Insight for business users of Microsoft Excel
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In Excel Dashboard Sample: Weekly & Monthly Top-Ten Activity Reports I introduced two Excel dashboard reports created by Chris Helfrecht. In this post, I’ll describe a critical aspect of his report workbook: the workbook structure.
All Excel reports perform at least four tasks. Good reports assign these tasks to four sections, with specific worksheets defining each section.
The sections are: [click to continue...]
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When Chris Helfrecht sent these two sample Excel dashboards, he wrote that he tried to follow my methods. He also wrote that people in his company have been very enthusiastic about his new dashboards. [click to continue...]
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Many Excel reports include tables that show sorted results. Usually, these tables were sorted manually in Excel, using the Data, Sort command. However, reports would be a lot easier to maintain and update if formulas (not macros) could sort the data automatically.
There’s a simple way to do this. But to make the method work reliably, [click to continue...]
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