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    IISE 2021 - Dashboard Guidelines

    Uploaded by

    Intan Putri Maharani Sinaga
    The document discusses building interactive Excel dashboards. It explains that dashboard skills are in high demand and will make you stand out. It outlines what will be covered, including what a dashboard is, planning dashboards, good design principles, required Excel skills, and how to build your own interactive dashboards. The webinar format is described as a 1 hour recorded session teaching Excel skills to build dashboards using Excel 2010 files that are compatible with other versions.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    IISE 2021 - Dashboard Guidelines

    Uploaded by

    Intan Putri Maharani Sinaga
    42 views21 pages
    The document discusses building interactive Excel dashboards. It explains that dashboard skills are in high demand and will make you stand out. It outlines what will be covered, including what a dashboard is, planning dashboards, good design principles, required Excel skills, and how to build your own interactive dashboards. The webinar format is described as a 1 hour recorded session teaching Excel skills to build dashboards using Excel 2010 files that are compatible with other versions.

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    IISE 2021_Dashboard Guidelines

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    The document discusses building interactive Excel dashboards. It explains that dashboard skills are in high demand and will make you stand out. It outlines what will be covered, including what a dashboard is, planning dashboards, good design principles, required Excel skills, and how to build your own interactive dashboards. The webinar format is described as a 1 hour recorded session teaching Excel skills to build dashboards using Excel 2010 files that are compatible with other versions.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    42 views21 pages

    IISE 2021 - Dashboard Guidelines

    Uploaded by

    Intan Putri Maharani Sinaga
    The document discusses building interactive Excel dashboards. It explains that dashboard skills are in high demand and will make you stand out. It outlines what will be covered, including what a dashboard is, planning dashboards, good design principles, required Excel skills, and how to build your own interactive dashboards. The webinar format is described as a 1 hour recorded session teaching Excel skills to build dashboards using Excel 2010 files that are compatible with other versions.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 21

    Interactive Excel

    Dashboard
    Why Learn Dashboard?
    Dashboard skills are in demand and will get you noticed.

    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
    Testimony
    course and he agreed.
    from the
    Professional
    World
    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 unbeatable 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.
    What Will You 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

    ● How to Build your own interactive Excel Dashboards?


    Webinar Format
    ● Approx. 1 hour - recorded for download later

    ● How to use Excel to build dashboards

    ● 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

    ● Q&A below video


    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."

    Dashboard -Stephen Few


    Dashboard Dirty Secret

    #1 #2

    It’s not black magic! You may already have


    the Excel skills.

    #3 #4

    Dashboards are just a


    compilation of data, No VBA required
    analysis and charts
    Planning
    Research your requirements:

    - Dashboard Purpose

    - Audience

    - KPI’s (Key Performance Indicators)

    - Time Period

    - Data Source

    - Frequency and Delivery


    Mock-up
    Excel Skills

    1 Charting

    Excel Tables
    2
    3 Formulas

    PivotTables
    4
    5 Formatting

    Not VBA
    6
    Design
    Design - Less is More
    Design - Which Chart
    Comparing Categories
    Values Over Time
    Distribution
    Correlation
    Chart Recipe eBook
    Data Sources

    1 3 5
    SQL
    Server

    2 4 WWW… .COM
    Tabular Format

    Tabular Format Tutorial


    Format as an Excel Table

    Excel Table Tutorial


    More Resources

    ● Formula Tutorials
    ○ GETPIVOTDATA Function
    ○ OFFSET Function

    ● PivotTable Tutorials

    ● Excel Tables

    ● Excel Charts

    ● Online Excel Dashboard Course

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