interactive excel dashboards by mynda treacy. your trainer mynda treacy co-founder my online...

Interactive Excel Dashboards

By Mynda Treacy

Your Trainer

Mynda TreacyCo-founder My Online Training Hub

Microsoft Excel MVP

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Why Learn Dashboards• Dashboard skills are in demand• Dashboard skills get you noticed

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Well, I've presented my first Dashboard report (covering 45 sites, five regions and a summary) to the GM, who has in turn presented it to the Board. Your course was absolutely spot on and covered exactly what I needed to know. So, thanks a bunch! The GM was so impressed that I took the opportunity and asked him to reimburse me for the cost of the course and he agreed.

I am so excited to use your advice & tools to build the dashboard for my project which is due in the next 2 weeks.

My dashboard will be un-beatable if I compare it with the old style dashboards that my co-workers built for my workplace.They are not interactive at all, only a button to filter the selections.

Webinar Format• Approx. 1 hour - recorded for download later• How to use Excel to build dashboards• Not teaching Excel skills e.g. PivotTables, formulas etc.• Taught in Excel 2010 but compatible with Excel 2007 and 2013• Excel file containing the completed dashboard• Download this presentation with links to more resources• Fast pace• Q&A below video• Bonus gift• Full screen viewing

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What You’ll Learn• What is a dashboard• Dashboard dirty secret• Planning your dashboard so you nail it first time• Good Dashboard Design so it’s easy to interpret• Excel skills required to build Dashboards• Preparing your data – the right way so it’s quick to

build and even quicker to update• How to Build your own interactive Excel Dashboards

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What is a Dashboard

“a dashboard is a visual display of the most important information needed to achieve one or more objectives; consolidated and arranged on a single screen so the information can be monitored at a glance." Stephen Few

Dashboard Dirty Secret• It’s not black magic!• You may already have the Excel skills• Dashboards are just a compilation of

data, analysis and charts• No VBA required

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Planning• Research your requirements:– Dashboard Purpose– Audience– KPI’s (Key Performance Indicators) – Time Period– Data Source– Frequency & Delivery

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Mock-up

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Excel Skills• Charting• Excel Tables• Formulas• PivotTables• Formatting• Not VBA

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Design

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Design – Less is More

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Design – Which Chart

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Comparing Categories

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Values Over Time

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Distribution

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Correlation

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Chart Recipe eBook

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Data Sources

SQL Server

WWW… .COM

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Tabular Format

Tabular Format Tutorial

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Format as an Excel Table

Excel Table Tutorial

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More ResourcesRight-click the links below > Open Hyperlink

• Formula Tutorials– GETPIVOTDATA Function– OFFSET Function

• PivotTable Tutorials• Excel Tables• Excel Charts• Online Excel Dashboard Course

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