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Holly Wright
Phoenix Direct
Excel Dashboards
For Email Marketing
@Hollygowrightly
So, you wanna make a spreadsheet?
@Hollygowrightly
Oh, you want to make it
pretty and dynamic, too?
@Hollygowrightly
Where should you start?
@Hollygowrightly
Why don’t we start with a little story…
@Hollygowrightly
There once was an email marketer named Polly
@Hollygowrightly
Meet Polly.
@Hollygowrightly
Polly had tons of data about her email programs.
@Hollygowrightly
Gold chains half off!
14,231 subscribers
19.6% open rate
0.12% contact loss rate
Ruby rings on sale!
New bracelets for Fall!23% click rate
4.5% click-through rate
$8,538 in revenue
14 campaigns
But it was messy, and it got messier everyday.
@Hollygowrightly
Gold chains half off!
14,231 subscribers
19.6% open rate
0.12% contact loss rate
Ruby rings on sale!
New bracelets for Fall!
23% click rate
4.5% click-through rate
$8,538 in revenue
14 campaigns
Emeralds are back!
14,231 subscribers
19.6% open rate
28.7% click rate
Toe-rings! Hooray!!14,231 subscribers
0.12% contact loss rate
0.14% contact loss rate
0.11% contact loss rate
Hoop earrings that will
throw you for a loop!15,678 subscribers
34% list growth YOY
60% revenue growth YOY
18 contacts lost
$10,948in revenue
$9,223 in revenue
Diamond watches
Monograms!
Leather watch bands!
Numbers, Numbers, NUMBERS!! WHAT ? ! ? !
Meet Excel.
@Hollygowrightly
Excel wasn’t the coolest kid on the block.
@Hollygowrightly
He could be moody and irritable, for sure.
@Hollygowrightly
And he was hard to understand at times.
@Hollygowrightly
But he was pretty dang smart.
@Hollygowrightly
A beautiful friendship was born.
@Hollygowrightly
Excel helped Polly organize all her data
into neat columns and rows.
@Hollygowrightly
Gold chains half off!
19.6% open rate
Ruby rings on sale!
New bracelets for Fall!
23% click rate
4.5% click-through rate
14 campaigns
Toe-rings! Hooray!!
0.12% contact loss rate
Hoop earrings
15,678 subscribers
18 contacts lost
$10,948 in revenue
Diamond watches
Monograms!
Leather watch bands!
Excel also helped Polly visualize her data
so she could make better choices.
@Hollygowrightly
@Hollygowrightly
Polly’s world was never the same,
and she was cool with that.
@Hollygowrightly
The end.
@Hollygowrightly
So how does one use Excel for an email
marketing dashboard in the real world?
Let me tell you a different story…
@Hollygowrightly
@Hollygowrightly
That’s ME!!!
Like Polly, I had a lot
of data to try and wrangle.
@Hollygowrightly
I work at a full service ecommerce
agency called Phoenix Direct.
@Hollygowrightly
Meet the team!
We have several major clients
@Hollygowrightly
Mostly in men’s apparel
@Hollygowrightly
But also…
@Hollygowrightly
Some women’s apparel
@Hollygowrightly
And also…
@Hollygowrightly
a nuts company!
@Hollygowrightly
I had waaaay
more data than Polly.
@Hollygowrightly
The thing about clients…
@Hollygowrightly
I had to be very smart
in setting up my reports.
@Hollygowrightly
I decided to set up one super-intelligent,
do-it-all report called MEGAREPORT!
@Hollygowrightly
But how?
@Hollygowrightly
@Hollygowrightly
Enter my husband, Ned
First, a new vocabulary term:
Sustainable Excel WorkbooksTM
@Hollygowrightly
Sustainable Excel WorkbooksTM
“Excel workbooks that utilize formulas and tabs
strategically so new raw data flows seamlessly
through your tabs to one or more dashboards.”
@Hollygowrightly
What makes an Excel workbook “sustainable” ?
•  Dates are dynamic
•  Messy data is cleaned up automatically
•  Exceptions are taken into account
•  Complementary sets of data are married automatically
•  You don’t have to refresh a bunch of pivot tables or macros
•  You don’t have to do a bunch of manual sorting
•  Ranking and filtering works “behind the scenes”
•  Dashboards update dynamically and automatically
@Hollygowrightly
Seem like a lot?
@Hollygowrightly
“You are a tool.”
- Dan Denney
@Hollygowrightly
To get started, I like to think about
the beginning and the end.
@Hollygowrightly
Huh?
@Hollygowrightly
Step 1. Figure out what data you have
Step 2. Figure out what you want it to tell you
@Hollygowrightly
Step 1. Data considerations
•  Sources
•  Formatting
•  Common denominators
@Hollygowrightly
Step 2. Envision the final product
•  Timeframe
•  Key metrics
•  Charts or graphs
•  Ordered Lists
@Hollygowrightly
Start at the beginning and the end.
@Hollygowrightly
Oh!
@Hollygowrightly
Design your dashboard
@Hollygowrightly
@Hollygowrightly
Connect the dots
Structure your workbook
@Hollygowrightly
Clean up your data
@Hollygowrightly
The good news?
@Hollygowrightly
If Statements
@Hollygowrightly
=IF(logical_test, value_if_true, value_if_false)
If Statements
@Hollygowrightly
=IF(B4<100, “”, A4)
=IF(logical_test, value_if_true, value_if_false)
Data types
@Hollygowrightly
Match up complementary data
@Hollygowrightly
Vlookup
@Hollygowrightly
=VLOOKUP(lookup_value, lookup_array, column, [range_lookup])
Index-Match
@Hollygowrightly
=INDEX(column_you_want_a_return_value_from, MATCH(lookup_Value,
column_you_want_to_lookup_against, Enter “0”))
Done!
@Hollygowrightly
Filtering and Sorting
@Hollygowrightly
@Hollygowrightly
Filtering and Sorting…
the SustainableTM Way
@Hollygowrightly
Rank
@Hollygowrightly
=RANK(number, reference_range, [order])
Rank
@Hollygowrightly
=RANK(B4, B2:B250, 0)
=RANK(number, reference_range, [order])
Dates
@Hollygowrightly
Text
@Hollygowrightly
=TEXT(value, text_format)
Text
@Hollygowrightly
=TEXT(B4, “dddd mmmm dd, yyyy”)
=TEXT(value, “text_format”)
This will turn “8/28/15” into “Friday, August 28, 2015”
Today
@Hollygowrightly
=TODAY()
Concatenate
@Hollygowrightly
=CONCATENATE(value1, value2, value3, value4...)
Concatenate
@Hollygowrightly
=CONCATENATE(B4,“ ”,C4)
=CONCATENATE(value1, value2, value3, value4...)
This will turn “Holly” and “Wright” into “Holly Wright”
Using * to search strings
@Hollygowrightly
Using * to search strings
@Hollygowrightly
=IF(A4=“*Full Price*”, “Full Price”, “Other”)
Conditional Formatting
@Hollygowrightly
Mega-Report
…in action!
Check it out on Dropbox!
@Hollygowrightly
A couple more notes…
@Hollygowrightly
Buttons
(AKA: internal links)
@Hollygowrightly
Hyperlinks
@Hollygowrightly
=HYPERLINK(link_location, [friendly_name])
Hyperlinks
@Hollygowrightly
=HYPERLINK(link_location, [friendly_name])
=HYPERLINK(Z4, “view campaign”)
Drop-downs
@Hollygowrightly
Shufflepoint
A paid service we use to pull data from
Bronto and Google Analytics automatically.
You don’t need this, but we use it since we
have so many client reports to do each period.
@Hollygowrightly
What about data you can’t export?
Create a “Manual Inputs” tab.
@Hollygowrightly
What about macros?
No thanks, they tend to break and they throw
up annoying warnings for your stakeholders.
@Hollygowrightly
@Hollygowrightly
What the heck are those curly brackets?
Don’t fear the Array function…
{=IFERROR(INDEX...)}
Polishing your dashboard
@Hollygowrightly
Some Tips…
@Hollygowrightly
Use super-skinny columns
@Hollygowrightly
Use a simple color scheme
@Hollygowrightly
Pick a font
@Hollygowrightly
Hide the extras
@Hollygowrightly
Set your print area
@Hollygowrightly
Aaaaaand we’re done!
Hooray!
@Hollygowrightly
In summary…
You can create your own mega-reports using
some or all of these tools, plus whatever other
tools you need for your particular data.
@Hollygowrightly
Share your mega-reports with me!
Or ask me questions if you get stuck!
Good luck!
Twitter: @Hollygowrightly
@Hollygowrightly
Thank you
@Hollygowrightly

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Email Marketing Metrics and Reporting with Excel Dashboards

Notas del editor

  1. Yeah, let’s go with Polly…
  2. What was Polly to do? Polly needed help.
  3. Please forgive me for the obviously sexist portrayal of Excel as a dude.
  4. Anyway… Excel wasn’t the coolest kid on the block He wasn’t built in Ruby or hosted in the cloud
  5. Excel helped Polly organize all her data into neat columns and rows.
  6. A real-world story, about a real email marketer named Holly
  7. Okay, so like Polly, I had a lot of data to try and wrangle.
  8. When I say full service, I mean we do… warehousing, shipping and distribution Product photography and catalog design Prospecting and mail planning Customer service via an in-house call center … We also have a kickass web services team…
  9. They sell really large cashews…
  10. Anyway, enough about us! The point is that I had waaay more data than Polly.
  11. And the thing about clients is that they all want their own custom reports. Which is fair. I mean, their programs are all different, and we try to treat each one like they’re our only client. But providing custom reports for every client on a weekly or monthly basis meant…
  12. He’s an engineer from Georgia Tech, and not surprisingly, he knows Excel really well. He gave me some pointers on where to start, and I ran with it. My other husband, Google, helped out quite a bit, too.
  13. Trademark pending. I’m pretty sure I coined this term. A sustainable excel workbook is one that uses formulas and tabs strategically so that updates to your raw data flow seamlessly through your formulas and sheet into one or more kickass dashboards.
  14. Trademark pending. I’m pretty sure I coined this term. A sustainable excel workbook is one that uses formulas and tabs strategically so that updates to your raw data flow seamlessly through your formulas and sheets into one or more kickass dashboards.
  15. So what makes an excel workbook sustainable? Well… (read bullets) For those of you who follow astrology and/or meyers-briggs personality assessments, you might be able to tell from this list that I am a Sagittarius/ENFP. Basically, I abhor anything that is tedious or repetitive. Meaning, if I have to open up a spreadsheet for a each one of our clients every single week or month, and repeat the same 20-30 actions over and over again just to update it—before I can even dig into the numbers--I will probably die.. I love the analysis portion of analytics—looking at the data and deriving insights. I love telling our clients what is working well and what strategies need to be reworked. Every single month, that analysis is new and interesting to me. But I can’t stand going through the same repetitive processes of refreshing this spreadsheet, updating the dates, changing my pivot table sources and hitting the refresh button. Filtering and then copying and pasting… Basically, my goal was to take as many of those tedious steps out of the process as possible, so all I had to do was refresh the raw data and PRESTO! Everything would work!
  16. Seem like a lot to consider? Well, it is kind of a lot, but once you understand how to structure your workbook and learn a few key formulas, you’ll be able to excel sustainably like a PRO!
  17. Plus, as Dan Denney so eloquently put it yesterday… you are a tool. But you’re often not the best tool for repetitive tasks and as we know, time is of the essence.
  18. Polly says “HUH?”
  19. Or better yet, figure out what you want the data to SHOW you
  20. What sources will you use? We use data from our email service provider, Bronto (volume, opens, clicks, etc.), as well as Google Analytics (for revenue and transaction data, since we are in ecommerce). A critical component of the raw data piece is that it needs to be uniform in format each time you retrieve it. Meaning, if your raw data source is an export from your email service provider, you need to make sure it has all the same columns every time you download it. Obviously, the number of rows will grow, and that’s good. But the number of columns should stay the same (and in the same order, for that matter). If you have multiple sources, can you marry the data to enrich the pool that you’re going to draw on for your dashboard? What is the common denominator? For us, the campaign name in Bronto is exactly the same as the campaign name in Google Analytics, so we marry the data so we can see open rates next to revenue if we want.
  21. Decide what the final product should be. A dashboard with all of the above? What timeframe will you use? Weekly, monthly, quarterly, yearly? Not all of you are in ecommerce though, so your dashboards may not focus on revenue, but they may focus on some other kind of conversion or goal. Plus, standard email metrics, of course (volume, opens, clicks, opt-outs) What charts or graphs will help you visualize the information? Do you want to show top campaigns by a specific metric? Are there any other derivative metrics you can get to with the existing data, like list growth since the beginning of the month?
  22. Basically you have to figure out what pieces you have to work with and what the end result is supposed to look like. Then you can figure out how to get from point a to point b.
  23. So now, I’m going to share with you my step-by-step process for creating my MEGA-REPORT. I should warn you that this is going to get a little nerdy. Most of what I learned was from trial and error and LOTS of googling. I won’t go into detail about every function I used or exactly how each one works, but I am going to give you an overview of some of the most important functions and strategies that you may benefit from using. Take notes or download the slides later, and prepare to google some of this yourself after you get home. My hope is that by sharing which functions were most helpful to me and what strategies I used to set everything up, you will be able to cut down on a whole lot of the trial and error in your process. By the way, mega-report does a lot of things, but it doesn’t do ALL things. The idea is that you could create a number of different semi-mega reports that do all or some of the different things you want to do. So let’s dive in.
  24. Okay, so you’ve got your data and figured out what metrics you want to see. Now it’s time to actually envision your dashboard. I created a mockup in Fireworks.
  25. The end result didn’t look exactly like this when I was done, but it was close. I chose to highlight some critical stats across the top and some calculated metrics in large numbers just below, including the change from the previous month. I added a snapshot to show list growth over time, a chart to visualize the email sales funnel, overall monthly sales for the last 24 months, and the top and bottom campaigns for the current month. The key here is to design your ideal dashboard outside of excel, and then figure out how to build it in Excel.
  26. Now that we have our start and end points, it’s time to connect the dots. We’ll do this through a series of tabs converting our raw data into usable information.
  27. Start your workbook with separate tabs for each data source. This is where you will paste in your raw data each period.
  28. If your data contains any oddities that need to be cleaned up or modified, that’s the first step you should take. When I say to clean up your data, I mean set up some formulas that clean up the data for you. Remember, we’re not interested in doing a bunch of steps that have to be repeated every single week. What kind of oddities? Well, I encountered two main things in my raw data.
  29. #1 is Google Analytics
  30. Google analytics often creates duplicate campaigns with messed up names and no real values to go along with them. Since you can’t delete data from Google Analytics, this type of garbage is going to be in every export I run.
  31. The other was with Bronto exports.
  32. Bronto sometimes exports duplicate rows for certain campaigns with blank data for the metrics. I’m not sure why it does that, but it’s something I had to deal with. You might also.
  33. The good news is that you don’t have to clean up all your data. All you need is one primary set of data to be cleaned up, which you can use as your base to match everything else up to. So pick whichever source is the least messy yet still includes all your campaigns, and use that one. My recommendation is to create a second tab for your primary data source and use whatever formulas you need to remove blank and redundant rows.
  34. The first formula you may want to use is an IF statement. IF statements are the most basic functions you can use to help clean up data. You check if something is true, and do one thing if it is and a different thing if it isn’t.
  35. In this example, if the value in cell B4 is less than 100, then the cell will be blank. Otherwise, it will return whatever value is in cell A4, which is my campaign name. You can use IF statements to compare numbers or strings in order to filter the data in your report. You can also nest IF statements inside of each other to build more complicated tests.
  36. Before we go any further, let’s touch on data types. Excel has two main types of data – text and numbers I won’t go into a lot of detail on this, but if you’re trying to perform some test or calculation and it isn’t giving you what you expect, the first thing you might want to check is whether you’re dealing with a number or a text string. Sometimes data looks like a number but Excel thinks it is text, so keep that in mind if you get an error or if the results of your tests aren’t what you expect.
  37. The next step is to match up complementary data. As I mentioned, we use data from both Google Analytics and our email service provider. I like to start by adding a tab and pulling in my cleaned up primary source data (remember that was the data from my email service provider, Bronto). Then I use a lookup function to pull in data from my secondary source, Google Analytics, based on a unique identifier.
  38. VLOOKUP is a simple lookup function. Your unique identifier (which in my case is the campaign name) is the lookup value, and you pass in an array and the column that has the return value you’re looking for. Excel goes to the array, finds the first instance of your lookup value and returns the value on the same row as the match in the column that you specified. There’s also a thing called HLOOKUP if you need to look up something in a particular row instead of column.
  39. Index-match is another way to look up information that matches a unique identifier. Index-match is basically a better version of VLOOKUP. The biggest benefit of using this instead is that Index-match only selects the lookup column and the return column, which reduces the processing load on Excel. Ideally, you’ll want to keep your lookup operations as lightweight as possible and this is one way to do that.
  40. After cleaning up your data and adding a series of Index-matches, you should now have one sheet in your workbook with all the data you need (and only the data you need) cleaned up and matched up so anything you could ever want to know about a single campaign will be available on that campaign’s row. This is where the fun really begins!
  41. Excel has built-in functionality to sort and filter data. You simply select all the data you want to filter or sort, and hit the “filter” button.
  42. See those little blue arrows at the top and the cute little sorting and filtering menu that drops down? Looks like the perfect way to sort your data once you’ve got it all combined, right?
  43. WRONG! The idea of a sustainable report is that you set it up once and all you have to do is refresh your raw data, and your dashboard updates automatically. Using these filters requires manual steps every single time. If you’re creating an ad hoc report, this is a great tool, but if you want to create a sustainable workbook, you’ll want to stay away from anything that requires extra manual steps like this.
  44. What about pivot tables?
  45. NO! Pivot tables must be refreshed every time you add new data. You can get around this issue by setting your tables up to refresh automatically whenever you open your workbook, but that’s not even the worst part of a pivot table. The data in your pivot table is constantly moving around, in unpredictable ways, every time you add data and refresh your pivot table. There is a function called GETPIVOTDATA, if you want to play around with it, but it’s just not for me.
  46. If you want to filter your data, use IF statements If you want to sort your data, use the RANK function
  47. You can use rank to tell you the order of your campaigns from highest revenue to lowest (or highest open rate, click rate, etc.)
  48. You tell excel which number you want to rank, and which range of numbers to compare it to, and Excel will tell you where that number falls within the designated range. By default, excel will sort from highest to lowest. Order is an optional parameter you can specify if you want it to sort from smallest to largest instead. If you omit that parameter or enter 0, it will rank high to low; any other number will result in excel ranking low to high. The way I usually use this function is that I will rank all my data way off to the right on my “all data combined” sheet, and then I will use Index-match to pull data into a fresh sheet in order, based on the rank. PRO TIP: Ties can be tricky, but there are plenty of answers online for how to break a tie so that you don’t lose any data in your final report.
  49. Let’s talk about dates for a second. Excel stores dates as integers and can display them in a number of different ways.
  50. You can display any combination of day of the week, date, month and year.
  51. The text function is a great way to convert a number to text, and it has some cool tricks for dates.
  52. Here’s one example. You provide the date, and the text function will convert it into whatever text format you specify. Text also has a whole bunch of other options for formatting dates or other strings.
  53. While we’re on the topic of dates, let me tell you about a really simple yet powerful function called TODAY. This will give you the current date anytime you have your report open. It sounds simple, but because dates are stored as numbers in Excel, you can add and subtract days, months or years from a given date, and build dynamic content off of them More on that in a few minutes.
  54. Here’s another of my favorite functions. Let’s say you have two or more pieces of data that you want to combine into a single cell. The best example of this is a first and last name, but you can do it with any pieces of information.
  55. In this example, concatenate takes the B4 value “Holly” adds a single space to it, then add the C4 value “Wright” so the end result is a single cell with Holly Wright in it. I have used this to combine information about promotions into a single cell, so it’s just something useful to keep in mind.
  56. The asterisk can be a very powerful tool to use when searching text strings for specific words within them. For examples, we segment some of our clients’ subscribers by buyer behavior. We classify buyers based on whether they are more likely to by full price merchandise, clearance merchandise or an even mix of both. We send different email campaigns to each group, and we track these campaigns separately by tagging the campaign name with the appropriate buyer segment. You can use the * symbol to help open up your search by using it on either side of the word you are searching within a string.
  57. This simple formula will return “Full Price” if those words are found together anywhere in the string in cell B4. Otherwise, it will return “Other”.
  58. If you haven’t used conditional formatting before, it can be a powerful tool to use for two main purposes. One, you can use it to help you visualize whether the data is good or bad. For example, you can show green for a positive change over time and red for a negative change over time. Or you could set acceptable ranges for a particular metric and highlight green it if is within that range, blue if it is above, or red if it is below. COLOR SCALE You can also do hot and cold formatting to highlight the highest figures in a range in good colors and use a scale to go from best to worst. The second thing you can use it for is validation. You can set up conditional formatting for a metric that should always be positive, so that if it goes negative, it will be highlighted in red and you will immediately know that something is wrong with your formulas or your data.
  59. Now, I’m going to hop into Excel and demo a sample version of my report for you. This has been filled with dummy data for Polly’s Precious Jewels, but it is representative of the real reports I give to my clients. While we don’t have nearly enough time for me to go into detail about each step I’ve gone through, I hope to show you some of what you can do to save time, wow your boss or your clients, and make better decisions for your email program in the future.
  60. You can link to other sheets in your document using the hyperlink function. You just select a sheet and cell to link to the format the cells to look like a button. In this case, I added border to the cell to make it look raised like a button. I know this isn’t “Flat design” and all that, but isn’t that all a little 2012 by now? Anyway, we’re working within the constraints of excel, so I feel alright about being a year or two behind the latest design trends…
  61. As I showed with top email proofs, you can also create hyperlinks to external addresses. To create a link to an external source, you can use the hyperlinks function in excel. Hyperlinks don’t translate well through cell references… in other words, if you create a hyperlink on one tab and then on another tab, you reference that cell, the hyperlink will not come through. If you want a hyperlink on your dashboard, create it on your dashboard.
  62. In this example, we’re storing a URL in cell Z4, and we’re going to display the words “view campaign”
  63. Dropdown menus can be accomplished using a tool called data validation… show example…
  64. Okay, so what I have shown you so far is based on the assumption that you will be exporting data from your email service provider plus maybe google analytics and/or some other sources. I haven’t shared a super-clutch tool that we use to expedite this process. - Introducing SHUFFLEPOINT! Shufflepoint is a Saas offering that hooks into the API’s of google analytics and Bronto, our esp, to pull data, which we can write custom queries to access. Show example of updating Bronto info using the data connection…. “this is where some kind of awesome bar trick would come in handy… if only I had a bowl of maraschino cherries, I could tie all the stems in knots for you… or maybe you’d prefer to see some kind of dance… how do you feel about the chicken dance? Does anyone know the words? If you wanna be a chicken, gotta flap your wings, and do the twist, I love to cluck… okay, this has got to be updated now… Oh, well, I have no choice but to make you wait in silence now that I’ve exhausted all my best moves… OKAY!
  65. Explain the manual tab.
  66. Macros can be awesome, but I chose not to use them for my report because I didn’t want to worry about them breaking. If you are updating your data sources manually and all the other steps flow through automatically (AKA, you’ve followed my super amazing strategy for sustainable excel workbooks), then you really shouldn’t need any macros. However, if you get stuck and just can’t figure out how to use formulas to automate a particular part of your data processing, then macros are a fine tool to use. They just aren’t “Sustainable”.
  67. Sometimes, when you just can’t figure out what formula to use to accomplish something, you may turn to my other husband, Google, for answers. And every once in a while, Google will introduce you to some super excel wizard with some trick to do what you need, only the long formula is wrapped in curly brackets. Do not be scared away by the brackets. They simply indicate that you are using an array formula. Array formulas perform multiple actions on one or more items in an array, and they have to entered a little differently. Basically you type in everything BUT the curly brackets, and instead of hitting enter, you have to hit control+shift+enter. It’s not a big deal, and you can handle it.
  68. Remember how I said you should should design your ideal dashboard outside of Excel and then figure out how to make it happen in Excel? Well, that’s where we are now.
  69. I make all the columns super skinny so I could merge as many cells as I wanted at a time and basically have a modular canvas to work from. You’re email designers, so you understand the constraints of columns and rows! Here are some examples…
  70. You said you wanted it to be pretty, right? Excel can get real tacky, real quick. I chose to work with a handful of grays, whites and blues with some understated red and green conditional formatting.
  71. I think I designed my ideal dashboard using Lato, before I remembered that most of my clients wouldn’t have that font on their computers. I ended up with Lucida Sans, which I thought looked pretty neutral and legible.
  72. Once you have all your tabs set up and your dashboard looks nice, it’s time to hide the extras. Reorder all your tabs, so the raw data tabs that you’ll be updating are right next to your dashboard. Then, select all the tabs except your dashboard and right-click HIDE. You can also hide all the unnecessary rows and columns on your dashboard. This is purely aesthetic, but we said we wanted pretty…
  73. Set the area to print to make it easy for your clients (internal or external). Then print out a sheet and make sure you like the way your margins and font size look.
  74. I created mega-report so I could get away from the monotony of creating reports and spend more time looking at my results and working on strategies to improve my emails. In my spare time, you can find me at meetups and workshops trying to learn to program web apps in Ruby. But since I’m far from being competent in ruby on rails, I decided to build my report in something I know, which happened to be Excel. I know it’s not the sexiest tool out there, but it is extremely powerful. Hopefully, you can take some of what I’ve shared and make your own mega-report and take a lot of the pain out of Reports Tuesday, or whatever day it is that you typically spend wrangling data for someone else to look at.
  75. Follow me on twitter and I’ll share my slides as well as a starter workbook so you can dig into some of the formulas I talked about. AND PLEASE, if you do create your own mega-reports, I want to know about them! Reporting is a tough thing to share because data is often proprietary, but if there’s a way for you to show me what you’ve gotten out of this session, I’d love to see it!
  76. Thank you!