Book description
The go to resource for how to use Excel dashboards and reports to better conceptualize data
Many Excel books do an adequate job of discussing the individual functions and tools that can be used to create an "Excel Report." What they don't offer is the most effective ways to present and report data. Offering a comprehensive review of a wide array of technical and analytical concepts, Excel Reports and Dashboards helps Excel users go from reporting data with simple tables full of dull numbers, to presenting key information through the use of high-impact, meaningful reports and dashboards that will wow management both visually and substantively.
Details how to analyze large amounts of data and report the results in a meaningful, eye-catching visualization
Describes how to use different perspectives to achieve better visibility into data, as well as how to slice data into various views on the fly
Shows how to automate redundant reporting and analyses
Part technical manual, part analytical guidebook, Excel Dashboards and Reports is the latest addition to the Mr. Spreadsheet's Bookshelf series and is the leading resource for learning to create dashboard reports in an easy-to-use format that's both visually attractive and effective.
Table of contents
- Copyright
- About the Author
- About the Technical Editor
- Author's Acknowledgments
- Preface1
- INTRODUCTION
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I. Moving from Spreadsheets to Dashboards
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1. Introducing Dashboards
- 1.1. What are Dashboards and Reports?
- 1.2. Establish the User Requirements
- 1.3. A Quick Look at Dashboard Design Principles
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1.4. Key Questions to Ask Before Distributing Your Dashboard
- 1.4.1. Does my dashboard present the right information?
- 1.4.2. Does everything on my dashboard have a purpose?
- 1.4.3. Does my dashboard prominently display the key message?
- 1.4.4. Can I maintain this dashboard?
- 1.4.5. Does my dashboard clearly display its scope and shelf life?
- 1.4.6. Is my dashboard well documented?
- 1.4.7. Is my dashboard user-friendly?
- 1.4.8. Is my dashboard accurate?
- 2. Developing Your Data Model
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1. Introducing Dashboards
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II. Excel Chart Basics
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3. Introducing Excel Charts
- 3.1. What Is a Chart?
- 3.2. How Excel Handles Charts
- 3.3. Parts of a Chart
- 3.4. Basic Steps for Creating a Chart
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3.5. Working with Charts
- 3.5.1. Moving and resizing a chart
- 3.5.2. Converting an embedded chart to a chart sheet
- 3.5.3. Copying a chart
- 3.5.4. Deleting a chart
- 3.5.5. Adding chart elements
- 3.5.6. Moving and deleting chart elements
- 3.5.7. Formatting chart elements
- 3.5.8. Copying a chart's formatting
- 3.5.9. Renaming a chart
- 3.5.10. Printing charts
- 4. Understanding Chart Types
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5. Working with Chart Series
- 5.1. Specifying the Data for Your Chart
- 5.2. Adding a New Series to a Chart
- 5.3. Deleting a Chart Series
- 5.4. Modifying the Data Range for a Chart Series
- 5.5. Understanding Series Names
- 5.6. Adjusting the Series Plot Order
- 5.7. Charting a Noncontiguous Range
- 5.8. Using Series on Different Sheets
- 5.9. Handling Missing Data
- 5.10. Controlling a Data Series by Hiding Data
- 5.11. Unlinking a Chart Series from Its Data Range
- 5.12. Working with Multiple Axes
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6. Formatting and Customizing Charts
- 6.1. Chart Formatting Overview
- 6.2. Adjusting Fills and Borders: General Procedures
- 6.3. Formatting Chart Background Elements
- 6.4. Formatting Chart Series
- 6.5. Working with Chart Titles
- 6.6. Working with a Chart's Legend
- 6.7. Working with Chart Axes
- 6.8. Working with Gridlines
- 6.9. Working with Data Labels
- 6.10. Working with a Chart Data Table
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3. Introducing Excel Charts
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III. Going Beyond Tables and Charts
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7. Using Pivot Tables
- 7.1. Introducing the Pivot Table
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7.2. Customizing Your Pivot Table
- 7.2.1. Renaming the fields
- 7.2.2. Formatting numbers
- 7.2.3. Changing summary calculations
- 7.2.4. Suppressing subtotals
- 7.2.5. Removing all subtotals at one time
- 7.2.6. Removing the subtotals for only one field
- 7.2.7. Removing grand totals
- 7.2.8. Hiding and showing data items
- 7.2.9. Hiding or showing items without data
- 7.2.10. Sorting your pivot table
- 7.3. Examples of Filtering Your Data
- 8. Using Pivot Charts
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9. Using Excel Sparklines
- 9.1. Introducing Sparklines
- 9.2. Creating Sparklines
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9.3. Customizing Sparklines
- 9.3.1. Sizing and merging sparkline cells
- 9.3.2. Handling hidden or missing data
- 9.3.3. Changing the sparkline type
- 9.3.4. Changing sparkline colors and line width
- 9.3.5. Using color to emphasize key data points
- 9.3.6. Adjusting sparkline axis scaling
- 9.3.7. Faking a reference line
- 9.3.8. Specifying a date axis
- 9.3.9. Auto-updating sparkline ranges
- 9.3.10. Displaying a sparkline for a dynamic range
- 10. Chartless Visualization Techniques
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7. Using Pivot Tables
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IV. Creating Advanced Dashboard Components
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11. Components that Show Trending
- 11.1. Trending Dos and Don'ts
- 11.2. Comparative Trending
- 11.3. Emphasizing Periods of Time
- 11.4. Other Trending Techniques
- 12. Components that Group Data
- 13. Components that Show Performance against a Target
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11. Components that Show Trending
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V. Automating Your Dashboards and Reports
- 14. Macro-Charged Reporting
- 15. Adding Interactive Controls to Your Dashboard
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VI. Working with the Outside World
- 16. Importing Microsoft Access Data into Excel
- 17. Sharing Your Work with the Outside World
Product information
- Title: Excel® Dashboards & Reports
- Author(s):
- Release date: September 2010
- Publisher(s): Wiley
- ISBN: 9780470620120
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