HOW TO BUILD DASHBOARDS

Dashboard Tutorial

www.ExcelDashboard.org www.AccessDashboards.com www.InfoCaptor.com

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

File Ref: Dashboard_Tutorial.doc

InfoCaptor

Page ii of 52

Dashboard Tutorial

www.ExcelDashboard.org www.AccessDashboards.com www.InfoCaptor.com

Introduction

Purpose Complete guide on building dashboards using Excel, Access and any other Database as the data source. The tutorial will start with instructions on building a dashboard using Excel Files. The purpose is not just to build any dashboard but a good and useful dashboard that is modular in design and easy to maintain and scale it.

File Ref: Dashboard_Tutorial.doc

InfoCaptor

Page 3 of 52

Dashboard Tutorial

www.ExcelDashboard.org www.AccessDashboards.com www.InfoCaptor.com

Excel Dashboards Databases are often under lock-n-key of the IT Department and not possible to connect directly due to security reasons. So if you plan to build a Dashboard prototype or a Dashboard Mockup it makes sense to export the data to Excel and build it. Modular Dashboard Design Lot of the online tutorials and Dashboard e-books teach you to build dashboard in Excel file. They provide you with templates, you fill in the information and build the dashboard using Excel charting techniques. If you use Excel Templates for your real dashboarding needs then you may end up with any of the below problems.
   

Big Bulky and bloated excel files Undocumented Macros Zero verification on the data authencity No way to refresh the dashboard (lost productivity)

“Best Practise for Dashboard Design” Modular Design - Keep Data and Presentation Separate How? – Use Excel only for storing your data. Nothing more. Do not build any visualization in the same place where your Data resides.

Benefits of this approach

Your dashboard or presenation layer is independent – Dashboard definition is stored separately Increased productivity – When you have fresh data just refresh the dashboard, no redevelopment needed No Messy Excel Macros or coding knowledge required – Just drag and drop tables and visually build Tables, Charts, Speedometer, Gauges, Dials, Thermometers and more charts Simplified Distribution and Presentation – You can Export the Dashboard to PDF or HTML and just send them as attachments

File Ref: Dashboard_Tutorial.doc

InfoCaptor

Page 4 of 52

Dashboard Tutorial 

www.ExcelDashboard.org www.AccessDashboards.com www.InfoCaptor.com

Save Time - Just build the dashboard presentation layer only once and automate the refreshes.

Data Preparation Export your transaction data to Excel file by running a report or requesting your IT department. There are certain rules to be followed when you get the data in Excel files. Here is a sample Excel dump of Order Entry data. The first row is always treated as the column names. First row is column names

Provide a name to the worksheet, Avoid white space in the name. Replace blank character with “_”

If you inherit an Excel file with pivots and charts all over the places then try to copy just the raw data in another worksheet in the same file or create another file. If it is not possible to keep the first row as the column names then you could define “named ranges”. In the dashboard designer it is possible to access the data using Cell ranges but then future updates to the
InfoCaptor
Page 5 of 52

File Ref: Dashboard_Tutorial.doc

Launch Dashboard Software and Connect Launch InfoCaptor Dashboard Software on your Desktop and click on the connect button on the toolbar The connection wizard has items that simplify connecting to different data sources.g if the data goes beyond the Cell range. Just keep it to simple alpha-numeric column names.AccessDashboards. For Excel Files.com Excel file could break the dashboard.Dashboard Tutorial www. Click on the Excel button File Ref: Dashboard_Tutorial.com www.ExcelDashboard.org www.doc InfoCaptor Page 6 of 52 . NOTE: Make sure column names do not have any funky characters. for e.InfoCaptor.

xls file is not open in MS Excel.xls file. Click on the “Access/Excel File” button. click on the Connect button Upon successful connection.Dashboard Tutorial www.doc InfoCaptor Page 7 of 52 . It populates the connect name for you.InfoCaptor. Connect Name is for your reference NOTE: Make sure that the order_raw. File Ref: Dashboard_Tutorial.org www.com Once you click.AccessDashboards. you may get connected but not able to query and may get unpredictable results. the connection wizard disappears and a new action wizard pops up.com www. The Excel file is locked once you connect to it. Select the order_raw. If the file is open in MS Excel. But you can change this name. it automatically selects the appropriate Driver for you.ExcelDashboard. Now.

we type in “Order Management Analytics” Click OK.com Create Dashboard and Table portlet Once connected.doc InfoCaptor Page 8 of 52 .ExcelDashboard.Dashboard Tutorial www.InfoCaptor.AccessDashboards. It will present you with a table browser showing all the available worksheets as tables File Ref: Dashboard_Tutorial.com www. it will show you a list of action items to pick from We will click on “New Blank Dashboard” In the Dashboard Name.org www.

InfoCaptor.doc InfoCaptor Page 9 of 52 . which indicates this is an Excel Worksheet.org www. we just have one worksheet named “order_data”.com Expand the node to see all the worksheets. Replace blank characters with “_” underscore character Double Click on the “order_data$” node File Ref: Dashboard_Tutorial.ExcelDashboard. it attaches a $ sign at the end.com www. Note how.AccessDashboards.Dashboard Tutorial www. In this example file. So make sure you do not have any dollar sign when naming the Excel worksheet and no other special characters and no white or blank characters.

Dashboard Tutorial www.com Click on the “* alias=ord” item at the very top to select all the items File Ref: Dashboard_Tutorial.doc InfoCaptor Page 10 of 52 .AccessDashboards.com www.ExcelDashboard.InfoCaptor.org www.

This action creates a Table Portlet (Qlet) in the Dashboard canvas.ExcelDashboard.com You may change the name of any column or any other property such as sort and group by. File Ref: Dashboard_Tutorial. We will leave it as it is and click on the “Create Table” button.com www.InfoCaptor.Dashboard Tutorial www.AccessDashboards.doc InfoCaptor Page 11 of 52 .org www.

it may need to add additional calculations and columns to create useful metrics.com We will use Qlet as our basic building block for the following exercise.g in our sample file.ExcelDashboard.Dashboard Tutorial www.InfoCaptor.org www. Add Calculations Since this is a raw extract of actual transactions. We will create calculation to derive the “Amount” column Right click on the Quantity Column. File Ref: Dashboard_Tutorial. we have the “Unit Price” and “Quantity” columns.com www.doc InfoCaptor Page 12 of 52 . For e. Navigate to Popup Menu  Create  Create Calculation It shows a calculation wizard.AccessDashboards.

InfoCaptor.org www.ExcelDashboard. Click on “Unit Price” 2. Click on Quantity 4.doc InfoCaptor Page 13 of 52 . Click on “Use this Formula” As you see.Dashboard Tutorial www. Rename the column to “Amount” 5.com www. the “Amount” column is added right next to the Quantity column File Ref: Dashboard_Tutorial.AccessDashboards. Click on * multiplication operator 3.com 1.

Months column File Ref: Dashboard_Tutorial. we have order date. Month.ExcelDashboard. In the dashboard designer.doc InfoCaptor Page 14 of 52 . to generate trending information. Quarter.AccessDashboards.InfoCaptor. has some form of date information. Quarter. Day . Week and other flavors of the same information for better representation.Dashboard Tutorial www. Very often. you can easily generate Date hierarchy columns for any kind of reporting. Now date is very granular information.com Add Date Hierarchy Columns Most of the data.com www. so we will generate the Year. you need to derive year and month columns.org www. In our example. Right click on the “Order Date” column and navigate to Create  “Add Year.

com Click on “Add” and it will add the following columns to the right of the primary column “Order Date” File Ref: Dashboard_Tutorial.ExcelDashboard.InfoCaptor.com www.Dashboard Tutorial www.doc InfoCaptor Page 15 of 52 .AccessDashboards.org www.

Mth Disp: represents the month number but padded with zero on the left Mth NN: represents month number and 3 letter month name Yr Mth : represents the year and month number Qtr: represents the quarter number Week : represents the week of year Dy: represents day of year 9. 3.AccessDashboards.com You may not need all of the date derived columns but it is worth understanding what they stand for.ExcelDashboard. The concept of date hierarchy even though simple to implement is very powerful. 4. Within few minutes you can derive important “Insight” into your data. 6.Dashboard Tutorial www. 8. File Ref: Dashboard_Tutorial.InfoCaptor.doc InfoCaptor Page 16 of 52 .com www. … and so on. The remaining part explains the actual part of the date. 5. Now begins the fun part.org www. 7. We will now begin the process of deriving intelligence out of boring data. Year : represents the year component of the date Mth N : represents the numerical month. 2. The derive columns. 1. have a prefix of “Or” which are the first two letters of the primary date column “Order Date”.

com www. So it makes sense to include a parameter for the item category so that we can select only the items belonging to a particular category. I would suggest to save the base dashboard definition once you have frozen all the parameters and Qlets. It is very important that we build our foundation Qlet and its corresponding parameters so that all of the drop down parameters can be leveraged in the charts. we have details about items that are sold on a particular date. it may happen that you will get lots of ideas on implementing different ways.AccessDashboards.Dashboard Tutorial www. navigate to Create  Create Parameter It creates a new parameter named “Category Name” File Ref: Dashboard_Tutorial. and quantity information. We also have the category for each item that they belong to. we have not built any charts yet. We have the unit price. Right click on the “Category Name”.org www. create a copy of the dashboard file as backup.com Create Year and Category Parameters Remember.doc InfoCaptor Page 17 of 52 .InfoCaptor. During the development. we should still make an attempt to always plan so that we don’t duplicate our effort. Before you start building charts.ExcelDashboard. Since the dashboard tool is easy to work with. It definitely helps to plan your dashboard development. In our data.

InfoCaptor.com You may place this anywhere you feel appropriate.AccessDashboards.org www.ExcelDashboard.doc InfoCaptor Page 18 of 52 .Dashboard Tutorial www. right click on the “Or Year” column and create the parameter File Ref: Dashboard_Tutorial. Similarly.com www.

AccessDashboards.org www.Dashboard Tutorial www. Because if the year value and the date ranges fall apart or do not intersect then you will not see any data output.com NOTE: Often it does not make sense to have a year drop down and a date range parameter.InfoCaptor.com www.doc InfoCaptor Page 19 of 52 .ExcelDashboard. do not use the other. File Ref: Dashboard_Tutorial. In this tutorial we provided the year and date ranges only for demonstration so if you need only one.

ExcelDashboard.AccessDashboards. invoice date. Let us create a simple date filter.com Create Date Filter and Parameters If you work with real transaction application.Dashboard Tutorial www. This date could be transaction date. Navigate to Create  Create Date Filter File Ref: Dashboard_Tutorial.org www.InfoCaptor.doc InfoCaptor Page 20 of 52 . One of the dashboard and reporting best practices is to have some form of date filter and/or parameters so users can dynamically choose the date range. Right click on the Date column (order date). order date.com www. This helps in narrowing down the data for analysis. payment date etc. In the dashboard designer it is few click process to implement this. you already know that the amount of data is huge and the data has some form of date column. One of the typical requirement is to see data for “as of today”.

As we have very minimal use of the date filter for the dashboard that we are building we will just touch the basics.doc InfoCaptor Page 21 of 52 .com The detail use of the Date Filter is covered in a separate tutorial.InfoCaptor.com www.ExcelDashboard.Dashboard Tutorial www.org www. In the date filter.AccessDashboards. on the left you see the column name and on the drop down you see different options such as below         First Day of Month Last Day of Month First Day of Qtr Last Day of Qtr First Day of Week Last Day of Week First Day of Year Last day of Year File Ref: Dashboard_Tutorial.

We will create a From and To Date range parameter Right click on the “Order Date” column. We will leverage this option to the fullest so that the dashboard is extremely useful and can respond to data changes. For e. Click on “use this filter” and it will be applied to the Qlet.org www. The dashboard designer allows you to build drop down list of values as parameters to the query.g. One of the best practice is to avoid hard coding of any values in the Query.ExcelDashboard.com For our purpose we just limited our data to be less than today.Dashboard Tutorial www.AccessDashboards.doc InfoCaptor Page 22 of 52 .com www.InfoCaptor. Navigate to Create  Create Parameter It instantly creates two Data Parameters We arrange them and size them appropriately as below File Ref: Dashboard_Tutorial.

com www. you can type the date or popup the date picker by click on the button on the side Now.Dashboard Tutorial www. right click on the Title and select “Refresh” File Ref: Dashboard_Tutorial.InfoCaptor.ExcelDashboard.org www.com Once arranged and formatted.AccessDashboards.doc InfoCaptor Page 23 of 52 .

ExcelDashboard.org www.doc InfoCaptor Page 24 of 52 .com Change the From and To Date values and refresh. File Ref: Dashboard_Tutorial.InfoCaptor.AccessDashboards.Dashboard Tutorial www. the Qlet will change the data accordingly.com www.

Dashboard Tutorial www.org www. and then click on the “Create Chart” It opens a “Chart Factory Wizard” 1. The Y. MAX.Axis drop down has all the available fields from the Qlet 4.AVG) values InfoCaptor Page 25 of 52 File Ref: Dashboard_Tutorial.InfoCaptor. The top drop down contains a list of all the chart types that are supported. The very important reason we split the date into year. MIN.ExcelDashboard. The Y. quarter.doc . The X-Axis drop down has all the available fields from the Qlet 3. month.AccessDashboards. Right click on the Qlet title (“Name” ).Aggregation has (SUM.com Create Bar Chart Bar charts reveal important trend in your data. week and day components is to see if there is a trend in the sales or order information.com www. 2. COUNT.

Select “Bar” as the chart type 2.InfoCaptor.Dashboard Tutorial www. The y-aggregation is required.AccessDashboards. we are telling it to sum the amount and group it by year value) 5. Select “Or Year’ as the X.doc InfoCaptor Page 26 of 52 . we want to see a “year over year trend for our sales growth” 1.com www. the Y-axis is the numerical value column that will be used to plot the bar or appropriate chart type.Axis 3. Select ‘Sum’ as the aggregation (by selecting sum. In our case.axis 4. Click on the “Create Chart” button File Ref: Dashboard_Tutorial. Select “Amount” as the Y.org www. usually we should pick “SUM” but you could use “AVG” or other aggregations as you see fit.com The process is to pick the base column that will form the X-axis.ExcelDashboard.

org www. File Ref: Dashboard_Tutorial.com 6. It shows the Glet Editor for your review which is a pre-built SQL query.AccessDashboards.InfoCaptor. you can drag the borders and expand the view.ExcelDashboard.com www.Dashboard Tutorial www. We change the Glet Name.doc InfoCaptor Page 27 of 52 . and click on “full apply” button It creates a bar chart as shown above. it will scale automatically.

Dashboard Tutorial www.InfoCaptor.org www.com We just dragged the corners and expanded the view. By Quarter Go back to the chart factory and only change the X-Axis column to ‘quarter’ field Click ‘Create Chart’ File Ref: Dashboard_Tutorial. we will create other views like a rubber stamp.ExcelDashboard. Do not close the chart wizard yet.AccessDashboards.doc InfoCaptor Page 28 of 52 .com www.

Dashboard Tutorial www.AccessDashboards. File Ref: Dashboard_Tutorial.com www. The reason we chose this value is so that we can order the quarter across multiple years. At the end we can re-arrange the portlets on the dashboard canvas.ExcelDashboard.doc InfoCaptor Page 29 of 52 . 2 digit year and the last digit indicates the quarter number. The column “Or_Qtr_Disp” has Qtr.InfoCaptor. Just drag by the title “By quarter” and place it in a position where you can see it.com Change the name to “By Quarter” and click “Full Apply” Do not worry about the size and the placement.org www.

com As you see. So far the tallest periods are March and April of 1998.com www. month number and month name(3 letter). The Qtr-98-1 has the tallest bar. or each Day.InfoCaptor.ExcelDashboard. Note that as you go more granular.AccessDashboards. did you get extra word of mouth or publicity? Similarly you can create slices by Week. Why is that? Did you do special promotion. Now lets create a month view so we can nail down. the chart may look more congested.doc InfoCaptor Page 30 of 52 .Dashboard Tutorial www.org www. which month contributed to that spike By Month We go back to the chart factory and select “Or_Mth_Yr_NN” which contains Year. we can clearly see a trend emerging from our data. File Ref: Dashboard_Tutorial.

InfoCaptor.com Now let us see which products are doing better.Dashboard Tutorial www. Click on apply Change the name to “By Product” and in the SQL query below.com www.doc InfoCaptor Page 31 of 52 . “Order by 2 Desc” which will sort the products by the revenue in the descending order File Ref: Dashboard_Tutorial. type.ExcelDashboard.AccessDashboards.org www.

ExcelDashboard.AccessDashboards.doc InfoCaptor Page 32 of 52 .InfoCaptor.Dashboard Tutorial www. But lets see how each of the products fair well within their own category.org www.com You have now found your winning product line.com www. Create Pie Chart We will now create a pie chart by product name File Ref: Dashboard_Tutorial.

com www.AccessDashboards. We can now change the “Category name parameter” to see the product distribution for other category File Ref: Dashboard_Tutorial.doc InfoCaptor Page 33 of 52 .org www.InfoCaptor.Dashboard Tutorial www.com It is nice to know that the revenue distribution is not dominated by a single product.ExcelDashboard.

InfoCaptor.Dashboard Tutorial www.com www.org www.com By Category = Beverages File Ref: Dashboard_Tutorial.AccessDashboards.ExcelDashboard.doc InfoCaptor Page 34 of 52 .

doc InfoCaptor Page 35 of 52 . copy the file and work on the new file for finishing and polishing the dashboard.AccessDashboards. it is advisable to save the dashboard file. File Ref: Dashboard_Tutorial.ExcelDashboard.org www.Dashboard Tutorial www. Once you are done with all the Qlets (query/table portlet) and Glets (graphic portlets).com Summary of steps so far         Create a foundation table portlet (Qlet) Add Calculations and any derived columns Add Date hierarchy columns as needed Create Date parameters if needed Create drop down list of values as parameters Create charts using the base Qlet Delete the foundation portlet when not needed and you are done with the dashboard design Arrange the remaining portlets in desired format.InfoCaptor.com www.

ExcelDashboard.Dashboard Tutorial www.InfoCaptor. Navigate to menu File  Save As File Ref: Dashboard_Tutorial.doc InfoCaptor Page 36 of 52 . Before proceeding.org www. your dashboard is quite chaotic. We will start the process of finishing our design.AccessDashboards.com www. we save a copy of the dashboard. You have objects all around your dashboard canvas with different sizes.com Finish the Dashboard Design By now.

Next.com www.org www.InfoCaptor. go to menu File  Close All File Ref: Dashboard_Tutorial.doc InfoCaptor Page 37 of 52 .ExcelDashboard. Click on Save.Dashboard Tutorial www.com Give a name to the file so that you can identify the raw dashboard definition file.AccessDashboards.

AccessDashboards.com www.com Note that there are no dashboards to view.InfoCaptor.icv” File Ref: Dashboard_Tutorial.ExcelDashboard.Dashboard Tutorial www. select the file and type – Ctrl-C.doc InfoCaptor Page 38 of 52 .org www. Click on the File  Open Select the file “Order Management Analytics. then go to the File Explorer. If you need more backup copies to be created or create different versions of the same dashboard definition. and then Ctrl-V Now.

AccessDashboards.com www.org www. Click on Open Get rid of objects you don’t need We don’t need the initial table portlet.InfoCaptor.com Note that we are not touching the – Initial Copy file.Dashboard Tutorial www. Select the “Name” portlet and then click on the “Scissor’ icon on the toolbar File Ref: Dashboard_Tutorial.ExcelDashboard.doc InfoCaptor Page 39 of 52 . so we will delete that.

AccessDashboards.doc InfoCaptor Page 40 of 52 . Note. now is the time to provide them. Give appropriate names to each portlet.org www. Right click on each title and click on “Edit” File Ref: Dashboard_Tutorial. we created the backup copy of the dashboard so don’t worry if you mess up the dashboard. During the chart creation if we did not provide names.Dashboard Tutorial www.com www.com Click “Yes” to confirm.InfoCaptor. You can always go back to the original and start again.ExcelDashboard.

InfoCaptor.com www.com Now.ExcelDashboard. Note. we will convert the standard pie to a 3D view File Ref: Dashboard_Tutorial. scale down the size of each portlet and start arranging them on the canvas as you see fit. you can drag the corners of each portlet to resize the frames and drag the title name to place them on the canvas Screen real-estate is very important when designing any dashboard or web application. For better space utilization.doc InfoCaptor Page 41 of 52 .Dashboard Tutorial www.AccessDashboards.org www.

com Also.AccessDashboards.doc InfoCaptor Page 42 of 52 . File Ref: Dashboard_Tutorial. keep the most important charts on the top and left area. Put all the detailed portlets at the bottom.org www. while arranging the objects. keep the scrolling to vertical as it is convienient for viewing.InfoCaptor.com www. The above layout will cause for horizontal scrolling and is not a good practice. do not put any objects on the right side of the scroll bar. Avoid horizontal scrolling Remember.Dashboard Tutorial www. Always.ExcelDashboard.

Dashboard Tutorial www.com Once you do the basic layout of placing the portlets so that they are distinctly visible.AccessDashboards. it becomes easy to use the resizing options within the tool.com www.org www.InfoCaptor.doc InfoCaptor Page 43 of 52 .ExcelDashboard. Navigate to Edit  Resize Mode File Ref: Dashboard_Tutorial.

AccessDashboards.com www. you can select each object and they are enabled for group resize and placement. you can also turn the Grid mode to see a guide for your alignment and placement Goto Edit  Show Grid File Ref: Dashboard_Tutorial.Dashboard Tutorial www. Select all the parameters on the top and we will align the top edges with respect to the first one.doc InfoCaptor Page 44 of 52 . thing.org www. As you see.ExcelDashboard.com Once in the resize mode.InfoCaptor. each plet is shown in red with a bar on top indicating it is selected for alignment One more.

AccessDashboards.ExcelDashboard.InfoCaptor.org www.com www.doc InfoCaptor Page 45 of 52 .Dashboard Tutorial www. File Ref: Dashboard_Tutorial. make sure to deselect them before working on the next set of objects.com Note: Once you are done with resize and align with one set of objects.

org www.com www.Dashboard Tutorial www.com File Ref: Dashboard_Tutorial.doc InfoCaptor Page 46 of 52 .AccessDashboards.InfoCaptor.ExcelDashboard.

com www.com/user_help/bi-dashboard-help.org www.com It is best practice to first resize all the objects. you can share the dashboard in multiple ways.htm Share the Dashboard with other users Now that you have built the dashboard.doc InfoCaptor Page 47 of 52 .ExcelDashboard.Dashboard Tutorial www. Click on the PDF icon on the toolbar as shown below and it will instantly create a PDF output File Ref: Dashboard_Tutorial. deselect the objects and start with the objects in the next horizontal line. This completes our basic dashboard which is dynamic and extremely informative.InfoCaptor. If you need to further customize the look and feel please refer to our online tutorial and reference section http://www.AccessDashboards. All objects on the same horizontal line should have the same height. Select the optimum height of any object on that particular horizontal line and then right click on the title and resize the height of all the selected ones.  Create a PDF output of the dashboard and send as email attachment.infocaptor. Then apply the alignment -> Top .

com  Create Static HTML output. It does not refresh automatically. It is just a snapshot image of the dashboard at the time the output was generated.InfoCaptor.org www. Web Sharing: In this option. You may need separate license for dashboard viewers for desktop. you can publish the dashboard to web and the dashboard is available real time with all the dashboard parameters and refresh actions.doc InfoCaptor Page 48 of 52 .com www.AccessDashboards. This option creates a static html page that you can put in on the web. You can put the dashboard definition file (icv) on a file share directory and other users can view the dashboard through the Dashboard viewer.ExcelDashboard.Dashboard Tutorial www. Click on the HTML icon on the toolbar. Desktop Sharing. You will need to regerate the output again when the data is refreshed.   File Ref: Dashboard_Tutorial. Users cannot interact with the dashboard.

org http://www.exceldashboard.Dashboard Tutorial www. The look and feel is different with this option.doc InfoCaptor Page 49 of 52 .. Details of converting the desktop to web version are not covered in the document.AccessDashboards.InfoCaptor. The web version is using a flash charting engine to the desktop Java chart engine. Please refer online at any of our websites for more details http://www.org www.ExcelDashboard.infocaptor.com www.com File Ref: Dashboard_Tutorial.com Go to Menu Create  Publish to web and it will generate a file that you can put it where the dashboard web server is and it will render the output.

doc InfoCaptor Page 50 of 52 .InfoCaptor.com Appendix Define Named Ranges in Excel For the given Excel File.AccessDashboards.Dashboard Tutorial www.ExcelDashboard.org www.com www. if you had to create a Named Range for Income and Expense columns and rows Select the desired Cells File Ref: Dashboard_Tutorial.

AccessDashboards.doc InfoCaptor Page 51 of 52 .com Goto Menu  Insert  Name  Define File Ref: Dashboard_Tutorial.org www.InfoCaptor.Dashboard Tutorial www.com www.ExcelDashboard.

com www.ExcelDashboard.org www.doc InfoCaptor Page 52 of 52 .AccessDashboards.Dashboard Tutorial www.com File Ref: Dashboard_Tutorial.InfoCaptor.

Sign up to vote on this title
UsefulNot useful