Need to churn out dozens of matching visual reports — one per company, school, program, city, etc — but don’t have the time or energy to copy and paste back and forth a million times between Excel and Word? First, I’ll give you a quick overview of the technique. Next, I’ll build a snapshot from scratch so that you’ll know what to do first, second, and third.

Agenda

Introduction to Dashboards

• What is a dashboard?
• Types
• Value of automation process

Overview of 7-Step Automation Process

• Designing the dashboard
• Setting up the spreadsheet
• Building drop-down menus
• Building the data table
• Building charts
• Finalizing alignment
• Printing or PDFing

Live Demo of Automation Process

Materials

Attendees will receive:

• The 90-minute live webinar, or a streamed recording
• A 3-page guide that spells out the automation process in more detail
• The primary dataset used during the webinar (population statistics for Virginia counties)
• A secondary dataset that you can explore on your own (an organization’s social media statistics)

Examples

Trying to decide whether this automation process is ideal for your projects? Check out these examples.

Creating data tables for your appendices:

Creating one-page summaries with a mix of charts and text:

Level

Intermediate to advanced spreadsheet and data analysis knowledge. I suggest watching a few of my free tutorials prior to the webinar: annkemery.com/excel

Target Audience

Social scientists who need to churn out a series of visual reports, e.g., one snapshot per school, district, program, initiative, grantee, etc.

What People are Saying

“I did get a lot out of the webinar, but the support materials and videos make all the difference.  And it’s smart and generous of you to give us access to the webinar for review. You are offering something very special. I’m feel pretty skilled with analyzing, interpreting, and presenting data, but I’m going to be able to bump my skill set up to a whole new level with your help.”

Great webinar with @AnnKEmery on using dropdowns menus in #Excel for multi-site dashboards! Excited to put her tips in to practice. #eval

— Jessica Weitzel (@usefuleval) November 24, 2014

Put @AnnKEmery‘s Excel Dashboards via Dropdown Menus webinar into practice today. Game changer. http://t.co/IVDztQaKdp #eval #excel — Jessica Weitzel (@usefuleval) December 18, 2014

Thanks @AnnKEmery for the dashboard webinar today! Def something I’ll need to keep practicing!…excited for more!! http://t.co/i9d6rA1bah

— Nick Visscher (@nickvisscher) November 24, 2014

Excited for upcoming excel dashboard webinar! @AnnKEmery http://t.co/T2GZGUUsoa — Spotlight Impact LLC (@spotlightimpact) November 14, 2014

Purchase the Recording and Accompanying Materials

This webinar has finished, but you can still purchase the recording and materials. Contact me.