THE EXCEL DASHBOARD TOOLBOX: 5 DATA TRANSFORMATION TECHNIQUES

THE EXCEL DASHBOARD TOOLBOX: 5 DATA TRANSFORMATION TECHNIQUES

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  • ​​​​​​​​​​​​​​​​Learn two Excel Dashboard Tools I use to transform my data sets.
  • A ​thorough product overview of the Excel Dashboard Toolbox and what it can do for you.
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​THE EXCEL DASHBOARD IS FOR YOU IF...

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You spend hours manually updating the same Excel reports month after month.

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​You continuously forget the steps and formulas you used to create your original dashboards and reports.

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You ​repeatedly get stuck having to build reports for your boss that take hours on end to build.

​WHAT'S IN IT FOR YOU?


BUILD UP YOUR ARSENAL OF EXCEL TOOLS

Be ready for whatever your work or boss throws at you. 

Knowing what tools you have available is half the battle. Having to remember how to use them is the other half. With the Excel Dashboard Toolbox you'll have the right tools and know exactly how to implement them all ready in one easily accessible Excel file.


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​STOP SPENDING THOSE EXTRA HOURS AT WORK

​Get your reports done faster so you can get home for dinner.

​Lets be honest, building reports and dashboard might not make up your entire day, everyday. For that reason, often times the reports wait until after working hours to get done when things get a little more quiet.  Build yourself some Excel templates using these techniques to streamline and automate your reporting so you're no longer manually putting the same reports together month after month.


​AUTOMATE YOUR REPORTS

​Use these dashboard techniques to set it and forget it.

​​Like anything, learning the tricks of the trade can be challenging.  The Excel Dashboard Toolbox provides you with entire dashboard concept so you can build it once then just drop your raw data and information in over and over again so you don't get stuck manually trying to piece together a report at the last minute. 

​HOW THE EXCEL DASHBOARD TOOLBOX WORKS

​1

​Select one of  the dashboard tools / tricks from the table of contents page in the workbook. From here you​'ll click on "Go to Dashboard".

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​2

​Next, you'll have the pleasure of actually reviewing and using the dashboard tool to see if it suits your current requirements for the report you're building.

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​3

​​You can then use the calculations tab in the workbook to really figure out what's happening under the hood.

​4

​​​Learn the how to summary or details at your own pace.  This is how you'll learn how to implement the dashboard tool​.

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​THE DATA TRANSFORMATION TECHNIQUES YOU'LL LEARN


Dynamically highlight records

DASHBOARD TOOL / TECHNIQUE # 1 :
DYNAMICALLY HIGHLIGHT RECORDS USING A DROP DOWN MENU

​​This tool is used to provide the user with the ability to see what record is currently being reviewed in detail.

​I use this tool all of the time in my personal dashboards to show which record I'm currently showing details for.  As you may already know, using a drop down allows you to select a particular item that is in a list and then using formulas, you can display details about that record.  This is a great way to ​​​get the user's attention and makes it very clear what you're looking at.​​​


Shapes to dynamically display data in Excel

DASHBOARD TOOL / TECHNIQUE # 2:
DYNAMICALLY DISPLAY DATA USING SHAPES AND A DROP DOWN

Use Excel shapes to dynamically display the most important and crucial metrics on your dashboard.

Making sure that the important metrics are being displayed on your dashboard is they key to its success.  Using Excel shapes in Excel to make your dashboard visually appealing all the while maintaining and creating a dynamic display by linking your shapes back to cells that are being updated based on the selection made by the dashboard user. In this tool/technique, I'll show you exactly how to do this.


Excel Slicers to Change Dashboard Data

DASHBOARD TOOL / TECHNIQUE # 3: 
USING EXCEL SLICERS TO CHANGE YOUR DASHBOARD DATA ON THE FLY

Let the user interact with button filtering for your dashboard.

Who doesn't like the feeling of being able to flip between data sets by the simple click of a button.  Being able to access important data and information is not only highly productive but I've got to admit, it's fun!  In this tool / technique you'll learn how to use Excel slicers to quickly flip between different sets of data at the click of a button.


Top 5 and Bottom 5 Using Option Buttons

DASHBOARD TOOL / TECHNIQUE # 4: 
DISPLAY TOP AND BOTTOM 5 RECORDS USING OPTION BUTTONS

Who doesn't want to know about their best and worst offenders?

With the rise of big data, business are now swimming in massive pools of information.  For that reason executives are often looking for the worst and the best of everything.  Using the option button with some ranking formulas on the back end of the dashboard is the perfect way to display your best and worst offenders.  See how it's done inside the workbook!


Excel Drop Down Q&A

DASHBOARD TOOL / TECHNIQUE # 5: 
HOW TO BUILD A Q&A DROP DOWN AND DASHBOARD IN EXCEL

Have the answers to your boss' questions answered before you're even asked.

This is by far one of my favorite tools / techniques that I use when I'm building Excel dashboards.  Being able to create a question and answer schema that you know will be the topic of discussion is really one of the coolest things you can do. This is completely dynamic as well so as you add new data or overwrite existing data, you'll get the answers you need right on the spot.  You'll need to check it out inside. 

​BUY THE EXCEL DASHBOARD TOOLBOX

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​TIME TO MAKE A DECISION...

​The Excel Dashboard Toolbox: 5 Data Transformation Techniques is meant to provide you with easy and quick access to use, learn and then implement each technique in your daily reporting and dashboards. These tricks should help you save time and likely get you some much needed recognition for all of the hard work you do in the office.

​So what are you waiting for? Just click the "BUY IT NOW" button below.

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