Creating and Automating Dashboards 2-Part eStudy Webinar
2-Part eStudy Webinar for the
American Evaluation Association
January 2013
As evaluators, we frequently face the challenge of accurately and efficiently producing large numbers of near-identical reports and dashboards. Agata Jose-Ivanina and I led a 3-hour webinar about automating dashboards with Word and Excel. Several excerpts from that fuller eStudy course are provided here.
Excerpt 1: Introduction to Dashboards
This first excerpt provides a brief introduction to dashboards.View the slides here.
Excerpt 2: Dashboard Design Principles
This second excerpt, shown at right, highlights some questions to consider when you’re designing a dashboard.
Excerpt 3: 4-Step Automation Process
This excerpt discusses the four steps in our Excel-to-Word dashboard automation process.View the slides here.
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