Upload
trinhcong
View
216
Download
0
Embed Size (px)
Citation preview
TOP 10 EXCELTIPS FORSUCCESS
Presented by:Mico Yuk - EverythingXcelsius.comRyan Goodman - Centigon Solutions
December 17th, 2008
Xcelsius GurusXcelsius Gurus
Xcelsius 2008Xcelsius 2008Develop robust dashboards with point and click ease.
• Set up Your Xcelsius Model5 Excel Tips5 Xcelsius Object Browser Tips
• Resources
Webinar Agenda
ExcelExcel
Connectivity
DataVisualization
BusinessProcess
Xcelsius2008
Gas DashboardGas Dashboard
Part 1 – Avoiding Excel Tetris!
Do
• Use default Tab Names• Put everything on 1 tab
Don’t
• Use standard tabs to organizeinformation
Info TabLabels TabDataContent specific tabs*Selector/Dimensions
Tip #1 – Excel Tab Names
Tip #2 – Excel Tab SetupDo Don’t
• Info TabContact InfoDashboard InfoColor Legend
• LabelsMeta DataTitles
• XML Data• Content
Can be driven by pages orindividual components
- Mix XML data tabs withcontent tabs.
- Delete tabs once componentshave been bound.
Tip #3 – Excel Tab LayoutDo Don’t
• SpacingLeave blank rows & colsAllow for vertical andhorizontal scaling
• Use Spreadsheet Formatting• Use Color Coding to identify
data type• Labels and formatting to
identify data
• Start at A1
Tip #4 – Excel Color CodingDo Don’t
• Use color to identify tabs inlarger dashboard projects
• Include a legend on the Infotab
• Use 1 standard for alldashboards
• Use different color codingstandards across dashboards.
Tip #5 - Reduce Excel OverheadDo Don’t
• Use lightweight functions likeVLOOKUP, and MATCH.
• Use a light volume of data tobe visualized.
• Load data that is displayedwithin components.
• Use parameterized queries
• Use performance impactingformulas
SumIFCountIF
• Use lots of nested IFstatements=if(A1=1,m1,1,IF(AND(IF(OR
• Load more data than requiredto visualize information.
Part 2 – Avoiding Component Jambalaya!Part 2 – Avoiding Component Jambalaya!
Tip #6 - Data ConsumptionDo Don’t
• Set max # of Rows <=2000 • Bind large data volumesChart >52 weeks
Tip #7 – Dashboard Canvas SizeDo Don’t
• Browser ConsiderationsSet resolution 900x600Works for all browsers &export formats
• Have vertical or horizontalscrollbars
Tip #8 - Object Browser HygieneDo Don’t
• KISS (Keep it Simple Stupid!)• Component Naming
Ex: Sales_Gauge1,Sales_Gauge2
• Component Grouping Naming
• Leave As Is!• Use Generic Naming
Ex: Gauge, Chart, Button• Use Long Names
Ex:2008Regional_SalesForce_StackedBarChart1
• Use Short Names that no oneunderstands
Ex: 08Reg_Sal_Chrt1• Use Same names• Use Hierarchy Groups
Cluster Groups
Tip #9 - Component JambalayaDo Don’t
• Layer Components ProperlyStep #1 – OrderStep #2 - Group
• Component Ordering options• Use Grid to control Alignment
• Group components beforeordering
• Use same componentsmultiple times when dynamicvisibility is an option
• Use 100’s of componentsEx: Create huge alert basedtableConsider building singlecustom flex component forcomplex needs
Tip #10 - Extras Guru TipsDo Don’t
• Draw before developing• Regular Backups• Format cells in Excel• Upgrade to latest service/fix
pack• Use External USB Mouse for
precision
• Keep 1 Xcelsius source file• Delete Excel tabs that are
bound to components
Oth
er R
esou
rces For more Guru tips, tricks,
news, books, training, etc.Visit: EverythingXcelsius.com
Mico [email protected]
Ryan [email protected]/blog
Centigon Solutionswww.centigonsolutions.com