CREATE DYNAMIC EXCEL DASHBOARDS: A simplified step-by-step guide
William K. Wonder
This book is born out of helping a lot of my clients to develop interactive Excel reports from their usual dull tables that are normally ignored by management while making decisions. It is therefore written with the pains of a working profession in mind.
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.
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.
Year:
2020
Language:
english
Pages:
69
File:
PDF, 1.33 MB
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