Tag: microsoft excel

  • Bring your tasks in a row

    How to import Microsoft Project files into Microsoft Excel

    mpp_to_xls Have you ever managed a larger project with several subprojects, hundreds of tasks and milestones, dozens of members in the project team and even more other staff contributing to the project, spread all over almost every department of the company? If so, you might have used Microsoft Project to plan and monitor the project.

    Since there were so many different people contributing, you may have encountered the following challenge: You had to distribute the actual project plan to all team members at least once a week, but not everyone had Microsoft Project installed on his computer. So you couldn’t simply send the Microsoft Project file.

    Sounds familiar? What do you usually do?

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  • Approach with caution

    Multi-select regions on an interactive Excel Dashboard

    Have you ever built a data-analysis model in Microsoft Excel for a database containing a geographical dimension like state, county, ZIP-code areas, sales region, etc.? If so you probably wanted to integrate a user-friendly control feature on your dashboard that enables the user not only to select one region, but to filter the data by any combination of regions. E.g. show the total revenues for the sales regions West and Central.

    You need a multi-select filter control. This post shows different options of how to do this and includes the example files for free download.

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  • Take Care of Customer Care

    A Showcase: 5 steps of Performance Dashboard Design

    Dashboard Customer Care Using Key Performance Indicators (KPIs) in Customer Care management is a prime example of Performance Dashboards. Call Center Managers usually monitor the performance of their Customer Care with an extensive list of different metrics and KPIs visualized on one or several real-time dashboards. On a higher level and in a more condensed form the numbers are also reported to the Top Management on regular intervals, usually at least weekly.

    Against this background, this post describes 5 steps of designing an Executive Customer Care Performance Dashboard, including an example file for free download.

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