With pivot tables, you can build reporting models that can not only be easy to set up, but can be refreshed with a simple press of a button. This allows you to spend less time maintaining your dashboards and reports and more time doing other useful things. No utility is in the whole of Excel that allows you to achieve this efficient data model better than a pivot table.ВP In Chapter 3, youвІ ll not only get a concise introduction to pivot tables, but youвІ ll find some time-saving techniques to help create some useful pivot-driven views for your dashboards and reports.
Chapter 3: The Pivotal Pivot Table
Part II:ВP Building Basic Dashboard Components
Although Excel is like the cool gym teacher that lets you do anything you want, a lack of structure in your data models can lead to some serious headaches in the long run.ВP Creating a poorly-designed data model can mean hours of manual labor maintaining and refreshing your reporting mechanisms. On the other hand, creating an effective model allows you to easily repeat monthly reporting processes without damaging your reports or your sanity.ВP The goal of this chapter 2 is to show you the concepts and techniques that help you build effective data models. In this chapter, you discover that creating a successful reporting mechanism requires more than slapping data onto a spreadsheet. Although youвІ ll discover how to build cool dashboard components in later chapters, they wonвІ t do you any good if you canвІ t effectively manage your data models. On that note, letвІ s get started.
Chapter 2: Building a Super Model
In Excel, the differences between building a dashboard and creating standard table-driven analyses is as great as the differences between California and New York. To approach a dashboarding project, you truly have to get into the dashboard state of mind. Dashboarding requires far more preparation than standard Excel analyses. It calls for closer communication with business leaders, stricter data modeling techniques, and the following of certain best practices. ItвІ s beneficial to have a base familiarity with fundamental dashboarding concepts before venturing off into the mechanics of building a dashboard.ВP In chapter 1, you get a solid understanding of these basic dashboard concepts and design principles as well as what it takes to prepare for a dashboarding project.
Chapter 1: Getting in the Dashboard State of Mind
Part I:ВP Making the Move to Dashboards
The goal of this book is to show you how to leverage Excel functionality to build and manage better reporting mechanisms. Each chapter in this book provides a comprehensive review of the technical and analytical concepts that help you create better reporting components – components that can be used for both dashboards and reports.ВP ItвІ s important to note that this book isnвІ t a guide to visualizations or dashboarding best practices. While those are subjects worthy of their own book, this book focuses on understanding the technical aspects of using ExcelвІ s various tools and functionality and applying them to reporting.
Excel 2007 Dashboards & Reports For Dummies
Mike has been kind enough to provide us with a sneek peek at his Excel 2007 Dashboarding book table of contents.
Check out the listing of ВPand be sure to keep tabs on the new .
The best thing about this book is that it’s written by Dashboard Spy reader and data analysis guru Mike Alexander. He has authored 7 great books on advanced business analysis with Microsoft Excel and Access. Over the years, his company, DataPig Technologies has contributed greatly to the Excel community.
(click link for Amazon.com page)
Great news on the “books about Excel 2007 for Dashboards” front. Take a look at this book cover. Yep, a Dummies book on Excel 2007 Dashboarding! It’s officially called Microsoft Office Excel 2007 Dashboards & Reports. Coming soon to a book store near you, but you can pre-order now at a great price.
Already we’ve seen some great Excel 2007 dashboards from business-side power users. Keep them coming and I’ll show the rest of the Dashboard Spy readers.
Dashboard Spy readers know how much I am convinced that Microsoft Excel 2007 will be leading a new wave of dashboards across the corporate world. The new version ofВPMS Excel is built from the ground up with tools for dashboarding. Remember this UI designer sketch I featured in a past post ( ) that a Microsoftie Dashboard Spy sent me? Here’s a “before and after” set of images:
Excel 2007 Dashboards are NOT for Dummies
Examples of Business Dashboards from The Dashboard Spy
Excel 2007 Dashboards are NOT for Dummies | Enterprise Dashboard Digest
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