Transforming Excel Dashboards into Dynamic Visuals

Published on
August 21, 2013
Woman working on financial reports on her computer

“Excel dashboards are ugly, limited, and inflexible…”

That's what some people say, and yes, it’s possible to build a truly awful dashboard in pretty much any dashboard tool. No tool is magic, ignoring the Doctor’s Sonic Screwdriver of course, and if you make bad design choices when building a dashboard the end result can be a mess. Similarly you can build a pretty decent dashboard in most tools. So even in base Excel with no additional software you can build a dashboard which looks good, and many people do.

In native Excel there are undoubtedly some limitations around the available chart types, and the handling of dynamic charting. However you do have the benefit of very fine grain control over the layout and positioning of tables and charts. The camera object also lets you break out of the fixed column width which is sometimes seen as a limitation.

Extra Functionality for Excel Dashboards

FluenceXL extends the core charts available in Excel with a rich library of in-cell charts, small multiple/trellis charting, mapping and TreeMaps. It means you can deliver more in Excel visually, rather than have to leave the environment totally. Dashboards mean different things to different people, for some a dashboard can be a table with a chart, but most contain significantly more than that. The example below uses a mixture of native Excel charting and FluenceXL in-cell charts.

It’s based around a sample personal finance data set, and brings a lot of information together in hopefully a visually appealing and effective way.  If you want to build a highly formatted and relatively densely populated dashboard like this, it’s going to take more than a few minutes in any tool, no matter what the marketing says. In reality you’ll most likely struggle to get the exact layout in a widget based dashboard tool as you lose some of the fine-grain control over table and chart sizing which you have in Excel.

Dashboards can be fundamentally simpler than the first example, but require more specialized chart types like the example below. In this case it’s a dashboard built in FluenceXL and published to the Web, looking at fuel pricing for a downstream oil company (fictitious data). It’s a ranked table of data for a selected county in Florida, and is then using an extended boxplot to display the price distribution in the market, and a map to show the Revenues and Volumes geographically.

RampMap

Add Data Seamlessly

One major issue with Excel dashboards can be the maintenance. If it’s an Excel-only dashboard, bringing in the new data, and checking all the links can be a time consuming process. In a FluenceXL environment, the cube is updated behind the scenes and the next time you open the report you’ll get the updated data, the ongoing burden of maintenance is largely removed.

So in summary, Excel, when well used, is a very good dashboard tool and FluenceXL extends the capability further still in terms of available chart types, flexibility and maintenance.

Woman working on financial reports on her computer
Gary Crawford
COO, FluenceXL
Fluence Technologies

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