Chart Table – When Chart meets Table

Chart table - as the name suggests - is a beautiful fusion of a chart and a table giving rise to a visually appealing yet information rich presentation of data. Not that the concept itself is anything new - experts have openly and vociferously championed the cause of the chart table, its various facets have been discussed at length in numerous forums and the latest versions of excel come equipped with tools that further aid ...

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Chart Table - When Chart meets Table

Excel Dashboard using Pivot Table

Posted on 13 August 2009

Excel Dashboard using Pivot Table
Excel Dashboards created using a pivot table have the advantage of being low maintenance. The excel dashboard created using this method will typically have three layers - the raw data, the pivot table and the final dashboard presentation. This loosely follows the Model–View–Controller pattern found in software programming with the pivot table acting as the controller. Creating an Excel Dashboard using pivot tables As we mentioned earlier, to create a complete dashboard, the following three pieces need to be put together. ...
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How to synchronize two or more pivot tables using VBA

Posted on 08 June 2009

How to synchronize two or more pivot tables using VBA
One often comes across situations when one wants to synchronize two or more pivot tables. The problem arises when two or more pivot tables have the same underlying data set but show different views to the user. In such cases, combining both of them without losing data separation is not really an option. I wrote this small piece of VBA code a few months back that can help synchronize pivots across ...
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How to Create a Dashboard in Excel

Posted on 19 May 2009

How to Create a Dashboard in Excel
How do I create a dashboard in Excel? To create a dashboard in Excel you organize the data used by the dashboard in an excel workbook, create flexible models out of the data and then finally present the data as a properly formatted report or a dashboard. Before we begin, always keep in mind that if the dashboard you are creating is going to be used (and oftentimes maintained) by other ...
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Excel Offset Function

Posted on 01 April 2009

Excel Offset Function
The OFFSET function in Excel returns a reference to a range that is offset by a specific number of rows and columns from another range or cell. Before we begin, you can download the workbook containing a few examples of the offset function in excel here. The syntax for the Offset function in excel is: Offset( range, rows, columns, height, width ) range is the starting range from which the offset will be applied. Often it is a single cell but can ...
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Excel Chart Types – Basic

Posted on 31 August 2008

Excel Chart Types - Basic
These are some basic chart types in Excel. You can play around with these by downloading the file here. Stephen Few, Data visualization Guru and author, mentions a few rules for creating charts on his website PerceptualEdge. Some good reads are: Practical rules for using colors in charts Godin’s Silly Rules for Great Graphs Stephan has, over the years, written on many facets of presenting data ...
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Excel Dashboard : Data Modelling

Posted on 23 August 2008

Excel Dashboard : Data Modelling
If you have followed this till now (silly me, if you’re reading this, you likely might’ve :-)), you’ve completed the first of the three important phases in the development of your dashboard. You may want to use these formulas to get your data up to scratch for the next important step – Data Modeling and the generation of pivot tables. Generating a Pivot Table Once your data has been properly scrubbed, cleaned for errors and filled up, its time to us ...
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60 Useful Excel Formulas That Are Good To Know

Posted on 23 August 2008

60 useful excel formulas that are a good to know DATE = Returns the serial number of a particular date DATEVALUE = Converts a date in the form of text to a serial number DAY = Converts a serial number to a day of the month EOMONTH = Returns the serial number of the last day of the month before or after a specified number of months MONTH = Converts a serial number to a month NOW = ...
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20 Useful Excel Formulas You Must Know

Posted on 23 August 2008

20 Excel formulas you should know DATEVALUE = Converts a date in the form of text to a serial number DAY = Converts a serial number to a day of the month MONTH = Converts a serial number to a month YEAR = Converts a serial number to a year LEFT = Returns the leftmost characters from a text value LEN = Returns the number of characters in a text string RIGHT = Returns the rightmost characters from ...
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Excel Dashboard : Data Organization

Posted on 23 August 2008

Excel Dashboard : Data Organization
Having our first view of the data More often that not, dashboards get prepared with a large amount of data. Even if that’s not the case, it always makes send to have your data nicely laid out. That way, whenever you have to go back and check the accuracy of the data, it becomes so much easier. Let’s work with an example. Suppose we've just been provided with one year’s worth of sales and target numbers for the regional and ...
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Prepare Dashboard Using Excel : Shortcuts in Excel

Posted on 22 August 2008

Also useful would be to arm yourself with some shortcuts, they can be a ton of help when working with large amounts of data. The idea is to just work with the keyboard without having to use the mouse....things work much faster that way. Basic (and necessary) Cut Ctrl + x Copy = Ctrl + c Paste = Ctrl + v Minimize all = WinKey + m Move to first row = Home Move to last row = End Ctrl + ...
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Prepare Dashboard Using Excel : Basics

Posted on 22 August 2008

Prepare Dashboard Using Excel : Basics
I'll be using excel 2002 and 2003 for most of this so many of the things that work on these versions may not work on some of the earlier ones. There are certin excel "add-ins" that allow excel to do more things when they are turned-on when they are turned-off ! (Isn't that the case with everythign else though in life :-)) Please be sure to click on Tools -> Add-Ins... and in the add-ins box that appears, check/turn-on "Analysis ToolPak". ...
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Series: Prepare Dashboard Using Excel

Posted on 22 August 2008

"A dasboard is a collection of data and/or graphic elements that allow the reader to make better sense of what's taking place." That's my definition and I'm sticking to it!!! Often times authors will make this definition more complex. A dashboard no matter how complicated or sophisticated, is in the end, just a compilation of data and possibly, graphics. What they do......well they allow the reader "to make more sense of what's taking place". Special emphasis on "more sense". A dashboard will ...
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