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.

55 Responses to “Quickly Fill Blank Cells in a Table [Reader Tip]”

  1. Gregor Erbach says:

    this can be done in 3 steps:
    1. select the blank cells (as described above)
    2. select the cell with the value you want to copy (CTRL-CLICK to add to the selection)
    3. place cursor into formula bar and hit CTRL-ENTER

  2. Gregor Erbach says:

    please ignore or delete my comment - it solves a different problem: copying a single value to all blank cells. apologies.

  3. Andrew says:

    That is a great method and it saves me a lot of time! I first heard about it from Mr Excel in this video - http://www.youtube.com/watch?v=jHmh_viESuw. He has a neat way of doing the paste special values at the end of his video.

  4. Ahmad Qadah says:

    Hi!

    I fill blank cells with an almost identical method; go to any the first blank cell in any column and place the equation and enter (=D2, for the same example above); then copy that cell, select the columns/range you want to fill (even if in different columns), Special, go to Blanks, Paste (default), copy all range and paste as values.

    although the two methods are almost identical, what i use might be less hectic regarding entering formulas without clicking any of the cells (step 7)

    ie:
    1. fill an empty cell with using =D2(cell above)
    2. copy D3 (the cell with the formula)
    2. Select blank cells after selecting the range with empty cells (steps 1,2,3,4 and 5)
    3. paste (normal)
    4. copy then paste as values

    BR
    AQ

  5. Great tip. I'll use it later today!

  6. Sean Wood says:

    Martin -Thank You! This wonderful tip will save me a great deal of time each week.

  7. Tom says:

    Thanks Martin! Up to this point, I've always used a clumsy combination of filters and fill-down's. This is much cleaner.

  8. Robert says:

    Fantastic. Thanks for sharing.

  9. Ken says:

    None of these steps are necessary, Excel has this feature built into the ribbon.

    Click on any row label in the table where there are blanks under it.
    Click on the PivotTable Tools>Design tab on the ribbon
    Click the Report Layout button in the Layout group at the far left
    Select the option in the list

    Done
    To remove the duplication, use the feature right below that option.

  10. Cliff B says:

    There is a slightly simpler way and more flexible. Hihglight the required cells - which could be the column only in your table. Do the Ctrl-G, Alt-S, K, Enter (or Goto, Special, Blank Cells) so that they are highlighted and Type ={up arrow}, Ctl-Enter. This will make the cells equal the cell above - you do not have to enter any address at all. The technique can obviously be adapted to many situations. An example of the practical use for this is when you have saved an Inventory report from an accounting program that prints a heading (or something) on one line and prints details of that group (the heading) on subsequent lines (without the heading).

  11. frans says:

    Hi Martin,
    great trick! If only I had known it earlier, it would have saved me quite some time...
    Not again, thanks!

  12. Alan says:

    I came across this in a class recently myself and posted a tutorial on my blog. The Special area of the Go To dialogue box is wicked. Some great options in there, hidden away waiting to be found.

    Good work Martin.

  13. Gabriel says:

    Hi Martin,

    Many thanks for sharing this powerful trick. Saves alot of time.

    Gabriel

  14. BigG says:

    Please give credit where credit is due. Posted on June 30, 1998: http://www.mvps.org/dmcritchie/excel/fillempt.htm

  15. Arti K says:

    Ahhh... Very neat trick. Thank you, Martin.

  16. Kim says:

    Ken, I tried to follow your post but could not get it to work. Could not find options

    I have been using this trick for ages and would be lost without it.

  17. Marie says:

    Thank you very much!!! I had other tricks to deal with it, but this one is way faster and easier!!!

  18. Chandoo says:

    @BigG: Good resource there. Thanks for sharing the link with us. Please note that, this technique is not new. I am sure many Excel users would have discovered this already. We have not copied or inspired from David's article. It was just a happy coincidence.

    @Ken: Your technique works only with Pivot Tables made in Excel 2010 or above.

  19. Mano says:

    Thanks Martin!! Nice post 🙂

    @Chandoo: I also use the ASAP utilities add- in available in the link below:
    http://www.asap-utilities.com/download-asap-utilities.php

    This summarizes lot of hidden features in excel (like using Find function on entire workbook, password protecting all sheets at once, copying print setting of sheets etc.,) and is quite useful for beginners like me 😉

  20. David A says:

    Thanks Martin and Ahmad Qadah. This is useful. I previously used to ask the senders to retrieve the data again so that I did not have the blanks.

  21. Prem Sivakanthan says:

    Nice trick. I always use the specialcells method of the range object in code to access this powerful goto special dialog box in vba - a trick that Chandoo taught me in vba school - which is another reason you should join (a free bit of promotion for you Chandoo..!)
    🙂

  22. Ken M says:

    Yes I have seen this one before so credit may belong elsewhere. Never the less still especially useful where a legacy system report is sent to a text file which is subsequently re-imported to Excel but the original report is indented by groups. You can then recreate a complete data record for each report line

    NB Different Ken to above

  23. Tanja says:

    Thanks Martin - great post. I often work with data in this form and I usually fill in the blanks manually, by copying and dragging a cell value down - this way is much less prone to human error!

  24. Vishy says:

    One challenge.. the last step where I change formula to constants. This replaces any formulas that I have as well. What If I want to change the formula to constants only where I replaced them with blank ?

  25. Prasanna says:

    Hi martin, thanks a million 🙂

  26. Victor C says:

    Nicely explained Martin, thanks for sharing this tip. As Tanja says, this method is far less error-prone. When I first learned this method it saved me lots of time, so I decided to create a video on Youtube to share it with others. In my 3 minute video I compare side-by-side two methods of filling in blanks on 500 rows of data (1) using the fill handle, (2) using Go To > Special > Select Blanks

    Just like in Mr Excel's video shared by Andrew in comment (3), I used the right mouse button to drag the selection border to do paste special values at the last step.

    If you want to check out my video, visit this link: http://www.youtube.com/watch?v=9TDcVOKbm34&hd=1

  27. Ghazanfar J says:

    I've came across this a month ago, and it really is a gem of a tip!

  28. Sue K says:

    Thanks. Great tip and useful for a range of excel projects 🙂

  29. Martin says:

    Vishy,
    When you Ctrl Enter the formula into all blank cells, Excel keeps the formerly blank cells highlighted, revealing the new values.
    At this point you can choose to Copy and Paste Special them as constants. All other formulas remain untouched.

    BigG,
    I was not familiar with that link and I certainly didn't copy the article from it. As Chandoo commented this is not a new technique, and I am hardly the first to have written about it.

  30. Ahmed Qadah says:

    @Martin,

    using office 2007; you can not copy multiple selection, what version are you using?

    Thanks

  31. Anup Agarwal says:

    Thanks, Really nice, really helpful.

  32. SomeintPhia says:

    wow, how cool is that! Thank you for this tipp!! GREAT!

  33. Wookiee says:

    I thought this was a great tip. I had never done such things with tables in Excel (having only converted to 2007 a couple of months ago, I soon discovered what a versatile tool they can be). So I decided to create my own copy and duplicate the process. Taking it a step further, I recorded the steps in VBA and used those as a guideline to create this simple macro which accomplishes the same function.

    Caveat: this will only work when a cell in the table is selected and it will replace ALL formulas in the table with their values.

    Sub FillTableBlanks()
    ' Macro created 20 October 2011 by Jason B White

    'Declare Variable
    Dim strTable As String

    'Get Current Table Name
    strTable = ActiveCell.ListObject.Name

    'Select Current Table
    Range(strTable).Select

    'Fill Blank Cells With Formulas
    Selection.SpecialCells(xlCellTypeBlanks).FormulaR1C1 = "=R[-1]C"

    'Paste Values Of Formulas
    Selection = Selection.Value

    End Sub

  34. Wookiee says:

    I hope that submitting macros is sanctioned in this forum. My previous post was my first ever attempt at contributing to an Excel blog. And I'm unaware if there is a way to differentiate macro snippets by using tags as I've seen in other Excel VBA forums.

    I just wanted to mention that I figured out a way to modify my macro so that it doesn't overwrite ALL formulas in the table, but only those which were filled in by the macro.

    Modifying the fourth section (Fill Blank Cells With Formulas) as shown below accomplishes that:

    'Fill Blank Cells With Formulas
    Selection.SpecialCells(xlCellTypeBlanks).Select
    Selection.FormulaR1C1 = "=R[-1]C"

  35. Amathya says:

    Hi,

    I face a similar situation in office and use the below macro after selecting the range of data across which I want to duplicate the data below.

    Sub FillBlankCellsSelectionDown()
    Dim rAcells As Range, rLoopCells As Range

    Set rAcells = Selection

    For Each rLoopCells In rAcells
    If rLoopCells.Value = "" Then
    rLoopCells.FillDown
    End If
    Next rLoopCells

    End Sub

  36. Joe Lavery says:

    re: paste special -> values
    Drag the Paste Values toolbutton on to the standard toolbar next to the Paste button and save a couple of clicks.

  37. Alejandra says:

    Hi everyone many thanks for sharing this solutions but do not work Excel 2003? right? Thanks

  38. Wookiee says:

    @Alejandra:
    I know that the macro I created was in Excel 2007. I assume that it's probably specific to 2007 (or 2010), but can't be sure, as I no longer have access to a PC running Excel 2003.
    I have to admit that I didn't even realize that tables existed when I was using 2003.

  39. YM says:

    Filling blank cells (cleaning-up the pivot-table aftermath) is one of our "daily-ritual", to dealing with those, we've create a short-cut (one of the many) to very quickly fill-up those blanks.

    Basically what we need to do is to select the whole area to be filled-up (with the value above), and click a button, VBA automatically deals with the rest.

  40. YM says:

    We use VBA to handle this problem just as mentioned above by several other people, however, I think we'll also need to consider the extreme (well, actually not that extreme if you're dealing with lots of data on a day-to-day basis) case: that the "blank" cells are highly fragmented, e.g. the maximum "areas" that Excel 2003 can handle is around 6500 (sorry I couldn't find the exact spec).

    Thus, in our function, there's another step to cut-off the number of cells going into the "specialcells" function, just to make sure that the function will run in every condition.

  41. Ashish pandey says:

    I just wanna give a solution to similar problem which i face regularly while copying the data from a pivot as it is. I apply the following solution which i think is the easiest one on earth. Select a cell F2 (considering that column E is the last column filled with data) and type the following formula =IF(ISBLANK(A2),F1,A2). Now just drag the formula equivalent to the length and breadth of the entire range of data which want to fill in this case drag it from F2:I21 , remember do not apply on the cost column.
    Now just copy whole new range i.e: F2:I21 and paste special it over the former range A2:D21. That's it 🙂
    If u find any problem related to this formula u r welcome to contact me.

  42. Vijaykumar says:

    thanks martin

  43. BK says:

    This doesn't work in excel 2007. So request to Martin , if he can confirm which version he has used. Guess 2010.

  44. Ahmad Qadah says:

    @BK

    my method (comment #4) which is almost the same as Martins works on excel 2007... i've been using it since 2007 came out actually.

  45. AAC says:

    Excelent trick, thanks Martin.

  46. dINESH says:

    eXCEEELLTOOOOOOOOOOOOOOOO......!

  47. Sharif from Bangladesh says:

    Many thanks to Martin.

  48. Shyam says:

    im getting an error no cells were found why is this

  49. Patrick says:

    Very cool trick!
    I'm facing a similar problem, but I'd like to use a formula to pick the first non-empty above the referenced cell, and keep the empty cells empty. Any solution?

    Example case:
    I've got 3 columns, 1) consecutive dates, 2) my current weight, 3) my BMI. The first data row would be like: A2) jan-1, B2) 70 (kg), C2) =70/1,75^2 (because my height, 175cm, is pretty constant)

    Now of course I forget to write down my weight on jan-2nd, so the formula would return 0. If my weight is blank, I'd like to refer to the last 'non-blank' weight (up the list of course, so jan-1st).

    The solution on this page would solve my problem partially, but every time I leave cells blank, I have to repeat these steps. A formula would prevent this, AND I can still see which days were actually not filled in.

  50. LES GOINS says:

    Thxs! Yes, "knew" you could do this with "one" col of data...never thought to try it with >>multiple<< cols...Cool!

  51. Madhan says:

    Thanks a lot i was searching this thing for many days ,
    Thanks a lot to martin
    Thanks a lot to martin

  52. Madhan says:

    Thanks a lot i was searching this thing for many days ,
    Thanks a lot to martin

  53. testsnurr says:

    The north, on the contrary, is the land of mighty and sometimes creepy-looking pinetrees, often compared to monsters from fairy tales.
    Pages 1 through 3 of the tentative budget are also printed in portrait format so
    the writing on those pages is also sideways.
    There are occasionally long discussions of the cost of nuclear relative to the cost of renewables in the technical literature.

Leave a Reply