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E-raamat: Data Visualization with Excel Dashboards and Reports

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  • Ilmumisaeg: 04-Feb-2021
  • Kirjastus: John Wiley & Sons Inc
  • Keel: eng
  • ISBN-13: 9781119698807
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  • Formaat: PDF+DRM
  • Ilmumisaeg: 04-Feb-2021
  • Kirjastus: John Wiley & Sons Inc
  • Keel: eng
  • ISBN-13: 9781119698807
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Large corporations like IBM and Oracle are using Excel dashboards and reports as a Business Intelligence tool, and many other smaller businesses are looking to these tools in order to cut costs for budgetary reasons. An effective analyst not only has to have the technical skills to use Excel in a productive manner but must be able to synthesize data into a story, and then present that story in the most impactful way. Microsoft shows its recognition of this with Excel.  In Excel, there is a major focus on business intelligence and visualization.  Data Visualization with Excel Dashboards and Reports fills the gap between handling data and synthesizing data into meaningful reports.  This title will show readers how to think about their data in ways other than columns and rows.

Most Excel books do a nice job discussing the individual functions and tools that can be used to create an "Excel Report".  Titles on Excel charts, Excel pivot tables, and other books that focus on "Tips and Tricks" are useful in their own right; however they don't hit the mark for most data analysts.  The primary reason these titles miss the mark is they are too focused on the mechanical aspects of building a chart, creating a pivot table, or other functionality.  They don't offer these topics in the broader picture by showing how to present and report data in the most effective way.

What are the most meaningful ways to show trending   How do you show relationships in data   When is showing variances more valuable than showing actual data values    How do you deal with outliers   How do you bucket data in the most meaningful way   How do you show impossible amounts of data without inundating your audience   In Data Visualization with Excel Reports and Dashboards, readers will get answers to all of these questions. Part technical manual, part analytical guidebook; this title will help Excel users go from reporting data with simple tables full of dull numbers, to creating hi-impact reports and dashboards that will wow management both visually and substantively. This book offers a comprehensive review of a wide array of technical and analytical concepts that will help users create meaningful reports and dashboards.

After reading this book, the reader will be able to:

  • Analyze large amounts of data and report their data in a meaningful way
  • Get better visibility into data from different perspectives
  • Quickly slice data into various views on the fly
  • Automate redundant reporting and analyses
  • Create impressive dashboards and What-If analyses
  • Understand the fundamentals of effective visualization
  • Visualize performance comparisons
  • Visualize changes and trends over time
Introduction xxi
Part I Display Data on a Dashboard
1(126)
Chapter 1 Dashboard Basics
3(36)
Determining When to Use a Dashboard
3(3)
What Is a Dashboard?
5(1)
Key Performance Indicators
6(1)
Establishing User Requirements
6(2)
Types of End Users
7(1)
Assembling the Data
8(20)
PivotTables
8(5)
The GETPIVOTDATA Worksheet Function
13(1)
Worksheet Functions
14(1)
The VLOOKUP Function
14(1)
The XLOOKUP Function
15(1)
The INDEX and MATCH Functions
16(1)
The SUMPRODUCT Function
17(2)
Array Formulas
19(1)
Tables
20(3)
Structured Table Referencing
23(1)
Text to Columns
24(2)
Removing Duplicates
26(2)
Building the Dashboard
28(5)
Organizing Elements
28(2)
Varying Elements
30(1)
Showing Trends
31(2)
Formatting the Dashboard
33(6)
Number Formats
36(3)
Chapter 2 Dashboard Case Studies
39(48)
Monitoring Progress
39(16)
Case Study: Monitoring a Software Project
40(1)
Planning and Layout
40(2)
Collecting the Data
42(1)
Building the Visual Elements
43(11)
Laying Out the Dashboard
54(1)
Displaying Key Performance Indicators
55(17)
Case Study: Human Resources KPIs
55(1)
Planning and Layout
56(1)
Collecting the Data
57(1)
Building the Visual Elements
58(11)
Laying Out the Dashboard
69(3)
Reporting Financial Information
72(15)
Case Study: Financial Information and Ratios
72(1)
Planning and Layout
72(1)
Collecting the Data
73(2)
Building the Visual Elements
75(8)
Laying Out the Dashboard
83(4)
Chapter 3 Organizing Data for Dashboards
87(40)
Separating Data Layers
87(5)
Source Data Layer
89(1)
Staging and Analysis Layer
90(1)
Presentation Layer
91(1)
Working with External Data
92(22)
Power Query vs. Power Pivot
92(1)
Text Files
92(6)
Excel Files
98(7)
Access Databases
105(6)
SQL Server Databases
111(3)
Transforming Data in Power Query
114(13)
Managing Columns and Rows
116(3)
Transforming Columns
119(1)
Transforming Data Types
119(2)
Transforming Numbers
121(2)
Splitting Columns
123(4)
Part II Visualization Primer
127(76)
Chapter 4 The Fundamentals of Effective visualization
129(22)
Creating an Effective Visualization
129(8)
Keep It to a Single Screen
130(1)
Make It Attractive
131(1)
Tell the Story Quickly
131(2)
Make the Story Consistent with the Data
133(2)
Choose the Proper Chart
135(2)
Driving Meaning with Color
137(5)
How to Use Color
137(1)
Varying Color as Data Values Vary
137(1)
Using Sharp Contrast to Highlight Data
138(1)
Grouping Data with Color
139(1)
Tips on Color Use
140(1)
Use White Space
140(1)
Use a Simple Color Pallet
141(1)
Use Colors That Are Consistent with the Data
141(1)
Use Enough Contrast
141(1)
Use Non-data Pixels When Necessary
142(1)
Focusing Attention on Text
142(4)
Fonts
142(1)
Legends
143(1)
Axes
144(1)
Data Labels
145(1)
Showing Insights with Charts
146(5)
Comparisons
146(1)
Compositions
147(2)
Relationships
149(2)
Chapter 5 Non-chart visualizations
151(28)
Understanding Custom Number Formats
151(9)
The Four Sections of a Format
152(1)
Special Characters
153(1)
Digit Placeholders
153(1)
Commas and Periods
154(1)
Text
154(1)
Underscore
155(1)
Asterisk
156(1)
Escaping Special Characters
156(1)
The Accounting Number Format
156(2)
Date and Time Formats
158(1)
Conditional Custom Number Formats
159(1)
Using Icons
160(10)
Color Scales
160(5)
Data Bars
165(2)
Icon Sets
167(3)
Creating Sparklines
170(9)
Types of Sparklines
170(1)
Creating a Sparkline
171(1)
Sparkline Groups
172(1)
Customize a Sparkline
172(1)
Changing the Source Data
173(1)
Changing the Color and Thickness
174(1)
Adjusting the Axis
175(4)
Chapter 6 Using Shapes to Create Infographics
179(24)
Working with Shapes
179(6)
Inserting Shapes
180(2)
Customizing Shapes
182(3)
Framing Data with Shapes
185(10)
Creating a Banner
186(2)
Creating a Binder Tab
188(3)
Working with Multiple Shapes
191(2)
Creating Simple Charts with Shapes
193(2)
Creating Custom Infographics
195(1)
Adding Other Illustrations
196(7)
Part III Tell a Story with Visualization
203(114)
Chapter 7 Visualizing Performance Comparisons
205(34)
Single Measurements
206(1)
Column Charts
207(5)
Case Study: Sales by Quarter
210(2)
Bullet Charts
212(4)
Case Study: Expenses vs. Budget
212(4)
Clustered Column Charts
216(2)
Case Study: Production Defects
217(1)
Funnel Charts
218(3)
Case Study: Sales Conversion
219(2)
XY Charts
221(4)
Case Study: Temperature vs. Sales
222(3)
Bubble Charts
225(3)
Case Study: Home Mortgages
226(2)
Dot Plot Charts
228(11)
Case Study: Production Output
229(10)
Chapter 8 Visualizing Parts of a Whole
239(26)
Pie Charts
239(2)
Doughnut Charts
241(3)
Case Study: Sales by Region
242(2)
Waffle Charts
244(5)
Case Study: Employee Participation by Benefit
245(4)
Sunburst Charts
249(3)
Case Study: Manufacturing Process Time Study
250(2)
Histograms
252(4)
Case Study: Restaurant Ticket Totals
254(2)
Treemap Charts
256(3)
Case Study: Insurance Policy Averages
257(2)
Waterfall Charts
259(6)
Case Study: Net Income
261(4)
Chapter 9 Visualizing Changes Over Time
265(52)
Line Charts
266(7)
Case Study: Sales by Product Category
268(5)
Column Charts with Variances
273(7)
Case Study: Houses Sold by Month
274(6)
Combination Charts
280(4)
Case Study: Freight Revenue vs. Miles
281(3)
Line Charts with Differences
284(4)
Case Study: Current vs. Prior Quarter Revenue
285(3)
Side-by-Side Box Plots
288(4)
Case Study: Salaries by Department
290(2)
Animated Charts
292(10)
PivotCharts
293(2)
Staging Area Formulas
295(4)
Chart Animation Macros
299(3)
Chart Automation
302(15)
Manipulating Chart Objects
302(5)
Creating Panel Charts
307(10)
Index 317
DICK KUSLEIKA is a 12-year Microsoft Excel MVP and the principal contributor at the Daily Dose of Excel Blog.