Archive for the ‘Excel’ Category
Monday, November 17th, 2008
A new Date Type parameter is introduced to simplify Dashboard creation and query.
When you define the Date Parameter you can specify the desired format
Select 'DATE' from the drop down list for DataType and specify your own Date Format.
When you create the date parameter with the above defaults it appears as ...
Posted in Excel, How-to | No Comments »
Friday, June 27th, 2008
SHARETHIS.addEntry({ title: "Small Business Finance Dashboard", url: "http://www.infocaptor.com/dashboard/small-business-finance-dashboard" });
Posted in Charts, Excel, quickbooks | No Comments »
Wednesday, May 28th, 2008
If 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 ...
Posted in Excel, How-to, quickbooks | 2 Comments »
Wednesday, May 21st, 2008
We 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 ...
Posted in DB2, Excel, General, MS Access, MySQL, Oracle, SQL Server | No Comments »
Monday, January 14th, 2008
In 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 ...
Posted in Excel | 1 Comment »
Monday, January 14th, 2008
In 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 ...
Posted in Excel | 2 Comments »
Monday, January 14th, 2008
In 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 ...
Posted in Excel | 2 Comments »
Monday, January 14th, 2008
In 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 ...
Posted in Excel | No Comments »
Monday, January 14th, 2008
In 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 ...
Posted in Excel | 2 Comments »
Monday, January 14th, 2008
In 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 ...
Posted in Excel | 2 Comments »
