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Excel Dashboards and Reports for Dummies, 3rd Edition



Excel Dashboards and Reports for Dummies, 3rd Edition

Michael Alexander

ISBN: 978-1-119-07677-3 December 2015 384 Pages


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!

Introduction 1

Part I: Getting Started with Excel Dashboards & Reports 7

Chapter 1: Getting In the Dashboard State of Mind 9

Chapter 2: Building a Super Model 25

Part II: Building Basic Dashboard Components 51

Chapter 3: Dressing Up Your Data Tables 53

Chapter 4: Sparking Inspiration with Sparklines 69

Chapter 5: Formatting Your Way to Visualizations 83

Chapter 6: The Pivotal Pivot Table 115

Part III: Building Advanced Dashboard Components 151

Chapter 7: Charts That Show Trending 153

Chapter 8: Grouping and Bucketing Data 179

Chapter 9: Displaying Performance against a Target 201

Part IV: Advanced Reporting Techniques 217

Chapter 10: Macro-Charged Dashboarding 219

Chapter 11: Giving Users an Interactive Interface 233

Chapter 12: Adding Interactivity with Pivot Slicers 255

Part V: Working with the Outside@World 273

Chapter 13: Using External Data for Your Dashboards and Reports 275

Chapter 14: Sharing Your Workbook with the Outside World 301

Part VI: The Part of Tens 323

Chapter 15: Ten Chart Design Principles 325

Chapter 16: Ten Excel Chart Types and@When to Use Them 339

Index 345

Sample Files