Free Dashboard Training Tutorial

Information Analytics Institute (IAI) provides a course in Crystal Dashboard Design (Xcelsius). This SAP product is based on Microsoft Office Excel and allows you to create exciting visually interactive dashboards using your existing spreadsheets. The tutorial you are about to download is written in a way perfect for self-study training or an instructor led classroom setting. It consists of nine self-study chapters written in an easy to follow step-by-step format. Students learn by doing; not by reading large amounts of verbiage. All the instructions are accompanied by detailed illustrations. In each chapter, a new and increasingly challenging dashboard is built, introducing and teaching new concepts.

Take Crystal Dashboard Training with a Personal Instructor

Available remotely anywhere in the USA and Europe - $150 per hour

Our team of instructors is always happy to provide you remote or onsite Crystal dashboard training. The instructors have a deep knowledge of the product and most participated in building the course. They can answer even challenging questions regarding dashboards and data connectivity. The course is designed as a 3-day training course, though it can be taken one or two hours at a time on a flexible schedule. Approximately 40% of the time will be spent on performing the step-by-step instructions. The balance will be spent on meeting with an instructor to understand the material and discuss concepts of dashboard creation and design. You will learn about various dashboard components and will be shown a wide range of dashboard examples and practical programming techniques. Breadth of knowledge is emphasized over repetitious exercises and dashboard standards and best practices are taught throughout.

Examples of Xcelsius Dashboards Built within the Course

Chapter 1
In this chapter you will learn how to link canvas objects to the data in the spreadsheet. You will see how selecting a particular date in the calendar makes the bar chart display sales for that day for each division. Try it!
Chapter 2
In the second chapter you will build a dashboard to compare revenue and cost of sales for a 5-year period for different divisions. You will learn how to configure the column chart to display data for the division chosen in the fisheye picture menu. Useful, isn’t it?
Chapter 3
In Chapter 3 you will find out how to display survey results in the grid for each division and for a particular month chosen in the combo box. You will use the dual slider to set thresholds for the grid coloring so that you can easily compare scores for different divisions of the company. See how it works!
Chapter 4
In addition to the familiar column chart, Chapter 4 introduces the line chart and pie chart. Different chart types provide the ability to analyze company sales from different prospectives. You will like it!
Chapter 5
In Chapter 5 you will write formulas to filter sales by division and product, which are selected in two combo boxes, and use the area chart to display filtered data. You will also get acquainted with the tab set that helps to organize canvas objects and the list view that presents data in a tabular style. Have a look!
Chapter 6
Learn how to use the U.S. map and color the states depending on the sales. Write formulas to filter sales by the type, year and product selected in the label based menus. Compare the dynamics of contract and non-contract sales for a single state and for the whole country using line charts. Seems like the dashboard is alive!
Chapter 7
The dashboard built in this chapter can be used to analyze company profitability and defects and returns for different products for the selected year. The gauges and radar chart components provide unique perspectives into the data. Look at them!
Chapter 8
In this chapter you will build the dashboard to compare sales, costs and margin for different divisions during the two periods selected in the combo boxes. The column chart displays metrics for the product selected in the list view. Columns in the chart can be hidden using the check boxes so that the user can concentrate on specific metrics. Go ahead and take a look!
Chapter 9
Dare to do a complex data analysis. Select row and column headers for the list view in the label based menus and filter by the metric of your choice using the combo boxes. The list view and the column chart will display the filtered data. Now you can do it!
he chapters are knit together by an entertaining story about Candy Cane Enterprises and how Annie Heartland and Abel Goodman struggle to overcome corporate politics to build dashboards that expose the truth about the company’s finances, sales, production, client relations and human resources. While learning to build dashboards the student is carried on a journey from the South Pacific to the skyscrapers of New York and the hills of Montana. Complete with cartoon images, intrigue and a little romance, the story provides context and meaning to the tasks the student must perform. School was never so entertaining.