DIY Dashboards for Excel & Business Apps for iPhones & iPads

Build Dashboards for Excel & Business Apps for iOS without writing a single line of code, all you need is Excel.
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  • Lectures 28
  • Length 2.5 hours
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 8/2015 English

Course Description

Build Dashboards for Excel and Business Apps for iPhones & iPads

Build Dashboards & Business Apps without writing a single line of code, all you need is Excel.

In a world first we have designed a training course that helps the average Excel user create an Excel dashboard and an iPhone app without having to write a single line of code.

When we build the dashboards we only use tools that come standard with Excel – like Pivot Tables, Pivot Charts, Icons and Sparklines (and don't worry there isn't any visual basic or even a single macro in our solution).

And here's the best bit … FileMaker (an Apple subsidiary) has released a free database for iOS called "FileMaker Go". It works natively (i.e. online or off-line) on iPhones and iPads.

The program you download from the resource section will automatically convert a simple spreadsheet into a sophisticated Business App that works with FileMaker Go. Therefore you will be able to distribute your own apps to as many people and iOS devices as you like.

More advanced users can even host an online version which will work with most browsers including Android. The advanced version can also integrate with everything from SQL to SAP. However the this advanced (multi-user) version called "OneBusinessApp - Professional" is beyond the scope of this training course. More advanced users may still want to take this course to refine core skills required in more advanced implementations.

However, this training course is squarely aimed at the typical Excel user who wants a simple method for building their own Dashboards and Business Apps.

Sign up today to start creating your own Dashboards and iPhone apps without learning a single line of code.

What are the requirements?

  • This course is designed specifically for non-programmers and as such students do not have to have any programming experience whatsoever. In fact you do not even have to have the intention to ever want to program. This course is not about "code cutting". It is helpful however to have at least a basic understanding of spreadsheets and we will be using MS Excel 2010 in the demonstrations, so it is a benefit to have Excel 2010 (or a letter version) already loaded before you start.

What am I going to get from this course?

  • Create great looking Excel Dashboards from scratch and transform them into iPhone and iPad Apps without writing a single line of code.

What is the target audience?

  • This course is designed for Excel users; Managers, executives, all types of business people, office workers, scientists, engineers, doctors, teachers, students ... basically anyone who "thinks for a living" (i.e. Knowledge Workers) and knows how to use Excel.
  • Advanced users and developers may like to take this course to give them a foundational grounding on Dashboards and Business Intelligence before they embark on the technical aspects of deploying a larger scale Information Dashboard.

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.

Curriculum

Section 1: A FREE preview of the entire course curriculum, kept short for busy people.
09:37

In this video we race through the entire course curriculum. Don't worry, we'll take it a lot slower during the actual training videos and we will explain each step as we go.

Section 2: Building your first Excel Dashboard
01:47

We start right at the beginning with a very simple table of data in a single Excel spreadsheet. In this video I talk a little bit about the sample data itself. In other words I answer the question: What is it an example of?
Check out the resource section to download a copy of the sample file that you see in this video.

03:46

Perhaps one of the most important videos in the whole course. In this video you learn how to create your first Pivot Table.
Check out the resource section to download a copy of the sample file that you see in this video.

01:11

After you have created a Pivot Table the Pivot Chart is easy. In this video you see just how easy.
Check out the resource section to download a copy of the sample file that you see in this video.

01:43

The slicers are perhaps my favourite feature of Excel. In this video we see how to add them. In a later video we will look at how to use them.
Check out the resource section to download a copy of the sample file that you see in this video.

02:33

OK so formatting is not my favourite thing to do ... but it's important for the end users. So here is a video showing you how to make a spreadsheet look like a dashboard.
Check out the resource section to download a copy of the sample file that you see in this video.

02:35

And finally here is our finished dashboard. If you followed the steps you should be able to do the same things with your dashboard. You have now created your first Excel Dashboard - CONGRATULATIONS !
Check out the resource section to download a copy of the sample file that you see in this video.

1 question

Check to see if the student knows how to use the the sample dashboard described.

Section 3: The One Page Report - A more sophisticated Excel Dashboard
02:42

With the right technique you can create several Pivot Tables in a matter of minutes. In this video I show you how. In the resource section you will find a sample of the file shown in the video.

03:55

With multiple Pivot Tables feeding the dashboard we need to create a summary table of calculations to pull the right data from the right pivot table into the dashboard. In this video we look at how to bring dimensions and elements into the summary calculation table. In the resource section you will find a sample of the file shown in the video.

01:46

Most dashboards incorporate a time dimension and in this video I show you how to bring it into the summary calculation table. In the resource section you will find a sample of the file shown in the video.

07:04

One of the most important calculations in the whole dashboard is the GetPivotData function. In this video I show you step-by-step how to use it to summarise the results into your summary calculation table. In the resource section you will find a sample of the file shown in the video.

01:24

Sparklines are a great way to provide a lot of information in a glimpse. In this video we look at how easy it is to add sparklines to your dashboard. In the resource section you will find a sample of the file shown in the video.

07:06

In this dashboard you will be able to calculate KPIs (Key Performance Indicators) on the fly. In this video I will show you how. In the resource section you will find a sample of the file shown in the video.

02:53

In this video we add a chart to the dashboard and connect it to all of the slicers. In the resource section you will find a sample of the file shown in the video.

02:23

In this video I show you techniques to make the final solution look less like an Excel spreadsheet and more like an Information Dashboard. In the resource section you will find a sample of the file shown in the video.

04:19

As with all-things-software you will most probably have a few gremlins and bugs to kill off before releasing your masterpiece into the wild. In this video we look at some common problems and how to fix them. In the resource section you will find a sample of the file shown in the video.

02:21

The dashboard that we lovingly refer to as "The One Page Report" is shown in all its glory in this video. How did your dashboard turn out? Do they look similar? In the resource section you will find a sample of the file shown in the video.

Section 4: One Business App
03:46

In this video I will show you how to use the sample file to turn your spreadsheet into an iPhone App. The sample file shown in the video can be found in the resource section.

03:29

In this video we start to set up the Key Performance Indicator Table.

02:33

You can use One Business App to show any &/or every part of your organisation. In this video we learn how to add Dimensions and Elements to the KPI Table.

03:19

Having created your KPI Table I show you how to create Aggregations points. As sample file is included in the resource section.

03:47

Having learnt about aggregation points in the last video we move on to create a whole hierarchy where, for example, users can navigate from the top (total company) down through departments into mid-levels of the company finally resting at the most granular level of the individual business entities.

05:15

Using unique identification numbers for each KPI and "Parent" IDs for most KPIs we can create a fairly sophisticated navigation structure. In this video you see this in action. There is a sample file available in the resource section.

05:04

The overall concept of this video is similar to the last video however we enable users to drill into more detail and we control the multi-level hierarchy using this method. See the sample file in the resource section.

08:03

Here is where the rubber hits the road ... time to import your KPIs into One Business App. The sample file is in the resource section.

00:49

In this lecture we wrap up this section of the training course.

Section 5: Deep Dive
20:02

As many as 80% of BI Projects fail, typically from companies focusing too much on the technology and not enough on the people and the business. In this lecture I will show you how to avoid the 80% failure rate.

20:13

Why FileMaker is such a powerful Business Intelligence tool.

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Instructor Biography

Luke Rochester, Management Consultant

Luke has an Honours degree in Engineering (winner of the University Prize), a Grad Dip in Psychology and Advanced Certificates in relational and multidimensional databases.

He works with companies of all sizes - ranging from small family businesses to Fortune 500 companies.

He recently presented two seminars on Business Intelligence in Las Vegas at a Developers Conference for FileMaker (an Apple Subsidiary).

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