Microsoft Excel – Dashboards

Dynamically highlighting values that fall in the top or bottom ranges of your data sets.

The easiest way to add easy to read “bling” to your Dashboard.

Adding stoplights, check marks, flags and other icons to your Dashboard.

Applying dynamic heat maps to your data in order to show outliers and trends.

The key to adding dynamics to your dashboard starts with Excel’s Logic Functions.

Leveraging the logic of the IF() function to drive conditional formats based on formulas.

Understanding why you can define two different conditional formatting rules, yet end up with a mixture of both.

Exploring two rules that help ensure your charts convey their intended message.

Exploring the final three rules that help ensure your charts convey their intended message.

Bar Charts are useful for comparing values to each other. This lesson examines features that can be tweaked to optimize their consumption.

Column Charts are useful for comparing values to each other. This lesson explores ways to help make them as effective as possible via some of their available options.

Pie Charts can be useful for comparing values as a % of the whole. This lesson explores way to help make them more effective.

Useful for showing trends over time, this lesson explores line charts and some of their options.

This chart type can be useful for identifying clusters and outliers.

Sunburst and Treemap charts are intended to show the breakdown of the source data.

Combination charts open a whole new world of charting. In this lesson we combine column and line charts together to make a compelling chart.

This lesson shows a trick to include an extra data series in your chart that fades in and out of view as it’s needed.

When you need to show values of a different scale, there is no better way than to add an additional axis.

This complex looking chart conveys a TON of information comparing a single target value against multiple different markers.

Waterfall charts help break “net change” into increases and decreases, giving more information about the business cycle.

In this lesson, we will look at sparklines: what they are and how to create and modify them.

Generating forecast charts in Excel is only a few clicks away, resulting in a chart that you can customize and update later.

Leveraging Micro Charts to build a very quick visual summary of your key metrics.

The MATCH() function may not look like much, but it can pull back the position of a data element: something that is key for dynamic dashboarding

Using a combination of the INDEX() and MATCH() functions to dynamically restate the dashboard source information

Many users fear #N/A values appearing in their spreadsheets. This module explores how to create this result with the NA() function, and why it’s fantastic for charts

Drop down lists avoid the risk of “Garbage Out” by preventing your users from putting “Garbage In”

A variety of different objects that add some visual style to your dashboards, as well as provide mechanisms to force valid data entry

A brief introduction/reminder about the power of Pivot Tables

Understanding the tips and tricks to get conditional formats working properly on Pivot Tables

Highly visible and engaging, these devices can provide your users with a method to easily select valid object or filter in to just their slice of the pie

Leveraging the GETPIVOTDATA() function in order to extract specific data points from a Pivot Table

The ins, outs and shortcomings of Pivot Charts

Excel has an entire language for displaying values just the way you need them. Don’t see your format in the list? Let’s look at how to roll your own!

A classic cost-accounting trick to display variance in a easy to read way (and avoid watching your audience do math in their heads at each review)

Leveraging Custom Number Formats in order to provide conditional formatting for chart axes

Leveraging the REPT() function and a special font in order to build charts in cells via formulas

Did you know that Excel can display Emojis in the worksheet? Why not leverage that ability to help convey your message?

Sometimes showing the chart just isn’t enough and you want to display a text message with an indicator on the chart canvas. This lesson explores how to make that happen

A cool trick that shows how we can dynamically look up pictures and return them to our worksheet