Interactive Excel Dashboards By Mynda Treacy Your Trainer

Interactive Excel Dashboards By Mynda Treacy

Your Trainer Mynda Treacy Co-founder My Online Training Hub Microsoft Excel MVP www. My. Online. Training. Hub. 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. www. My. Online. Training. Hub. com

Webinar Format • • • Approx. 1 hour - recorded for download later How to use Excel to build dashboards Not teaching Excel skills e. g. Pivot. Tables, 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 www. My. Online. Training. Hub. com

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 • • • www. My. Online. Training. Hub. com

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 www. My. Online. Training. Hub. com

Planning • Research your requirements: – Dashboard Purpose – Audience – KPI’s (Key Performance Indicators) – Time Period – Data Source – Frequency & Delivery www. My. Online. Training. Hub. com

Mock-up www. My. Online. Training. Hub. com

Excel Skills • • • Charting Excel Tables Formulas Pivot. Tables Formatting Not VBA www. My. Online. Training. Hub. com

Design www. My. Online. Training. Hub. com

Design – Less is More www. My. Online. Training. Hub. com

Design – Which Chart www. My. Online. Training. Hub. com

Comparing Categories www. My. Online. Training. Hub. com

Values Over Time www. My. Online. Training. Hub. com

Distribution www. My. Online. Training. Hub. com

Correlation www. My. Online. Training. Hub. com

Chart Recipe e. Book www. My. Online. Training. Hub. com

Data Sources SQL Server WWW…. COM www. My. Online. Training. Hub. co

Tabular Format Tutorial www. My. Online. Training. Hub. com

Format as an Excel Table Tutorial www. My. Online. Training. Hub. com

More Resources Right-click the links below > Open Hyperlink • Formula Tutorials – GETPIVOTDATA Function – OFFSET Function • • Pivot. Table Tutorials Excel Tables Excel Charts Online Excel Dashboard Course www. My. Online. Training. Hub. com