2. By Arnold Muscat

3. FUNDAMENTALS OF EXCEL DASHBOARDS
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4. Well just what is a DASHBOARD?
Saturday, 10 November 2018
Fundamentals of Excel Dashboards

5. Some Definitions of Dashboards & Reports
A dashboard report is an important tool for any C-level executive and other business manager. While keeping you on top of vital statistics and KPIs, dashboard reports help you visualize and track trends on every level of your business and to align activities with key goals.
Saturday, 10 November 2018
Fundamentals of Excel Dashboards

6. Some Definitions of Dashboards & Reports
Dashboards are designed to help us monitor what’s going on at a glance—or at least, that’s what they’re supposed to do. …
To give people a means to rapidly monitor what’s going on, dashboards must be designed in particular ways to take advantage of the strengths of visual perception and cognition and to work around or augment their weaknesses.
Saturday, 10 November 2018
Fundamentals of Excel Dashboards

7. Some Definitions of Dashboards & Reports
Dashboard reports allow managers to step back from the details and see the key trends and relationships that drive their companies. Excel is an excellent tool for creating these reports.
Saturday, 10 November 2018
Fundamentals of Excel Dashboards

8. Some Definitions of Dashboards & Reports
A dashboard is a visual display of the most important information needed to achieve one or more objectives which fits entirely on a single computer screen so it can be monitored at a glance
Saturday, 10 November 2018
Fundamentals of Excel Dashboards

9. Some Definitions of Dashboards & Reports
A report is constructed for a clear purpose and to a particular audience. Specific information and evidence are presented, analysed and applied to a particular problem or issue.
Saturday, 10 November 2018
Fundamentals of Excel Dashboards

10. SUMMARY: DASHBOARD DESIGN PROCESS
1. Purpose
2. Design
3. Retrieve Data
4. Structure
5. Data Crunch
6. Graphical Design
7. Formats
8. Present
Saturday, 10 November 2018
Fundamentals of Excel Dashboards

11. Dashboard Design Process
Saturday, 10 November 2018
Fundamentals of Excel Dashboards

12. Fundamentals of Excel Dashboards
1. PURPOSE
Establish who requested the dashboard to be created and ask what information do they want. Determine who the audience of the dashboard will be.
Saturday, 10 November 2018
Fundamentals of Excel Dashboards

13. Fundamentals of Excel Dashboards
2. DESIGN
Create a rough sketch (AKA “Mock-up”) of the Dashboard. When designing the Mock-up, that will determine what you should include and exclude on he dashboard.
Saturday, 10 November 2018
Fundamentals of Excel Dashboards

14. Fundamentals of Excel Dashboards
3. RETRIEVE DATA
Know where you are getting your data from and see what is useful/practical and which data is useless. Do not clutter up your dashboard with “Nice to know” statements!
Saturday, 10 November 2018
Fundamentals of Excel Dashboards

15. Fundamentals of Excel Dashboards
4. STRUCTURE
Output
Data
Stage
Calc.
Phase where the Excel spreadsheet is structured. Create separate sheet tabs for the Data, Stage, Calculations and Output.
Data Tab – Where the raw is data is entered or imported into
Stage Tab – Where any tables or pivot-tables etc. is created
Calculations Tab – Where the actual excel formulas are entered (inter-related to
Saturday, 10 November 2018
Fundamentals of Excel Dashboards

16. Fundamentals of Excel Dashboards
5. DATA CRUNCH
Crunch the numbers and perform analysis on the Calculations sheet by using Excel formulas and tools To create indirect link to feed the Output.
Saturday, 10 November 2018
Fundamentals of Excel Dashboards

17. Fundamentals of Excel Dashboards
6. GRAPHICAL DESIGN
Create a visual representation of the findings through Excel charts etc.
Saturday, 10 November 2018
Fundamentals of Excel Dashboards

18. Fundamentals of Excel Dashboards
7. FORMATS
Remove clutter & format numbers effectively so the users can understand the information that they represent without confusion or hindrance.
Saturday, 10 November 2018
Fundamentals of Excel Dashboards

19. Fundamentals of Excel Dashboards
8. PRESENT
Present the dashboard to the audience and obtain feedback. Restart the process after obtaining feedback to improve the dashboard quality for the next refresh schedule.
Saturday, 10 November 2018
Fundamentals of Excel Dashboards

20. The Raw data used in the Dashboard one day course
Saturday, 10 November 2018
Fundamentals of Excel Dashboards

21. The Dynamic DashBoard - one day course
Saturday, 10 November 2018
Fundamentals of Excel Dashboards

22. The data calculations required to create the Dynamic DashBoard
Saturday, 10 November 2018
Fundamentals of Excel Dashboards

23. SOME ADVANCED DASHBOARD EXAMPLES
Sign up for more excel dashboard courses
MAKE FANTASTIC CHARTS
Saturday, 10 November 2018
Fundamentals of Excel Dashboards

24. START LEARNING NOW HOW TO MAKE A DASHBOARD
REASONS TO LEARN EXCEL DASHBOARDS
Create dynamic Excel solutions
Analyse vast amounts of data
Show everyone your Management skills
Save lots of time
Identify KPI and react quickly
Increase productivity
Discover your potential
Saturday, 10 November 2018
Fundamentals of Excel Dashboards

25. Call Arnold Muscat 083 778 4903 Call Centre 086 111 4679 sales@collegeafricagroup.com