Finally, a fun series on creating dashboards!
Dashboard design and creating dashboards can be a challenge. Even for Excel users, Excel dashboards are hard to manage. But they don’t have to be. By layering dashboard software on top of your Excel data, you can easily create beautiful and functional dashboards without having to know any coding. In this ten part series on YouTube, you will learn how to start creating dashboards and an important frame to make sure you are measuring the right things. Enjoy!
How to Create a Dashboard Part 1: Designing Dashboards for Your Business
Mike talks about the goal of business intelligence and how it’s not just reporting. You need analytics as well to make your smarter. Reports are the autopsy of your business. Analytics with a dashboard is showing what’s going on in real time. Here Mike sets the groundwork for this epic dashboard design series.
How to Create a Dashboard Part 2: Where to Start? Goals, Metrics and Dimensions – Part 1/2
Mike digs into why you are even here watching these videos on dashboard design. He explains why he uses Crystal Dashboard design which works on top of Microsoft Excel to turn it into visualization components. He breaks down dashboard creation into areas of performance, measuring and monitoring, planning, and reporting and analysis. The main dashboard areas are finance, sales, marketing, product development, operations, customer service, IT and systems, and human resources.
The main focus of this video are the goals, metrics, and dimensions of your project. The goal is the target, i.e. sales growth. The metrics are what support the goals, i.e. average dollars per order. The dimensions are how you allocate your resources, i.e. industry group and customer location.
Mike shows how Crystal Dashboard Design and Excel are linked together and how components like dials and gauges are able to be inserted by dragging and dropping.
How to Create a Dashboard Part 3: Goals, Metrics and Dimensions – Part 2/2
Continuing on with the decision speed framework, Mike explains why Crystal Dashboard design was called Xcelcius (it was based on Microsoft Excel). Dashboards are great for identifying “sweet spots” or levers of your business that are pivotal in driving your goals.
Mike goes over a sales results page with “GoMeDs” to find levels that will drive your metrics through to your goals. He also dives into what’s an ERP (Enterprise Resourcing Planning) and when you should be thinking about getting setup with one. A few example dashboards elements are shown including “what if” analysis, sparklines, bar charts, maps, and gauges.
How to Create a Dashboard Part 4: How Crystal Dashboard Design Works
Mike goes over the importance of setting expectations with new software and the importance of having time to play and mess around (with the software!). He then discusses how to get information into and out of Crystal Dashboard Design and how it is source agnostic whether it’s SQL queries, XML, or another format. You might need some help from your IT department.
Mike walks through the interface and basics of a live dashboard including modules and components. He dives deep into how the ratio + guage component works and how it can be adjusted by using Microsoft Excel. Finally he goes over publishing options from a report, website, an intranent, PDF, powerpoint with live data, sharepoint, or others options.
How to Create a Dashboard Part 5: Dashboard Design Components (Charts) – Part 1/5
In this video Mike goes down the charts wormhole and shows the options available and the data behind a line chart, pie chart or donut chart, sparklines, candlestick, bar charts, and stacked bar charts. All the data is available via the Excel interface. There are many drill-down and other options availability so it will be up to your own creativity to explore and find what works for your data.
How to Create a Dashboard Part 6: Dashboard Design Components (Gauges, Dials & Buttons) – Part 2/5
A dashboard wouldn’t be complete with gauges, dials, and buttons. Everyone loves to push buttons and twist knobs. Every gauge, button, and dial is on display in Mikes demo dashboard. Sliders, dual sliders, progress bars, gauges with inner and outer markers, you name it, it’s here. All of the components sit on top of an Microsoft Excel layer of your data.
How to Create a Dashboard Part 7: Dashboard Design Components (Selectors and Filters) – Part 3/5
In this video Mike takes his demo presentation and adds filters and selectors to take the visualization to the next level. These are great components to get a more dimensional aspect to your data. Mike shows how these components work off the Microsoft Excel data you have.
How to Create a Dashboard Part 8: Dashboard Design Components (Maps & Containers) – Part 4/5
Containers are great way to organize your dashboard or provide a window to other information.
Maps and heat maps are fundamental ways to visualize location based data and Mike goes through the various options and how it connects to your Microsoft Excel data.
How to Create a Dashboard Part 9: Dashboard Design Components (Other Components) – Part 5/5
While there is enough about dashboard design to make a hundred videos, in this one, Mike goes through some of the more important odds and ends. These include labels, scorecards, text boxes, spreadsheet view, label based menus, date ranges, images, backgrounds, and tickers.
Video 10 – Improving Business Intelligence: Putting it all Together with Dashboards
Mike puts it all together and wraps up the series. Thanks for watching!