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Dashboard Tutorial

Dashboard Tutorial

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Published by soumen biswas

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Published by: soumen biswas on Mar 14, 2011
Copyright:Attribution Non-commercial

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11/24/2013

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H
OW TO
B
UILD
D
ASHBOARDS
 
 
Dashboard Tutorialwww.ExcelDashboard.org www.AccessDashboards.com www.InfoCaptor.com 
File Ref: Dashboard_Tutorial.doc
InfoCaptor
 Page ii of 52
Contents
Introduction
.........................................................................................................................3
 
Purpose
........................................................................................................................3
 
Excel Dashboards
..............................................................................................................4
 
Data Preparation
.........................................................................................................5
 
Launch Dashboard Software and Connect
...............................................................6
 
Create Dashboard and Table portlet
.........................................................................8
 
Add Calculations
.......................................................................................................12
 
Add Date Hierarchy Columns
...................................................................................14
 
Create Year and Category Parameters
...................................................................17
 
Create Date Filter and Parameters
..........................................................................20
 
Create Bar Chart
.......................................................................................................25
 
Create Pie Chart
........................................................................................................32
 
Finish the Dashboard Design
...................................................................................36
 
Share the Dashboard with other users
....................................................................46
 
Appendix
...........................................................................................................................49
 
Define Named Ranges in Excel
...............................................................................49
 
 
Dashboard Tutorialwww.ExcelDashboard.org www.AccessDashboards.com www.InfoCaptor.com 
File Ref: Dashboard_Tutorial.doc
InfoCaptor
 Page 3 of 52
IntroductionPurpose
Complete guide on building dashboards using Excel, Access and any otherDatabase as the data source.The tutorial will start with instructions on building a dashboard using ExcelFiles.The purpose is not just to build any dashboard but a good and usefuldashboard that is modular in design and easy to maintain and scale it.

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