The Excel Dashboards Guide: The Visual

How should a dashboard strategy be conceptualized? How do you translate the accumulated data into an effective business compass for the decision maker? Start your journey here

We planned our Dashboards and prepared the data. We’re now ready for the artistic magic: the visual effect and user experience. This is the focus of today’s Blog post, the last in this “all Dashboards” 4-articles series. If you missed the previous parts, start here.

Start with Observation

Now is the time to take the blueprint of our Dashboard we sketched when we planned our Dashboards layout,...

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The Excel Dashboards Guide: Data Staging

How should a dashboard strategy be conceptualized? How do you translate the accumulated data into an effective business compass for the decision maker? Start your journey here

After we have finished all the preparations for our Dashboard in the previous Blog post of this Dashboards’ Guide series, we’re now ready to start implementing our Dashboard in Excel.

Preparing the Data for the Dashboards

A good data staging serving our Dashboards must be very efficient, to quickly refresh the Dashboards. This implies that we need to carefully strike a balance across all resources required...

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The Excel Dashboards Guide: Planning Considerations

How should a dashboard strategy be conceptualized? How do you translate the accumulated data into an effective business compass for the decision maker? Start your journey here

In the previous Blog post we understood the main aspects and types of Dashboards. In this second of a 4-part Blog post, we start preparing ourselves for the much-anticipated Dashboard.

The Big Picture

The place to start is the business requirements analysis document, we prepared (or received) before we planned and implemented the application. The Dashboards’ elements should already be described right there.

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The Excel Dashboards Guide: Orientation

How should a dashboard strategy be conceptualized? How do you translate the accumulated data into an effective business compass for the decision maker? Start your journey here

The importance of Dashboards

Dividing information systems’ role into two main focus areas, we have the operational processes on one hand (OLTP) and the analytics on the other (OLAP).

Considering the ultimate goal of supporting and driving the business, OLTP systems streamline the daily work, govern the processes and control the data as it is being accumulated in the database. OLAP solutions are tasked with...

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Excel VBA User Forms – A Game Changer

What separates an Excel model from a professional business application? Besides good programming practices it’s the user experience * Excel VBA User Forms allow you to deliver mission-critical business applications that will make your customer WOW.

Today I launched my third course in the Computer Programming and Databases with Excel VBA and SQL program.  This course, titled Beyond Excel Boundaries with User Forms: Deliver a Professional User Experience, covers User Forms implementation as the user interface for Excel-based business applications.

This launch today made it an easy...

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105 Excel VBA Functions Explained: My New Course Launched Today

What makes this course unique * What is this course about * What did it take to produce this course * Is this course right for you?

Not that I planned to launch this new course when everybody is glued to the computer screen waiting for the Corona scare to pass by, but today is the day, and it’s out!

Those of you who follow me for a while, already know the wide portfolio of services and products I offer, all about developing business software with Excel VBA and leading many others to become such consultants.

IF you’ve completed my flagship course: Computer Programming with Excel...

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Dashboards as a Trigger and Entry Point to Operational Transactions

Dashboards typically come from the Business Intelligence world. Updating the operational DB come from the transactional world. Why not connect the two for a full insight-to-action experience?

In a project I delivered this week to a new customer in Australia, it hit me that I have combined dashboards with updating data records for long time. Intuitively, as I envision the customer’s line of thought, I usually allow the user to cross the lines and open an update screen straight from a dashboard.

What’s the Big Deal?

In the traditional data-centric approach to business information...

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Protection Strategies in Excel

Why protect your Excel Worksheets? How to do it right? How to employ a protection strategy in a tight business application based on Excel? Can you protect your IP vested in your VBA code? Read this before you deliver your next Excel project to your customer

All Protection Options Available for You

Before we explore the business motivation and possible strategies for protecting your work, let’s recap all of the protection options we have in Excel:

  • Password-protect your Workbook file. This option will require a password you set, when the Workbook is opened. The Workbook will not even...
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Career Options for Excel VBA Developers

What can you do as an Excel developer? Can you make a living out of it? Is it worth anything in the job market? Here’s my take…

What Kind of an Excel VBA Developer are You?

You might be surprised this question is even raised. Intuitively, once you’re an “Excel VBA Developer”, then you’re an “Excel VBA Developer”. Right?! Well, let’s look closer.

Consider Joe. Joe is an accountant in a large corporation. He is an avid Excel user, really stretching the grid and built-in functions. Joe started recording some Macros to automate some tasks....

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Software Solutions for SMB: What’s Right for You?

You know you can’t run your business on Word and Excel only, unless your plan is to stay small. With all the options popping up, how do you go about making the right investments today, that will best balance your current resources with future growth?

When starting a business, and even during its first years, many seem to pay little attention to their Information Systems (or software solutions). Why? Because it’s one of those things that doesn’t stop the show, and isn’t really taught in business schools as a strategic enough lever. There are much more pressing issues...

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