book

Excel Dashboards and Reports for Dummies, 3rd Edition

by Michael Alexander

January 2016

Beginner to intermediate

384 pages

8h 46m

English

For Dummies

Read now

Unlock full access

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 V

Working with the Outside World

See a demonstration of OneDrive at www.dummies.com/extras/exceldashboardsreports and find out how you can leverage the Microsoft Office Web platform to share your reports over the web.

In this part …

Gain an understanding of some of the ways to incorporate data that does not originate in Excel.

Discover how to import data from external sources, such as Microsoft Access and SQL Server.

Dive into Power Query to automate the data transformation processes.

Understand the various methods for protecting your dashboards and reports before distributing.

Explore the different ways to distribute and present your work in a safe and effective way.

Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
and much more.

Start your free trial

Excel Dashboards and Reports For Dummies, 2nd Edition

Michael Alexander

Excel Dashboards and Reports, 2nd Edition

Michael Alexander, John Walkenbach

Excel Dashboards & Reports For Dummies, 4th Edition

Michael Alexander

Microsoft Excel Functions Quick Reference: For High-Quality Data Analysis, Dashboards, and More

Mandeep Mehta

Publisher Resources

ISBN: 9781119076766Purchase book