Introduction |
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xxi | |
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Part I Display Data on a Dashboard |
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1 | (126) |
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Chapter 1 Dashboard Basics |
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3 | (36) |
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Determining When to Use a Dashboard |
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3 | (3) |
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5 | (1) |
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Key Performance Indicators |
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6 | (1) |
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Establishing User Requirements |
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6 | (2) |
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7 | (1) |
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8 | (20) |
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8 | (5) |
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The GETPIVOTDATA Worksheet Function |
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13 | (1) |
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14 | (1) |
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14 | (1) |
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15 | (1) |
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The INDEX and MATCH Functions |
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16 | (1) |
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17 | (2) |
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19 | (1) |
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20 | (3) |
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Structured Table Referencing |
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23 | (1) |
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24 | (2) |
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26 | (2) |
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28 | (5) |
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28 | (2) |
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30 | (1) |
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31 | (2) |
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33 | (6) |
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36 | (3) |
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Chapter 2 Dashboard Case Studies |
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39 | (48) |
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39 | (16) |
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Case Study: Monitoring a Software Project |
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40 | (1) |
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40 | (2) |
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42 | (1) |
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Building the Visual Elements |
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43 | (11) |
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54 | (1) |
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Displaying Key Performance Indicators |
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55 | (17) |
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Case Study: Human Resources KPIs |
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55 | (1) |
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56 | (1) |
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57 | (1) |
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Building the Visual Elements |
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58 | (11) |
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69 | (3) |
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Reporting Financial Information |
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72 | (15) |
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Case Study: Financial Information and Ratios |
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72 | (1) |
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72 | (1) |
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73 | (2) |
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Building the Visual Elements |
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75 | (8) |
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83 | (4) |
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Chapter 3 Organizing Data for Dashboards |
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87 | (40) |
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87 | (5) |
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89 | (1) |
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Staging and Analysis Layer |
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90 | (1) |
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91 | (1) |
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Working with External Data |
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92 | (22) |
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Power Query vs. Power Pivot |
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92 | (1) |
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92 | (6) |
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98 | (7) |
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105 | (6) |
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111 | (3) |
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Transforming Data in Power Query |
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114 | (13) |
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Managing Columns and Rows |
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116 | (3) |
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119 | (1) |
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119 | (2) |
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121 | (2) |
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123 | (4) |
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Part II Visualization Primer |
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127 | (76) |
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Chapter 4 The Fundamentals of Effective visualization |
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129 | (22) |
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Creating an Effective Visualization |
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129 | (8) |
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Keep It to a Single Screen |
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130 | (1) |
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131 | (1) |
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131 | (2) |
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Make the Story Consistent with the Data |
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133 | (2) |
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135 | (2) |
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Driving Meaning with Color |
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137 | (5) |
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137 | (1) |
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Varying Color as Data Values Vary |
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137 | (1) |
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Using Sharp Contrast to Highlight Data |
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138 | (1) |
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139 | (1) |
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140 | (1) |
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140 | (1) |
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Use a Simple Color Pallet |
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141 | (1) |
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Use Colors That Are Consistent with the Data |
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141 | (1) |
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141 | (1) |
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Use Non-data Pixels When Necessary |
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142 | (1) |
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Focusing Attention on Text |
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142 | (4) |
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142 | (1) |
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143 | (1) |
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144 | (1) |
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145 | (1) |
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Showing Insights with Charts |
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146 | (5) |
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146 | (1) |
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147 | (2) |
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149 | (2) |
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Chapter 5 Non-chart visualizations |
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151 | (28) |
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Understanding Custom Number Formats |
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151 | (9) |
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The Four Sections of a Format |
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152 | (1) |
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153 | (1) |
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153 | (1) |
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154 | (1) |
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154 | (1) |
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155 | (1) |
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156 | (1) |
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Escaping Special Characters |
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156 | (1) |
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The Accounting Number Format |
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156 | (2) |
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158 | (1) |
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Conditional Custom Number Formats |
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159 | (1) |
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160 | (10) |
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160 | (5) |
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165 | (2) |
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167 | (3) |
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170 | (9) |
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170 | (1) |
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171 | (1) |
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172 | (1) |
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172 | (1) |
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173 | (1) |
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Changing the Color and Thickness |
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174 | (1) |
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175 | (4) |
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Chapter 6 Using Shapes to Create Infographics |
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179 | (24) |
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179 | (6) |
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180 | (2) |
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182 | (3) |
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185 | (10) |
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186 | (2) |
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188 | (3) |
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Working with Multiple Shapes |
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191 | (2) |
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Creating Simple Charts with Shapes |
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193 | (2) |
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Creating Custom Infographics |
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195 | (1) |
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Adding Other Illustrations |
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196 | (7) |
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Part III Tell a Story with Visualization |
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203 | (114) |
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Chapter 7 Visualizing Performance Comparisons |
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205 | (34) |
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206 | (1) |
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207 | (5) |
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Case Study: Sales by Quarter |
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210 | (2) |
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212 | (4) |
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Case Study: Expenses vs. Budget |
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212 | (4) |
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216 | (2) |
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Case Study: Production Defects |
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217 | (1) |
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218 | (3) |
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Case Study: Sales Conversion |
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219 | (2) |
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221 | (4) |
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Case Study: Temperature vs. Sales |
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222 | (3) |
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225 | (3) |
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Case Study: Home Mortgages |
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226 | (2) |
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228 | (11) |
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Case Study: Production Output |
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229 | (10) |
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Chapter 8 Visualizing Parts of a Whole |
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239 | (26) |
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239 | (2) |
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241 | (3) |
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Case Study: Sales by Region |
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242 | (2) |
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244 | (5) |
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Case Study: Employee Participation by Benefit |
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245 | (4) |
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249 | (3) |
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Case Study: Manufacturing Process Time Study |
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250 | (2) |
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252 | (4) |
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Case Study: Restaurant Ticket Totals |
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254 | (2) |
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256 | (3) |
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Case Study: Insurance Policy Averages |
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257 | (2) |
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259 | (6) |
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261 | (4) |
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Chapter 9 Visualizing Changes Over Time |
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265 | (52) |
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266 | (7) |
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Case Study: Sales by Product Category |
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268 | (5) |
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Column Charts with Variances |
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273 | (7) |
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Case Study: Houses Sold by Month |
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274 | (6) |
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280 | (4) |
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Case Study: Freight Revenue vs. Miles |
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281 | (3) |
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Line Charts with Differences |
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284 | (4) |
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Case Study: Current vs. Prior Quarter Revenue |
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285 | (3) |
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288 | (4) |
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Case Study: Salaries by Department |
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290 | (2) |
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292 | (10) |
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293 | (2) |
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295 | (4) |
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299 | (3) |
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302 | (15) |
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Manipulating Chart Objects |
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302 | (5) |
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307 | (10) |
Index |
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317 | |