
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.
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.
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 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.
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.
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 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.
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.
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.
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.
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.
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.
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.
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 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.
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.
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.
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.