Create Dials and Speedometer Scorecard #download, #exceldashboards, #excel, #tools, #samples, #templates,


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In this article we will take an Excel source containing scorecard information and convert into dials and speedometer charts.

We will also create few bar trending charts.

Consider the below sample data

Source File: You can download the excel file here

The above excel file tracks few metrics such as safety, quality and revenue. This is just a sample data and may not make sense in actual world but just imagine a manufacturing company that wants to track its overall safety and quality score and also track its total revenue. Now the company may use its own method at deriving the individual safety and quality scores.

They may have a dedicated team to collect safety violations and product defects and then use some formulae to convert those data into final score for any given month. We are not concerned with any of the methods on how those scores are generated. You are the dashboard person and the company has provided you the metrics by each month and now your job is produce a nice dashboard that shows relevant charts for the given data.

Since the data is tracked for each month, it makes sense to show a line or bar chart trending for the metrics.

Dials and Speedometers are relevant when we need to show performance of a single value. So in this case, since we have 12 month data, how do we show single value on the meter chart?

One solution is to show an Average value for the safety and Quality metrics or we could show a dial that shows the current month values.

So the GOAL for this exercise is: Show bar chart for Safety trending 12 months and show average and current month value on the dial chart.

Dial chart requirement: For the dial chart, we are measuring the performance, whether we are on track or missed the goal. In order to achieve that, we create three new columns for safety such as safety_bad , safety_ok , safety_good . These values need to be decided by the company management. If you are not sure, then look at previous year data and decide what should be good and bad values. The dials are used to guide the company to perform better or atleast improve that portion of the company operation represented by the metric.

First let us create the date hierarchy columns from the Period column. You need to make sure that the Period column is an actual Excel date column, else the hierarchy will not be generated

You may click on the color icon to change the colors of your choice

Next, we select the range boundary values

The safety_bad value from our spreadsheet represents the lower boundary of our bad region, safety_ok represents the upper boundary of our bad region, similarly safety_ok is the lower bound for our ok region and so on. For the Good upper bound we simply typed a value but as general practice we should have one more column for the upper bound of the final region. In our case the final region is Safety Good .

Next, for the pointer value, select the column that you want to show on the dial chart. In our case we select Safety and aggregation as Avg

Next, we click on Create chart . This action shows the dialog below

We change the chart title to Average Safety

NOTE: remove the double quotes in the SQL statement for the group by. This will cause an error.

Click on Fully Apply

Here is our final Dial Chart

Next, create a dial chart to show current month value

We will change some conditions on the main Qlet. Right click on the Name and select Duplicate

It creates an exact copy of the qlet table. We change the name to Current Month

Right click on the Period column and select Create – Create Date Filter

This action shows a dialog as shown below

First change the operator to Between

Next select First Day of Month for the from and Last Day of Month for the To val.

Click on Use This Filter

This action applies the filter to the Qlet and it shows only currrent month row

Next, right click on Current Month and select Create Chart

All of the settings remain the same except the Aggregation , make sure to select NONE


06/10/2017

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REN Stock Price & News – Resolute Energy Corp #resolute #energy


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Resolute Energy Corp. REN (U.S. NYSE)

P/E Ratio (TTM) The Price to Earnings (P/E) ratio, a key valuation measure, is calculated by dividing the stock’s most recent closing price by the sum of the diluted earnings per share from continuing operations for the trailing 12 month period. Earnings Per Share (TTM) A company’s net income for the trailing twelve month period expressed as a dollar amount per fully diluted shares outstanding. Market Capitalization Reflects the total market value of a company. Market Cap is calculated by multiplying the number of shares outstanding by the stock’s price. For companies with multiple common share classes, market capitalization includes both classes. Shares Outstanding Number of shares that are currently held by investors, including restricted shares owned by the company’s officers and insiders as well as those held by the public. Public Float The number of shares in the hands of public investors and available to trade. To calculate, start with total shares outstanding and subtract the number of restricted shares. Restricted stock typically is that issued to company insiders with limits on when it may be traded. Dividend Yield A company’s dividend expressed as a percentage of its current stock price.

Key Stock Data

P/E Ratio (TTM)
EPS (TTM)
Market Cap
Shares Outstanding
Public Float
Yield

REN has not issued dividends in more than 1 year.

Latest Dividend
Ex-Dividend Date

Shares Sold Short The total number of shares of a security that have been sold short and not yet repurchased. Change from Last Percentage change in short interest from the previous report to the most recent report. Exchanges report short interest twice a month. Percent of Float Total short positions relative to the number of shares available to trade.

Short Interest (07/31/17)

Shares Sold Short
Change from Last
Percent of Float

Money Flow Uptick/Downtick Ratio Money flow measures the relative buying and selling pressure on a stock, based on the value of trades made on an “uptick” in price and the value of trades made on a “downtick” in price. The up/down ratio is calculated by dividing the value of uptick trades by the value of downtick trades. Net money flow is the value of uptick trades minus the value of downtick trades. Our calculations are based on comprehensive, delayed quotes.

Stock Money Flow

Real-time U.S. stock quotes reflect trades reported through Nasdaq only.

International stock quotes are delayed as per exchange requirements. Indexes may be real-time or delayed; refer to time stamps on index quote pages for information on delay times.

Quote data, except U.S. stocks, provided by SIX Financial Information.

Data is provided “as is” for informational purposes only and is not intended for trading purposes. SIX Financial Information (a) does not make any express or implied warranties of any kind regarding the data, including, without limitation, any warranty of merchantability or fitness for a particular purpose or use; and (b) shall not be liable for any errors, incompleteness, interruption or delay, action taken in reliance on any data, or for any damages resulting therefrom. Data may be intentionally delayed pursuant to supplier requirements.

All of the mutual fund and ETF information contained in this display was supplied by Lipper, A Thomson Reuters Company, subject to the following: Copyright © Thomson Reuters. All rights reserved. Any copying, republication or redistribution of Lipper content, including by caching, framing or similar means, is expressly prohibited without the prior written consent of Lipper. Lipper shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon.

Bond quotes are updated in real-time. Source: Tullett Prebon.

Currency quotes are updated in real-time. Source: Tullet Prebon.

Fundamental company data and analyst estimates provided by FactSet. Copyright FactSet Research Systems Inc. All rights reserved.


02/10/2017

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BBRY Stock Price & News – BlackBerry Ltd #blackberry #ltd. #stock


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BlackBerry Ltd. BBRY (U.S. Nasdaq)

P/E Ratio (TTM) The Price to Earnings (P/E) ratio, a key valuation measure, is calculated by dividing the stock’s most recent closing price by the sum of the diluted earnings per share from continuing operations for the trailing 12 month period. Earnings Per Share (TTM) A company’s net income for the trailing twelve month period expressed as a dollar amount per fully diluted shares outstanding. Market Capitalization Reflects the total market value of a company. Market Cap is calculated by multiplying the number of shares outstanding by the stock’s price. For companies with multiple common share classes, market capitalization includes both classes. Shares Outstanding Number of shares that are currently held by investors, including restricted shares owned by the company’s officers and insiders as well as those held by the public. Public Float The number of shares in the hands of public investors and available to trade. To calculate, start with total shares outstanding and subtract the number of restricted shares. Restricted stock typically is that issued to company insiders with limits on when it may be traded. Dividend Yield A company’s dividend expressed as a percentage of its current stock price.

Key Stock Data

P/E Ratio (TTM)
EPS (TTM)
Market Cap
Shares Outstanding
Public Float
Yield

BBRY has not issued dividends in more than 1 year.

Latest Dividend
Ex-Dividend Date

Shares Sold Short The total number of shares of a security that have been sold short and not yet repurchased. Change from Last Percentage change in short interest from the previous report to the most recent report. Exchanges report short interest twice a month. Percent of Float Total short positions relative to the number of shares available to trade.

Short Interest (07/14/17)

Shares Sold Short
Change from Last
Percent of Float

Money Flow Uptick/Downtick Ratio Money flow measures the relative buying and selling pressure on a stock, based on the value of trades made on an “uptick” in price and the value of trades made on a “downtick” in price. The up/down ratio is calculated by dividing the value of uptick trades by the value of downtick trades. Net money flow is the value of uptick trades minus the value of downtick trades. Our calculations are based on comprehensive, delayed quotes.

Stock Money Flow

Uptick/Downtick Trade Ratio

Real-time U.S. stock quotes reflect trades reported through Nasdaq only.

International stock quotes are delayed as per exchange requirements. Indexes may be real-time or delayed; refer to time stamps on index quote pages for information on delay times.

Quote data, except U.S. stocks, provided by SIX Financial Information.

Data is provided “as is” for informational purposes only and is not intended for trading purposes. SIX Financial Information (a) does not make any express or implied warranties of any kind regarding the data, including, without limitation, any warranty of merchantability or fitness for a particular purpose or use; and (b) shall not be liable for any errors, incompleteness, interruption or delay, action taken in reliance on any data, or for any damages resulting therefrom. Data may be intentionally delayed pursuant to supplier requirements.

All of the mutual fund and ETF information contained in this display was supplied by Lipper, A Thomson Reuters Company, subject to the following: Copyright © Thomson Reuters. All rights reserved. Any copying, republication or redistribution of Lipper content, including by caching, framing or similar means, is expressly prohibited without the prior written consent of Lipper. Lipper shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon.

Bond quotes are updated in real-time. Source: Tullett Prebon.

Currency quotes are updated in real-time. Source: Tullet Prebon.

Fundamental company data and analyst estimates provided by FactSet. Copyright FactSet Research Systems Inc. All rights reserved.


24/09/2017

Posted In: NEWS

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Household Planner #home #management, #household, #organization, #notebook, #planner, #control, #journal, #calendar,


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Household Planner, Home Management Binder System | Lifetime Membership

Mom s Household Planner for ALL seasons

This is just a sampling
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Vania MacCarthy says:

I absolutely LOVE the Mom s Household Planner. I have used it every day since Debra started it and I absolutely LOVE it. It is fun, versatile and colorful! It is definitely worth the money and is not a purchase you will regret. )

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This was just what I d been looking for. Custumizable, LOTS of options, and she s done all the work for me. For what you get, the price is unbeatable. Thanks Debra!!

I have been looking at purchasing this since you first introduced it. I am not very good at keeping up with planners, but I decided that 2013 is going to be my Get Myself Together year. I appreciate all the time you invest in this site and Notebooking Pages. Your hard work enables me to spend more time with my children. May God continue to bless you and your family. Merry Christmas.

Norma Rudd says:

Thank you, Debra, for making this tool available to us mom s that need things like this. I love to be organized and with homeschooling 2 kids, this is a necessity! Also, thank you sooo much for the lifetime membership! God bless you.

When I became a full-time stay at home mom, I left my planning pages behind. What a mistake! The problem was, I didn t want a strictly business format, and if I was going to use planner pages, I wanted to find something that was both pretty and practical. When I stumbled on Moms Tool Belt I was pretty impressed! I loved the seasonal look and then came the floral pages and the editable pages and I am HOOKED forever. These are the BEST planning pages I ve ever found and I think my membership is worth every single penny.

I have never been the most organised person. I was constantly looking for some lost paperwork here or there, struggling to remember weather or not I paid a bill, remembering which of my kids has an appointment where and when etc. Mom s Household Planner has helped save me soo much time! For instance, just the other day my Husband was on the phone with our health insurance company. They needed one of our children s social security numbers as well as a copy of our Marriage License. He began to tell the representative that he would have to get back to him when we found them the look of amazement on my Husbands face when I opened my planner and laid it in front of him with a copy of the Social Security Cards and Marriage license was PRICELESS. Definitely worth the investment! We Home school 4 children the planning sheets have made compiling our end of the year portfolios soo much easier! No more trying to remember resources used, compiling book logs etc. from memory at the end of the year! Each kid has a planner and they help keep track of what they read through the year, samples of their work, what their assignments are and how they are working through them on their own! I have recommended Mom s Toolbelt to all my friends and family and will continue to for the rest of my life!

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Wishing you all a fantastic new year full of blessings that will knock your socks off!


05/09/2017

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Ticketing Solutions #tix,online #ticket #sales,ticket #sales,mobile #ticket #sales,box #office,call #center,ticketing #system,ticketing


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Whether it’s online ticket sales, mobile ticket sales, ticket sales through your box office, your call center, or the 24/7 Tix call center, your ticket sales are all seamlessly integrated into the Tix ticketing system. Learn moreIntegrated the way you connect

Tix has always been a leading innovator of ticketing software. From our online seat selection, photographic seat views, and web site integration to our fully customizable reports and charts, Tix leverages the latest technology to keep our ticketing system ahead of the competition to give you the tools you need ot maximize your ticket sales and minimize your costs. learn moreInnovative the way you dream

We believe that a ticketing system shouldn’t require extensive training and thick user manuals. Using ticketing software should come natural and our intuitive ticketing system proves it. Full-featured ticketing software doesn’t have to be difficult to use. learn moreIntuitive the way you think

Tix keeps you informed and in touch with your ticket sales and fundraising. Our customizable reports, charts, and dashboards let you choose the ticket sales and fundraising information you want to see and the way you want to see it. learn moreIntelligent the way you succeed

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Tix is a leading provider of integrated box office software and online ticket sales and services for entertainment and sporting events. We specialize in no-cost, feature-rich ticketing solutions for venues, promoters, producers, universities, theme parks, tours, museums, casinos, theatres, film festivals, concerts, night clubs, music festivals, race tracks, and more.

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08/08/2017

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