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When you use the Add Date hierarchy columns for any date, by default it brings all calendar quarter and calendar month.   How do you get Fiscal Quarter Let say your fiscal year begins from 1st July then First Quarter …

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Posted in Excel, How-to


Previous Step: Excel Dashboards - Part 1 Launch Dashboard Software and Connect Launch InfoCaptor Dashboard Software on your Desktop and click on the connect button on the toolbar The connection wizard has items that simplify connecting to different data sources. …

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Posted in Excel, How-to


Once you launch Infocaptor, you can click on the connect button. In this example we are using the northwind sample database Click on connect Once connected it will open the Option wizard Since there is no dashboard open, the "Build …

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Posted in How-to, MS Access


Databases are often under lock-n-key of the IT Department and not possible to connect directly due to security reasons. So if you plan to build a Dashboard prototype or a Dashboard Mockup it makes sense to export the data to …

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Posted in Excel, How-to


Previous step : Excel Dashboards - 2 Create Dashboard and Table portlet Once connected, it will show you a list of action items to pick from We will click on "New Blank Dashboard" In the Dashboard Name, we type in …

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Posted in Excel, How-to