Archive for the ‘Excel’ Category
Thursday, August 19th, 2010
In this article we will take an Excel source containing scorecard information and convert into dials and speedometer charts.
We will also create few bar trending charts.
Consider the below sample data
Source File: You can download the excel file here
The above excel file tracks few metrics such as safety, quality and revenue. ...
Posted in Excel, How-to, MS Access | No Comments »
Monday, May 17th, 2010
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 = { 7 , 8 , 9}
Second Quarter = { 10, 11, 12}
Third Quarter ...
Posted in Excel, How-to | No Comments »
Friday, March 26th, 2010
Sometimes, due to some improper setup of Microsoft Excel or incomplete components for Microsoft Office, direct connection to Excel files may not be possible.
Please follow these steps before going forward
http://support.microsoft.com/kb/209805
Verify that the Regsvr32.exe file is in the system folder where Windows is installed.
For example, the Regsvr32.exe file is ...
Posted in Excel, How-to, MS Access | No Comments »
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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