Seven Strategies to Awesome Excel Dashboards

We’ve received a ton of positive feedback on the Performance Dashboards since we released them in June 2013.

But we also get a bunch of questions from IT Service Providers like:

  • How did you do that?
  • Can I modify the workbooks?
  • Do you have advice on how to make dashboards for my clients to use?

So we’ve put together this video to outline the “7 secrets to building Awesome Excel Dashboards”.

In the video, I step through our actual dashboards and show you the formula which we followed.

So whether you are a business owner who’s interested in what needs to part of great dashboards or you are on the technical side and interested in how to build them – you find some great info here.

Excel is an Awesome Business Intelligence Tool

This is how I like to spend my time – with my 5-year old son Matthew. He loves Tee-ball and his favorite word is AWESOME. He hits the ball and runs the bases (Awesome), playing miniature golf (Awesome), in our backyard picking up sticks (sticks are totally Awesome).

Everything is still so new to Matthew – he sees the awesome in what we often see as ordinary.

I think that technology is awesome. Tools like Google, Webex and WordPress are just amazing – and we have access from anywhere via mobile.

There is one program that I think is really exceptional …

Visibility Drives Accountability: Linking your Excel dashboards to Powerpoint

Our performance dashboards contain a wealth of information for managers that drive insights. We have seen how visibility can drive accountability. But you probably don’t want to share all the data in the workbooks with your team. The best tool for presenting the performance dashboard charts turns out to be excel.

Check out this quick video showing you how you can easily link charts and tables from any workbook to powerpoint.


Performance Dashboards (Wiley, 2010)

Wayne Eckerson’s book provides a great overview of performance dashboards. He clearly explains the various types of dashboards (executive, analytical, tactical). I used it as a reference while developing the workbooks.

The Gartner Magic Quadrant – best Business Intelligence Tools!

The Gartner Magic Quadrant report on Business Intelligence and Analytics in February validates our belief in the end user need for strong BI solutions and the strength of the Microsoft BI platform.  Microsoft’s market share for BI was at No. 3 in 2011 and has continued growing.  The Gartner chart speaks for itself.  Microsoft had the highest ability to execute BI and was tied for number 3 in it’s completeness of vision.


Gartner believes “the market for BI and analytics platforms will remain one of the fastest growing software markets.” And that, “although this is a mature market and has been a top CIO priority for years, there is still a lot of unmet demand. Every company has numerous subject areas — such as HR, marketing, social and so on — that have yet to even start with BI and analytics.”