By Arnold Muscat

FUNDAMENTALS OF EXCEL DASHBOARDS PRESENTED BY College Africa Group Website : WWW.COLLEGEAFRICAGROUP.COM Email : SALES@COLLEGEAFRICAGROUP.COM

Well just what is a DASHBOARD? Saturday, 10 November 2018 Fundamentals of Excel Dashboards

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. http://www.corda.com/what-is-a-dashboard-report.php Saturday, 10 November 2018 Fundamentals of Excel Dashboards

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. http://www.dashboardzone.com/what-is-a-dashboard Saturday, 10 November 2018 Fundamentals of Excel Dashboards

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. http://www.exceluser.com/dash/index.htm Saturday, 10 November 2018 Fundamentals of Excel Dashboards

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 http://www.slideshare.net/matthieua/dashboard-definition-examples Saturday, 10 November 2018 Fundamentals of Excel Dashboards

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. http://libweb.surrey.ac.uk/library/skills/writing%20Skills%20Leicester/page_74.htm Saturday, 10 November 2018 Fundamentals of Excel Dashboards

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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