Dashboard Reporting With Excel:
Learn to Create Your Own Excel
Inside The E-Book Kit
The kit consists of the 150-page e-book and a package of more than 20
files that the book discusses. Here are the major topics:
How to Create Mini-Charts. Excel users often print charts
that are about the size of post cards. But business magazines often print
charts that are about the size of postage stamps. By using small charts in
our Excel reports, we give our audience more insight more quickly than any other method
of reporting. Chapter 2 of the e-book explains how to create those
professional-quality "mini-charts." And the workbooks that accompany the
e-book illustrate each step along the way.
Other Useful Techniques for Dashboards. Good dashboards
often require additional charting techniques. Chapter 3 explains how
to add an additional data series to a chart, how to include multiple
chart types, how to overlay two charts to create special effects,
how to use auto-shapes in charts, and more.
How to Create Figures that Use Both Charts and Worksheets.
In dashboards, cell formatting, column widths, row heights, special
formulas, and other spreadsheet elements all combine with charts to
create the dashboard figures. Chapter 4 explains how to use these
important elements in your dashboard reports.
Excel's Camera Tool. This long-time Excel feature probably
is the most-useful feature that most Excel users have never heard
of. It gives you the ability to position live images of tables
anywhere in your dashboard report. You can rotate the images and
format them. And because you even can set up a formula that
determines which of several live images to display, the Camera tool
allows you to include "traffic light" figures in your reports.
Chapter 5 discusses the Camera tool in detail, and the sample files
include working examples.
Linking Your Reports to Databases. You can set up your
dashboard reports to return data from an Excel database, a
PivotTable, or an Excel-friendly OLAP database. Chapter 6 discusses
techniques for using Excel database and PivotTables, and it touches
on techniques for using OLAPs. And Chapter 7 discusses Excel
databases in detail.
How to Create an Excel Dashboard From Scratch. Chapter 8
begins with an empty spreadsheet and ends with a completed dashboard
report, showing you each step along the way. The files that come
with the kit include the completed dashboard, which is linked to an
Dashboard Design Ideas. Business magazines are an
excellent source for dashboard design ideas. To help you get the
most from those magazines, Chapter 9 provides a wide variety of
magazine figures, and shows Excel versions of those figures. The
files include the actual spreadsheets that duplicate the magazines'
charts and tables.
The Sample Files. The files that come with the e-book kit include:
- The dashboard report that the book shows you how to create.
- Four database workbooks for the sample dashboard report.
- A workbook that illustrates how to use Excel's Camera tool to
create traffic-light figures.
- Six Excel workbooks that show Excel versions of figures from
- A workbook that illustrates various ways to use Excel's GETPIVOTDATA
- And much more.
Benefits of Creating and Using Excel Dashboard
"WOW!" Your Managers:
If managers like to read your reports, they read
quickly and carefully, and they learn more about your organization's performance.
Gain Faster Insight:
Using many small charts communicates complex information
Show Any Data: Display any trends
from any source, internal or external. Show any type of data: sales,
medical, financial, HR, operational, economic, market, etc. And show any
currency, or other unit of measure.
Use a Flexible
Database: Use many methods to populate your Excel database. Copy
and paste data from any sources, including the Web.
Link your database workbooks to other sources, including PivotTables, CSV
files, ODBC databases, and so on. Or key in your data from printed
Avoid the IT Department:
You can create professional-quality reports using only Excel. The IT department
doesn't need to get involved.
See Related Patterns of
Displaying many small charts and tables on one page often reveals
patterns of performance...patterns that are hidden when charts are on
displayed on many screens or when data is presented as columns of
Give Managers More
Control Over Their Reports: As an Excel user, you can change your
Excel dashboard reports quickly and easily. This gives your managers
more control over the design of the reports they receive.
Using Excel dashboards is virtually free, because you already own Excel
and no other software is needed.
"I have used executive dashboards
created by Charley Kyd at ExcelUser.com for over two years to
consolidate and proactively manage project measures against plan
and forecast for multiple research and development sites around
"Each of the dashboards is published in a PDF format
to allow a historical reference by project by site and is
available to multiple users to view in the common PDF format.
The visually intuitive reporting designed by Charley Kyd and the
PDF repository work very well together to quickly review
activities and learn from historical trends."
Bausch & Lomb
"The book is fabulous!"
Green Mountain Energy Co.
"By the way, your book was excellent. Thanks for sharing your thoughts and insights."
"...the best 50 bucks I've ever spent. I am
I would recommend it to anyone just for the charting tips!
Consultant to a major New York newspaper
"I bought your book recently and I must say it's
fun and a pleasure to read and to work with."
Manager Analysis & Planning Consumer Lending
American Express Bank in Germany
"Your E-Book is amazing. I consider myself an Excel expert, but I have already picked up a few items I was not aware of and I have only read the first three chapters. I expect to purchase more of your e-books for my finance team. This book is
better than any
Excel class I have ever taken!"
Montefiore Home Health Program/Medical Group
"I love the product! The dashboards are great and the book is very helpful and well written."
Kelly L Martin
Senior Research Analyst
Ministry of Children and Family Development
"I find the book to be vastly better than I had anticipated
of higher caliber than a lot of the books on Excel that can be found at the local
Market Development Mgr
Major Oil Company Affiliate
"The book has been great, & has
given me a lot of ideas about how I could use
dashboards to present a mix of financial and statistical data."
"Just wanted to let you know that between the book and the files we
bought I have really ramped up my Excel skills and made some tricky reports
Denise L. Johnson
"I am just writing to tell you about how helpful your book has been...
"I am sending you the advance I have achieved so far. The report is incomplete because all the information for it is still being generated. But I wanted to share it with you...
"Your book is well written and very clear on every explanation."
Quality Systems Consultant
IngenierŪa, Calidad y Competitividad
"We'll need to train the different levels of management before we distribute our dashboards. Most of them hate this, of course, because with limited reports they were not held accountable for results. Now they will be, and their bonus will be tied to the results achieved and measured.
"You have no idea how much your publication "Dashboard
Reporting with Excel" has helped
me and my clients."
"Thank you very much for the dashboard package. It is
I have been an Excel business user for many years and
have learnt more
from your publication than from any of the courses that I have attended."
Client Services Director
Paretian Asset Management
"With your help and the information in your eBook, Iím creating a dashboard report the likes of which my company has never seen. Iím sure Iíll get lots of questions and this
will give me a ton of visibility in the organization."
Six Sigma Black Belt
"I wanted to let you know that the product has been
extremely helpful in implementing a new dashboard tool for our department. I've been an
Excel user for over 7 years and the info in your ebook has enlighten me many times over."
"Thanks for the opportunity to buy your book. I thought I
knew a lot about charts. I program extensively in Excel, but
your book shows how much I didn't know. I have seen tips in your book
that I have never seen in countless manuals I have purchased over the years.
Richard de Manincor
e-book is an unbelievable value
for the price I paid.
"I've seen bonehead, half-baked programs & reporting modules for which my
Fortune 200 company has paid consultants and programmers hundreds of
thousands of dollars. But they can't do half the great things that
"They're fully customizable, fully adaptable to your business...the way
you need your information.
"The key to great business decisions is the management and reporting of
data. Charley provides the "great reporting" part.
"With fantastic and simple visuals to help the mind grasp the numeric
trends, Charley's work turns my data into a gold mine.
"All the results without the $100K expense. Charley isn't just smart
Fortune 200 Company
"Thought I'd send you a quick email to update you on my progress with
"It must be well over 2 years since I bought your ebook &
samples. At the time I was engineering manager for Vitafibres in the UK (I
think one of my comments is still on your website somewhere!). I still think
that dashboard reports are one of the neatest things I've ever done in
Excel. Initially, I was using a dashboard to report energy usage for monthly
management meetings. I followed on from that by using them to create PPM & TPM summary reports. In all these areas the use of
dashboards saved me hours
& hours of time every month.
"Since then, I've moved on from Vitafibres, but I'm still using dashboards! I
still don't use them to present financial data (I'm an engineer, after
all!), but I still keep finding other uses for them - currently I'm working
on an Excel application to carry out some detailed energy saving analysis.
This application has a lot of VBA code behind it, but I intend to use a
dashboard for the summary section of the customer report. I think that the
main thing that I've learned over the past couple of years is that
need to be a genius or an excel guru to create dashboards, but the
applications are almost limitless.
"I think that for me, one of the things that brought home the real usefulness
of dashboards was the first one I created. I presented my report at the
monthly management meeting as usual, but this one included my dashboard
report. No comment was made during the meeting, but afterwards the
divisional director of the fibres division came up to me and said something
along the lines of ' that report was excellent, it summarised all the energy
usage in a clear & readable manner, and now I can get a real feel for our
energy usage & expenditure.....but that report must have taken you hours to
produce'........well ok it took me 4 days to create the template, but I
didn't tell him that producing the report just took me just the time it
takes to click 'print'!
"All I can say in closing is keep up the good work!"
Control systems engineer
Copyright © 2004 - 2012 by Charles W. Kyd, all rights
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reprinted, published, translated, hosted,
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"Your dashboard kit is excellent."
Any Title I Feel Like
Francis Hayden Ltd
"I bought your e-book, "Dashboard Reporting With Excel" last year Ė a
Key Account Mgr
"Thanks for revolutionizing the way I process and present month-end data and results.
"Buying your e-book was the
best thing I've done for myself in a long, long time.
"I've forced our CIO to purchase it as well."
VP, General Manager of a PR and advertising firm
"Your book is fantastic! Have learned more from that book than I have in 20 years of using spreadsheets."
Albert J Rossman
Senior Manager, Financial Integration
"What a great book!
"Now I can apply my newfound charting skills to
quickly create dashboards on how my trust line of business is performing."
Wells Fargo Private Client Services
"A godsend! I wish I had purchased your ebook a lot sooner."
SCA Systems Ltd.
"The book is a joy! Your writing is simple, elegant, and clear. So mahalo nui loa, as we say in Hawai`i Ė thank you for your very great effort."
Hamakua Health Ctr
"I purchased your book and it has been an
awesome tool. I was made aware of
your resources while I was earning my MBA. I'm so glad I saved that link because this material is helping me
complete this high profile task."
Copy & Print Services Midwest Manager
"All I can say is fabulous! It's unbelievable what I have been missing for years.
"The Camera functionality alone makes the small cost of your book and files
worth every penny and more.
"Excellent, many thanks."
Assoc Business Manager
Kraft Foods Inc
"Your book was of immense help to me. I produce dashboards on a regular basis in my life as a CFO and generally have
reduced time on
"I purchased the Dashbord Kit and I think
itís brilliant. It offers clear and precise advice for practical purposes."
Flškt Woods Ltd.
"Fabulous. Simply fabulous.
"Having built large systems with Excel,
including significant VBA code, I was already very familiar with most of the topics. But it's your implementation of all of it combined that is
Fin'l Rptg Analyst
Earth Tech Canada
e-book is absolutely awesome!
"I didnít realize
Excel could do what I wanted it do!
"Iíve started setting up our dashboards to update the look of our
Heidi L. Rockwood
Admin Assistant to the VP
University of Illinois
"I purchased your book this morning!
Streamline Business Solutions, LLC
"Bought the book and the files. So far,
Marketing Product Manager
"Your book (or the results thereof) has made a
big splash here at the office."
F2B Mobile Solutions
"An excellent book! Well worth the money.
"It has saved me vast
amounts of time."
Cardiology Audit Lead
The James Cook University Hospital
"I purchased your ebook and find it
Travel Data Analyst
Nortel Global Travel Services
"Let me start off by thanking you for putting together this package - it has a
plethora of useful tips and information!"
"I'm reading your book and I'm amazed because
it's unique. I didn't think that in the ocean of Excel books around I can find something I never read before."
Senior Analitics DBA
"I purchased your Dashboard Reporting With Excel last night and found it full of
stimulating and practical ideas."
Principal Product Manager, Business Operations
EMC Software Grp.
"Your eBook is an awesome tool. I've been reading this every day and
building some great dashboards from your examples. "
Enterprise Technology Group
The First American Corp.
"I thought I was a pretty good driver of Excel but I am learning a huge amount.
"Please keep me up to date with new products.
I will pass the word!"
"I recently acquired your Dashboard kit and find it loaded with useful tips. You have designed a very nice,
very helpful tool."
Gannon Consulting, Inc.
"Your book is excellent. It offers clear and precise advice for practical purposes. It
is highly recommended."
"Great book! You clearly have been working with Excel for a long time."