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The Resource Excel dashboards & reports for dummies, by Michael Alexander

Excel dashboards & reports for dummies, by Michael Alexander

Label
Excel dashboards & reports for dummies
Title
Excel dashboards & reports for dummies
Statement of responsibility
by Michael Alexander
Title variation
Excel dashboards and reports for dummies
Creator
Author
Subject
Genre
Language
eng
Summary
Make the most of your data using the power of Excel When you think of data, do you think of endless rows and columns in spreadsheets? Excel Dashboards and Reports For Dummies, 3rd Edition shows you how to make the most of your data and puts an end to mind-numbing spreadsheets by exploring new ways to conceptualize and present key information. There's often a gap between handling data and synthesizing it into meaningful reports, and this approachable text bridges this gap with quick and accessible information that answers key questions, like how to meaningfully capture data trends, how to show relationships in data, and when it's better to show variances than actual data values. As a leading spreadsheet application, Microsoft Excel is the go-to data software. This tool allows you to use dashboard reports that leverage gauges, maps, charts, sliders, and other visual elements to present complex data in a manner that's easy to understand. Using Excel dashboards effectively can improve your professional capabilities by leaps and bounds. * Analyze and report on large amounts of data in a meaningful way * Look at data from different perspectives, and better visualize the information you're presenting by quickly slicing data on the fly * Automate redundant reporting and analysis functions, making your data analysis and reporting routine more efficient * Create visualizations, dashboards, and what-if analyses that are as visually appealing as they are substantial Excel Dashboards and Reports For Dummies, 3rd Edition is a fantastic resource if you're looking to spice up your reporting!
Member of
Cataloging source
CCE
http://library.link/vocab/creatorDate
1972-
http://library.link/vocab/creatorName
Alexander, Michael
Dewey number
005.5
Illustrations
illustrations
Index
index present
Literary form
non fiction
Series statement
--For dummies
http://library.link/vocab/subjectName
  • Electronic spreadsheets
  • Electronic spreadsheets
  • Dashboards (Management information systems)
  • Statistics
  • Business report writing
  • Electronic spreadsheets
  • Business
Target audience
adult
Label
Excel dashboards & reports for dummies, by Michael Alexander
Instantiates
Publication
Copyright
Note
Includes index
Carrier category
volume
Carrier category code
nc
Carrier MARC source
rdacarrier
Content category
  • still image
  • text
Content type code
  • sti
  • txt
Content type MARC source
  • rdacontent
  • rdacontent
Contents
  • Machine generated contents note: About This Book -- Foolish Assumptions -- How This Book Is Organized -- Part I: Getting Started with Excel Dashboards & Reports -- Part II: Building Basic Dashboard Components -- Part III: Building Advanced Dashboard Components -- Part IV: Advanced Reporting Techniques -- Part V: Working with the Outside World -- Part VI: The Part of Tens -- Icons Used In This Book -- Beyond the Book -- Where to Go from Here -- ch. 1 Getting In the Dashboard State of Mind -- Defining Dashboards and Reports -- Defining reports -- Defining dashboards -- Preparing for Greatness -- Establish the audience for, .end purpose of, the dashboard -- Delineate the measures for the dashboard -- Catalog the required data sources -- Define the dimensions and filters for the dashboard -- Determine the need for drill-down features -- Establish the refresh schedule -- A Quick Look at Dashboard Design Principles -- Rule number 1: Keep it simple --
  • Contents note continued: Use layout and placement to draw focus -- Format numbers effectively -- Use titles and labels effectively -- Key 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 user-friendly? -- Is my dashboard accurate? -- ch. 2 Building a Super Model -- Data Modeling Best Practices -- Separating data, analysis, and presentation -- Starting with appropriately structured data -- Avoiding turning your data model into a database -- Using tabs to document and organize your data model -- Testing your data model before building reporting components on top of it -- Excel Functions That Really Deliver -- The VLO$KUP function -- The HLookup function --
  • Contents note continued: The Sumproduct function -- The Choose function -- Using Smart Tables That Expand with Data -- Converting a range to an Excel table -- Converting an Excel table back to a range -- ch. 3 Dressing Up Your Data Tables -- Table Design Principles -- Use colors sparingly -- De-emphasize borders -- Use effective number formatting -- Subdue your labels and headers -- Getting Fancy with Custom Number Formatting -- Number formatting basics -- Formatting numbers in thousands and millions -- Hiding and suppressing zeroes -- Applying custom format colors -- Formatting dates and times -- ch. 4 Sparking Inspiration with Sparklines -- Introducing Sparklines -- Understanding Sparklines -- Creating sparklines -- Understanding sparkline groups -- Customizing Sparklines -- Sizing and merging sparkline cells -- Handling hidden or missing data -- Changing the sparkline type -- Changing sparkline colors and line width -- Using color to emphasize key data points --
  • Contents note continued: Adjusting sparkline axis scaling -- Faking a reference line -- Specifying a date axis -- Autoupdating sparkline ranges -- ch. 5 Formatting Your Way to Visualizations -- Enhancing Reports with Conditional Formatting -- Applying basic conditional formatting -- Adding your own formatting rules manually -- Showing only one icon -- Showing Data Bars and icons outside of cells -- Representing trends with Icon Sets -- Using Symbols to Enhance Reporting -- Wielding the Magical Camera Tool -- Finding the Camera tool -- Using the Camera tool -- Enhancing a dashboard with the Camera tool -- Making Waffles with Conditional Formatting and the Camera Tool -- ch. 6 The Pivotal Pivot Table -- An Introduction to the Pivot Table -- The Four Areas of a Pivot Table -- Values area -- Row area -- Column area -- Filter area -- Creating Your First Pivot Table -- Changing and rearranging your pivot table -- Adding a report filter -- Keeping your pivot table fresh --
  • Contents note continued: Customizing Pivot Table Reports -- Changing the pivot table layout -- Customizing field names -- Applying numeric formats to data fields -- Changing summary calculations -- Suppressing subtotals -- Showing and hiding data items -- Hiding or showing items without data -- Sorting your pivot table -- Creating Useful Pivot-Driven Views -- Producing top and bottom views -- Creating views by month, quarter, and year -- Creating a percent distribution view -- Creating a YTD totals view -- Creating a month-over-month variance view -- ch. 7 Charts That Show Trending -- Trending Dos and Don'ts -- Using chart types appropriate for trending -- Starting the vertical scale at zero -- Leveraging Excel's logarithmic scale -- Applying creative label management -- Comparative Trending -- Creating side-by-side time comparisons -- Creating stacked time comparisons -- Trending with a secondary axis -- Emphasizing Periods of Time -- Formatting specific periods --
  • Contents note continued: Using dividers to mark significant events -- Representing forecasts in your trending components -- Other Trending Techniques -- Avoiding overload with directional trending -- Smoothing data -- ch. 8 Grouping and Bucketing Data -- Creating Top and Bottom Displays -- Incorporating top and bottom displays into dashboards -- Using pivot tables to get top and bottom views -- Top Values in Charts -- Using Histograms to Track Relationships and Frequency -- Creating a formula-driven histogram -- Adding a cumulative percent -- Using a pivot table to create a histogram -- Using Excel's Histogram statistical chart -- ch. 9 Displaying Performance against a Target -- Showing Performance with Variances -- Showing Performance against Organizational Trends -- Using a Thermometer-Style Chart -- Using a Bullet Graph -- Creating a bullet graph -- Adding data to your bullet graph -- Final thoughts on formatting bullet graphs -- Showing Performance against a Target Range --
  • Contents note continued: ch. 10 Macro-Charged Dashboarding -- Why Use a Macro? -- Recording Your First Macro -- Running Your Macros -- Enabling and Trusting Macros -- Understanding macro-enabled file extensions -- Enabling macro content -- Setting up trusted locations -- Examining Some Macro Examples -- Building navigation buttons -- Dynamically rearranging pivot table data -- Offering one-touch reporting options -- ch. 11 Giving Users an Interactive Interface -- Getting Started with Form Controls -- Finding Form controls -- Adding a control to a worksheet -- Using the Button Control -- Using the Check Box Control -- Toggling a Chart Series On and Off -- Using the Option Button Control -- Showing Many Views through One Chart -- Using the Combo Box Control -- Changing Chart Data with a Drop-Down Selector -- Using the List Box Control -- Controlling Multiple Charts with One Selector -- ch. 12 Adding Interactivity with Pivot Slicers -- Understanding Slicers --
  • Contents note continued: Creating a Standard Slicer -- Getting Fancy with Slicer Customizations -- Size and placement -- Data item columns -- Other slicer settings -- Creating your own Slicer Style -- Controlling Multiple Pivot Tables with One Slicer -- Creating a Timeline Slicer -- Using Slicers as Form Controls -- ch. 13 Using External Data for Your Dashboards and Reports -- Importing Data from Microsoft Access -- The drag-and-drop method -- The Microsoft Access Export wizard -- The Get External Data icon -- Importing Data from SQL Server -- Leveraging Power Query to Extract and Transform Data -- Reviewing Power Query basics -- Understanding query steps -- Refreshing Power Query data -- Managing existing queries -- Examining Power Query connection types -- ch. 14 Sharing Your Workbook with the Outside World -- Protecting Your Dashboards and Reports -- Securing access to the entire workbook -- Limiting access to specific worksheet ranges -- Protecting the workbook structure --
  • Contents note continued: Linking Your Excel Dashboards to PowerPoint -- Creating a link between Excel and PowerPoint -- Manually updating links to capture updates -- Automatically updating links -- Distributing Your Dashboards via a PDF -- Distributing Your Dashboards to OneDrive -- Limitations When Publishing to the Web -- ch. 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 -- ch. 16 Ten Excel Chart Types and When to Use Them -- Line Chart -- Column Chart -- Clustered Column Chart -- Stacked Column Chart -- Pie Chart -- Bar Chart -- Area Chart -- Combination Chart -- XY Scatter Plot Chart -- Bubble Chart
Control code
000057096820
Dimensions
24 cm.
Edition
3rd edition.
Extent
xiii, 360 pages
Isbn
9781119076766
Isbn Type
(paperback)
Lccn
2015958876
Media category
unmediated
Media MARC source
rdamedia
Media type code
n
Other physical details
illustrations
System control number
(OCoLC)936195625
Label
Excel dashboards & reports for dummies, by Michael Alexander
Publication
Copyright
Note
Includes index
Carrier category
volume
Carrier category code
nc
Carrier MARC source
rdacarrier
Content category
  • still image
  • text
Content type code
  • sti
  • txt
Content type MARC source
  • rdacontent
  • rdacontent
Contents
  • Machine generated contents note: About This Book -- Foolish Assumptions -- How This Book Is Organized -- Part I: Getting Started with Excel Dashboards & Reports -- Part II: Building Basic Dashboard Components -- Part III: Building Advanced Dashboard Components -- Part IV: Advanced Reporting Techniques -- Part V: Working with the Outside World -- Part VI: The Part of Tens -- Icons Used In This Book -- Beyond the Book -- Where to Go from Here -- ch. 1 Getting In the Dashboard State of Mind -- Defining Dashboards and Reports -- Defining reports -- Defining dashboards -- Preparing for Greatness -- Establish the audience for, .end purpose of, the dashboard -- Delineate the measures for the dashboard -- Catalog the required data sources -- Define the dimensions and filters for the dashboard -- Determine the need for drill-down features -- Establish the refresh schedule -- A Quick Look at Dashboard Design Principles -- Rule number 1: Keep it simple --
  • Contents note continued: Use layout and placement to draw focus -- Format numbers effectively -- Use titles and labels effectively -- Key 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 user-friendly? -- Is my dashboard accurate? -- ch. 2 Building a Super Model -- Data Modeling Best Practices -- Separating data, analysis, and presentation -- Starting with appropriately structured data -- Avoiding turning your data model into a database -- Using tabs to document and organize your data model -- Testing your data model before building reporting components on top of it -- Excel Functions That Really Deliver -- The VLO$KUP function -- The HLookup function --
  • Contents note continued: The Sumproduct function -- The Choose function -- Using Smart Tables That Expand with Data -- Converting a range to an Excel table -- Converting an Excel table back to a range -- ch. 3 Dressing Up Your Data Tables -- Table Design Principles -- Use colors sparingly -- De-emphasize borders -- Use effective number formatting -- Subdue your labels and headers -- Getting Fancy with Custom Number Formatting -- Number formatting basics -- Formatting numbers in thousands and millions -- Hiding and suppressing zeroes -- Applying custom format colors -- Formatting dates and times -- ch. 4 Sparking Inspiration with Sparklines -- Introducing Sparklines -- Understanding Sparklines -- Creating sparklines -- Understanding sparkline groups -- Customizing Sparklines -- Sizing and merging sparkline cells -- Handling hidden or missing data -- Changing the sparkline type -- Changing sparkline colors and line width -- Using color to emphasize key data points --
  • Contents note continued: Adjusting sparkline axis scaling -- Faking a reference line -- Specifying a date axis -- Autoupdating sparkline ranges -- ch. 5 Formatting Your Way to Visualizations -- Enhancing Reports with Conditional Formatting -- Applying basic conditional formatting -- Adding your own formatting rules manually -- Showing only one icon -- Showing Data Bars and icons outside of cells -- Representing trends with Icon Sets -- Using Symbols to Enhance Reporting -- Wielding the Magical Camera Tool -- Finding the Camera tool -- Using the Camera tool -- Enhancing a dashboard with the Camera tool -- Making Waffles with Conditional Formatting and the Camera Tool -- ch. 6 The Pivotal Pivot Table -- An Introduction to the Pivot Table -- The Four Areas of a Pivot Table -- Values area -- Row area -- Column area -- Filter area -- Creating Your First Pivot Table -- Changing and rearranging your pivot table -- Adding a report filter -- Keeping your pivot table fresh --
  • Contents note continued: Customizing Pivot Table Reports -- Changing the pivot table layout -- Customizing field names -- Applying numeric formats to data fields -- Changing summary calculations -- Suppressing subtotals -- Showing and hiding data items -- Hiding or showing items without data -- Sorting your pivot table -- Creating Useful Pivot-Driven Views -- Producing top and bottom views -- Creating views by month, quarter, and year -- Creating a percent distribution view -- Creating a YTD totals view -- Creating a month-over-month variance view -- ch. 7 Charts That Show Trending -- Trending Dos and Don'ts -- Using chart types appropriate for trending -- Starting the vertical scale at zero -- Leveraging Excel's logarithmic scale -- Applying creative label management -- Comparative Trending -- Creating side-by-side time comparisons -- Creating stacked time comparisons -- Trending with a secondary axis -- Emphasizing Periods of Time -- Formatting specific periods --
  • Contents note continued: Using dividers to mark significant events -- Representing forecasts in your trending components -- Other Trending Techniques -- Avoiding overload with directional trending -- Smoothing data -- ch. 8 Grouping and Bucketing Data -- Creating Top and Bottom Displays -- Incorporating top and bottom displays into dashboards -- Using pivot tables to get top and bottom views -- Top Values in Charts -- Using Histograms to Track Relationships and Frequency -- Creating a formula-driven histogram -- Adding a cumulative percent -- Using a pivot table to create a histogram -- Using Excel's Histogram statistical chart -- ch. 9 Displaying Performance against a Target -- Showing Performance with Variances -- Showing Performance against Organizational Trends -- Using a Thermometer-Style Chart -- Using a Bullet Graph -- Creating a bullet graph -- Adding data to your bullet graph -- Final thoughts on formatting bullet graphs -- Showing Performance against a Target Range --
  • Contents note continued: ch. 10 Macro-Charged Dashboarding -- Why Use a Macro? -- Recording Your First Macro -- Running Your Macros -- Enabling and Trusting Macros -- Understanding macro-enabled file extensions -- Enabling macro content -- Setting up trusted locations -- Examining Some Macro Examples -- Building navigation buttons -- Dynamically rearranging pivot table data -- Offering one-touch reporting options -- ch. 11 Giving Users an Interactive Interface -- Getting Started with Form Controls -- Finding Form controls -- Adding a control to a worksheet -- Using the Button Control -- Using the Check Box Control -- Toggling a Chart Series On and Off -- Using the Option Button Control -- Showing Many Views through One Chart -- Using the Combo Box Control -- Changing Chart Data with a Drop-Down Selector -- Using the List Box Control -- Controlling Multiple Charts with One Selector -- ch. 12 Adding Interactivity with Pivot Slicers -- Understanding Slicers --
  • Contents note continued: Creating a Standard Slicer -- Getting Fancy with Slicer Customizations -- Size and placement -- Data item columns -- Other slicer settings -- Creating your own Slicer Style -- Controlling Multiple Pivot Tables with One Slicer -- Creating a Timeline Slicer -- Using Slicers as Form Controls -- ch. 13 Using External Data for Your Dashboards and Reports -- Importing Data from Microsoft Access -- The drag-and-drop method -- The Microsoft Access Export wizard -- The Get External Data icon -- Importing Data from SQL Server -- Leveraging Power Query to Extract and Transform Data -- Reviewing Power Query basics -- Understanding query steps -- Refreshing Power Query data -- Managing existing queries -- Examining Power Query connection types -- ch. 14 Sharing Your Workbook with the Outside World -- Protecting Your Dashboards and Reports -- Securing access to the entire workbook -- Limiting access to specific worksheet ranges -- Protecting the workbook structure --
  • Contents note continued: Linking Your Excel Dashboards to PowerPoint -- Creating a link between Excel and PowerPoint -- Manually updating links to capture updates -- Automatically updating links -- Distributing Your Dashboards via a PDF -- Distributing Your Dashboards to OneDrive -- Limitations When Publishing to the Web -- ch. 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 -- ch. 16 Ten Excel Chart Types and When to Use Them -- Line Chart -- Column Chart -- Clustered Column Chart -- Stacked Column Chart -- Pie Chart -- Bar Chart -- Area Chart -- Combination Chart -- XY Scatter Plot Chart -- Bubble Chart
Control code
000057096820
Dimensions
24 cm.
Edition
3rd edition.
Extent
xiii, 360 pages
Isbn
9781119076766
Isbn Type
(paperback)
Lccn
2015958876
Media category
unmediated
Media MARC source
rdamedia
Media type code
n
Other physical details
illustrations
System control number
(OCoLC)936195625

Library Locations

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      669-673 Anzac Parade, Marouba, NSW, 2035, AU
      -33.938111 151.237977
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