• Charting & Dashboarding Resources

    This page lists resources specific to charting & dashboarding, including books and tools.

    In the interests of full disclosure here, each of these images contains an affiliate link, so I do make a (small) amount of money if you click through and purchase. If you find that offensive, you can always go directly to the site in question and purchase direct.

    Charting Books
    Excel 2000-2003
    (John Walkenbach)
    Excel 2007
    (John Walkenbach)
    Excel 2010
    (John Walkenbach)

    Data Visualization Theory Books
    Now you see it
    (Stephen Few)
    Information Dashboard Design
    (Stephen Few)
    Show Me the Numbers
    (Stephen Few)
    Visual Display of Quantitative Information
    (Edward Tufte)
    Envisioning Information
    (Edward Tufte)

    Training Courses
    Chandoo is a fellow Excel MVP with a passion for Dashboarding and Excel. He has Excel Templates for sale, as well as runs on online Excel School which includes Dashboard Training.
    Peltier Tech Charting Utilities for Excel
    Jon Peltier has a wide variety of tools for easily building complicated Excel charts. I'd highly recommend checking them out.

    ExcelUser's Excel Dashboard Kits
    Charley Kyd of ExcelUser focuses heavily on dashboarding and data visulation tools. He's got some great stuff including plug'n'play dashboard kits, traffic light add-ins and more.


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  • Recent Knowledge Base Articles

    Ken Puls

    Making Pivot Table Hyperlinks Clickable

    If youíve ever built a PivotTable that contains hyperlinks, youíll notice that clicking the hyperlinks doesnít do anything. This can be a bit frustrating as the reason you put that field on the Pivot in the first place is that itís valuable information you want to use. When you click the hyperlink,... read more
    Ken Puls 2013-10-31, 01:58 AM
    Ken Puls

    Temperature Forecast Chart

    Some of the really cool charts that we can build in Excel involve the trick of combining multiple chart types together to make them happen. In this article, weíll build one of those; a temperature chart that not only shows the forecasted high and low temperatures, but also the season highs and lows. The beauty of this chart is that it provides a lot of information, some of which essentially fades into the background until you really need it.
    ... read more
    Ken Puls 2013-03-21, 05:04 AM
    Ken Puls

    VLOOKUP for Pictures

    Something that can be very handy when youíre building a dashboard is to return a certain picture depending on a condition. We can use VLOOKUP to look up data in a table and return the corresponding value from a different column, but unfortunately we canít do that with pictures... or can we?

    This example shows how to accomplish the equivlanet of a picture VLOOKUP, and is based on looking up a picture to display the appropriate... read more
    Ken Puls 2013-03-14, 05:47 AM
    Ken Puls

    Understanding How Conditional Formatting Rules Are Applied

    Conditional formatting in Excel is a powerful tool that allows you to dynamically format cells depending on the values of that or other cellsí data. In Excel 2007 the conditional formatting engine was re-written, opening things up to allow more than 3 conditional formats on any cell, as well as conditional formats that could overlap ranges. All in all, these were fantastic improvements that can lead to some very versatile and useful worksheets.

    Unfortunately, the user interface to control conditional formatting is not the most intuitive. The purpose of this article is to help you understand the way Excel applies rule precedence so that you can build powerful formatting rules of your own, without getting frustrated along the way.
    ... read more
    Ken Puls 2013-01-22, 06:30 AM