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Excel Dashboards and Reports

ISBN: 978-0-470-62012-0
456 pages
September 2010
Excel Dashboards and Reports (0470620129) cover image


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.

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Table of Contents

Introduction 1

Part I: Moving from Spreadsheets to Dashboards

Chapter 1: Introducing Dashboards 11

Chapter 2: Developing Your Data Model 29

Part II: Excel Chart Basics

Chapter 3: Introducing Excel Charts 55

Chapter 4: Understanding Chart Types 75

Chapter 5: Working with Chart Series 109

Chapter 6: Formatting and Customizing Charts 139

Part III: Going Beyond Tables and Charts

Chapter 7: Using Pivot Tables 187

Chapter 8: Using Pivot Charts 221

Chapter 9: Using Excel Sparklines 245

Chapter 10: Chartless Visualization Techniques 259

Part IV: Creating Advanced Dashboard Components

Chapter 11: Components that Show Trending 279

Chapter 12: Components that Group Data 305

Chapter 13: Components that Show Performance against a Target 323

Part V: Automating Your Dashboards and Reports

Chapter 14: Macro-Charged Reporting 339

Chapter 15: Adding Interactive Controls to Your Dashboard 355

Part VI: Working with the Outside World

Chapter 16: Importing Microsoft Access Data into Excel 379

Chapter 17: Sharing Your Work with the Outside World 395

Index 411

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Author Information

Michael Alexander is a Microsoft Excel MVP who has written several books on advanced business analysis with Microsoft Access and Excel. Visit Michael at DataPigTechnologies.com for free Excel and Access training.

John Walkenbach, arguably the foremost authority on Excel, has written hundreds of articles and created the award-winning Power Utility Pak. His 50-plus books include Excel 2010 Formulas, Excel 2010 Power Programming with VBA, and the bestselling Excel Bible, all published by Wiley. Visit his popular Spreadsheet Page at spreadsheetpage.com.

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Example Files

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Press Release

July 13, 2010
Excel Dashboards & Reports

Wiley author Michael Alexander gives Excel power users the scoop on the latest Excel 2010 features and shares his thoughts on why Excel and Access are the perfect team.

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