infocaptor logo

When creating an Excel dashboard using Infocaptor you may often choose to include a table. This is usually fine and straightforward if the table is relatively small, with only a handful of entries. However it is usually more likely that your table will be large and detailed, with a number of entries. In this case it is neither practical nor useful to put all of the table on your dashboard. It would take up too much space, and in reality you would be left with a page containing a single table and maybe a chart or two.

Some people might recommend that you simply include the highest five or so results of the table on your dashboard, and eliminate the rest. However this may not be a very effective solution. Not only does it limit the amount of data your dashboard can hold, it drastically reduces its effectiveness as a business intelligence solution. User are not given a complete overview of the operation's current status, and will have to go elsewhere to find the information they require.

A very simple method of eliminating this problem is to include a scroll bar in your data table. This is actually quite simple and does not require any programming or coding knowledge. In order to do this, place your complete set of a data on a single excel sheet. Then create a table for your dashboard. You should keep this table relatively small, with a limited number of rows, so that it does not take up too much space on the dashboard. Then click on Menu, followed by View, and then Toolbars. Choose 'forms' and then select scrollbar and create one on your page. Then right click on a cell in your table where you want your scroll bar to be. Then right click on the scroll bar and choose format control. You must set the maximum value to 91 and the minimum value to 1. Incremental change should also be 1, while the Page change should be set to the number of rows on your dashboard table.

Now you must connect your dashboard table to the table containing the original data. In the cell link box you write =OFFSET(Data!B3, Calculation!$C$4,0), where B3 represents the column containing your data and C4 is the position of your scroll control. You should now see a scroll bar in your dashboard table.

Click on to boost InfoCaptor's Ego.

It is super easy to create and use Dashboards Online at https://my.infocaptor.com (in the cloud)

OR

If you like to stay on ground (perfect) you can download and run dashboards on your computer or server (intranet/network etc)

Posted in General