Learning Dashboards? – Go thru these 33 Recommended Resources

Share

Facebook
Twitter
LinkedIn

During last one week, we had a gala time with Dashboard Week on chandoo.org. To wrap-up the week, I am sharing a list of recommended resources, websites, tutorials & ideas for making dashboards.

[Note: I will be sharing your contributions for dashboard week on Monday]

Recommended Resources, Tutorials, Information on Making Dashboards

Recommended Resources on Making Dashboards:

I have broken down this post in to various sections. Click on the links to quickly access the part you want to know or just keep scrolling to get the whole thing.

  1. Books on Dashboards
  2. Websites for Learning about Dashboards
  3. Dashboard Training Programs
  4. Add-ins & Software to Make Dashboards
  5. Dashboard Tutorials & Downloads on Chandoo.org

 

Books on Dashboards

Excel Dashboards and Reports by Mike Alexander

Excel Dashboards and Reports by Mike Alexandar

Authored by Mike “Dick” Alexander, a specialist on Bacon, Access, Excel – this book is an excellent guide to you if you need to learn how to make excel dashboards. Mind you the book teaches you various techniques required to construct the dashboards, but the onus of putting together these ideas to come-up with jaw-dropping dashboards is on you.

Information Dashboard Design by Stephen Few

Now, what can I say about this. Stephen Few’s classic book on dashboards is an eye opener for anyone making charts or dashboard reports. Few starts the book by showing what a bad dashboard is and then moves on to tell you how visual cognition works. He later shows a couple of excellent dashboard designs. This book is a must read and refer to if you design dashboards.

Visual Display of Quantitative Information by Edward Tufte

Edward Tufte’s master piece – Visual Display of Quantitative Information is an authoritative guide on how to design charts to communicate information. He shows various examples from history and gives theoretical concepts that you can apply to any chart (or slide) you design.

Business Dashboards – Visual Catalog by Nils Rasmussen

This book, as the name suggests is a catalog of successful dashboards. Nils’ work also includes a handy guide on KPI design and 1000s of KPI examples. A good read if you design dashboards not just based on Excel but many other tools.

Balance Scorecards & Operational Dashboards using Excel by Ron Person

Ron’s book on Balance Scorecards and operational metrics & visualization is a handy guide on how to use Excel’s features to monitor your company’s performance holistically.

Excel Pivot Tables & Pivot Charts by Peter G Aitken

Anyone making dashboards using excel will have to learn how to use Pivot Tables & Pivot charts to their full potential. This book can guide you in that direction.

Excel 2007 – Power Programming by John Walkenbach

Once you set out to make a dashboard using Excel, naturally you might feel powerless but certain feature limitations in Excel. You wish you can tell Excel to do something so that you can save time and do things that are more awesome (like actually improving your business). This is when you can use John’s Excel Power Programming book. The book teaches you how to extend Excel’s capabilities using Macros & VBA.

Non-Designer’s Design Book by Robin Williams

Do not be mis-guided by the small size of this book. This book can transform your ordinary dashboards (or designs / slides etc.) in to truly world class designs. The book teaches you fundamental design concepts and a must read if your job involves visual communication – ie making presentations, excel workbooks or reports.

 

Websites for Learning about Dashboards

Excel Dashboards Section of our site

This section of chandoo.org site provides you valuable tips, ideas, templates, examples and other useful information on Excel dashboards.

Stephen Few’s Blog

Insightful commentary on the state of business intelligence, dashboards and charting practices.

Robert’s Site on Excel, Tableau, VBA and more

Very good examples of excel & tableau dashboards, techniques, macro code snippets and more.

Dashboard Examples & Commentary

Dashboard Examples & Commentary

Dashboard screen-shots, commentary and interesting links

Jorge’s Charts blog

Charting principles, commentary from Jorge

Jon Peltier’s Charting Pages

This is your bible if you want to arm twist Excel charts

 

Dashboard Training Programs

Excel School Dashboard Training Program

Excel School Dashboard Training Program

Well, I have bored you enough with Excel School already, so I will keep this short. If you wish to learn how I make my dashboards, join Excel School.

Live Training from Chandoo

I am conducting 2 day long, intense, hands-on & practical training on Excel dashboards & data analysis in Chicago, Columbus, Washington DC in May, June 2013. If you live nearby, consider enrolling in this program to become awesome in Excel.

 

Add-ins & Software to Make Dashboards

Excel Sparklines Adding [highly recommended]

Excel Sparklines Adding [highly recommended]

Adds the capability of Micro-charts to Excel. Very powerful, extremely awesome add-in by Fabrice.

Jon Peltier’s Excel Chart Add-ins for frequently used Dashboard charts

Jon’s charting addins are a must have if you make charts like waterfall charts, panel charts, dot plots etc.

Power Pivot for Excel 2010

Power Pivot helps you analyze massive data and present results in instant dashboards. A free addin from Microsoft and works with Excel 2010.

Tableau Public – for visualizing data & sharing your dashboards with public

Tableau public helps you create visualizations, charts & dashboards and share them with public thru web. A very powerful data analysis and visualization platform.

Charley Kyd’s IncSight DB for making Excel Dashboards

Charley’s Dashboard maker helps you create quick dynamic dashboards using Excel.

 

Dashboard Tutorials & Downloads on Chandoo.org

  1. KPI Dashboard using Excel – 6 part tutorial
  2. Project Management Dashboard in Excel
  3. Dynamic Dashboard using Excel – 4 part tutorial
  4. Website Dashboard in Excel
  5. Sales Dashboards Examples
  6. Travel Website Dashboard
  7. Customer Service Dashboard
  8. Executive Review Dashboard
  9. Healthcare Dashboard
  10. Dynamic Dashboard using Excel 2010 – Pivot Tables & Slicers
  11. Personal Expenses & Finance Dashboards – 7 Examples

What do you recommend for someone learning about Dashboards?

The above links are what I usually rely on when it comes to dashboard education. What about you?

What books, websites, software & training programs do you recommend? Please share using comments.

PS: Links to Jon Pelteir’s Addins, Charley’s Dashboard Kit and Dashboard Books are affiliate links. It means, when you click on the links and purchase these awesome products, I get a small commission. I recommend these products because I genuinely think they are awesome. So go ahead and get your dashboards to awesome level.

Facebook
Twitter
LinkedIn

Share this tip with your colleagues

Excel and Power BI tips - Chandoo.org Newsletter

Get FREE Excel + Power BI Tips

Simple, fun and useful emails, once per week.

Learn & be awesome.

Welcome to Chandoo.org

Thank you so much for visiting. My aim is to make you awesome in Excel & Power BI. I do this by sharing videos, tips, examples and downloads on this website. There are more than 1,000 pages with all things Excel, Power BI, Dashboards & VBA here. Go ahead and spend few minutes to be AWESOME.

Read my storyFREE Excel tips book

Overall I learned a lot and I thought you did a great job of explaining how to do things. This will definitely elevate my reporting in the future.
Rebekah S
Reporting Analyst
Excel formula list - 100+ examples and howto guide for you

From simple to complex, there is a formula for every occasion. Check out the list now.

Calendars, invoices, trackers and much more. All free, fun and fantastic.

Advanced Pivot Table tricks

Power Query, Data model, DAX, Filters, Slicers, Conditional formats and beautiful charts. It's all here.

Still on fence about Power BI? In this getting started guide, learn what is Power BI, how to get it and how to create your first report from scratch.

37 Responses to “Pie of a Pie of a Pie chart [Good or Bad?]”

  1. Psuken says:

    If I could have the same quality of graphics and illustration in Office Apps, I would certainly use it.

  2. Psuken says:

    If I could have the same quality of graphics in Office Apps (Excel, PPT) I would certainly use it.

  3. Chandoo,

    First, let me say I love your blog. I like this post, and I think that technically (in terms of readability of data) your argument is correct. The bar of bars, and the table, are much better for readability and accuracy, and as you say would be much easier to produce.

    But these points ignore the context of the chart. If the chart was part of a scientific paper, your solution would be a valid one. The context in this case is an illustrated atlas of wildlife. A companion graphic to go with written text. The importance of aesthetic goes up over readability and accuracy. Much of the data and points (I assume) will be covered in the text.

    There's always a pure technical tufte-esque argument. But I sometimes think it ignores the value of aesthetics. (Which I admit are quite subjective)

    Great post though. Thanks. 

  4. Tim says:

    The Treemap makes the scope of the data much clearer!  The 3D pie chart depiction is deceptive.

  5. Ryan says:

    This reminds me of the videos ive seen on the internet where it compares the relative sizes of the earth with the larger planets, then the sun, then other stars in the galaxy. Eventually there is an image showing the largest star in the sky with a little pixel representing the sun. 

    My point is if you varied the size of the charts it would help convey the message. The first chart (salt vs fresh) would be the biggest and the rest would be arranged in descending order. I feel this would be more accurate. 

  6. Navigator1972 says:

    It may be helpful to consider the advice of Steven Few  and Edward Tufte regarding pie charts in general. To summarize, they are seldom the most useful way to present data. Here's Few's thoughtful piece on the subject.
    http://www.perceptualedge.com/articles/08-21-07.pdf

  7. Al Hoefer says:

    Try putting the percentages on the bar charts instead of actual amounts. Lakewater would be .013 % instead of 52.

  8. jignesh says:

    That is very good pie chart example.
    Please send example file if it is possible.

  9. Anuj says:

    It will work , even though colors may be confusing , it can be labeled well . Also it can be called as the drilled chart , as it drills in information further , like the first chart may show business in a region , second may drill into a particular region , thrid may further drill into wat products are there in that region . It works well for me , i would more vote for the 2 nd option .

    Overall all this site is awesome ,

    p.s : just like me

  10. Matt says:

    The risk with pie of a pie of a pie chart is that Jon may have a seizure by looking at it. Also, it isn't easy to read. 😉 
     
     
     

  11. dan l says:

    I dunno.  The only thing worse than a pie chart is a cascading series of pie charts. I don't even think they really lend themselves to this sort of thing.  It just becomes a big hide-the-ball game with your viewer. 
    Those goofy connectors between the pies are pure chart junk.  I can't really tell if the second chart has 2 series or 3 - because the connector is a different color than the 2 labeled slices.  Despite that, even whereas the drill down kind of works, still the individual components suffer from the same old weaknesses that 3d pie charts have. 
    Use a large bar chart as your "cover story", and fill in the sub points with smaller bar charts - or even go grab the Fabrice SFE project for extra butter.  Use page orientation, color, and some text styles to guide your audience through the drill downs.  
     
    FWIW, if you check out the guy's site, you can find several other truly mortifying charts:
    http://www.andrewdavies.com.au/index.html
    The methane emissions one is particularly heinous.  Although, I'm kind of debating what I think about the 'Glacier Changes" chart.  I'd kind of like to see the data on that to see how it would look in a more traditional horizon chart. 
     
     

  12. Pushkar says:

    Its a very nice way to represent the data, especially when we have sets and sub-sets within the data.
     

  13. Hui... says:

    I like these!

    Except for the fact that they aren't dynamic and hence must be setup manually each time

    It would also be nice if they could be interrogated as in select a different segment and the new data falls out automagically, but then none of the standard Excel charts do that either.

     

  14. annemarie says:

    I'd like it better if the bars were stacked.  How about this idea (I hope I can convey it in words):

    First bar is vertical and stacked.
    Second bar is horizontal, stacked horizontally and the same proportion had it been on the first bar.
    Third bar is vertical, stacked vertically and the same proportion had it been on the second bar.

    Then it would really look like you are zooming on the chart, like the Powers of Ten video, or maybe like the golden ration spiral.

  15. Kuldeep says:

    These looks shunting but setting up for each step makes kicks them out. However if these can be arranged automatically by native excel or by VBA, these will be the part of my "Archery"

  16. Arindam Dhar says:

    I agree with Chandoo's Suggestion about the Bar Graph which represents data in a very appropriate manner. Even I prefer doing the same. I seldom use Pie Chart unless required.

  17. Joerg says:

    That's a real nice example of a missleading infographic. But to be honest, I think chandoos suggestion is not much better!
    Why are pie charts bad? I think because they don't show the real size-relations. The biggest pie in that example ist 300k big. The 2nd one has only the size of 10k, about 3% of the first one. Niether the pies nor the bars show the real sizes. I jnow, it's hard to show the sizes because the values of the second and the third pie are so small. But that's what visualization are about - showing relations to allow the reader to see the real sizes!
    So how to show the real figures?
    First possibility is o use a 1:1 scaling. Well then, you need a very big screen to show also after a 90° rotation, wihich I would prefer because it's a structural comparison and not a timeline. Maybe that solution is not the perfect way.
    The other chance you have is to zoom in but to really show that you zoom in! http://www.pro-chart.de/images/Water_Fall.png maybe gives you a first impression what i mean. (i was a quick try, done in 10 minutes)
    The next way is, maybe to fold the bars like in the financial report 2011 of the Post of Switzerland page 22. That chart is based on an excel chart. Maybe can explain you how to do it 😉

    Financial Statement: http://www.post.ch/en/post-startseite/post-berichterstattung/post-berichterstattung-service/post-berichterstattung-downloads/post-gb-2011-finanzbericht.pdf
    page 22: http://www.pro-chart.de/images/FS_Schweizer_Post.png
     
    A way that is not so very common is to divide the bars in a lot of single datapoints. So maybe the 390k bar then consists of about 5,000 single datapoint. That's not possible - it is! Have a look:
    http://www.pro-chart.de/images/Dotted_WF.png
    It's pure excel!
    Now one single point ist 0,2% of the whole (in the example above). Add more datapoints and you can visulize the very big and the very small numbers!
    Wish you a lot of fun - visualizing with excel can be very powerful!
    Joerg
    ...if you would like to know how these charts work, just send an email to J.Decker@pro-chart.de
     

  18. dan l says:

    Hey Joerg,  
     
    I don't dig so much the dotted waterfall thing.  But this is kind of awesome:
     
     
    http://www.pro-chart.de/images/FS_Schweizer_Post.png
     
     
     

  19. Angie says:

    Can you help me on the bar of bar graph?  Would it be possible to create that from pivot table?  Can you show me how to create the bar of bar graph?

  20. Yook says:

    do nothing but say "Awesome!"

  21. Suneet says:

    You are a Rock star.....This seemed an answer as if someone was reading my mind and just had the solution to my questions on what I exactly was looking for .....What a Fab !!

  22. Anthu says:

    can u explian me step by step

  23. mandeep says:

    Can anyone please explain how to make this chart please.
     

  24. Mandeep says:

    Can someone please explain how to make PIE OF PIE Chart.

  25. vamshi says:

    Hi... i love these charts.... can any one show me how to draw these charts in excel 2010

  26. Kuldeep says:

    Where is the attachment....it used to be there...i have seen this before but now i am not able to find...

  27. Jamie says:

    Normally I don't learn post on blogs, however I would like to
    say that this write-up very compelled me to try and do so!
    Your writing style has been amazed me. Thank you,
    quite great article.

  28. Gustav says:

    This is very impressive, I would like to learn how to build this for myself. I have tried for some time now, is there a step by step process on how to create these waterfall pie of pie charts?

  29. electrojit says:

    I am novice to excel and use it very seldom. But your blog contains to the point information one needs to get going.

    I was searching for a trick to do a Pie chart drill down - for example the first pie chart shows how the prices are distributed between perishable and non-perishable items.

    Now if we want to know how the perishable items are distributed - one can click the segment and it will draw another pie chart with distribution of all different perishable items (milk,meat,fruit,veg etc)

    So do you have any such trick?

    Regards,
    electrojit

  30. Ted Wilson says:

    I like the look of your pie of pie of pie chart, although I understand that the relative size of each pie does not represent the actual percentages.

Leave a Reply