<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"
	xmlns:content="http://purl.org/rss/1.0/modules/content/"
	xmlns:dc="http://purl.org/dc/elements/1.1/"
	xmlns:atom="http://www.w3.org/2005/Atom"
	xmlns:sy="http://purl.org/rss/1.0/modules/syndication/"
		>
<channel>
	<title>Comments on: How Do You Sell an Excel Dashboard?</title>
	<atom:link href="http://www.excelcharts.com/blog/how-to-sell-excel-dashboard/feed/" rel="self" type="application/rss+xml" />
	<link>http://www.excelcharts.com/blog/how-to-sell-excel-dashboard/</link>
	<description>Effective Charts and Dashboards for Excel users</description>
	<lastBuildDate>Fri, 03 Feb 2012 17:31:47 +0000</lastBuildDate>
	<sy:updatePeriod>hourly</sy:updatePeriod>
	<sy:updateFrequency>1</sy:updateFrequency>
	<generator>http://wordpress.org/?v=3.3.1</generator>
<xhtml:meta xmlns:xhtml="http://www.w3.org/1999/xhtml" name="robots" content="noindex" />
	<item>
		<title>By: AdamV</title>
		<link>http://www.excelcharts.com/blog/how-to-sell-excel-dashboard/#comment-13178</link>
		<dc:creator>AdamV</dc:creator>
		<pubDate>Thu, 08 Jul 2010 08:17:32 +0000</pubDate>
		<guid isPermaLink="false">http://www.excelcharts.com/blog/?p=1967#comment-13178</guid>
		<description>How to sell a dashboard: explain what it is for, and only try to get people to use it for its intended purpose of regularly monitoring and staying aware of changes, trends, outliers and other things which may need them to pay attention to or take action about.

A dashboard is *not* a replacement for a report. Trying to sell it as such will fail, and rightly so.

If your managers are used to getting a monthly report with lots of detail available to them they will rebel if you try to give them only a summary with a few super-dense microcharts and RAG indicators.
Try taking away the Financial Times (or WSJ) when it arrives every day at the office, cut out only the headlines and paste them onto a sheet of card. Give this to the CFO instead of the whole newspaper and tell him the summary is much more powerful. Now go pack your desk.

If your management have poor reports, introduce improvements to those reports. Add summary information (in graphics form and/or aggregated summaries). Add trend information (again, figures may be appropriate at first to show things like yoy variance, sparklines might add more detail later). But don&#039;t take away the detail the manager wants to see.
Introduce dashboards as an *addition* to weekly/monthly reports. Show how you can provide important summary information and draw attention to areas that need to be addressed in a much more agile, up-to-the-minute (or at least the day) fashion. Show that this can enable the business to react to changes or emerging trends as they happen, rather than having a post-mortem at the monthly meeting about what went wrong.
If you have the technology or skills, enable the manager to get behind the dashboard data to drill down into detail where it is needed. This way they can start to see the connection between the summarised version and the &quot;old&quot; way, and ease themselves into the change.
While some of the visualisations used in dashboards may be useful in the context of a report, the two deliverables have different purposes, and you need to always keep in mind what the consumer of the data wants to see, and what they will do with the data and their interpretation of it.</description>
		<content:encoded><![CDATA[<p>How to sell a dashboard: explain what it is for, and only try to get people to use it for its intended purpose of regularly monitoring and staying aware of changes, trends, outliers and other things which may need them to pay attention to or take action about.</p>
<p>A dashboard is *not* a replacement for a report. Trying to sell it as such will fail, and rightly so.</p>
<p>If your managers are used to getting a monthly report with lots of detail available to them they will rebel if you try to give them only a summary with a few super-dense microcharts and RAG indicators.<br />
Try taking away the Financial Times (or WSJ) when it arrives every day at the office, cut out only the headlines and paste them onto a sheet of card. Give this to the CFO instead of the whole newspaper and tell him the summary is much more powerful. Now go pack your desk.</p>
<p>If your management have poor reports, introduce improvements to those reports. Add summary information (in graphics form and/or aggregated summaries). Add trend information (again, figures may be appropriate at first to show things like yoy variance, sparklines might add more detail later). But don&#8217;t take away the detail the manager wants to see.<br />
Introduce dashboards as an *addition* to weekly/monthly reports. Show how you can provide important summary information and draw attention to areas that need to be addressed in a much more agile, up-to-the-minute (or at least the day) fashion. Show that this can enable the business to react to changes or emerging trends as they happen, rather than having a post-mortem at the monthly meeting about what went wrong.<br />
If you have the technology or skills, enable the manager to get behind the dashboard data to drill down into detail where it is needed. This way they can start to see the connection between the summarised version and the &#8220;old&#8221; way, and ease themselves into the change.<br />
While some of the visualisations used in dashboards may be useful in the context of a report, the two deliverables have different purposes, and you need to always keep in mind what the consumer of the data wants to see, and what they will do with the data and their interpretation of it.</p>
]]></content:encoded>
	</item>
	<item>
		<title>By: Chu</title>
		<link>http://www.excelcharts.com/blog/how-to-sell-excel-dashboard/#comment-13088</link>
		<dc:creator>Chu</dc:creator>
		<pubDate>Mon, 05 Jul 2010 12:55:32 +0000</pubDate>
		<guid isPermaLink="false">http://www.excelcharts.com/blog/?p=1967#comment-13088</guid>
		<description>Great post. Some good advice. Many many changes continually lie within our comfort zone. No problem. We embrace that change.

Changes in the work process often are not in this category. 

Asking someone to look at data in a different manner or from a different perspective can be threatening to the ego and challenge an individual cognitively.

More interesting though is the observation that the individual may find his prior analyses may just be plain wrong. They start to question prior data was interpreted either incorrectly or not with the comprehension that was needed to make the decisions that were made. 

Uh Oh!</description>
		<content:encoded><![CDATA[<p>Great post. Some good advice. Many many changes continually lie within our comfort zone. No problem. We embrace that change.</p>
<p>Changes in the work process often are not in this category. </p>
<p>Asking someone to look at data in a different manner or from a different perspective can be threatening to the ego and challenge an individual cognitively.</p>
<p>More interesting though is the observation that the individual may find his prior analyses may just be plain wrong. They start to question prior data was interpreted either incorrectly or not with the comprehension that was needed to make the decisions that were made. </p>
<p>Uh Oh!</p>
]]></content:encoded>
	</item>
	<item>
		<title>By: Tom</title>
		<link>http://www.excelcharts.com/blog/how-to-sell-excel-dashboard/#comment-12293</link>
		<dc:creator>Tom</dc:creator>
		<pubDate>Fri, 18 Jun 2010 07:55:26 +0000</pubDate>
		<guid isPermaLink="false">http://www.excelcharts.com/blog/?p=1967#comment-12293</guid>
		<description>@ Jorge: Great article/post and a nice checklist (to do list) when developping/introducing dashboards
@Dmitry: Make it easier for the manager(s), if you can make their job easier, faster and more enjoyable then they will love you(r work). Dont try to overclass them, make them look stupid, ... 
 and finally approach the &quot;problem&quot; from a business need and let the manager have the credit for it (lifes not fair but your dashboard will be used and respected by direct collegues, ...) 
@All: keep up the great comments and posts.</description>
		<content:encoded><![CDATA[<p>@ Jorge: Great article/post and a nice checklist (to do list) when developping/introducing dashboards<br />
@Dmitry: Make it easier for the manager(s), if you can make their job easier, faster and more enjoyable then they will love you(r work). Dont try to overclass them, make them look stupid, &#8230;<br />
 and finally approach the &#8220;problem&#8221; from a business need and let the manager have the credit for it (lifes not fair but your dashboard will be used and respected by direct collegues, &#8230;)<br />
@All: keep up the great comments and posts.</p>
]]></content:encoded>
	</item>
	<item>
		<title>By: dan l</title>
		<link>http://www.excelcharts.com/blog/how-to-sell-excel-dashboard/#comment-12288</link>
		<dc:creator>dan l</dc:creator>
		<pubDate>Fri, 18 Jun 2010 06:41:50 +0000</pubDate>
		<guid isPermaLink="false">http://www.excelcharts.com/blog/?p=1967#comment-12288</guid>
		<description>I actually didn&#039;t have much of a problem selling a dashboard.  I described what I would deliver, had a good plan to take a couple of things that we have to put them all together onto a single page, went ahead and tossed it out.  

My trouble:  people are using the deliverable as eye candy, not as a tool as it was intended to be.</description>
		<content:encoded><![CDATA[<p>I actually didn&#8217;t have much of a problem selling a dashboard.  I described what I would deliver, had a good plan to take a couple of things that we have to put them all together onto a single page, went ahead and tossed it out.  </p>
<p>My trouble:  people are using the deliverable as eye candy, not as a tool as it was intended to be.</p>
]]></content:encoded>
	</item>
	<item>
		<title>By: m-b</title>
		<link>http://www.excelcharts.com/blog/how-to-sell-excel-dashboard/#comment-12271</link>
		<dc:creator>m-b</dc:creator>
		<pubDate>Thu, 17 Jun 2010 21:16:06 +0000</pubDate>
		<guid isPermaLink="false">http://www.excelcharts.com/blog/?p=1967#comment-12271</guid>
		<description>&quot;if you are an Excel expert, chances are you are at the bottom of the food chain&quot;

I&#039;m not so sure about that. In my opinion being an Excel expert, along with other qualities, can help you move up the food chain. Being able to quickly massage data into meaningful reports and dashboards is a very valuable asset for a company. Now that Microsoft is marketing Excel as a BI reporting tool (with PowerPivot) chances are Excel skills will become even more valuable.</description>
		<content:encoded><![CDATA[<p>&#8220;if you are an Excel expert, chances are you are at the bottom of the food chain&#8221;</p>
<p>I&#8217;m not so sure about that. In my opinion being an Excel expert, along with other qualities, can help you move up the food chain. Being able to quickly massage data into meaningful reports and dashboards is a very valuable asset for a company. Now that Microsoft is marketing Excel as a BI reporting tool (with PowerPivot) chances are Excel skills will become even more valuable.</p>
]]></content:encoded>
	</item>
	<item>
		<title>By: Alex Kerin</title>
		<link>http://www.excelcharts.com/blog/how-to-sell-excel-dashboard/#comment-12266</link>
		<dc:creator>Alex Kerin</dc:creator>
		<pubDate>Thu, 17 Jun 2010 19:13:55 +0000</pubDate>
		<guid isPermaLink="false">http://www.excelcharts.com/blog/?p=1967#comment-12266</guid>
		<description>@nixnut. Yes, what I meant was move people away from rows of tabular data, barely summarized at best. You are of course right that there&#039;s a place on every dashboard for a well thought out table that addresses the business problem the dashboard is meant to solve</description>
		<content:encoded><![CDATA[<p>@nixnut. Yes, what I meant was move people away from rows of tabular data, barely summarized at best. You are of course right that there&#8217;s a place on every dashboard for a well thought out table that addresses the business problem the dashboard is meant to solve</p>
]]></content:encoded>
	</item>
	<item>
		<title>By: Warren Apel</title>
		<link>http://www.excelcharts.com/blog/how-to-sell-excel-dashboard/#comment-12265</link>
		<dc:creator>Warren Apel</dc:creator>
		<pubDate>Thu, 17 Jun 2010 18:40:43 +0000</pubDate>
		<guid isPermaLink="false">http://www.excelcharts.com/blog/?p=1967#comment-12265</guid>
		<description>I don&#039;t think people resist change.  People change their clothes every day, and they get tired of eating the same food every day.  What people resist is change that doesn&#039;t make sense to them.  Change that happens too fast for them to keep up with.  Introduce a new visual element or a new type of data display one at a time.  Explain it in person and proactively answer the questions you expect people will have.  Gradually make it better and better and explain each step as you do.  Once people are used to reading your sparklines and bubble charts and five-dimensional interactive motion charts, they&#039;ll get a lot more out of the data.  But if you spring it all on them at once, yes, they&#039;re going to rebel.</description>
		<content:encoded><![CDATA[<p>I don&#8217;t think people resist change.  People change their clothes every day, and they get tired of eating the same food every day.  What people resist is change that doesn&#8217;t make sense to them.  Change that happens too fast for them to keep up with.  Introduce a new visual element or a new type of data display one at a time.  Explain it in person and proactively answer the questions you expect people will have.  Gradually make it better and better and explain each step as you do.  Once people are used to reading your sparklines and bubble charts and five-dimensional interactive motion charts, they&#8217;ll get a lot more out of the data.  But if you spring it all on them at once, yes, they&#8217;re going to rebel.</p>
]]></content:encoded>
	</item>
	<item>
		<title>By: nixnut</title>
		<link>http://www.excelcharts.com/blog/how-to-sell-excel-dashboard/#comment-12259</link>
		<dc:creator>nixnut</dc:creator>
		<pubDate>Thu, 17 Jun 2010 17:18:33 +0000</pubDate>
		<guid isPermaLink="false">http://www.excelcharts.com/blog/?p=1967#comment-12259</guid>
		<description>&quot;It’s a real challenge to move people away from tables&quot;

&#039;Getting people away from tables&#039; should never be a goal in and of itself. Once you fall into this way of thinking you&#039;ve lost sight of the actual business needs that want addressing. Also, don&#039;t underestimate the power of the common table to express information in a comprehensive and comprehensible manner.</description>
		<content:encoded><![CDATA[<p>&#8220;It’s a real challenge to move people away from tables&#8221;</p>
<p>&#8216;Getting people away from tables&#8217; should never be a goal in and of itself. Once you fall into this way of thinking you&#8217;ve lost sight of the actual business needs that want addressing. Also, don&#8217;t underestimate the power of the common table to express information in a comprehensive and comprehensible manner.</p>
]]></content:encoded>
	</item>
	<item>
		<title>By: Alex Kerin</title>
		<link>http://www.excelcharts.com/blog/how-to-sell-excel-dashboard/#comment-12249</link>
		<dc:creator>Alex Kerin</dc:creator>
		<pubDate>Thu, 17 Jun 2010 12:40:10 +0000</pubDate>
		<guid isPermaLink="false">http://www.excelcharts.com/blog/?p=1967#comment-12249</guid>
		<description>It&#039;s a real challenge to move people away from tables, and thank you for an excellent article. 

Your point about decimal points resonates with a post I wrote a while back (http://www.datadrivenconsulting.com/2010/05/using-charts-to-to-emphasize-results-sp-vs-life-policy/) where in an advertisement, S&amp;P had used excessive decimal points on one piece of data to emphasize its seriousness. Obviously data is much more important if it&#039;s incredibly precise.... this is the kind of challenge that we face.</description>
		<content:encoded><![CDATA[<p>It&#8217;s a real challenge to move people away from tables, and thank you for an excellent article. </p>
<p>Your point about decimal points resonates with a post I wrote a while back (<a href="http://www.datadrivenconsulting.com/2010/05/using-charts-to-to-emphasize-results-sp-vs-life-policy/" rel="nofollow">http://www.datadrivenconsulting.com/2010/05/using-charts-to-to-emphasize-results-sp-vs-life-policy/</a>) where in an advertisement, S&amp;P had used excessive decimal points on one piece of data to emphasize its seriousness. Obviously data is much more important if it&#8217;s incredibly precise&#8230;. this is the kind of challenge that we face.</p>
]]></content:encoded>
	</item>
	<item>
		<title>By: Pedro Wave</title>
		<link>http://www.excelcharts.com/blog/how-to-sell-excel-dashboard/#comment-12248</link>
		<dc:creator>Pedro Wave</dc:creator>
		<pubDate>Thu, 17 Jun 2010 12:02:55 +0000</pubDate>
		<guid isPermaLink="false">http://www.excelcharts.com/blog/?p=1967#comment-12248</guid>
		<description>Some days ago I readed in your blog that An Excel Dashboard is the Perfect Excel Learning Tool and I fully agree.

I use Excel Dashboards as a prototype tool to change the perception that common users have when they approach to spreadsheets.

I have examples of that into my blog

The Pygmalion Syndrome says us that is needed a receptive adaptation to accomodate to changes and that is more dificult for all business managers and mainly to CEOs.</description>
		<content:encoded><![CDATA[<p>Some days ago I readed in your blog that An Excel Dashboard is the Perfect Excel Learning Tool and I fully agree.</p>
<p>I use Excel Dashboards as a prototype tool to change the perception that common users have when they approach to spreadsheets.</p>
<p>I have examples of that into my blog</p>
<p>The Pygmalion Syndrome says us that is needed a receptive adaptation to accomodate to changes and that is more dificult for all business managers and mainly to CEOs.</p>
]]></content:encoded>
	</item>
</channel>
</rss>

<!-- Performance optimized by W3 Total Cache. Learn more: http://www.w3-edge.com/wordpress-plugins/

Minified using disk: basic (Feed is rejected)
Page Caching using disk: enhanced
Content Delivery Network via Amazon Web Services: CloudFront: charts4.excelcharts.com

Served from: www.excelcharts.com @ 2012-02-07 22:22:19 -->
