book

Excel Dashboards and Reports for Dummies, 3rd Edition

by Michael Alexander

January 2016

Beginner to intermediate

384 pages

8h 46m

English

For Dummies

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About This BookFoolish AssumptionsHow This Book Is Organized Icons Used In This BookBeyond the BookWhere to Go from Here
Defining Dashboards and ReportsPreparing for GreatnessA Quick Look at Dashboard Design PrinciplesKey Questions to Ask Before Distributing Your Dashboard
Data Modeling Best PracticesExcel Functions That Really DeliverUsing Smart Tables That Expand with Data
Table Design PrinciplesGetting Fancy with Custom Number Formatting
Introducing SparklinesUnderstanding SparklinesCustomizing Sparklines
Enhancing Reports with Conditional FormattingUsing Symbols to Enhance ReportingWielding the Magical Camera ToolMaking Waffles with Conditional Formatting and the Camera Tool
An Introduction to the Pivot TableThe Four Areas of a Pivot TableCreating Your First Pivot TableCustomizing Pivot Table ReportsCreating Useful Pivot-Driven Views

Trending Dos and Don’tsComparative TrendingEmphasizing Periods of TimeOther Trending Techniques
Creating Top and Bottom DisplaysTop Values in ChartsUsing Histograms to Track Relationships and Frequency
Showing Performance with VariancesShowing Performance against Organizational TrendsUsing a Thermometer-Style ChartUsing a Bullet GraphShowing Performance against a Target Range
Why Use a Macro?Recording Your First MacroRunning Your MacrosEnabling and Trusting MacrosExamining Some Macro Examples
Getting Started with Form ControlsUsing the Button ControlUsing the Check Box ControlToggling a Chart Series On and OffUsing the Option Button ControlShowing Many Views through One ChartUsing the Combo Box ControlChanging Chart Data with a Drop-Down SelectorUsing the List Box ControlControlling Multiple Charts with One Selector
Understanding SlicersCreating a Standard SlicerGetting Fancy with Slicer CustomizationsControlling Multiple Pivot Tables with One SlicerCreating a Timeline SlicerUsing Slicers as Form Controls
Importing Data from Microsoft AccessImporting Data from SQL ServerLeveraging Power Query to Extract and Transform Data
Protecting Your Dashboards and ReportsLinking Your Excel Dashboards to PowerPointDistributing Your Dashboards via a PDFDistributing Your Dashboards to OneDriveLimitations When Publishing to the Web
Avoid Fancy FormattingSkip the Unnecessary Chart JunkFormat Large Numbers Where PossibleUse Data Tables Instead of Data LabelsMake Effective Use of Chart TitlesSort Your Data before ChartingLimit the Use of Pie ChartsDon’t Be Afraid to Parse Data into Separate ChartsMaintain Appropriate Aspect RatiosDon’t Be Afraid to Use Something Other Than a Chart
Line ChartColumn ChartClustered Column ChartStacked Column ChartPie ChartBar ChartArea ChartCombination ChartXY Scatter Plot ChartBubble Chart

Content preview from Excel Dashboards and Reports for Dummies, 3rd Edition

Part III

Building Advanced Dashboard Components

Check out the advanced trick at http://www.dummies.com/extras/exceldashboardsreports, which enables you to add an extra dynamic layer of analysis to your charts.

In this part …

Go beyond basic charting with a look at some advanced business techniques that can help make your dashboards more meaningful.

Find out how to represent trending across multiple series and distinct time periods.

Explore how best to use charts to group data into meaningful views.

Uncover techniques that can help you display and measure performance against a target.

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Publisher Resources

ISBN: 9781119076766Purchase book