
Excel Dashboards and Reports For Dummies.
Title:
Excel Dashboards and Reports For Dummies.
Author:
Alexander, Michael.
ISBN:
9781118842362
Personal Author:
Edition:
2nd ed.
Physical Description:
1 online resource (339 pages)
Contents:
Title Page -- Copyright Page -- Table of Contents -- Introduction -- About This Book -- Foolish Assumptions -- Icons Used In This Book -- Beyond the Book -- Where to Go from Here -- Part I: Getting Started with Excel Dashboards and Reports -- Chapter 1: Getting in the Dashboard State of Mind -- Defining Dashboards and Reports -- Preparing for Greatness -- A Quick Look at Dashboard Design Principles -- Chapter 2: Building a Super Model -- Data Modeling Best Practices -- Excel Functions That Really Deliver -- Using Smart Tables That Expand with Data -- Part II: Building Basic Dashboard Components -- Chapter 3: Dressing Up Your Data Tables -- Table Design Principles -- Getting Fancy with Custom Number Formatting -- Chapter 4: Sparking Inspiration with Sparklines -- Introducing Sparklines -- Understanding Sparklines -- Customizing Sparklines -- Chapter 5: Formatting Your Way to Visualizations -- Enhancing Reports with Conditional Formatting -- Using Symbols to Enhance Reporting -- The Magical Camera Tool -- Chapter 6: The Pivotal Pivot Table -- An Introduction to the Pivot Table -- The Four Areas of a Pivot Table -- Creating Your First Pivot Table -- Customizing Your Pivot Table Reports -- Creating Useful Pivot-Driven Views -- Part III: Building Advanced Dashboard Components -- Chapter 7: Charts That Show Trending -- Trending Dos and Don'ts -- Comparative Trending -- Emphasizing Periods of Time -- Other Trending Techniques -- Chapter 8: Grouping and Bucketing Data -- Creating Top and Bottom Displays -- Using Histograms to Track Relationships and Frequency -- Emphasizing Top Values in Charts -- Chapter 9: Displaying Performance against a Target -- Showing Performance with Variances -- Showing Performance against Organizational Trends -- Using a Thermometer-Style Chart -- Using a Bullet Graph -- Showing Performance against a Target Range.
Part IV: Advanced Reporting Techniques -- Chapter 10: Macro-Charged Dashboarding -- Why Use a Macro? -- Recording Your First Macro -- Running Your Macros -- Enabling and Trusting Macros -- Excel Macro Examples -- Chapter 11: Giving Users an Interactive Interface -- Getting Started with Form Controls -- Using the Button Control -- Using the Check Box Control -- Using the Combo Box Control -- Using the Option Button Control -- Option Button Example: Showing Many Views through One Chart -- Using the List Box Control -- Combo Box Example: Changing Chart Data with a Drop-Down Selector -- Using the List Box Control -- List Box Example: Controlling Multiple Charts with One Selector -- Chapter 12: Adding Interactivity with Pivot Slicers -- Understanding Slicers -- Creating a Standard Slicer -- Formatting Slicers -- Controlling Multiple Pivot Tables with One Slicer -- Creating a Timeline Slicer -- Using Slicers as Form Controls -- Part V: Working with the Outside World -- Chapter 13: Using External Data for Your Dashboards and Reports -- Importing Data from Microsoft Access -- Importing Data from SQL Server -- Chapter 14: Sharing Your Workbook with the Outside World -- Protecting Your Dashboards and Reports -- Linking Your Excel Dashboards to PowerPoint -- Distributing Your Dashboards via a PDF -- Distributing Your Dashboards to SkyDrive -- Limitations when Publishing to the Web -- Part VI: The Part of Tens -- Chapter 15: Ten Chart Design Principles -- Avoid Fancy Formatting -- Skip the Unnecessary Chart Junk -- Format Large Numbers Where Possible -- Use Data Tables instead of Data Labels -- Make Effective Use of Chart Titles -- Sort Your Data before Charting -- Limit the Use of Pie Charts -- Don't Be Afraid to Parse Data into Separate Charts -- Maintain Appropriate Aspect Ratios -- Don't Be Afraid to Use Something Other Than a Chart.
Chapter 16: Ten Questions to Ask Before Distributing Your Dashboard -- Does My Dashboard Present the Right Information? -- Does Everything on My Dashboard Have a Purpose? -- Does My Dashboard Prominently Display the Key Message? -- Can I Maintain This Dashboard? -- Does My Dashboard Clearly Display Its Scope and Shelf Life? -- Is My Dashboard Well Documented? -- Is My Dashboard Overwhelmed with Formatting and Graphics? -- Does My Dashboard Overuse Charts When Tables Will Do? -- Is My Dashboard User-Friendly? -- Is My Dashboard Accurate? -- Index -- About the Author.
Abstract:
Create dynamic dashboards and put your data on display with For Dummies No matter what business you're in, reports have become a staple of the workplace, but what good is a report if no reads it, or even worse, understands it? This all new edition of Excel Dashboards & Reports For Dummies is here to help you make meaning of all your data and turn it into clear and actionable visualizations. Fully updated for the latest business intelligence and spreadsheet tools in Excel 2013, this book shows you how to analyze large amounts of data, quickly slice data into various views on the fly, automate redundant reporting, create eye-catching visualizations, and more. Helps you move beyond reporting data with simple tables, rows, and columns to designing high-impact reports, dashboards, and visuals Walks you through a wide array of technical and analytical concepts to give you the background you need to select the right tool for interpreting and displaying data Covers how to build a chart, work with pivot tables, group and bucket your data, represent trends, create What-If analyses, and increase the value of your reports Excel Dashboards & Reports For Dummies, 2nd Edition is the business analysis tool you need to transform your raw data into a powerful and effective presentation that is accessible to everyone.
Local Note:
Electronic reproduction. Ann Arbor, Michigan : ProQuest Ebook Central, 2017. Available via World Wide Web. Access may be limited to ProQuest Ebook Central affiliated libraries.
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