Excel Web Dashboards

admin

InfoCaptor Enterprise is now available to host it on your windows server or your own PC or laptop.

The benefit of this web based dashboard solution are

  • Works with any Excel file as data source
  • Provides wide range of visualizations
  • Built-in collaboration
  • Works in the browser
  • It is beautiful.

Try the online dashboards or checkout the self hosting dashboard software

Jun
6

What Not To Do When Creating A Dashboard (Part 2)

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Previously some common errors that can be made by people unfamiliar with business intelligence software were discussed. To follow on from this we will now look at three more errors that can have a detrimental effect on the effectiveness of your Excel dashboard.

  • Poor choice of charts
  • Sparse data
  • No clear conclusion
  • Poor choice of charts

We have already looked at how the inclusion or irrelevant or unnecessary charts can clutter and confuse your Excel dashboard. However even when appropriate and important charts are included in your dashboard it is still possible to make some mistakes when putting them together. Remember that the last thing that you want is for your dashboard to look overly complicated or even intimidating. Be sure to choose charts that are clear and easy to follow, and avoid having data points too closely spaced together. You want your dashboard to be attractive to its users, so that they will use it at every opportunity and gain the greatest benefit from this invaluable tool.

  • Sparse Data

Another mistake that can be made when putting together a dashboard is leaving out too much. This is not as common as cluttering, but it is equally serious. At all times when creating a dashboard it is important to keep in mind the ultimate function of the dashboard. If it is designed to provide an overview of KPIs or sales performance, it must include all data that is relevant to that topic. A single chart with a line going up or down is one of the worst examples of a dashboard, as the user is not availing of all of the detailed analysis and forecasting possibilities of the business intelligence software. It is also important to include enough data points on each chart. Again be careful not to clutter, but also do not under-represent your data either.

  • No Clear Conclusion

And finally, the cardinal sign of dashboard design – no clear conclusion. Imagine a dashboard with attractive charts and a good layout, that due to one factor or another is completely useless. For example there may not be enough data, some or all of the charts may be irrelevant to the conclusion that is required, or the charts may be pertinent but completely irrelevant to each other. A good dashboard provides the user with a clear conclusion, backed up by easily accessible data. If the user has to trawl through each and every graph to try to work out where they stand on a particular issue then the dashboard is a failure.

When designing an Excel dashboard the key approach is to always keep in mind what the finished product should do. Whenever a decision is to be made, the designer should review the criteria for the dashboard and then choose accordingly. If this simple rule is followed the Excel dashboard will be an exceptional asset to any business or organisation.

Oct
10

What Not To Do When Creating a Dashboard

dash_editor

When used properly, dashboards are highly effective business intelligence tools. However there are many mistakes that can be made when designing a dashboard,  that can ultimately result in a less effective and sometimes even confusing layout.

Some of the primary things to avoid when creating dashboards are:

  • Clutter
  • Lack of Focus
  • Irrelevant charts
  • Clutter:

When you design your Excel dashboard you should keep in mind that you want reports that are clear, succinct and to the point. What you definitely do not want, is a dashboard that is so full of various charts and data that it is impossible to get a clear overview.

  • Lack of Focus:

To create an effective dashboard, the designer must first know exactly what information he or she wants to receive from the dashboard. There is no point including a chart on the amount of water purchased for the staff canteen, or the figures spent on a specific advertising campaign, when this sort of data can be included in more general charts focussed on expenses. If you want that kind of specific detail, you can include it through drill down features, or even create a separate dashboard for detailed expenses. Always remember that a dashboard should display KPIs (Key Performance Indicators), that help managers and executives decide what changes and decisions should be made to boost the company’s performance. The designer of the dashboard therefore needs to know exactly what the KPIs are, so that the dashboard can reflect the relevant information.

  • Irrelevant Charts

Again this is a very key error that can easily happen when putting together an Excel dashboard. Even small business generate a huge wealth of information, and just about any aspect of a business’ day-to-day operations can be charted and potentially included in a dashboard. It is therefore necessary to be clinically precise when creating your dashboard. Remember you can always go back and edit the specifications if you find that you have included certain charts that are irrelevant to your decision making, or if you have omitted data that is highly important. Business intelligence software such as an Excel dashboard can make an immediate difference to how you run your business, but it is important to constantly adapt your software to your needs and to your operation.

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Oct
10

Some Background Information on Dashboards (Part 2)

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Business Intelligence software such as dashboards were developed to help the executives of large organisations interpret the masses of data generated by their operations on a near constant basis. The better and more effective the dashboard, the more informed the users and therefore the better placed they were to make judgement-based decisions.

At the current time, dashboards are graphic and integrated representations of the various figures and performance indicators of a given enterprise. They can be grouped into two categories, data-based and model-based. Data-based dashboards are directed more towards relaying and interpreting data from databases, data warehouses and OLAP programs, while model-based dashboards are designed to analyse using a set of rules, algorithms, forecasting, decision trees and simulations.

In the current business climate, it is more important than ever for decision makers to be as informed as possible when it comes to the performance and status of each aspect of a large organisation. In order to make an informed decision elements such as forecasts, performance metrics and current trends need to be taken into consideration. A competent and well developed dashboard application can provide all of these features.

Excel Dashboard

Sep
9

Some Background Information on Dashboards (Part 1)

dash_editor

The first Dashboards begin to be used for the purposes of business intelligence in the mid 1980s. However these programs had limited capabilities, and were often limited to executives within an organisation. Since then dashboards have developed and become wide spread.

Dashboards currently fall under the category of Business Intelligence Systems, with multiple layers that are tailored to various users within a company.  They are designed to integrate data from multiple sources, such as documents, communication programs and data files in order to create reports and highlight potential problems.

As business intelligence software developed, programs were able to create basic reports from data files. However these reports were limited to certain areas, and the applications were not capable of creating comparative analyses. Nowadays one of the key features of business intelligence and dashboard technologies is the ability to perform comparative analysis. These multi-layered reports are presented visually. The two key aspects of dashboard technologies are now visualization and integration. In each dashboard key performance indicators are highlighted and displayed, and any changes or complications are immediately visible.

Sep
9

Key Performance Indicators with Excel Dashboard

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If you are running a business, large or small, your focus and the focus of your business intelligence software will always be directed towards your key performance indicators.  Your key performance indicators may reflect two or more aspects of your business. For example, you will always need to know how successful your enterprise is. You may also have laid down some long term goals. Key performance indicators can show you how you are progressing towards fulfilling those aims.

Excel Dashboard can track your business’ performance, and specifically focus on any Key Performance Indicators you specify. For example you can direct your dashboard to focus on sales results or market share.

It is especially important to be able to compare the performance of your company against that of other groups in the same industry. This sort of comparative analysis can take a long time, however Excel Dashboard can do it for you in minutes.

You can also use Excel Dashboard to compare data and figures from various sales quarters to each other. This helps you to see your overall performance over a longer period of time and indicates how you are progressing towards certain performance aims you may have established.

In short, any decisions that are made by the highest levels of management within a company should be as informed as possible. With Excel Dashboard Key Performance Indicators are instantly visible, and detailed but clear overviews of any aspect of business performance can be generated instantly.

Sep
9

Is this Dashboard Tool right for you?

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If it is the right Dashboard tool, are YOU prepared to make the time commitment?

Excel Dashboard Desinger is a versatile tool and here is a brief summary of all the things you can do.

Do you want your Dashboard Software to perform the following basic things?

  • Build dashboard from multiple Excel files
  • Build Tables, Pivots
  • Build Drop down parameters
  • Build Charts
  • Drill Down into details
  • Export Dashboards to PDF and send it as email attachments

NOTE: When you connect to any Excel file, each worksheet in the Excel file is available as individual table and you can pull information from any worksheet.

Do not take our word, Check out individual Dashboard Examples

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or How about doing the following things?

  • Connect to multiple Excel Files
  • Build Dials, Gauges, Speedometers and Thermometers
  • Customize the look and feel of tables and charts

Example:

Customize Bar chart colors based on value. If the value is less than 10 then make it red, if it is above 100 then make it Green

Auto-Refresh

Lot of our customers build dashboards connected to live data feeds and then display the dashboards on huge TV displays. They set the dashboard to refresh automatically every few seconds.

Are you up for more Advanced stuff?

  • Build Dashboard from multiple Excel and Microsoft Access files (.xls and .mdb
  • Auto-Refresh
  • Export to Static HTML

 

Benefits of using Dashboard Designer

  • Your dashboard or presenation layer is independent – Dashboard definition is stored separately
  • Increased productivity – When you have fresh data just refresh the dashboard, no redevelopment needed
  • No Messy Excel Macros or coding knowledge required – Just drag and drop tables and visually build Tables, Charts, Speedometer, Gauges, Dials, Thermometers and more charts
  • Simplified Distribution and Presentation – You can Export the Dashboard to PDF or HTML and just send them as attachments
  • Save Time – Just build the dashboard presentation layer only once and automate the refreshes.

Would you like to hear what some of our lovely customers say?

I bought this software but as things usually go, never really got time to work with it. After over a month, launched it and took the courage to go through the online tutorials and began experimenting things as mentioned in the documents and video tutorials. I was simply amazed by the ease of which I could produce the tables, drop down parameters and beautiful gauges. Vow! truly simple and easy software to build dashboards

- Kelly Greb,CA

 

After trying the Excel templates and spending on various video tutorials learning how to build dashboards in Excel using Macros and Excel stuff, never really got anywhere. Decided to try out InfoCaptor and Tableau. Although Tableau offers lot more visualization options, it is way beyond our dashboarding need and it is incredibly expensive. Excel dashboard designer worked out pretty good for our organization both cost wise and feature wise. After 15 days our company got few more viewer licenses. Currently we are evaluating the web based version of the dashboards.

- Martin Piro, GA

 

This is the best dashboard software for its price. One good thing we did was to hire their consulting services to build few dashboard prototypes and provide some quick dashboard training.

- Terry Seal, IL

 

We evaluated Xcelsius and Qlikview and the cost for organization to implement dashboards was quoted over 10,000 USD. For fraction of the above quoted price, we were able to buy the licenses for the web based software and get some free training. This is truly a dashboard software for small businesses like us.

- (Name not disclosed) IT Manager of a Trucking company, OH

 

I have been using Excel Dashboards for past 4 days. This has literally shaved 30 hrs per month that I used to spent every month. It was pretty easy to create the dashboards. Was able to generate a presentable PDF in just few hours (under 3 hrs to be precise). My plan of action from now on is to get an updated Excel file and refresh the dashboard,generate the PDf and send it to my Department manager, all done in 10 minutes. For $50, its a no brainer.

- John Mc

 

It isn’t often you find a product that has the two cardinal virtues: a price that is an order-of-magnitude below the big players in the field, and a development team that really listens and responds to customer feedback and requests. “InfoCaptor is such a product”. Dashboard design and use has swept through the Fortune 500 companies, but until recently it was too expensive and required too much technical knowledge for mid-size companies to embrace. InfoCaptor has brought the benefits of dashboards to any organization with as few as one trained IT person on staff. The real strength of InfoCaptor, however, is the dedication of the development team. InfoCaptor staff worked to try and create additions to the current product in order to fit our specific needs. There was no reluctance to help, none of the normal “We’re very busy right now?” excuses; instead there were dozens of emails, remote assistance, and new beta components on virtually a daily basis. I am a big fan, and look to InfoCaptor with eager anticipation of what features will be added next. The current product does what products costing 10 times as much do.I can’t wait to see what this kind of drive, energy, and obvious love of the project on the part of those developing it, will bring to the table next.

- Elliot Apter
CIO, Atpac Logistics

 

My monthly routine is to spend 2-3 days on creating Excel reports and submitting it to my boss. Out of frustration I stumbled across InfoCaptor and approached Nilesh for help in getting a sample dashboard created. Having submitted all the raw data, InfoCaptor team came up with a nice looking dashboard that was much more efficient with the use of parameters. For e.g I used to have seperate metrics for Year, Quarter and for each months. The supplied dashboard had parameters that allowed to switch between year,quarter or month view instantly. This is saving me a lot of time. The only thing remaining is to feed the dashboard directly from the ODBC source. Right now I just extract the raw data into Excel and let InfoCaptor feed from it but having direct ODBC link will give me real time views. Thank you very much for a wonderful job and the product.

- Bob Jacobs

 

 

Dashboards Provide the needed clarity!

Implementing Dashboards is the best thing you will do for yourself and your business. YOU can make a difference in your company and get noticed.

Dashboards provide unique window to your Business, Why put this off?

Maybe you think that this might be too much work. Maybe it seems like drudgery to use a dashboard or business intelligence software.

It is not true. Building dashboard is a fun process and you will definitely add a shining star in your resume. You initiate the dashboard project in your company and you will become the “Dashboard Guy” or “The Dashboard Person” everyone will look towards to.

There is No Risk, Your Satisfaction is Guaranteed

You might ask how?

We provide risk free, unconditional money back guarantee within 30 days of Your purchase.

Absolutely Free: 60 minutes of Dashboard Consultation and Service

For a limited time, we will provide 1 free web session to help you get started and build the dashboard. This one hour dashboard consultation is worth $100 but we are offering this absolutely free of cost and with no strings attached.

Why give free Consulting Service?

No matter how good the software you have, there is always “Fear of learning new thing” and if you add a little procastination then the software may never get used. Our mission is for you to use our software and gain insights into your Business. If you just have the software and not using it then we are not doing a good job.

So when you purchase the license for the dashboard designer, you have the option to avail our free web session where we send you the Gotomeeting invitiation and then one of our team member walks you through the basics and helps you build the dashboard objects.

How do you get the free 60 minutes of consulting?

  • Once you make a purchase, we send you link to download the software
  • You can walk through our tutorial section and watch our videos
  • If you still feel that you may need a little hand holding send us an email at contact “AT” infocaptor.com (replace “AT” with @)
  • Once we receive your request, we will arrange for a schedule on when to setup the web meeting.

 

So Do you agree with the following equation?

Risk Free Purchase + 100% Satisfaction + Free consultation =? Happy Dashboard User

Our original InfoCaptor Dashboard Designer is priced at $349. But often the small business user works with Excel and Ms Access database.

Considering this, we have created this special License for Excel that enables you to work with Excel files but with the same original powerful Dashboard Designer.

Excel Dashboard Software is same as InfoCaptor Dashboard Designer but enables you to work exclusively with Excel and it is priced at $348 a very economical price of $97.

InfoCaptor Dashboard Designer lets you work with SQL databases of all kind but if your requirement is to just work with Excel or Access then this price of $97 is a perfect entry point and you can add components and upgrade anytime.

So How about the following equation

$97 + Risk Free Purchase + 100% Satisfaction + Free consultation == Happy Dashboard User

Do you agree with the above equation?

Commit yourself to building the Dashboard

Excel Dashboard Builder – single user $97

  • Build Unlimited Dashboards
  • Visual Query Builder
  • Merge multiple Excel files on one dashboard
  • Build Charts and Tables
  • Build Parameters – Drop down selectable list
  • Export to PDF
  • Auto-refresh

+ For limited time you get 60 minutes of Free Dashboard Consulting service worth $100 (zero cost to you)

May
5

How would you like your Excel – on Desktop or Web?

admin

We are releasing the web component for Excel dashboards in few days and it is going to solve a lot of pain.

You have your data in Excel, you build a dashboard in Excel Dashboard designer and you can share and distribute the dashboard as PDF or live dynamic dashboard using the “Dashboard Viewer”. This is all fine and perfect.

But how about this scenario, what if you could hit a button and publish the dashboard on your website or intranet or your local webserver?

This web based Excel dashboard is not just a static html page but a real dynamic dashboard. You can access the dashboard using a URL on your browser (Internet Explorer,Chrome, Firefox etc) and view it from any part of the world. It would be as dynamic as you see it when you are designing it in Excel Dashboard Software.

Sounds interesting? so watch out for our web based dashboarding solution for Excel which should be out in few days.

So why bother buying an ebook or a pdf tutorial which tells you how to build a dashboard in Excel when you can get the leading Dashboard software just for the same price and you easily deploy it on your website.

Jan
1