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Create Professional Excel Reports that DELIGHT Your Managers and SLASH Your Errors and Reporting Times

Good Excel dashboard reports provide more information in less reading time than any other type of report. Now, you can create your own Excel dashboards.

by Charley Kyd, MBA
Microsoft Excel MVP, 2005-2014
The Father of Spreadsheet Dashboard Reports
An Excel dashboard report
By using a world-class Excel reporting system, you can update this Excel report each period in seconds.

If you’re finally ready to take your Excel reporting skills to a higher level, along with your career…

…then it’s time to learn how to create a world-class reporting system in Excel.

You should do this whether you’re early in your career and looking for a way to improve both your Excel and professional qualifications, or a battle-tested veteran looking for new ways to make your Excel reports and analyses “WOW!” your managers, clients, or other Very Important People.

Most Excel users try to develop their spreadsheet skills by signing up for Excel classes, and then working long hours to apply their dimly remembered training to their reports and analyses. But standard Excel reporting methods often fail…as the millions of complaints online about spreadsheet errors and Excel Hell easily demonstrate.

And working those long hours often causes burn-out.

It’s in our makeup, I guess. When we lack inspiration, we substitute perspiration. And when those long hours of hard work fail, we blame ourselves.

However, over my 30+ years as a spreadsheet user, manager, and consultant, I know from deep experience that it’s not really our fault. I know that SUCCESSFUL spreadsheet users don’t rely merely on long hours of hard work…

…they rely on Excel reporting and analytical SYSTEMS that can SLASH reporting times, SLASH errors, and create reports and analyses that managers and other VIPs will CRAVE!

The Problems with Other Excel Reporting Methods

"Your e book is FANTASTIC!!!

"The techniques informed by you really break everything down to simple easy to understand steps, besides enhancing my knowledge of Excel (never heard of the camera tool before).

With just an initial reading (and cannibalizing from your dashboard!), I created a dummy dashboard in 2 days "

Manoj Kapashi
Cost Analyst
Musculoskeletal Transplant Foundation

"About a month ago, I used what I learned in your Dashboard Reporting with Excel to produce a one page printed report summarizing a potential business acquisition.

Our company’s President, CEO and Board members were blown away by the format and summarized information.

"Thank you, Charley, and if I can ever take you out to lunch it would be my pleasure, "

Ron Barrett
Ocean Peace, Inc.
"The book is a joy! Your writing is simple, elegant, and clear. So mahalo nui loa, as we say in Hawai`i – thank you for your very great effort."

Toddy Hagans
Data Specialist
Hamakua Health Ctr
"You made me look like a superstar with this. Nice work."

Bill Lalor
National Mgr of Technical Support
COSCO Container Lines Americas
"Your book was of immense help to me. I produce dashboards on a regular basis in my life as a CFO and generally have reduced time in spreadsheet hell."

Shaun Spalding
(Moscow, Russia)
"All I can say is fabulous! It's unbelievable what I have been missing for years.

"The Camera functionality alone makes the small cost of your book and files worth every penny and more.

"Excellent, many thanks."

John Rixon
Assoc Business Manager
Kraft Foods Inc
"I purchased your book and it has been an awesome tool. I was made aware of your resources while I was earning my MBA. I'm so glad I saved that link because this material is helping me complete this high profile task."

Warren Walker
Copy & Print Services Midwest Manager
Duke Energy
" of the most useful tools in my Excel tool belt. I have built several  dashboards that had a positive impact on my career. Thank you!"

George Bryant
Acuren North Slope Project Manager
BP plc
"The dashboard e-book is absolutely awesome!

"I didn’t realize Excel could do what I wanted it do!

"I’ve started setting up our dashboards to update the look of our annual report."

Heidi L. Rockwood
Admin Assistant to the VP
University of Illinois

"A godsend! I wish I had purchased your ebook a lot sooner."

Peter Cassinelli
SCA Systems Ltd.

Here are four methods that companies often use to generate information for managers or clients. You’ve probably tried several of them…

1. Hand-Carved Excel Reports

This is my term for standard Excel reporting. You start with an empty worksheet, and then you import data, copy-and-paste it, or manually enter it.

Next, you often sort your data, add formulas, hide or delete rows and columns, add formatting, check your formulas, insert rows and columns, look for errors, add more formulas, and then look for errors again.

And finally, you print your report and hope for the best. Then you go on to your next report, and start that long process all over again.

Hand-carved Excel reporting is the worst type of reports a company can have, for at least five reasons…

a.  They’re unpopular. VIPs seldom like hand-carved reports…with their many pages of tiny numbers that often hide critical information in plain sight.

b.  They’re expensive. Those reports take a long time to prepare, and your time costs money.

c.  They’re error-filled. Those hand-carved reports tend to have many errors, because they require so much mind-numbing, unsystematic busy-work.

d.  They’re overwhelming. Excel users often become so overwhelmed by the demands of hand-carved reporting that they have little time to create new reports that VIPs desperately need. (Back when my reports were all hand-carved, I remember hoping that my new reports would NOT become popular, because I didn't have the time to meet my current reporting requirements.)

e.  They’re career-killers. Excel users with impressive degrees and fancy job titles often feel more like Excel clerks than business professionals. How can you advance in your profession when you’re so bogged down with Excel busy-work?

Hand-carved reports are the most-common type of Excel report, and the method that drives companies and employees most quickly into Excel Hell.

2. Macro-Based Excel Reporting

Macros are very powerful; they can automate nearly any task in Excel. But even so, using a macro-based reporting system is a bad idea, because…

  • Macros take a long time to write.
  • The person who wrote the macros never seems able to maintain them.
  • Macro-based reporting systems are about as adaptable as any system soaked in Super Glue.

So even when macros work as advertised, they seldom offer a general way to end Excel-Hell reporting and analysis.

3. Reporting with Pivot Tables

Pivot Tables provide a great way to pull data from a relational database, and then summarize it.

But unfortunately, Pivot Tables have two significant problems for general reporting and analysis. First, Pivot Tables are difficult for most Excel users to learn.

Second, Pivot Tables don’t offer the power and flexibility that most Excel reports and analyses need. Specifically, Excel reports and analyses often must…

  • Combine data from several sources, not just one relational source.
  • Perform calculations and display results in ways that Pivot Tables can’t satisfy.
  • Include data that IT doesn’t own, including economic data, benchmark data, competitor data, data available by subscription, data from recent forecasts and projections, and so on.

In short, Pivot Tables just don’t have the reporting and analytical power that good Excel reports and analyses typically need.

4. Business Intelligence (BI) Reporting

If your company relies mostly on BI reporting, rather than Excel, it has cut itself off from a critical strategic resource…

…the BRAINS of your Excel users!

Losing this resource can create two significant problems for your company. First, your managers have fewer Excel users around who can say, “Hey, boss, I’ve been working on a new Excel report with some results that you REALLY need to see!”

Second, your company no longer has a good supply of future managers around who know your company intimately…sharp people with relevant degrees, who understand how your company really works and what your data actually means…people who can discover both the problems and the opportunities that your data can reveal.

I faced many problems like these when I worked in industry. And that’s why I’ve worked so hard over the years to solve them.

How I Developed My Excel Reporting System

"I think it's brilliant! It is unique in unleashing some real power from Excel without programming."

Martyn Healey
Managing Director
Strategic Leadership Consulting Pty Ltd
"I purchased your ebook this morning!

"Love it!

Dallan Lax
Streamline Business Solutions, LLC
"Bought the book and the files. So far, wow-wee!"

Alex Ortolano
Marketing Product Manager
"Your book (or the results thereof) has made a big splash here at the office."

Allen Watts
Operations Mgr,
F2B Mobile Solutions
"An excellent book! Well worth the money. "It has saved me vast amounts of time."

Robert Morely
Cardiology Audit Lead
The James Cook University Hospital
"I'm reading your book and I'm amazed because it's unique. I didn't think that in the ocean of Excel books around I can find something I never read before."

Leonid Koyfman
Senior Analitics DBA
AvenueA Razorfish

Years ago, when Microsoft was ready to introduce Excel for the PC, a software magazine asked me to write their cover story about the new product. So I started to use Excel before it reached the market.

As I played with Excel’s great charting tools back then, two images popped into my mind.

First, I remembered the haggard faces of the overworked CEOs in my past. Those busy people REALLY needed the best information I could give them…which is why I worked so long and hard on my spreadsheet reports.

But I had a HUGE problem…

To get any value from those reports, my CEOs would need to STUDY them carefully. But because they had so little time, they often ignored my reports. So they never discovered critical information that was hiding in plain sight in those many pages of numbers.

Second, I remembered a page of charts I had seen in an article in the Harvard Business Review. The article, published in 1978, described how a large company in Mexico had replaced many pages of standard reports with one printed page that displayed 18 small charts and two small tables.

As I looked at Excel back then, I suddenly realized that it offered my first opportunity to replace many pages of mind-numbing reports with just a page or two of small charts and tables…

…and I was hooked on Excel!

Today, we would call a page like that with small charts and tables a DASHBOARD REPORT.

My first Excel dashboard report looked great, but it took a LONG time to create and update. This is because I hadn’t yet worked out a “plumbing” system in Excel, one that would flow data easily into my dashboard reports.

But finally, after more than ten years of work in my spare time, I created a simple system of worksheet formulas linked to data workbooks...the system that now supports my Excel dashboards.

Here's How It Works

"Excellent product!

"I thought I was a pretty good driver of Excel but I am learning a huge amount.

David Border
Managing Director
"I love what you did with Excel!"

Dennis Eining
DRE Consulting
"Your book is excellent. It offers clear and precise advice for practical purposes. It is highly recommended."

Flemming Petersen
Business Controller
Geberit A/S
Lystrup, Denmark
"The book is fabulous!"

Clarence Daniel
Knowledge Manager
Green Mountain Energy Co.

First, you set up a data workbook for each source of data your dashboards need. And you update those workbooks as new data becomes available. My ebook asks you to create two data workbooks, one for Targets and the other for Actuals.

Then you set up any number of dashboard report workbooks, with charts and small tables...figures that rely on formulas linked to your data workbooks.

To update a dashboard report after your data workbooks are updated, you just change the report date in one cell, and then you recalculate Excel...causing the formulas to do all the work.

To change the data that any chart or table in a report displays, you just change the lookup code (like a product code or a General Ledger account number) that the figure relies on.

To create a completely new report, you typically start with a copy of a current report. Then you change the title of the report; you change the lookup codes for each figure; and you often change its color theme. If your data already is available, the whole process might take ten minutes.

After I finally worked out how to create practical Excel dashboard reports, I wrote the first edition of Dashboard Reporting with Excel. That ebook was wildly successful. At last count, Excel users in 149 countries have purchased it. And I’ve received enthusiastic endorsements from CEOs, nurses, marketing managers, ministers, business owners, cops, financial analysts, and many other Excel users in many other professions.

Why Readers Are So Enthusiastic about My Ebook

"We love your e-book and have deployed a good number of dashboard using it !!! Our Clients think we are gods..."

John Clark
Business Intelligence Director

"I learned more from your Excel dashboards ebook in 1 day than I learned in months at investment banking and management consulting."

Adam Altman

"I must say that together with your book, your Dashboards are fantastic.

"I spent a day getting familiar with their inner logic in order to make them work with our existing Excel report that used scorecs scattered across several worksheets.

"And I am very, very happy with the result. This is going to have a great impact on our internal reporting.

"You have one more very happy customer here... in Cambodia!"

Michel Dauguet
DFDL Mekong
I bought your e-book, "Dashboard Reporting with Excel" last year – a fantastic purchase!"

Kevin Hodge
Key Account Mgr
General Mills
"Thanks for revolutionizing the way I process and present month-end data and results.

"Buying your e-book was the best thing I've done for myself in a long, long time.

"I've forced our CIO to purchase it as well."

VP, General Manager of a PR and advertising firm
"Your book is fantastic! Have learned more from that book than I have in 20 years of using spreadsheets."

Albert J Rossman
Senior Manager, Financial Integration
Abbott Laboratories
"What a great book!

"Now I can apply my newfound charting skills to quickly create dashboards on how my trust line of business is performing."

Darryl Meyers
Senior VP
Wells Fargo Private Client Services
"I wanted to let you know that the product has been extremely helpful in implementing a new dashboard tool for our department.

"I've been an Excel user for over 7 years and the info in your book has enlighten me many times over."

Chuong Ma
Product Analyst
Triad Financial
As you can see from the enthusiastic comments on this page, Excel users around the world love my ebook, for many reasons…

First, they learn more about using Excel than they do from most other Excel books.

My readers learn about Excel charting, the Camera tool, Excel databases, INDEX-MATCH formulas, date functions...and a lot more.

Second, their Excel dashboards SLASH both errors and Excel burn-out.

This is because my readers learn to use a simple system to generate their reports and analyses…one that starts with previous reports to display new data in new reports.

The system slashes errors because there’s no opportunity to generate new errors. To update a report they just change the report date and recalculate Excel.

The system slashes Excel burn-out because Excel dashboard reports take a few seconds to generate, not many minutes or hours.

Third, their Excel dashboards can give them their professional brains back!

For example, nurses who use Excel can be NURSES again, not spreadsheet clerks. With their Excel dashboards, they can explore trends in patient outcomes, treatment costs, staffing, and so on. They finally can combine their professional training with Excel to discover new ways to improve performance…without getting bogged down in Excel busy-work.

Fourth, their Excel dashboards give readers much easier insight, which delights their VIPs, of course.

This is because Excel dashboards are MUCH faster and easier for their VIPs to understand than standard reports, or even typical BI displays. So my readers’ dashboards DELIGHT the managers, clients, and other Very Important People who receive them.

Fifth, their Excel dashboards help them to collaborate with many VIPs, which helps their career.

Collaboration begins because the data displayed in dashboard reports is easy to change. So Excel users don’t need to obsess over what information a VIP wants to see in a new dashboard report.

Instead, my readers have started with their best guess about the report's content, and then asked a VIP, “What kind of information would you prefer to see in a dashboard like this?” And after the VIP responds, Excel users ask,  “Why is that important to you?”

By learning what's important and why from their VIPs, my readers have created great dashboards that respond directly to their VIPs’ information needs.

But truly ambitious Excel dashboard users don't stop there. They help another VIP, and then another. Soon, they become much closer to many VIPs. They learn more about their company and its data than their peers. And they become MUCH more valuable employees and consultants.

Sixth, their Excel dashboards enhance their resumes.

Including copies of their dashboards with their resume has helped my readers demonstrate three qualities that most employers really hope to find in the professionals they hire…

  1. Excel dashboards demonstrate cutting-edge Excel skills that few other applicants have learned.
  2. By talking about the substance of their sample dashboard report, applicants can demonstrate professional knowledge in a uniquely powerful way.
  3. By combining their Excel dashboard skills with their professional knowledge, my readers demonstrate how they can provide immediate value to the company that hires them.

How to Get Your Copy of Dashboard Reporting with Excel

An Excel dashboard report
You'll learn how to create this report from scratch.

You can get a fully updated version of my 250-page ebook, Dashboard Reporting with Excel, at a lower price than ever before.

The ebook is available for either Excel 2010 or Excel 2013. Two versions are necessary because the two versions of Excel use different methods for working with charts.

(Users of Mac Excel 2011 should choose the Excel 2010 version.)

Both versions of the ebook teach you how to create the Excel dashboard report shown here, which is linked to two Excel data workbooks.

The ebook has a lower price than ever before because both Amazon and Barnes & Noble strongly encourage a price of $9.99 for ebooks.

Although I haven’t made my ebook available to either company yet, I plan to do so in the future. So I wanted to make sure that all my readers could benefit from that new, low price.

Unlike Amazon and Barnes & Noble, I offer a ONE YEAR GUARANTEE for my ebook. This gives you much longer to decide if you like my ebook than you’ll get for any other book you can find. The risk is all mine.

You can begin today to take your company’s Excel reports and your own career to the next level. Just click the button below to get started.


Product Details

Excel Versions:

Versions are available for Excel 2010 and for Excel 2013 and above, and also for the equivalent Mac versions of Excel.


Instant download of the ebook as a PDF file. If you ever need another download, you can get it at any time.


One full year, unconditional.


All prices are in US Dollars.


Two copies: One for work plus one for home. So you get two ebooks for the price of one.

Will Your Company Reimburse You?

If you need a receipt so your company can reimburse you, no problem. You'll receive an emailed receipt within minutes of purchase. If its format doesn't meet your needs, I'll work to get you what you need.

Credit Cards:

Credit Cards

Only $9.99

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