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Excel Dashboards and Reports [Pehme köide]

  • Formaat: Paperback / softback, 456 pages, kõrgus x laius x paksus: 232x186x25 mm, kaal: 676 g, Illustrations
  • Sari: Mr. Spreadsheet's Bookshelf
  • Ilmumisaeg: 03-Sep-2010
  • Kirjastus: John Wiley & Sons Ltd
  • ISBN-10: 0470620129
  • ISBN-13: 9780470620120
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  • Raamatukogudele
  • Formaat: Paperback / softback, 456 pages, kõrgus x laius x paksus: 232x186x25 mm, kaal: 676 g, Illustrations
  • Sari: Mr. Spreadsheet's Bookshelf
  • Ilmumisaeg: 03-Sep-2010
  • Kirjastus: John Wiley & Sons Ltd
  • ISBN-10: 0470620129
  • ISBN-13: 9780470620120
Teised raamatud teemal:
Provides information on using pivot tables and controls to create effective dashboards and reports.

The need to turn impossible amounts of data into meaningful information has made dashboards a hot topic. Dashboards provide at-a-glance views into key measures relevant to a particular objective or business process. The power and flexibility of Microsoft Excel makes it an ideal platform for creating dashboards.

This guide gives you the technical know-how to go from reporting data with simple tables full of dull numbers to creating high-impact reports and dashboards that will wow management both visually and substantively. If you are familiar with data analysis concepts and experienced in using Excel's table structures, filters, and formulas, you can quickly become your organization's dashboard guru.

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.

Introduction 1(10)
What You Need to Know
2(1)
What You Need to Have
3(1)
Conventions in This Book
3(2)
Keyboard conventions
3(1)
Mouse conventions
4(1)
What the icons mean
5(1)
How This Book Is Organized
5(2)
Part I Moving from Spreadsheets to Dashboards
5(1)
Part II Excel Chart Basics
6(1)
Part III Going Beyond Tables and Charts
6(1)
Part IV Creating Advanced Dashboard Components
6(1)
Part V Automating Your Dashboards and Reports
6(1)
Part VI Working with the Outside World
6(1)
About the Companion Web Site
7(1)
About the Power Utility Pak Offer
7(1)
Reach Out
7(4)
Part I Moving from Spreadsheets to Dashboards
Chapter 1 Introducing Dashboards
11(18)
What are Dashboards and Reports?
11(2)
Defining reports
12(1)
Defining dashboards
12(1)
Establish the User Requirements
13(4)
Define the message(s)
14(1)
Establish the audience
14(1)
Define the performance measures
14(1)
List the required data sources
15(1)
Define the dimensions and filters
16(1)
Determine the need for drill down details
17(1)
Establish the update schedule
17(1)
A Quick Look at Dashboard Design Principles
17(8)
Rule number 1: Keep it Simple
18(4)
Use layout and placement to draw focus
22(1)
Format numbers effectively
23(2)
Use titles and labels effectively
25(1)
Key Questions to Ask Before Distributing Your Dashboard
25(4)
Does my dashboard present the right information?
25(1)
Does everything on my dashboard have a purpose?
25(1)
Does my dashboard prominently display the key message?
26(1)
Can I maintain this dashboard?
26(1)
Does my dashboard clearly display its scope and shelf life?
26(1)
Is my dashboard well documented?
27(1)
Is my dashboard user-friendly?
27(1)
Is my dashboard accurate?
28(1)
Chapter 2 Developing Your Data Model
29(26)
Building a Data Model
29(5)
Separating the data, analysis, and presentation layers
30(4)
Data Model Best Practices
34(3)
Avoid storing excess data
34(1)
Use tabs to document and organize your data model
35(2)
Test your data model before building presentation components
37(1)
Excel Functions for Your Data Model
37(10)
The VLOOKUP function
37(3)
The HLOOKUP function
40(2)
The SUMPRODUCT function
42(3)
The CHOOSE function
45(2)
Working with Excel Tables
47(8)
Converting a range to an Excel table
48(3)
Converting an Excel table back to a range
51(4)
Part II Excel Chart Basics
Chapter 3 Introducing Excel Charts
55(20)
What Is a Chart?
55(1)
How Excel Handles Charts
56(3)
Embedded charts
57(1)
Chart sheets
58(1)
Parts of a Chart
59(3)
Basic Steps for Creating a Chart
62(7)
Creating the chart
62(2)
Switching the row and column orientation
64(1)
Changing the chart type
65(1)
Applying a chart layout
66(1)
Applying a chart style
66(1)
Adding and deleting chart elements
66(1)
Formatting chart elements
67(2)
Working with Charts
69(6)
Moving and resizing a chart
69(1)
Converting an embedded chart to a chart sheet
70(1)
Copying a chart
70(1)
Deleting a chart
70(1)
Adding chart elements
71(1)
Moving and deleting chart elements
71(1)
Formatting chart elements
71(1)
Copying a chart's formatting
72(1)
Renaming a chart
72(1)
Printing charts
72(3)
Chapter 4 Understanding Chart Types
75(34)
Conveying a Message with a Chart
75(1)
Choosing a Chart Type
76(2)
Excel's Chart Types
78(26)
Column charts
79(4)
Bar charts
83(2)
Line charts
85(3)
Pie charts
88(2)
Scatter charts
90(2)
Area charts
92(2)
Doughnut charts
94(2)
Radar charts
96(2)
Surface charts
98(1)
Bubble charts
99(2)
Stock charts
101(3)
Creating Combination Charts
104(2)
Creating and Using Chart Templates
106(3)
Chapter 5 Working with Chart Series
109(30)
Specifying the Data for Your Chart
109(3)
Adding a New Series to a Chart
112(3)
Adding a new series by copying a range
112(1)
Adding a new series by extending the range highlight
113(1)
Adding a new series using the Select Data Source dialog box
114(1)
Adding a new series by typing a new SERIES formula
115(1)
Deleting a Chart Series
115(1)
Modifying the Data Range for a Chart Series
115(5)
Using range highlighting to change series data
116(1)
Using the Select Data Source dialog box to change series data
117(1)
Editing the SERIES formula to change series data
118(2)
Understanding Series Names
120(3)
Changing a series name
121(2)
Deleting a series name
123(1)
Adjusting the Series Plot Order
123(3)
Charting a Noncontiguous Range
126(1)
Using Series on Different Sheets
127(1)
Handling Missing Data
128(2)
Controlling a Data Series by Hiding Data
130(2)
Unlinking a Chart Series from Its Data Range
132(3)
Converting a chart to a picture
132(2)
Converting a range reference to arrays
134(1)
Working with Multiple Axes
135(4)
Creating a secondary value axis
135(1)
Creating a chart with four axes
136(3)
Chapter 6 Formatting and Customizing Charts
139(48)
Chart Formatting Overview
139(8)
Selecting chart elements
140(2)
Common chart elements
142(1)
Ul choices for formatting
143(4)
Adjusting Fills and Borders: General Procedures
147(3)
About the Fill tab
147(1)
Formatting borders
148(2)
Formatting Chart Background Elements
150(2)
Working with the chart area
150(1)
Working with the plot area
151(1)
Formatting Chart Series
152(4)
Basic series formatting
153(1)
Using pictures and graphics for series formatting
153(1)
Additional series options
154(2)
Working with Chart Titles
156(4)
Adding titles to a chart
156(1)
Changing title text
157(1)
Formatting title text
157(1)
Linking title text to a cell
158(2)
Working with a Chart's Legend
160(2)
Adding or removing a legend
160(1)
Moving or resizing a legend
160(1)
Formatting a legend
160(1)
Changing the legend text
161(1)
Deleting a legend entry
161(1)
Identifying series without using a legend
161(1)
Working with Chart Axes
162(13)
Value axis versus category axis
162(2)
Value axis scales
164(7)
Using time-scale axes
171(2)
Creating a multiline category axis
173(1)
Removing axes
174(1)
Axis number formats
174(1)
Working with Gridlines
175(1)
Adding or removing gridlines
175(1)
Working with Data Labels
176(5)
Adding or removing data labels
176(1)
Editing data labels
176(3)
Problems and limitations with data labels
179(2)
Working with a Chart Data Table
181(6)
Adding and removing a data table
182(1)
Problems and limitations with data tables
182(5)
Part III Going Beyond Tables and Charts
Chapter 7 Using Pivot Tables
187(34)
Introducing the Pivot Table
187(11)
Anatomy of a pivot table
188(2)
Creating the basic pivot table
190(8)
Customizing Your Pivot Table
198(11)
Renaming the fields
198(1)
Formatting numbers
199(1)
Changing summary calculations
200(1)
Suppressing subtotals
201(1)
Removing all subtotals at one time
202(1)
Removing the subtotals for only one field
203(1)
Removing grand totals
203(1)
Hiding and showing data items
204(2)
Hiding or showing items without data
206(2)
Sorting your pivot table
208(1)
Examples of Filtering Your Data
209(12)
Producing top and bottom views
209(4)
Creating views by month, quarter, and year
213(2)
Creating a percent distribution view
215(2)
Creating a YTD totals view
217(1)
Creating a month-over-month variance view
218(3)
Chapter 8 Using Pivot Charts
221(24)
Getting Started with Pivot Charts
221(4)
Creating a pivot chart
221(1)
A pivot chart example
222(3)
Working with Pivot Charts
225(2)
Hiding field buttons
225(1)
Moving a pivot chart
225(1)
Working with slicers
226(1)
More Pivot Chart Examples
227(11)
Question 1
229(2)
Question 2
231(2)
Question 3
233(1)
Question 4
234(2)
Question 5
236(1)
Question 6
237(1)
Creating a Frequency Distribution Chart
238(7)
Specifying which rows to plot
240(5)
Chapter 9 Using Excel Sparklines
245(14)
Introducing Sparklines
246(1)
Creating Sparklines
247(3)
Customizing Sparklines
250(9)
Sizing and merging sparkline cells
250(1)
Handling hidden or missing data
251(1)
Changing the sparkline type
251(1)
Changing sparkline colors and line width
252(1)
Using color to emphasize key data points
252(1)
Adjusting sparkline axis scaling
252(2)
Faking a reference line
254(2)
Specifying a date axis
256(1)
Auto-updating sparkline ranges
257(1)
Displaying a sparkline for a dynamic range
257(2)
Chapter 10 Chartless Visualization Techniques
259(20)
Dynamic Labels
259(3)
Linking Formulas to Text Boxes
262(1)
Excel's Camera Tool
263(5)
Finding the Camera tool
263(1)
Using the Camera tool
264(2)
Enhancing a dashboard with the Camera tool
266(2)
Formula-Driven Labels
268(11)
In-cell charting
268(3)
Using fancy fonts
271(2)
Using symbols
273(6)
Part IV Creating Advanced Dashboard Components
Chapter 11 Components that Show Trending
279(26)
Trending Dos and Don'ts
279(10)
Using chart types appropriate for trending
280(2)
Starting the vertical scale at zero
282(2)
Leveraging Excel's logarithmic scale
284(1)
Applying creative label management
285(4)
Comparative Trending
289(6)
Creating side-by-side time comparisons
289(2)
Creating stacked time comparisons
291(1)
Trending with a secondary axis
292(3)
Emphasizing Periods of Time
295(4)
Formatting specific periods
295(2)
Using dividers to mark significant events
297(1)
Representing forecasts in your trending components
297(2)
Other Trending Techniques
299(6)
Avoiding overload with directional trending
299(1)
Smoothing data
300(5)
Chapter 12 Components that Group Data
305(18)
Listing Top and Bottom Values
305(5)
Organizing source data
306(1)
Using pivot tables for interactive views
306(4)
Using Histograms to Track Relationships and Frequency
310(8)
Adding formulas to group data
310(4)
Adding a cumulative percent
314(2)
Using a pivot table
316(2)
Emphasizing Top Values in Charts
318(5)
Chapter 13 Components that Show Performance against a Target
323(16)
Showing Performance with Variances
324(1)
Showing Performance against Organizational Trends
325(1)
Using a Thermometer-Style Chart
326(1)
Using a Bullet Graph
327(8)
Creating a bullet graph
328(3)
Adding data to your bullet graph
331(1)
Final thoughts on formatting bullet graphs
332(3)
Showing Performance against a Target Range
335(4)
Part V Automating Your Dashboards and Reports
Chapter 14 Macro-Charged Reporting
339(16)
Why Use a Macro?
339(1)
Introducing the Macro Recorder
340(8)
The Record Macro dialog box
341(1)
Recording macros with absolute references
342(3)
Recording macros with relative references
345(2)
Assigning a macro to a button
347(1)
Enabling Macros in Excel 2010
348(3)
Viewing the new Excel security message
348(1)
Setting up trusted locations
349(2)
Excel Macro Examples
351(4)
Building navigation buttons
351(1)
Dynamically rearranging pivot table data
352(1)
Offering one-touch reporting options
353(2)
Chapter 15 Adding Interactive Controls to Your Dashboard
355(24)
Getting Started with Form Controls
356(3)
Finding Form controls
356(2)
Adding a control to a worksheet
358(1)
Using the Button Control
359(1)
Using the Check Box Control
360(4)
Check box example: Toggling a chart series on and off
361(3)
Using the Option Button Control
364(3)
Option button example: Showing many views through one chart
365(2)
Using the Combo Box Control
367(6)
Combo box example: Controlling multiple pivot tables with one combo box
369(4)
Using the List Box Control
373(6)
List box example: Controlling multiple charts with one selector
374(5)
Part VI Working with the Outside World
Chapter 16 Importing Microsoft Access Data into Excel
379(16)
The Drag-and-Drop Method
380(1)
The Microsoft Access Export Wizard
381(1)
The Get External Data Icon
382(4)
Microsoft Query
386(9)
Start MS Query
386(1)
Set up your data source connection
387(2)
Build your custom data pull
389(6)
Chapter 17 Sharing Your Work with the Outside World
395(16)
Securing Your Dashboards and Reports
395(8)
Securing access to the entire workbook
395(3)
Limiting access to specific worksheet ranges
398(4)
Protecting the workbook structure
402(1)
Linking Your Excel Dashboards to PowerPoint
403(6)
Creating the link between Excel and PowerPoint
403(2)
Manually updating links to capture updates
405(2)
Automatically updating links
407(2)
Distributing Your Dashboards Via a PDF
409(2)
Index 411
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.