
Dan Schorr shares twenty years of project management and architecture experience, showing how to collect requirements and design tools to automate dashboards using C++, C#, Java, JavaScript, Informix, and Oracle.
Prepare for automated dashboards by mastering Excel basics: format ranges, colors, conditional formatting, sort/filter, pivot tables, charts, and formulas like choose, index, match, offset, transpose.
Learn how a dashboard summarizes key management information, showing the most important figures and enabling automatic, filterable charts across markets and dates.
Master useful lookup and reference formulas by using index and match to retrieve data across tables, perform exact matches, and aggregate amounts by product and month.
Excel dashboard to monitor testing activities of a software development project - Overview of the case study
Map a sitemap and prepare data tables with categories for automated excel dashboards, then apply data validation, formatting, and data import, while planning tests by priority and holidays.
Learn data preparation for automated Excel dashboards by building and validating a data table, testing browser and device combinations, merging cells, and documenting status and comments.
Format the data tables by applying conditional formatting to distinguish mandatory and optional browser and device combinations, set rules for blanks and dashes, and lock sheets to protect the dashboard.
Format the tables of data and track test progress across browsers and devices. Use formulas to count tests and apply conditional formatting to color-code readiness.
Apply conditional formatting with formulas to color cells by status, such as ready for test, and assign priority levels to drive automated Excel dashboards.
Format data tables with conditional formatting and formulas, while protecting sheets and locking cells to guide user edits. Use format painter to apply consistency as you build the dashboard.
Builds an automated calculation worksheet to drive a burn down chart, using a workday formula with holidays and a named range to reach the target date of 11 June.
Prepare the calculation worksheet for automated Excel dashboards by implementing test and regression test workflows, building conditional formulas, and applying conditional formatting to track days and months.
Prepare the calculation worksheet by validating formulas, resolving inconsistent formats, and handling negative numbers while testing with sample data such as 15 17 91 22.
Use conditional formatting to highlight the date of today in a table
Create and customize dashboard charts in Excel by selecting data, inserting charts, configuring line charts with markers to compare plan versus actuals and automate display rules.
Learn to build an automated Excel dashboard by configuring dynamic charts that compare plan versus actual dates, update automatically, and reuse ranges and formulas for forecast.
Learn to update excel dashboards dynamically by building forecast logic, comparing actual pages tested to last days, and using range references to redraw charts in real time.
Prepare and clean a tickets table in excel by selecting relevant fields, cleaning dates, and setting up charts that automatically update as data changes.
Define formulas for totals and references in automated Excel dashboards, using lookup functions and conditional formatting to track the last testing date and highlight results.
Define formulas for daily figures by calculating reopen and close rates from ticket data, handling division by zero, using lookup and aggregation functions to compute averages and working days.
Customize the dashboard by adding a country column, using countifs for market totals, and applying data validation to filter by market for informed management decisions.
Build customized Excel dashboards using complex formulas, market and country filters, and data validation, then format tables and create charts for tickets.
Learn to build dynamic Excel dashboards by creating charts for tickets raised vs closed and calculating the closing rate. Use dynamic ranges and chart titles to automate dashboard visuals.
Customize the dashboard with separate market worksheets and test lists; position status, apply data validation and drop-downs, protect sheets, and retrieve data via a button.
Learn to rework calculation formulas in an automated Excel dashboard, mapping country data, handling not applicable cases with zeros, and linking external files for updated market status.
Explore a case study that shows how a table and graphs update via the hyperlink function and a simple VBA function, enabling an automated Excel dashboard.
Create and paste a data table, define a named range, and configure match and index with absolute references to drive an Excel dashboard using labels and mouseover to retrieve data.
Prepare an automated Excel dashboard by building a table, applying formulas and conditional formatting, formatting cells, and setting up the first chart to visualize data.
Select the data area, insert and format a chart, and set its title; changing data updates the graph automatically, with a future video showing a mouse-over effect.
Activate the developer ribbon, insert a VBA module, and build a user-defined function with hyperlinks to drive an automated Excel dashboard using match, index, and sum.
Explore building automated Excel dashboards with interactive sales charts, showing product and region distributions; learn dynamic updates, data tables, and calculations that drive live chart changes.
Prepare data for automated Excel dashboards by creating a new workbook, formatting a centered table with borders, and copying data to set up a test table.
Rename and set up the calculation worksheet, define named ranges and tables, and build sumifs formulas to calculate regional product sales across years for the automated Excel dashboards.
Prepare the calculation worksheet by building a region by product table for an automated Excel dashboard, applying fixed references and conditional formulas to display values or not applicable.
Prepare the calculation worksheet by building a data table, defining formulas, and applying sort and rank logic to drive an automated Excel dashboard.
Create and prepare a calculation worksheet by building a table, copying data, and applying index and match with absolute references to generate a sorted table and display results.
Populate the table by selecting the data area to retrieve the number of products and product names, using absolute references and the index function. The calculation updates on scroll.
Rename the target in the calculation worksheet and set its reference. Update the table from this reference, compare the beta and sorted versions, and display the sorted values.
Prepare the dashboard by building a cluster column chart with KPI target data, adding a secondary axis, and selecting and arranging data to automate Excel dashboards.
Prepare the dashboard by applying absolute references, formatting with color and a black border, and inserting a developer checkbox to show text.
Learn to format a dashboard in Excel by configuring scrollbars, setting axis limits, aligning and merging cells, inserting charts, and applying conditional rules to present KPI trends and bar charts.
Create a distribution view for the scatter chart by building a top 10 table with an index-backed lookup, using absolute references and dropdowns to dynamically adjust the dashboard.
Prepare the dashboard by performing calculations and building formulas with absolute references to compute kpis, including substring-based product lookups and array-based value retrieval for charts.
Prepare the dashboard by constructing KPI charts, inserting and styling combo charts (area and line), adjusting axes and error bars, and applying product-name substring filters across multiple KPIs.
Prepare the dashboard by inserting a text box, setting properties, and aligning labels to design a dynamic KPI linked to cells for updating charts.
Master automated Excel dashboards by preparing the dashboard, defining data ranges, creating named ranges, and using large and sum formulas to highlight KPI-driven top three products.
Prepare the dashboard (part xiii) guides you to determine product positions using index and match, fix absolute references, and finalize the top three products for automated Excel dashboards.
Create a polished excel dashboard by designing KPI panels, adding shapes and formatting, and protecting the sheet with a password while using drop-downs, radio buttons, and checkboxes to control data.
Explore how slicers act as filters for a tickets table, enabling dynamic views by priority, resolution, and status, and set the stage for dashboards built with pivot tables.
See how the case study uses slice and a people table to prepare data, and build pivot tables from call-center metrics like customer, duration, date, and representative.
Create dynamic Excel dashboards by building pivot charts and bar charts, configure top 10 filters, axis titles, colors, and slicers, and assemble a combo chart for insight.
Learn to create automated Excel dashboards by inserting and configuring slicers, linking filters to tables and charts, and updating multiple visuals in real time.
Connect slicers to all pivot tables across sheets to filter multiple fields like customer id, duration, representative, and amount, creating an interactive, synchronized Excel dashboard.
Build a customer service dashboard by preparing product master data, defining named ranges, and using VBA to auto-update product IDs and quantities as data changes.
Prepare data and generate a random data table using Excel formulas, then use index and match to derive prices and quantities, and build a customer service dashboard with visuals.
Prepare the calculation worksheet by creating a calculations table and sums, then build a pivot table to distribute monthly product amounts for automated dashboards.
Prepare the dashboard by performing calculations, creating an array and applying transpose, naming the range months, and inserting a combo box to drive a chart based on the drop-down selection.
Prepare the calculation worksheet and dashboard in Excel by managing ranges, using absolute references, named ranges, transpose, and array formulas to automate dashboard updates.
Learn to insert and customize a chart in an Excel dashboard, link a checkbox to show or hide products, and dynamically include or exclude data.
Compare each product’s average waiting time to the optimal duration using array calculations and budget constraints. Show this per month in a chart comparing target 3:30 to the actual durations.
Design and configure an automated Excel dashboard by setting absolute references, building a target data series, and linking monthly product data to interactive charts and a scrollbar control.
Freeze panes, tidy the ribbon, and add labels to improve the dashboard's layout. Calibrate calculations to align month and product views and enable month-by-month comparisons with a clear score.
Create dynamic Excel dashboards by building product tables and graphs, using scroll bars, offset and index or match calculations, absolute references, and conditional formatting to highlight the overall score.
Prepare the dashboard by organizing the data sheet, linking current and prior values to compute rank and progress, and applying conditional formatting with icons and colors to show trends.
Set up a dashboard-driven approach to manage a software project from idea to market. Define feasibility, plan timelines, develop, integrate components, test quality assurance, and involve final users before launch.
Mark the date of today on a Gantt chart
Learn how to prepare a Gantt chart by defining milestones and sprints, from planning and kickoff to development, integration, and rollout, and display these milestones graphically.
Create a milestone dashboard in Excel by building a date table, defining milestones, and generating a dynamic chart with appropriate axes, labels, and formatting for a clean, automated dashboard.
Name the data sheet and table, then build a dashboard area showing progress with sum and countif, using absolute references, criteria ranges, and index-match for percentages.
Learn to build automated Excel dashboards by creating bar charts, configuring axes, removing gridlines, and adding dynamic elements that update progress, with a focus on risk management and resource planning.
Prepare the resource plan sheet for the automated Excel dashboards course by outlining resources, entering hours, copying formulas, and linking conditions for the team.
Create an automated Excel dashboard by building a resource plan sheet and a burn down chart, using formulas to calculate start dates, progress, and project statuses.
Develop the resource plan sheet for an automated excel dashboard by configuring checkboxes, format controls, and relative/absolute references to support risk management and action items.
Learn to prepare the resource plan sheet for automated Excel dashboards by linking a combo box to a metadata table, displaying plan versus actual values, and filtering by resources.
Prepare the meta data for the resource plan sheet by defining phases and the project team, then implement data validation and formulas to map resources to activities.
Set up dynamic data validation for resource planning by linking phase selections to a tasks list using index match and named ranges, creating responsive drop-downs.
Explore risk management within a project dashboard by building a risk assessment sheet with data validation, open and close dates, issue types, priority, severity, and statuses.
Create and format a risk assessment table in Excel, using formulas, conditional formatting, and charts to track open and closed dates and highlight high-priority risks on the dashboard.
Identify the five top critical issues by ranking risk values with large, small, rank, and match to pinpoint exact items. Finalize the risk assessment and report figures for automated dashboard.
Learn to visualize risk assessment figures in excel dashboards by counting high, medium, and low issues, building a color-coded bar chart, and updating the dashboard with status indicators.
Learn to finalize an automated Excel dashboard that presents project status by calculating delays, end-date comparisons to planned dates, and encoding risk levels with conditional formatting for easier monitoring.
Prepare data in a trading workbook, set up calculation sheet with a product table, KPI targets and 90/10 bounds, apply green/red conditional formatting for performance, and create the calculations chart.
Prepare the dashboard (part i) by creating a new dashboard sheet, arranging data, applying basic calculations, and linking cells to build the automated Excel dashboard.
Build an automated Excel dashboard by using offset calculations and absolute references to position data from a table, with red buttons and form controls driving KBI metrics.
Prepare the dashboard, part iii, by inserting a scroll bar as in the previous example, setting the minimum control, and showing how to switch between ascended and the sending.
Adjust dashboard controls and sort order, observe live changes, inspect the graph, and learn to display ranges and thresholds such as more than 90 percent or less than 10 percent.
Prepare the calculation worksheet by defining min and max values, comparing to targets, and computing KPI metrics such as average (mean) and max; align and copy formulas for consistency.
Learn to prepare a dashboard by configuring tables, charts, and key metrics like max, min, and average, adjusting colors, legends, and data selections for clear visuals.
Create and customize an Excel dashboard by configuring legends, color coding, inserting symbols, and applying conditional formatting rules, then adjust sort order to highlight targets and trends.
In this course the students will learn how to create automated Excel dashboards. In details:
The course is conducted through examples.
These examples covers Excel dashboards in the most popular business areas, in details:
During the course and especially at the end some example will be done implementing Visual Basic for Applications (VBA). The programming language to create macros and functions to expand the functionalites of Excel.