Читать книгу Excel Dashboards & Reports For Dummies - Michael Alexander - Страница 11

IN THIS CHAPTER

Comparing dashboards to reports

Getting started on the right foot

Dashboarding best practices

In his song “New York State of Mind,” Billy Joel laments the differences between California and New York. In this homage to the Big Apple, he implies a mood and a feeling that come with thinking about New York. I admit it’s a stretch, but I’ll extend this analogy to Excel — don’t laugh.

In Excel, the differences between building a dashboard and creating standard table-driven analyses are as great as the differences between California and New York. To approach a dashboarding project, you truly have to get into the dashboard state of mind. As you’ll come to realize in the next few chapters, dashboarding requires far more preparation than standard Excel analyses. It calls for closer communication with business leaders, stricter data modeling techniques, and the following of certain best practices. It’s beneficial to have a base familiarity with fundamental dashboarding concepts before venturing off into the mechanics of building a dashboard.

In this chapter, you get a solid understanding of these basic dashboard concepts and design principles as well as what it takes to prepare for a dashboarding project.