Join Nate Makdad for an in-depth discussion in this video Definitions and help text, part of Creating Interactive Dashboards in Excel 2013.
- Adding definitions can help improve your experience…by providing clear references to our data.…This allows people to quickly understand the data…and make sure that their understanding…of the information being presented is the same.…So we talked earlier about creating standards,…and this is really about reinforcing those standards…and making sure that we're able…to clearly communicate those standards.…Also a great way to help communicate changes to the report.…But really what we want to do…is add some definitions to our report,…and there's a couple of different ways you could do this,…and I'm sure many, many, more.…
But the way I've done this in the past…is one, I want to rename this away from my sheet one,…and I'm gonna call this my summary tab.…And we could create a definitions tab, right,…so people could quickly jump between these two.…We could type in our total number of openings…and what that's equal to.…We could go ahead and insert a text box…and total number of openings, et cetera.…
And even format it if we wanted to.…
- Defining your requirements
- Setting up data
- Adding reference tables
- Creating hierarchy in the layout
- Choosing color and typography
- Importing data
- Inserting slicers
- Recording a macro
- Editing VBA code
- Improving the user experience
Skill Level Intermediate
Excel Data Analysis: Forecastingwith Wayne Winston3h 7m Intermediate
Up and Running with Excel What-If Analysiswith Curt Frye1h 10m Intermediate
Cleaning Up Your Excel 2013 Datawith Dennis Taylor1h 59m Appropriate for all
1. Introduction to Dynamic Dashboards
Topics in this course5m 39s
2. Preparing Your Data
3. Designing Your Visual Layout
Design elements: Color6m 20s
4. Designing the Report
5. Improving User Experience
Next steps1m 53s
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