Excel can do a lot—formulas, pivot tables, charts, static one-pagers, and even interactive dashboards!
In this article, you’ll see a few examples and how-to tips to get you started.
YouTube Stats
Are you brand new to Excel dashboards?
This YouTube video’s about the how-to process at a glance.
Colonoscopy Screening Compliance
Want a little more how-to info?
In this video, you’ll see me describing the process to my 3rd grader.
I recently worked with the National Association of Chronic Disease Directors. These are made-up numbers, but inspired by their datasets.
Demographics
Want a full-length tutorial?
This is a recording of a 30-minute conference session.
Inside, you’ll see pretend demographic data, inspired by my work at a youth center back in the 2010s.
Grantmaking
This YouTube video is about contiguous datasets–the first and most important piece of interactive dashboards.
I work with a variety of foundations. This is nobody’s real data, but inspired by the types of variables that most foundations keep track of, like grantee names and funding amounts.
State Snapshots
This YouTube video’s about the state icons, but you’ll see a state snapshot example.
Hospital Outpatient Procedures
I recently worked with a healthcare system to visualize their outpatient procedures. We started experimenting with two different layouts.
I don’t consider these visuals to be finished-finished, so there’s no YouTube video or in-depth tutorial about them.
Here’s the first idea, which focuses on market share (which hospitals are performing the most procedures). The user can drill-down by county, city, or service line (the type of procedure).
Here’s the second idea, which focuses on county-level data, not hospital-level data.
Your Turn
What types of how-to questions do you have for me?
Comment below and I’ll answer as many questions as I can!
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