The First Excel Dashboard Report
The Excel dashboard below is from the first-ever package of dashboard reports, which I created to show Excel's power to a client back then....
Weekly & Monthly Top-Ten Activity Reports
When one of my readers, Chris Helfrecht, sent the two sample Excel dashboards below, he wrote that he tried to follow my methods for...
The First Spreadsheet Dashboard: Mini-Graph Reports in Lotus 1-2-3
This is the first dashboard report ever created with spreadsheets. I worked on this reporting technique in the early 1980s, then included this report...
Sample Excel Dashboard Reports from Forbes and Business Week
This mock-up is based on a format that Business Week used about thirty years ago. However, their report used a different color scheme. As...
Map Your Financial Health With an Excel DuPont Dashboard
Management reporting is all about communication. Reporting Return On Equity (ROE) is a case in point.
The ROE financial ratio is a key measure of...
How to Create Excel Traffic Lights with Charts and Text
"Traffic lights" are a common feature offered by software designed for management reporting and analysis.
Traffic lights provide at least two benefits. First, they alert...
How to Create Cycle Plots in Excel to Chart Seasonal Sales Data
If your company's sales are seasonable, you've probably seen a chart that looks something like the first one below.
This Excel chart shows the continuous...
How and Why to Define Excel Range Names with a Worksheet Scope
In Excel, a name can be global to a workbook or local to a worksheet. The traditional method we all use when we create...
First Excel Dashboard Report Showing Financial Data for a Public Company
The figure below shows the first Excel dashboard to display data about a public company. Although this report looks quite similar to today's reports,...
The First Excel Dashboard Report Shown in Public
Tektronix invented one of the early moderately priced color printers. When one of their employees saw a sample of my Excel dashboards from 1992, the...
Latest Articles
Getting Radical with Excel
It's time to think about Excel in a radical new way—when we use it to work with business or economic data.
It's time, in fact,...
How Fast Is Too Fast?
(Originally published in Inc Magazine.)
What typically tops the list of worries of the chief executive officers of fast growing companies? Financing that growth, according...
How to Smooth Data by Using the TREND Function
Years ago, I read that Prof. William S. Cleveland had suggested that data could be smoothed by calculating a centered trendline through adjacent data—a...
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