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Transcript of Dashboard X
Bruce Cole, CPA
Dashboard X is an Excel-based financial dashboard simple enough to do-it-yourself while still being effective for small to mid-sized organizations.
source data automatically
Auto - Generates
All Pivot Tables
Key metrics from all reports on the dashboard
Add new reports in minutes
Each tab becomes an item on the dashboard
Each tab in the excel file becomes a
line on the dashboard
Unlimited Number of Reports and Headings
Tabs not in Order?
No worries, dashboard sorts your reports alphabetically
Want to see key metrics from each report
summarized in one place?
Summary metrics update automatically
each time you click Update Dashboard Tab.
PERFORMANCE DATA BLOCK
Data from a select range on each report is carried forward to the dashboard summary.
Use the special cells to capture actionable Information.
Apply conditional formatting to the PDB and formatting carries forward to the dashboard summary.
Values in this PDB are conditionally formatted to be green if greater then 10.
Go to the source data tab, click insert pivot table
on the existing, new template report tab.
Connect Your Data Source
Connect your source data using any number of data tools
- Entrinsic's Informer
- Data Watch's Morach Pro
- Create your own IQY file
- Import a text file
- Copy and paste data into the data tab
Add your data source
Add your reports
Capture metrics in the Performance Data Block
Click refresh – new reports are added, pivot tables are updated, and performance data is copied to the summary page.
Review an organized, up-to-date dashboard.
Download the free Meet-the-Dash demo featured in this presentation from the Project section at www.linkedin.com/in/brucescole.
with just one click.
Meet the Dash
The dashboard is the heart of the workbook. Metrics from each report are summarized on the Dashboard. Conditional formatting and working notes posted on individual reports also appear on the Dashboard.
Use the Performance Data Block (PDR)
An easier way to utilize DIY Dashboard
The update section of the ribbon includes four updating options.
Click "Update All Pivot Tables" to refresh every pivot table in the workbook.
Click "Update Data Sources" to contact the data source, collect updated data, and install the updated data in your workbook.
Click "Update Dashboard" to refresh the data summary information that appears on the dashboard.
Or, do it the easy way, click "Update All" and the Dashboard will update the data source, refresh the pivot table, and revise your dashboard metrics.
Use the organize section of the ribbon to make changes to your existing reporting structure.
If you have seasonal reports that you only want to include in the dashboard a few months a year, use the "Hide the Report Tab" to hide the report during the rest of the year. Hiding unused reports keeps the dashboard neat and the metrics relevant.
Headings help you organize your dashboard. Use "Place Report Under Heading" to transfer a report from the default alphabetical sort sequence to a line within a specific heading.
Click "Remove a Tab" and select a report to remove when you are done with the report. Removing a tab deletes it from the workbook.
Navigate provides a quick link back to the Dashboard.
"Go to Hidden Tabs" provides access to hidden reports without putting them on the dashboard metrics page. Go to hidden tabs also provides direct access to your data source tabs.
The Build section of the dashboard ribbon allows you to add new data, headings, and reports.
Begin building your information management system by adding a data source. Data can be automatically drawn from an number of sources using IQY and many other commercial data tools.
Data sources included in the sample reports section come directly from the internet.
Add a pivot table to analyze the data from a specific data source. Pick the data source and name the report and the Dashboard does the rest of the set up work for you.
Since you do not always need a pivot table, you can also "Add a Blank Report Tab" to the workbook.