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