is this training for?

Make no mistake, this is not a training for absolute dummies. You should be familiar with basics of formulas & charting. You should not be afraid to experiment and practice the ideas in this. You should be familiar with Excel 2003 (as the training videos are all in Excel 2003). If you have never seen excel 2003, then you may not be able to relate several things to Excel 2007 ribbon menus.

What will you get with this kit?

When you purchase a copy of excel dashboard training kit, you get,
Inside dashboard training kit

  • One Excel dashboard linked to MS Access (without VBA)
  • One Excel dashboard linked to MS Access (with VBA)
  • One Excel dashboard (all data inside, noVBA)
  • One Access DB with all the data
  • Training Videos and HTML web pages to see them
  • Free access to online training videos showing how to do this in Excel 2007 (only if you get this before Feb 1)

How much is the Excel Dashboard Training

For a limited time (until Feb1st), Jorge is selling the dashboard training kit for $47. This includes the free access to upgrades once they are released. Trust me when I say this is a HUGE bargain.

Go here to purchase a copy

My Review & Opinion

Jorge is a widely respected authority on charting. His commentary is always insightful and practical. In this training videos, he brings all his experience to teach us how to make better dashboards, charts, how to connect to external sources and how to manipulate pivot tables.

My only gripe is that these videos do not have any audio. But Jorge provides compelling video with lots of comments & interactivity to bridge that..

I recommend the dashboard training kit for anyone making dashboard reports frequently or aspiring to make them using Excel.

(for free dashboard tutorials and templates visit PHD’s excel dashboards page)

Any questions?

Do you have any questions about this product? Please drop a comment. I have asked Jorge to answer your queries here directly.

Also, if you bought a copy of this, please share your review here, it will help others.

Disclosure:

Jorge is a friend of mine. I have received a complimentary copy of this training kit. I also get a small commission when you buy a copy of the product. But I am sure you will derive more benefit out of this than what Jorge or I make.

Go ahead and get the dashboard training kit.

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39 Responses to “11 very useful excel keyboard shortcuts you may not know”

  1. Judy Fearn says:

    You asked about a favorite keyboard shortcut: I often right click the navigation arrows at the bottom of an Excel workbook to get a list of the worksheets. I can click the one I want without having to scroll left or right.

  2. Sam Krysiak says:

    I regularly use the networkdays(x,y,z) function to show the number of working days between two given dates. To exclude public holidays I reference a list of dates ("z" in the above reference) which I periodically update to reflect upcoming non-working days. To keep the sheet looking tidy for other users, I like to hide this column when I'm done, and then unhide it when I update the sheet.

    With 40 separate workbooks to edit, these shortcuts make it a breeze...

    ? Hide selected column: CTRL+0 [zero]
    ? Unhide hidden column(s) within selection: CTRL+SHIFT+) [closed parenthesis]

    If an "Autofit Selection" keyboard shortcut (not just a key sequence) existed, I'd be as happy as a clam!

  3. [...] 11 very useful excel keyboard shortcuts you may not know [...]

  4. [...] an Excel Conditional Formatting Rock Star 11 very useful excel keyboard shortcuts 73 Free Designer Quality Excel Chart Templates Tracking mutual fund / Stock portfolios using Excel [...]

  5. 1xoid1 says:

    Hello Chandoo, thanks for sharing this information. With some of the shortcuts I seem to have difficulties as they do not seem to work on the German keyboard.

    Can you maybe verify that those combos are only working with the keyboard setup you are using? What would be a good source to lookup combinations for other layouts?

    Regards, 1xoid1

  6. Chandoo says:

    @1xoid1 ... Thanks for visiting PHD and taking timeout to ask your question. Unfortunately all my German can be summarized to one phrase: "guten tag".

    I wont be able to help you, but I can request other readers to respond. So if you know German or use German keyboard and can answer 1xoid1's question, then you get a free donut.

    Guten Tag 🙂

  7. Martin Williamson says:

    To Sam Krysiak.
    Shortcut to Autofit Selection (assuming you mean autofit columns). If you right click toolbar, click customise. From Commands tab/Categories select Built-in Menus.

    In Categories window scroll down and select Columns and drag drop it onto toolbar. Then click the new toolbar Columns button and drag drop Autofit button onto your toolbar (note Autofit for Columns will no longer appear in your menus, only on toolbar).

    Remove Columns button from toolbar (if you want to keep clutter down) drag and drop it off of your toolbar.

    Close Customise box.

    Now to Autofit columns just press "Alt" then "A".

  8. Martin Williamson says:

    Comment 8 correction - 2nd paragraph should read
    "In Commands window...

  9. Robert says:

    @1xoid1:

    Read the following text as follows: The key ,[;] is the one right to the M on the German keyboard. Here are the differences you have to know when using a German keyboard:

    2. Press strg .[:] for inserting the current date (and strg shift .[:] for inserting current time)

    3. Press strg ,[;] to copy values from cell above

    8. Press strg shift –[_] to apply an outline border

    10. Press strg-shift S to activate the font drop down (Schriftgroesse)

    11. Press strg-shift G to activate the font size (Groesse)

    Number 10 and 11 do not work with Excel 2007 anymore, but strg-shift-P shows the font tab of the cell format dialogue in Excel 2007.

    All other shortcuts should work on a German keyboard exactly as Chandoo described them.

    More information needed? Download a complete list with all shortcuts for Microsoft Excel in German (for free):

    http://www.freeware-download.com/downloaddetails/5655.html

    @Chandoo: please do not send a donut, unless you are able to attach one to an email. Otherwise the donut might be able to walk by itself, when it arrives here in Germany...

  10. Robert says:

    I forgot to mention:

    For all readers using an English keyboard: Chip Pearson offers a comprehensive list of Excel shortcuts on the English keyboard:

    http://www.cpearson.com/excel/ShortCuts.aspx

  11. [...] your own keyboard shortcuts in Excel 2007, knowing a few keyboard shortcuts in excel is a huge help. Lyte Byte describes a nifty way to create your own key board shortcuts in [...]

  12. [...] Select a bunch of cells and click on the Sigma symbol on the standard tool bar. Alternatively you can use Alt+= keyboard shortcut. [...]

  13. Prashant R.Moholkar says:

    I do some data entries column A,column B ,Column C , A and B have 10 to 12 digit codes , C has the names ; Kindly suggest me a format or formula for excel to avoid duplication of entries in all the the three columns.

    Regards,
    Prashant

  14. Chandoo says:

    @Prashant... You can use conditional formatting to highlight duplicate entries in the three columns. That way whenever you type a dupe value in a cell the formatting would highlight the values so that you can avoid the error.

    check this post for more on using this way to handling duplicates: http://chandoo.org/wp/2008/03/13/want-to-be-an-excel-conditional-formatting-rock-star-read-this/

    If you are looking for a way to remove duplicates from an existing range, you can try one of the various techniques we have described here. Try these tips:

    http://chandoo.org/wp/2008/11/06/unique-duplicate-missing-items-excel-help/
    http://chandoo.org/wp/2008/08/01/15-fun-things-with-excel/

  15. [...] good alternative (although manual) is to use keyboard shortcuts CTRL + ; or CTRL + : to insert current date and time in the active cell. Since this places the [...]

  16. GesyimmeliA says:

    Your site doesn't correctly work in safari browser

    • Chandoo says:

      Hi GesyimmeliA: Can you tell me which version of Safari on which OS has this problem. I use Macbook at home and loaded the site quite often in Safari and never seen any layout or content issues. Are you facing any script issues while posting comments or somethings like that ?

  17. Daniel Shi says:

    Hey Chandoo. Great site. Learning lots.

    My favorite Excel shortcut has got to be Alt+Down when over an autofilter drop down. Learning that changed my life. That was one of the last things I needed to use a mouse for. Changed my life.

  18. [...] are a big advocate of keyboard shortcuts. I think learning a handful of keyboard shortcuts can improve your productivity tremendously, [...]

  19. Barbara says:

    My favourit keyboard shortcut is control and 1 (use the 1 above the letters on the keyboard, not the number pad) for format cells.

  20. DJ says:

    Favourite shortcut: alt + shift + right/left arrow for grouping/ungrouping!

  21. [...] Select a bunch of cells and click on the Sigma symbol on the standard tool bar. Alternatively you can use Alt+= keyboard shortcut. [...]

  22. [...] clicking on these: excel keyboard shortcuts, excel mouse tips & tricks, excel productivity tips part 1 & part [...]

  23. M Meraz says:

    Martin Williamson thanks for the autofit tip! You rock.

  24. Ayan says:

    In order to generate charts/bar graph with a single key:

    1. Select the data
    2. Press F11
    3. Magic.... 🙂

  25. DiverseIT says:

    F3 = Paste a Name or the entire list of Names
    Crtl + F3 = Name Manager
    Crtl + : = Inserts current time.
    F12 = Save As

  26. DiverseIT says:

    Mistake!
    Crtl + Shift + : = Inserts current time.

  27. JAY SHANKAR says:

    SIR U R THE BEST PERSON WHO SHARES A WONDERFULL AND IMPORTANT TIPS IN EXCEL. THANKS AND KEEP ROCKING.

  28. Amit says:

    How do i hide / unhide a work sheet using the keyboard.

  29. PARBATI says:

    input in one cell 1a23bc output in two cell one of 123 and other one is abc how to possible, please help me.

  30. Woj says:

    Hey cool shortcuts but excel have more shortcuts then you listet.

    i find a big database of supportet shortcuts for Excel 2007 here
    http://www.veodin.com/excel-2007-shortcuts/

  31. jayjaymartin says:

    Great article with some very useful follow-up comments and tips.

    One simple question … how do you vertically align the drop-down filter button in a cell with a larger than normal height?

    It’s easy enough to do so with a cell’s contents but the drop-down filter button stubbornly remains at the bottom and I need it at the top!

    I’ve looked everywhere and haven’t located an explanation to what I am sure is considered an Excel basic.

    Cheers

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