Excel Charting and Dashboarding
Jon Peltier and Alex Kerin
All Day Hands-On Excel Dashboarding
Wednesday, June 2, 2010
DoubleTree Hotel
5400 Computer Drive
Westborough, MA 01581
Morning Session
Light Continental Breakfast
Dashboards Part 1 — Alex Kerin
- Why are you here – are you the owner of a dashboard project?
- What (really) is a dashboard (vs. a report – proactive, summary, trending)?
- Data quality – believability rules
- Designing a dashboard
- What’s the overall business scenario (more revenue, less errors, more closed sales)
- Tailor it to the stakeholder – choose the right information to be successful with the larger goal
- Dashboard elements
- word-sized data intense graphics vs. revving gauges
- the role of text
- the most valuable screen real-estate
Midmorning Break
Advanced Charting Part 1 — Jon Peltier
- Get the Data Right
- Pick the Right Chart Type
- A Little Formatting Goes a Long Way
- Building Combination Charts
- Custom chart types
- Dummy series
- Reference lines
- Customized labels
- Creating Dynamic Charts That Expand with Your Data
- Make Your Charts Interactive
Lunch: Buffet/Deli
Afternoon Session
Advanced Charting Part 2 — Jon Peltier
- Advanced Formatting
- Conditional formatting in charts
- Linking chart text to cells
- Error bars
- Custom Chart Types You Didn't Think Excel Could Make
- Waterfall Charts
- Clustered-Stacked Charts
- Panel Charts
- Control Charts (Run Charts)
- Gantt Charts
- Stock Charts
Midafternoon Break
Dashboards Part 2 — Alex Kerin
- Dashboards in Excel instead of other BI tools
- Achieving your goal with Excel
- graphics covered by JP
- publishing to web
- great place to start before larger investment
- easily created and modified)
- How different Excel versions (including 2010) affect your delivery
- Available Excel sparkline add-ins
- Wrap up and discussion of dashboards
Instructors
Jon Peltier is the principal of Peltier Technical Services, which produces a series of very popular Excel charting utilities, and which hosts a website and blog with the most comprehensive Excel charting content on the web.
Alex Kerin is owner of Data Driven Consulting and is an expert in using dashboards and analytics strategies in his roles in management consulting and marketing.
Conference Fees
Includes conference materials, food, beverages
- $300
Early bird discounts
- $250 through April 15
- $275 through May 8
Contact Peltier Technical Services about student discounts.
