DIY Dashboards for Excel & Business Apps for iPhones & iPads
4.9 (37 ratings)
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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.
4.9 (37 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
343 students enrolled
Created by Luke Rochester
Last updated 8/2015
English
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Current price: $10 Original price: $50 Discount: 80% off
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Includes:
  • 2.5 hours on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Create great looking Excel Dashboards from scratch and transform them into iPhone and iPad Apps without writing a single line of code.
View Curriculum
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.
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.

Who 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.
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Curriculum For This Course
Expand All 28 Lectures Collapse All 28 Lectures 02:15:25
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A FREE preview of the entire course curriculum, kept short for busy people.
1 Lecture 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.

Preview 09:37
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Building your first Excel Dashboard
6 Lectures 13:35

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.

Your First Excel Dashboard: Data
01:47

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.

Your First Pivot Table
03:46

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.

Your First Pivot Chart
01:11

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.

Your First Excel Dashboard: Slicers
01:43

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.

Your First Excel Dashboard: Formatting
02:33

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.

Preview 02:35

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

Your First Excel Dashboard: Quiz
1 question
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The One Page Report - A more sophisticated Excel Dashboard
10 Lectures 35:53

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.

The One Page Report: Creating multiple pivot tables
02:42

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.

The One Page Report: Calculating Dimensions and Elements
03:55

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.

The One Page Report: The Time Dimension
01:46

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.

The One Page Report: Summary Calculations and the GetPivotData function
07:04

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.

The One Page Report: Sparklines
01:24

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.

The One Page Report: Calculated KPIs (Key Performance Indicators)
07:06

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.

The One Page Report: Chart and Slicers
02:53

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.

The One Page Report: Formatting
02:23

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.

The One Page Report: Testing and error capture
04:19

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.

Preview 02:21
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One Business App
9 Lectures 36:05

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.

Preview 03:46

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

One Business App: Setting up a Key Performance Indicator Table
03:29

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.

One Business App: Adding Dimensions and Elements to the KPI Table
02:33

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

One Business App: Creating KPI Aggregations
03:19

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.

One Business App: Creating a KPI Hierarchy
03:47

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.

One Business App: Navigation
05:15

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.

One Business App: Multi-level Navigation
05:04

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.

One Business App: Importing final KPIs into the app.
08:03

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

One Business App: Conclusion
00:49
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Deep Dive
2 Lectures 40:15

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.

The Business Intelligence Roadmap
20:02

Why FileMaker is such a powerful Business Intelligence tool.

FileMaker as a Business Intelligence Tool
20:13
About the Instructor
Luke Rochester
4.9 Average rating
37 Reviews
343 Students
1 Course
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).