Interactive Excel Dashboards

By Mynda Treacy
 Your Trainer

Mynda Treacy
Co-founder My Online Training Hub
Microsoft Excel MVP

www.MyOnlineTrainingHub.com
 Why Learn Dashboards
• Dashboard skills are in demand
• Dashboard skills 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 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.
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 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
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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 Resources
Right-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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