Excel Dashboard Tutorials

Posted by Dashboard Spy | Excel Dashboards | Wednesday 15 October 2008 8:49 pm

Excel Dashboard Update:

All excel users are encouraged to watch the new Excel Dashboard Tutorial.  It’s a 65 minute lesson on how to design and construct an excel dashboard.

Excel for dashboards? Yes, Microsoft Excel is an excellent starting point for business intelligence visualization. It’s everywhere in the enterprise and is a good way to start an organization down the dashboard path.

Chandoo, the Pointy Haired Dilbert, consistently offers amazing Excel Dashboarding Tips over at his blog at chandoo.org. He has a set of 4 great excel dashboard tutorials contributed by one of his faithful readers, Robert from Munich. These excel dashboard lessons are great and come with downloadable excel dashboard worksheets.

Take a look at these screenshots and visit Chandoo for the corresponding lessons.

Post 1 – Implementing a Scrolling Excel Dashboard Table

Create a scrolling dashboard portlet in excel

Post 2 – Add Sorting to the Excel Dashboard

Sort an Excel Dashboard Table

Post 3 – Add Percentile Information to the Excel Dashboard

Excel Dashboards with Quartiles

Post 4 – Excel Dashboards for Data Visualization

Dashboards in Excel with Microcharts for Data Visualization

Very nice job Robert and Chandoo. Thanks!

The Dashboard Spy

Using Color on Dashboards

Posted by Dashboard Spy | Dashboard Design | Thursday 2 October 2008 7:36 pm

Dashboard designers will remember some of our posts regarding the correct use of color in business charts in general and digital dashboards in particular. We presented some material of a “prescriptive” nature. That is, we listed do’s and don’ts regarding the use of color. For example, in the Dashboards by Example Volume 1 post titled “9 Rules for Using Color in BI Dashboards“, we referred you to Stephen Few’s article “Practical Rules for using Color in Charts“. And in the Dashboard Spy post on using Preattentive Variables in Dashboard Design, we looked at this little exercise:

color as a preattentive variable (click on the image to see the point)

Now, instead of “prescriptive” advice, we try the “descriptive” approach. Llet’s examine the thoughts of an experienced dashboard designer regarding his use of color during the course of designing a real estate dashboard. For this we turn to long-time Dashboard Spy contributor Robert Allison and his entry to a dashboard design contest.

Robert designed a real estate dashboard. Following the scenario of the contest in which he assumed the role of an analyst for a group of real estate agents, Robert strived to “… create a visualization that will allow them to view several characteristics of house sales in a given month to help them better track and understand what’s happening in the housing market.”

Here was Robert’s real estate dashboard. Click on the image to enlarge it. Below the screenshot of the dashboard, you’ll find Robert’s explanation of how he chose to use color to emphasize certain things in his design.

Use of Color Explained on this Real Estate Dashboard

Use of Color Explained on this Real Estate Dashboard

Click on the “more” link for the dashboard designer’s thoughts.
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