Microsoft Office Tutorials and References
In Depth Information
Chapter 1: Introducing Dashboards
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Introducing
Dashboards
In This Chapter
Defining dashboards and reports
Determining user requirements
Establishing visualization and design principles
Reviewing your dashboard prior to distribution
Creating a dashboard in Excel is not the same as creating a standard table-driven analysis. It’s
tempting to jump right in and start building away, but a dashboard requires far more preparation than a
typical Excel report. It calls for closer communication with business leaders, stricter data modeling
techniques, and the following of certain best practices. It’s helpful to be familiar with fundamental
dashboard concepts before venturing off into the mechanics of building your own. In this chapter,
we discuss basic dashboard concepts and design principles and what it takes to prepare for a
dashboarding project.
All workbook examples that we list in this topic are available on this topic’s companion
website at www.wiley.com/go/exceldr .
On the Web
What Are Dashboards and Reports?
It isn’t difficult to use the words report and dashboard interchangeably. In fact, the line between
dashboards and reports frequently gets muddied. We see countless reports that are referred to as
dashboards just because they include a few charts. Likewise, we see many examples of what could
be considered dashboards but are called reports.
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