Archive for the ‘Excel’ Category
Thursday, March 4th, 2010
Previous - Excel Dashboard Tutorial - 11
How do you share your Excel Dashboard with users?
Now that you have built the dashboard, you can share the dashboard in multiple ways.
" Create a PDF output of the dashboard and send as email attachment.
Click on the PDF icon on the toolbar as ...
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Thursday, March 4th, 2010
Previous - Excel Dashboard Tutorial
Summary
We built the above dashboard completely from scratch.
We defined Calculations
We defined date hierarchies
We built Date Filters
We built Date Parameters
We built Bar Charts
We built Pie Charts
We cleaned the dashboard layout
Next - Share Excel Dashboard with other Users
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Thursday, March 4th, 2010
Previous - Excel Dashboard Tutorial - 9
Cleanup - Resize and Organize
Give appropriate names to each portlet.
During the chart creation if we did not provide names, now is the time to provide them.
Right click on each title and click on "Edit"
Scale down the Size
Note, you can drag the corners of each ...
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Thursday, March 4th, 2010
Previous - Excel Dashboard Tutorial - 8
Finish the Dashboard Design and Development
By now, your dashboard is quite chaotic. You have objects all around your dashboard canvas with different sizes. We will start the process of finishing our design.
Before proceeding, we save a copy of the dashboard.
Navigate to menu File ...
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Thursday, March 4th, 2010
Previous - Excel Dashboard Tutorial - 7
Create Pie Chart
We will now create a pie chart by product name
It is nice to know that the revenue distribution is not dominated by a single product.
We can now change the "Category name parameter" to see the product distribution for other category
By Category = ...
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Tuesday, March 2nd, 2010
Previous - Excel Dashboards - 5
Create Year and Category Parameters
Remember, we have not built any charts yet. It is very important that we build our foundation Qlet and its corresponding parameters so that all of the drop down parameters can be leveraged in the charts.
It definitely helps to plan your ...
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Tuesday, March 2nd, 2010
Previous Article - Create Excel Dashboards - 4
Add Date Hierarchy Columns
Most of the data, has some form of date information. Now date is very granular information. Very often, to generate trending information, you need to derive year and month columns.
In the dashboard designer, you can easily generate Date hierarchy columns ...
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Monday, February 22nd, 2010
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 "Order Management Analytics"
Click OK.
It will present you with a table browser showing all the ...
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Sunday, February 21st, 2010
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.
For Excel Files, Click on the Excel button
Once you click, it automatically selects the ...
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Sunday, February 21st, 2010
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 Excel and build it.
Modular Dashboard Design
Lot of the online tutorials ...
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