William K. Wonder - CREATE DYNAMIC EXCEL DASHBOARDS: A simplified step-by-step guide
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In it, I have connected the dots on how to leverage on Excel formulas and features to create an interactive Excel dashboard. The end goal is to set up a dashboard that will only require pasting of new data to refresh the various KPIs being tracked, without having to rework the analysis behind these metrics!
You will thus find it useful if you are looking forward to significantly cut down on the time taken not only to create reports, but time taken during management meetings as managers ask for various views of your data.
As an analyst, you will then be able to focus on what really matters to you and the business -i.e. drawing insights from data and advising management decisions.
It covers:
1.How to prep your data for further reporting. That includes cleaning and adding auxiliary columns.
2.Data analysis techniques available in Excel with a special focus on hidden PivotTable features such as displaying %, showing YoY growth rates, connecting a slicer to multiple reports and making these slicers static on the dashboard page, among others.
3.Features to make the Excel dashboard dynamic and interactive
4.Protecting and sharing the dashboard file, including a macro to print the dashboard view.
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CREATE DYNAMIC EXCELDASHBOARDS
A simplified step-by-stepguide
William K. Wonder
Copyright
All Rights Reserved
2017 William K. Wonder
This book is licensed strictly forpersonal or educational use.
Redistributionin any form is prohibited, and should only happen with express writtenauthorization from the publisher/author.
Everyeffort has been made to make this eBook as complete and accurate as possible.However, the authors and copyright holders provide absolutely no warranty forany information provided, and shall not be liable to any person or entity forany claim, damages, or any other liability arising from, out of, or inconnection with the information in this book.
This document and sample workbook areprovided as-is and expresses the authors views and opinions. Information andviews expressed in this document and sample workbook, including URL and otherInternet Web site references, may change without notice.
Content
This book aims at equippingyou with advanced Pivot Table skills that can help you analyze any set of dataand present it in an intuitive and interactive style as opposed to presenting staticreports. I will focus on the hidden power of Pivot Tables as I take you througha journey of creating your interactive data visualizations.
The techniques covered herewill apply for MS Excel 2010 and higher versions.
As much as this dashboarduses sales transactions data, the techniques discussed here-in will apply forany other data, so long as the data is arranged and defined by the conventionalrows and columns!
This book takes a very practicalapproach to data analysis in Excel and my high anticipation is that youwill find it easy to follow the useful techniques that you need to provideinsights backed by data. I look forward to interacting with you at my blog datacycleanalytics.com /blog oron Twitter @BillWilliamsK , LinkedIn and Facebook .
As a supplement to thismanuscript, I recommend articles at Chandoos website who in many ways has been a mentor in my learning journey of advancedExcel concepts.
The content covered hereinseeks to consolidate in a centralized place my experience in training various workingprofessionals in Kenya on how to maximize advanced Excel features in the office.
Should you need to clarifysomething as you go through the content herein, please write to me on
Iencourage you to practice the concepts by using the accompanying Excel workbook sothat you can gain maximum benefits.
I will appreciate if youcould also leave an honest review on Amazon.
Complement your experiencewith this
FREEDOWNLOAD
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https://datacycleanalytics.com/boardroom-ready-excel-charts/
Business Intelligence isone of the buzzwords in this age of big data, data science, and analytics. Tosimplify the understanding of Business Intelligence (BI) we shall limitourselves to the ability to leverage on data to inform business decisions.In order for management to have fruitful discussions during their periodicalmeetings, the analysts need to learn the invaluable skill of dashboardreporting.
A dashboard can be taken asa decision support tool that succinctly displays the key metrics being tracked,mostly on a single screen. Most BI solutions provide ability to developdashboards. MS Excel provides a very flexible platform to develop veryinteractive dashboards without having to make extra investments.
A DASHBOARD is a decision support tool that succinctly displaysthe key metrics, mostly on a single screen, for better management decisions.
When creating dashboards inany platform, it is important to think through the messageonewants to convey. Each chart type and table that one includes in thedashboard page need to complement and add a different angle to the overridingtheme of the dashboard.
The choice of colouris very important. I recommend using colours that are easy on the eye. To besafe, stick to your corporate colours. After all, the goal of the dashboardis insights and not pictures!
Another consideration forcreating a dashboard is the need to clearly communicate information at alevel that is actionable. For instance, a CFO and a product manager mayrequire to track information at different levels of details. As an analyst, youneed to listen to the needs of various users of the dashboards and distill itto the right level. This calls for discussions with the consumer of yourdashboard to understand how the information displayed impacts their day-to-daydecisions.
This book doesnt go intodetails in regard to the above paragraphs but assumes the reader has taken careof these considerations.
Therest of this book shall focus on a fictitious restaurant, Santa Inn, whichoperates in 4 locations. The structure of the business is such that each of thelocations has several sales agents.
CLICKHERE TO DOWNLOAD THE COMPANION WORKBOOK
Santa Inn has employed Jeanas a Data Insights Analyst and its management, in particular the hotel manager,needs a way to have a better grip on the core business numbers for him tobetter react to market trends.
After interviewing thehotel manager, Jean came up with the following as the most important metricsthat will show the health of the business.
Totalrevenue (YTD) generated in a given year, and the growth rates there of
Monthlytrend analysis of revenue for the past 3 years
Contributionof each location to the overall revenue
Best-selling(top 5) and poorly performing (bottom 5) products in each location for agiven year
Performanceof the various product categories to see the category driving sales, again slicedper location and year
Performanceby sales agents
Having worked with SantaInn since its inception, Jean knows her way into the business and goes ahead toimport the data that would help her address the needs raised by the hotelmanager.
Figure :Sample data set
On quick scan of the datashe got from the system, Jean identifies that the business deals with 77unique products that are segmented into 8 categories. The datarepresents 3 years of sales. She is happy and gets down to business.
Before she goes further, Jeantakes a pen and a paper and mocks up how her final dashboard would look like.Figure 2 below shows the sketch that will act asthe road map for the rest of this book.
Figure :Dashboard Sketch / Mockup
DashboardTip:
It is good practice to always draft a mockup of the finaloutput. The mock up follows the user requirements gathered during theinterviews with the hotel manager above. Sketching allows you to think what isthe best visualization to use to convey each of the metrics identified, and therelative positioning of the visuals on the one pager dashboard. This also savesyou a lot of time when it comes to doing the analysis. Note however, that thesketch/design acts as a guideline and you can review it until you achieve onethat will use the one-worksheet optimally.
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