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4-Step Dashboard Automation Process (Excerpt #3 from Creating and Automating Dashboards eStudy)
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4-Step Dashboard Automation Process (Excerpt #3 from Creating and Automating Dashboards eStudy)

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As evaluators, we frequently face the challenge of accurately and efficiently producing large numbers of near-identical reports and dashboards. ...

As evaluators, we frequently face the challenge of accurately and efficiently producing large numbers of near-identical reports and dashboards.

In January 2013, Ann K. Emery and Agata Jose-Ivanina led a 3-hour webinar for the American Evaluation Association about automating dashboards with Word and Excel.

This excerpt provides an overview of our 4-step dashboard automation process.

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  • 1. Creating and Automating Dashboards Using MS Word and Excel by Ann K. Emery & Agata Jose-Ivanina eStudy for the American Evaluation Association January 2013 Excerpt 3: Automation Process
  • 2. Introducing our Automation Process
  • 3. Speed Automation Process Multiples Accuracy
  • 4. Speed Faster than copying and pasting
  • 5. Multiples Great for producing matching dashboards
  • 6. Accuracy Avoid transposing numbers 94% 49%
  • 7. Accuracy Avoid pressing keys twice 8% 88%
  • 8. Accuracy Avoid putting data in wrong section School 1 Math Scores Reading Scores 20% 80%
  • 9. Accuracy Avoid putting data in wrong dashboard School 1 School 2 20% 80%
  • 10. Live demo!
  • 11. 4 Steps 1 2 3 4 Design a model Add bookmarks Organize the data Run the code
  • 12. Step 1 Design a Model
  • 13. Step 1 1 Step Make a model Start with a Blank Page Fill in the Model with Fake Data
  • 14. Step 1 Create separate “Dashboards” folder
  • 15. Step 1 Name the file “Step1Model”
  • 16. Step 1 Now you’ve got a new file in your Dashboards folder
  • 17. Step 2 Add Bookmarks
  • 18. Step 2a Circle every piece of information that needs to change
  • 19. Step 2b Make bookmarks visible by clicking on the Office Button
  • 20. Step 2b Click on “Word Options”
  • 21. Step 2b Click on “Advanced”
  • 22. Step 2b Scroll down to “Show document content” section
  • 23. Step 2b Click on “Show Bookmarks”
  • 24. Step 2b Click on “OK”
  • 25. Step 2c Insert bookmarks! Highlight or select the data point
  • 26. Step 2c Click on “Insert” and “Bookmark”
  • 27. Step 2c A new pop-up window appears
  • 28. Step 2c Give the bookmark a name and press “Add”
  • 29. Step 2c It worked! You inserted your first bookmark!
  • 30. Step 2c It worked! You inserted your first bookmark!
  • 31. Step 2c Now you need to bookmark each chart…
  • 32. Step 2c Delete each chart
  • 33. Step 2c All that’s left is your cursor
  • 34. Step 2c Click on “Insert” and “Bookmark”
  • 35. Step 2c A new pop-up window appears
  • 36. Step 2c Name your bookmark “chart_x” and press “Add”
  • 37. Step 2c It worked! You bookmarked the first chart!
  • 38. Step 2c Press the spacebar
  • 39. Step 2c Press the spacebar
  • 40. Step 2c Click on “Insert” and “Bookmark”
  • 41. Step 2c A new pop-up window appears
  • 42. Step 2c Name your bookmark “chart_x” and press “Add”
  • 43. Step 2c It worked! You bookmarked the second chart!
  • 44. Step 2d Keep track of your bookmarks
  • 45. Step 2d Keep track of your bookmarks
  • 46. Step 2e “Save as” a template (.dotx file)
  • 47. Step 2e Name the file “Step2Template”
  • 48. Step 2e The default file type is “Word Document”
  • 49. Step 2e Save as a “Word Template”
  • 50. Step 2e Now you have 2 files in your Dashboards folder
  • 51. Step 3 Organize the Data
  • 52. Step 3a Setup Sheet
  • 53. Step 3a Column in Dashboard Data Sheet
  • 54. Step 3a Number from 1 to …
  • 55. Step 3a Bookmark Name
  • 56. Step 3a Type bookmark names from Step 2
  • 57. Step 3a Short Description of Bookmark
  • 58. Step 3a Add a few details about your bookmark
  • 59. Step 3b Data Sheet
  • 60. Step 3b Data Sheet
  • 61. Step 3a Setup Sheet
  • 62. Step 3c Charts Sheet
  • 63. Step 3d Code Info Sheet
  • 64. Step 3d Within your “Dashboards” folder, create a new folder named “Step4CompletedReports”
  • 65. Step 3d Enable Macros
  • 66. Step 3d Type the name of your template (“Step2Template.dotx”)
  • 67. Step 3d Type the name of your folder (“Step4CompletedReports”)
  • 68. Step 4 Run the Code
  • 69. Step 4 Click on “View” and “View Macros”
  • 70. Step 4 The Visual Basic window opens
  • 71. Step 4 VBA Code
  • 72. Step 4 Click on “Create Reports”
  • 73. Step 4 Relax while your dashboards magically appear!
  • 74. Thank you! Ann K. Emery @annkemery Agata Jose-Ivanina @agataji