How to build Excel Dashboards – 10

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Cleanup – Resize and Organize

Give appropriate names to each portlet.
During the chart creation if we did not provide names, now is the time to provide them.
Right click on each title and click on “Edit”

 

Scale down the Size

 

Note, you can drag the corners of each portlet to resize the frames and drag the title name to place them on the canvas

Screen real-estate is very important when designing any dashboard or web application. For better space utilization, we will convert the standard pie to a 3D view

Also, while arranging the objects, keep the most important charts on the top and left area. Put all the detailed portlets at the bottom.

Avoid horizontal scrolling

Remember, do not put any objects on the right side of the scroll bar. Always, keep the scrolling to vertical as it is convienient for viewing.

The above layout will cause for horizontal scrolling and is not a good practice.
Once you do the basic layout of placing the portlets so that they are distinctly visible, it becomes easy to use the resizing options within the tool.

Navigate to Edit ‘ Resize Mode

Once in the resize mode, you can select each object and they are enabled for group resize and placement

Select all the parameters on the top and we will align the top edges with respect to the first one.

As you see, each plet is shown in red with a bar on top indicating it is selected for alignment
One more, thing, you can also turn the Grid mode to see a guide for your alignment and placement

Goto Edit ‘ Show Grid

Note: Once you are done with resize and align with one set of objects, make sure to deselect them before working on the next set of objects

It is best practice to first resize all the objects. All objects on the same horizontal line should have the same height. Select the optimum height of any object on that particular horizontal line and then right click on the title and resize the height of all the selected ones. Then apply the alignment -> Top , deselect the objects and start with the objects in the next horizontal line.

This completes our basic dashboard which is dynamic and extremely informative.
If you need to further customize the look and feel please refer to our online tutorial and reference section
http://www.infocaptor.com/user_help/bi-dashboard-help.htm

Next – Excel Dashboard – Complete Order Management Dashboard

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