Visualizing Financial Metrics – 30 Alternatives
Around 2 months back, I asked you to visualize multiple variable data for 4 companies using Excel. 30 of you responded to the challenge with several interesting and awesome charts, dashboards and reports to visualize the financial metric data. Today, let’s take a look at the contest entries and learn from them.
First a quick note:
I am really sorry for the delay in compiling the results for this contest. Originally I planned to announce them during last week of July. But my move to New Zealand disrupted the workflow. I know the contestants have poured in a lot of time & effort in creating these fabulous workbook and it is unfair on my part. I am sorry and I will manage future contests better.
Tell all versions of truth [Dashboard Best Practice]
Here is a simple but effective rule for your next dashboard. Tell all versions of truth. All versions? But there is only one version no? Of course, there is only one version of truth (or data), but you can present that in different ways, thus creating different perspectives, offering different insights. By using an interactive element (slicers […]
Analyzing half a million complaints – Customer Satisfaction Scorecard [Part 3 of 3]
This is the final part of our series on how to analyze half a million customer complaints. Click below links to read part 1 & 2.
- Complaint reason analysis – Part 1
- Regional trends & analysis – Part 2
Customer satisfaction scorecard
In the previous parts of this case study, we understood what kind of complaints were made and where they came from (states). For the customer satisfaction scorecard, let’s focus on individual companies.
Analyzing half a million customer complaints – Regional Trends [Part 2 of 3]
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.
- Regional trends by state, product & issue
- Complaints per million by state
- Complaints by zip code
Use slicers to create a cool selection mechanism [quick tip]
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.
KPI performance charts & dashboards – 43 alternatives (contest entries)
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.
- Each entry is shown in a box with the contestant’s name on top. Entries are shown in alphabetical order of contestant’s name.
- You can see a snapshot of the entry and more thumbnails below.
- The thumb-nails are click-able, so that you can enlarge and see the details.
- You can download the contest entry workbook, see & play with the files.
- You can read my comments at the bottom.
- 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.
Employee training tracker & calendar – tutorial & download
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.