DB: Excel Dashboard Templates Linked to an Excel Database
Number of Report
Templates: 20 report workbooks.
Number of Color Schemes: 20
Number of Database
Workbooks: One workbook, with sheets for both Actual and
Set-Up Times: First
reports take about an hour. Periodic updates take only seconds.
Platform: Mac or
Excel Versions Available:
● New Excel (Excel
2007, Mac Excel 2008, or later)
● Classic Excel (Earlier
versions of Excel)
Excel. There's no code. Nothing is hidden. Nothing is protected.
Data Sources: Use
data from any number of sources that can be opened, entered, imported,
or copied to Excel.
Typical Output Methods: Print,
PDF Files, Bitmaps, SharePoint.
Additional Features: Automatic
scaling from "Thousands" to "Millions" to "Billions" etc. Automatic
Y-axis synchronization; that is, optionally force the Y axes of any
number of charts to display the same maximum and minimum values.
Compare IncSight PNP and IncSight DB
|Number of report templates
|Number of color schemes
||20 color schemes
||2 color schemes
|Data management method
||Link to Excel database
||Link to Excel database
|Setup time, first report
||Less than an hour
||Less than ten minutes
||A few seconds
||A few seconds
|Default time periods
||Week, Month, Quarter, Year
|Display settings for
||Three quick-click options
Excel Dashboard Reporting: Easy, Powerful, and Low-Cost
Imagine distributing insight-rich Excel dashboard reports that people like
to read...without help from the IT department! That's the power that Excel dashboard
Performance More Quickly: Use visual analytics to compare the performance of as many as 28 trends on
one screen or one sheet of paper at a time. Include target data if you want, as shown here in
Show Any Data: Display any trends
from any source, internal or external. Show any type of data in any
medical, financial, HR, operational, economic, market, etc. Show any
currencies, or other units of measure.
Show Data From Any Source: Link your database workbooks to
other sources, including PivotTables, CSV files, ODBC databases, and so
on. Or key in your data from printed publications.
"WOW!" Your Managers:
Here's why it makes business sense to "WOW!" your managers with your
Excel dashboard reports: If managers like to read your reports, they read
carefully and learn more about your organization's performance.
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
Display Any Time Periods:
Display any period in your charts and tables:
hours, days, weeks, months, quarters, years, etc.
Set Up Any Number of
Reports: Use the templates to create hundreds of dashboard
reports. Link any number of reports to one or more Excel database
Set Up Quickly: After
your database is ready, you enter just three labels to link a chart
figure like the one above to its data in the database.
Results: To update your reports, first update your
Excel database. Then change one report-date cell in each report
workbook, press F9 to recalculate, and then print to paper or PDF!
Avoid the IT Department:
You can create professional-quality reports using only Excel. The IT department
doesn't need to get involved.
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.
Watch This Video to See How Easily You Can Set Up Your Report
This 19-minute video shows you how to set up an Excel dashboard
report in about 15 minutes. Once you've gathered up your data, you
...need a little more time than that to set up your first dashboard,
perhaps an hour. So even though you're probably new to Excel
dashboards, you should have no problem. The video shows you how to do it.
Here's What Others Say About the Benefits of Using Dashboards in Business
In early 2009, the Aberdeen Group surveyed hundreds
of businesses about their use of dashboards. In May, they published
their results in Executive Dashboards, The Key to
Unlocking Double Digit Profit Growth. Here's how they summarized
"Aberdeen's latest research shows that companies
actively building and using dashboards are able to gain visibility into
metrics that are driving their business, and as a result are achieving
drastically higher performance than their peers...
[E]mployees at all levels and functions are deriving value from the
business visibility that dashboard tools provide."
Of particular interest to Excel users is their case
study of Bausch & Lomb:
"Perhaps the most important aspect of [Bausch &
Lomb's] dashboard initiative involved utilization of an 'electronic
book' that enabled dashboard information to be dynamically published in
PDF form for easy, intuitive access... With this type of comprehensive
and pervasive approach to dashboard usage, Bausch and Lomb was able to
gain visibility into key metrics ... leading to improved cash management and
significantly heightened levels of customer service and business
What Aberdeen didn't say was that the
dashboard reports in Bausch & Lomb's "electronic book" were produced
by Excel using dashboard technology developed by Charley Kyd and
included in IncSight DB. As their Finance Director wrote to Charley
"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 the world. 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." James
Clark, Finance Director, Bausch & Lomb
Copyright © 2004 - 2012 by Charles W. Kyd, all rights
reserved. Content, graphics, and HTML code are protected by
US and International Copyright Laws, and may not be copied,
reprinted, published, translated, hosted,
or otherwise distributed by any means without explicit permission.
"You made me look like a superstar with this. Nice work."
National Mgr of Technical Support
COSCO Container Lines Americas
"I purchased the Dashbord Kit and I think
it’s brilliant. It offers clear and precise advice for practical purposes."
Fläkt Woods Ltd.
"...one of the most useful tools in my Excel tool belt. I have built several dashboards that had a
impact on my career. Thank you!"
Acuren North Slope Project Manager
bought the Plug N Play this morning and printed out my first scorecard this afternoon.
"The product works flawlessly! Thanks so much for developing this wonderful file.
"It makes my heart sing!"
Thank you for putting together a fabulous tool.
One Washington Financial
"Thank god I found this great tool on the web.
Definitely a must have!"
Financial Planning Manager
LAN Airlines (Peru)
"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
"All I can say is Wow! This is amazing! I have done dashboards before but never like these."
"The dashboard software I purchased from you is
awesome! Easy to use and the manual is easy to follow, nice work."
Name and Company Withheld
"I think it's brilliant! It is unique in unleashing some real power from Excel
Strategic Leadership Consulting Pty Ltd
"I purchased your product and have found it
Dr. Paul Eykamp
Academic Strategic Planning and Analysis,
Univ. of Calif, Office of the President
"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.
"I love what you did with Excel. Please keep me informed if you come up with something new."