Exceldashboardmindmap.docx

Exceldashboardmindmap.docx

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Exceldashboardmindmap

MAKEMOVE

DashboardComponents

Working/outsideworld

AdvancedReporttechniques

EXCELDASHBOARD

TheMainStructureforExcel2007--Dashboard

Dynamiclabel

Conditionalformat

Charts/uninitiated

Pivottable

BASICcomponents

Groupdata

Trends

Performance/target

Components

BASICS

ADVANCED

Tendesign

Principles

Reporting

10questions

Interactiveinterface

Micro-charged

Sharedata

Importdata

Separatedata/analysis/present

1-MakeTheMovetoDashboard

Tabulardatasets/pivottable

Flatdatafile

Spreadsheetreport

Structuredata

Concept/reportingprocesses

sumproduct

techniques

choose

v/hloopup

Howoftenrefresh?

A

Firstrow/datalabel

Whoowns/maintain

Datasourcerate

MAKETHEMOVE

Notturntodatabase

Severaltabsisokmodel

Modelmaptabadded

Testbeforedelivery

Getrawdatatable

D=excelcolumn

Howtoget?

Columnlabelnodouble-duty

Dataexist?

CanIaccess?

Noblankrows/columns

Buildingdatamodel

Refreshschedule

Drilldown

Dimension/filter

Eachrow/individualdataineachcolumn

Catalogrequireddatasource

BASICS

Convertdatarangetotable

Tablesexpands/data

DelineateKPIwithasentence/supportpurpose

Establishaudience/purpose

Layoutmodules/KPIinquestionsentence

Principles

Differencereport/DB

DBfeatures

Predefinedjudgment

Datarelevanttogoal

10questions

Graphicalinnature

Predefinedgoal

Tendesign

TenDesignPrinciplesForDashboard

1:

2

Barchartasalternative

Axis/notprovidedata

Legend

Datalabel

overload

Trendlines

Gridlines

Borders

Background

Can’tbeover2,3categories

Takeupspace

Data/reporttiming

Therationofheighttowidth

Extralayerofinfo,

Title/labeleffective

Correctaspectratio

Limitpiechart

SkipChartjunk

Nouseofchart

Charttable/nochartlabel

NOfancyformat

FORMATTING

CHART

DATA

TENCHARTDESIGNPRICIPLES

s

Layout/placementtodrawattention

Nocliparts/pictures

Morethan3lines/insteadcolumnchart

Parsedataintoseparatecharts

Nobackgroundcolors

Nofancyeffect

No3D/effects

Awiderangeofdatavalues

Sortdatabeforecharting

Formatlargenumbers

Custom

TenQuestionsBeforeDistributingDashboard

Rightscope/shelf-life?

Havepurpose?

DisplayKPI?

PresentRightinfo?

TENQUESTONSBeforeDistributingDB

Overusecharts?

Accurate?

Overwhelminggraphics?

Userfriendly?

Welldocumented?

Canbemaintained?

f

2-BuildingBasicDBcomponents

A

Charts/uninitiated

BasicComponents

Conditionalformat

Pivottable

Dynamiclabel

BuildingBasicDBcomponents===PivotTable

Keepfresh

Show/hidedataitems

Suppresssubtotals

Summarycalculation

Applynumericformattofields

Fieldnames

Addfilter

Show/hideitemsw/odata

Change/rearrange

Customize

Adjust

B

Sort

layout

PivotTable

Create

Concepts

Operations

Top/bottomview

Viewsbymonth/year

Practices

Percentagedistributeview

BASICS

Components

YTDtotalview

Rowarea

Valuearea

Month/monthvarianceview

Columnarea

Filterarea

C

PivotTable

D

E