All articles with 'dashboards' Tag

This is part two of our three part series on how to analyze half a million customer complaints. Read part 1 here.

Analyzing Regional Trends

As introduced in part 1, our complaints dataset has geographical information too. We know the state & zip code for each complaint. Please note that zip codes are partial or missing for a 10% of the data.

In this article, let’s explore three ways to analyze regional trends.

1. Regional trends by state, product & issue
2. Complaints per million by state
3. Complaints by zip code

Most advanced Excel users know that slicers are cool. Today, let’s learn how to use slicers to create an awesome selection mechanism for your dashboards and forms.

First see a quick demo

Looks slick, eh? Read on.

Hello all, prepare to be amazed! Here are 43 creative, fun & informative ways to visualize KPI data.

About a month ago, I asked you to visualize KPI data. We received 65 entries for this contest. After carefully reviewing the entries, our panel of judges have discarded 22 of them due to poor charting choices, errors or just plain data dumps. We are left with 43 amazing entries, each creatively analyzed the data and presented results in a powerful way.

How to read this post?

This is a fairly large post. If you are reading this in email or news-reader, it may not look properly. Click here to read it on chandoo.org.

1. Each entry is shown in a box with the contestant’s name on top. Entries are shown in alphabetical order of contestant’s name.
2. You can see a snapshot of the entry and more thumbnails below.
3. The thumb-nails are click-able, so that you can enlarge and see the details.
4. You can download the contest entry workbook, see & play with the files.
5. You can read my comments at the bottom.
6. At the bottom of this post, you can find a list of key charting & dashboard design techniques. Go thru them to learn how to create similar reports at work.

Thank you

Thank you very much for all the participants in this contest. I have thoroughly enjoyed exploring your work & learned a lot from them. I am sure you had fun creating these too.

So go ahead and enjoy the entries.

Imagine you are the head of training department at ACME Inc. You arrange training programs round the year to empower your team. It is hard work, coordinating between employees, trainers, department heads, venues and coffee machines. What if there is something to help you keep track of all this? I am not talking about getting you a shiny new iPad, you silly. I am talking about a tracker & calendar built in Excel that ties everything together (well, almost everything, you still have to fill the coffee machine.)

We are going to build a training program tracker & calendar using Excel.

Podcast: Play in new window | Download

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In the 44th session of Chandoo.org podcast, let’s talk about failures.

What is in this session?

In this podcast,

• Book announcement about Dashboards for Excel
• Story of my first ever dashboard
• Important lessons – Requirement Analysis for dashboards
• Resources for creating awesome dashboards
  • Podcasts
  • Books
  • Courses

I have an exciting announcement to share with you. My first ever print book – Dashboards for Excel, co-authored with Jordan Goldmeier is releasing on 15th September.

Dashboards for Excel – what is it?

As the name suggests this book is a handy guide for anyone preparing dashboards, management reports and business intelligence workbooks using Excel. The key benefits are,

• Learn the visualization tools, charts, tables, and graphs important to management.
• Understand what management doesn’t want to see in a report
• Turn around dashboards faster and cheaper than ever before
• Understand the key role dashboards play in an organization
• Analyze real-world dashboards to apply important features to your own organization
• Utilize understated, but powerful, Excel formulas and VBA code
• Avoid common pitfalls in Excel development and dashboard creation
• Get started with the Excel data model, PowerPivot, and Power Query

As you can see, this is an advanced Excel book with lots of examples, case studies and practical tips.

Cascading drop downs enhance usability of your dashboards & interactive workbooks. A cascading drop-down is a 2 or more level selection mechanism. When you have 100s of selection choices, instead of creating one massive drop down or combo-box, you can set up multiple levels of drop downs, so that users can narrow down their selection. For example, users can select Country, State and then City using cascading drop downs.

There are many ways to setup cascading drop downs. You can use formulas coupled with either data validation or form controls. You can also use Slicers. In this video we will review these techniques.

Pivot tables are very powerful analysis tools. They can summarize vast amounts of data with just few clicks. But they are lousy when it comes to output. Imagine the horror of putting a pivot table right inside your beautiful dashboard. One refresh could ruin the layout and create half-an-hour extra work for you.

How to combine the power of pivot tables with elegance of your dashboards?

The answer is: GETPIVOTDATA()

Here is a best practice to improve your dashboard usability. If you have an interactive dashboard, highlight user selections thru conditional formatting.

Check out below quick video to understand what this means.

Whenever you have a dashboard that is quite long or spans across multiple worksheet tabs, it can be hard to use. Here is a simple trick to make your dashboards user friendly. If your dashboard has form controls, create duplicate sets of them and place them in locations where users are looking. For example, If your […]

Making your workbooks, charts, dashboards & presentations beautiful is a time consuming process. It is a mix of art & craft. Naturally, we spend hours polishing that important slideshow or visualization. But do you know about simple features in Excel that can save you a lot of time and help you create gorgeous output?

This is a guest post by Sohail Anwar.

August 29, 1994. A day that changed my life forever. Football World Cup? Russia and China de-targeting nuclear weapons against each other? Anniversary of the Woodstock festival?

No, much bigger: Two Undertakers show up at WWE Summerslam for an epic battle. Needless to say: MIND() = BLOWN().

And thus begun one boy’s journey into understanding the phenomenon of Multiple Occurrences.

My journey continued, when just a few years later my grandfather handed me down a precious family heirloom: A few columns of meaningless data that I could take away and analyze in Excel. You may laugh but in the 90’s, every boy only wanted two things 1) Lists of pointless data and …

Friends and readers of Chandoo.org, my newest download, Excel Dashboard Templates are available for your consideration. Click here if you are ready to get them. Read on to know more.

What are Excel Dashboard Templates?

As the name suggests, these are ready to use Excel templates for creating awesome, informative, easy to understand & quick dashboards with your data. You just enter your data, set up few calculation options, decide how your dashboard should look & bingo, a beautiful & insightful dashboard will be created for you. These dashboards are optimized to look great, convey key information & prompt correct action.

Who should buy these templates?

Analysts, managers, reporting professionals, business owners & executives. These templates are designed to help anyone preparing Excel based dashboards, scorecards or KPI reports.

Benefits for you

• Design awesome dashboards in minutes, not months: Don’t waste hours trying to figure out formulas, chart settings and layouts. Instead focus on what your users want, how your business works and use those insights to tell the ‘Excel Dashboard Template’ what you want. Save time and look awesome.
• Accommodate change elegantly: People change. Businesses change. What your boss wanted last month is no longer what she wants today. So when someone asks you, “hmm, can you show me YTD data instead of last 13 months”, or “Can I see top 10 KPIs instead of all”, you just smile and tap a few clicks and bingo, the new dashboard will be ready. These templates are designed to handle change (data, requirements, design preferences and insights).
• Beautiful & Informative: These templates are designed with a delicate balance of beauty & insight. Everything is seamlessly designed, perfectly aligned and precisely calculated so that you & your boss can focus on the insights & decisions. Time tested and well honored visualization principles & guidelines are observed thru-out the reports.
• Built for starters, built for pros: Whether you are just starting with Excel or a seasoned pro, you can find the templates right up your alley. For advanced users, we have many customizations to whet your appetite. Want to build a custom calculation or include another type of sorting, you can do it by tinkering with ‘calculations’ sheet.

Hello folks,

Its almost ready. Our ready to use Excel dashboard templates are coming to a spreadsheet near you on November 13th.

Here is a teaser preview of the dashboards. Our own official trailer, rated A for awesome.

Watch it below:

http://youtu.be/2-TvjpEKf-o

(see it on our YouTube Channel, alternative link)

Excel Dashboard Templates – What are they?

As the name suggests, these a set of workbooks where you can key in your data, set up how you want the looks & bam, a beautiful, insightful, fun, easy to use dashboard pops right out. All in few minutes.

Here is how these templates can help you:

• Design awesome dashboards in minutes, not months: Don’t waste hours trying to figure out formulas, chart settings and layouts. Instead focus on what your users want, how your business works and use those insights to tell the ‘Excel Dashboard Template’ what you want. Save time and look awesome.
• Accommodate change elegantly: People change. Businesses change. What your boss wanted last month is no longer what she wants today. So when someone asks you, “hmm, can you show me YTD data instead of last 13 months”, or “Can I see top 10 KPIs instead of all”, you just smile and tap a few clicks and bingo, the new dashboard will be ready. These templates are designed to handle change (data, requirements, design preferences and insights).
• Customize everything: Unlike a template set in stone, these are designed to let you customize almost every little aspect of the output, calculations and behavior.
• Beautiful & Informative: These templates are designed with a delicate balance of beauty & insight. Everything is seamlessly designed, perfectly aligned and precisely calculated so that you & your boss can focus on the insights & decisions. Time tested and well honored visualization principles & guidelines are observed thru-out the reports.
• Built for starters, built for pros: Whether you are just starting with Excel or a seasoned pro, you can find the templates right up your alley. For advanced users, we have many customizations to whet your appetite. Want to build a custom calculation or include another type of sorting, you can do it by tinkering with ‘calculations’ sheet.

This is a guest post by Krishna, a football lover & one of our readers.

The wait for lifting the most valued priced in football for Germans was finally over. For a football fan, world cup is best time that is scheduled every four years and that if your favorite team lifting the trophy is like your crush is going on a date with you. 🙂

A sneak-peek at the final dashboard

Here is the final dashboard (it has more functionality than depicted). Click on it to enlarge.