Dynamic dating diagram
If you are looking for other Excel 2010-specific information that this post doesn’t cover, please leave a quick comment as to what the change/issue is that led you to the search.Thanks.] I’ve had a pretty good run of theoretical posts about the nature of marketing measurement of late, so it seemed like I was due for a more down-in-the-weeds-Excel-efficiency-tactics write-up.For the purposes of this example, we’ll go with months.See for a look at my thoughts on dashboard visualization.) This is a slightly iterative process that starts with the setup of the Data tab.On that worksheet, we’ll use the first column to list our dates — these could be days, weeks, months, whatever (they can be changed at any time and the whole approach still works).This blog isn’t really focussed on all of the myriad ways that Excel can be contorted to represent data effectively, but I’m a big believer in using tools as effectively as possible to remove as much rote report generation as possible.
My favorite on that front is Jon Peltier’s (if you get intrigued by this post, hop over and peruse a slew of other ways to have charts dynamically update).
This post describes (and includes a downloadable file of the example) a technique that we use extensively to make short work of updating recurring reports. I like to just have the first worksheet as the presentation layer — let’s name it Dashboard — and the second worksheets as the data layer — let’s call that Data.
(Note: I abhor many, many things about Excel’s default settings, but, to keep the example as familiar as possible, I’m going to leave those alone.
This basic approach is one of the core components in the dashboards I work on every day, and it can be applied to a much more robust visualization of data than is represented here.
I’ve made a new version of the post that takes advantage of Excel tables, which simplified the process a bit (it’s still kinda’ complicated).