Archive for the ‘Excel’ Category
Quickbooks Dashboard - Download and Test Drive
Wednesday, May 28th, 2008If you have been researching dashboard and reporting options for Quickbooks, you may have come across websites that ask you to upload your financial information into their server. A lot of small business owner when surveyed about the idea of sending their Quickbooks data, they expressed a lot of concern. You ...
Setup single dashboard on the web server
Wednesday, May 21st, 2008We already have a detailed tutorial on how to setup InfoCaptor on the web-server and we receive lot of requests on how to setup or put the dashboards on the web. This server setup guide is quite comprehensive and requires the need to install the repository objects on the database ...
Excel Dash-board : Create Drills
Monday, January 14th, 2008In the previous article we saw how to Enable Automatic Dashboard Refresh Now we add a very powerful Dashboard feature: Drills Create Drills - Drill from one portlet to another We will create a drill from the "By Region" portlet to a detail level by 'By Region and Country'. So this detail ...
Excel Dashboards - Auto Refresh on Parameter change
Monday, January 14th, 2008In the previous article we added a parameter (Create dashboard Parameter) and now we go on to enable Auto-Refresh. Dynamic Refresh of Dashboard when changing Parameter First take a note of the internal identifiers for each of the Graph portlet and Query portlets. When you click on any portlet, the internal ID is ...
Excel Dashboards: Add Dashboard parameter
Monday, January 14th, 2008In the previous articles we added a Pie chart (Create Pie chart from Excel Data) and a Bar Chart (Create Bar chart from Excel Data). Now we add parameters to the dashboard Add Dashboard Parameters or List of drop down values Year Parameter Click on the new parameter button or from the menu ...
Dashboard using Excel : Create Bar Chart
Monday, January 14th, 2008In the previous article we added a pie chart (Create Pie chart from Excel Data) and now we continue adding a Bar chart Now we add a Bar chart to our Excel Dashboard Top Countries select country_name, sum(quantity_sold) as qty_sold from [detail_data$] group by country_name order by sum(quantity_sold) desc We select the "Chart Type = Bar", enter ...
Excel Dashboard - Create Pie Chart
Monday, January 14th, 2008In the previous article (Create summary view portlets from Excel Data) we saw how to add a tabular portlet to the dashboard. Now we continue adding a Pie chart Create Pie Chart (Glet) We will convert each of the above queries into Pie chart. For a pie chart we just need two ...
Excel Dashboard : Create Summary View (portlets)
Monday, January 14th, 2008In the previous article (Create your first excel based dashboard) we created our first dashboard and now we continue adding more content to it. Create Summary Portlets Using the same data, we can create any slice of data by grouping the numbers by any column. Click on the new Qlet button and ...
Create your first Excel Dashboard
Monday, January 14th, 2008In the previous article (Launch Dashboard Designer and Connect to Excel) we saw how to launnch Dashboard designer and connect to Excel file. We continue building our dashboard Create your first Dashboard Click on the "New Dashboard" button (yellow highlight) Enter the desired dashboard name (green highlight) Click OK (blue highlight) - It creates an ...
