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Excel Dashboards and Reports

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Overview

Learn to use Excel dashboards and reports to better conceptualize data

Updated for all the-latest features and capabilities of Excel 2013, this go-to resource provides you with in-depth coverage of the individual functions and tools that can be used to create-compelling Excel reports. Veteran author Michael Alexander walks you through the most effective ways to present and report data. Featuring a comprehensive review of a wide array of technical and analytical concepts, this ...

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Overview

Learn to use Excel dashboards and reports to better conceptualize data

Updated for all the-latest features and capabilities of Excel 2013, this go-to resource provides you with in-depth coverage of the individual functions and tools that can be used to create-compelling Excel reports. Veteran author Michael Alexander walks you through the most effective ways to present and report data. Featuring a comprehensive review of a wide array of technical and analytical concepts, this essential guide helps you 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 way that is both visually attractive and effective
  • 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 analysis processes
  • Walks you through creating impressive dashboards, eye-catching visualizations, and real-world What-If analyses

Excel Dashboards and Reports, Second Edition is part technical manual, part analytical guidebook, and exactly what you need to become your organization's dashboard-dynamo!

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Product Details

  • ISBN-13: 9781118490426
  • Publisher: Wiley
  • Publication date: 5/28/2013
  • Series: Mr. Spreadsheet's Bookshelf Series , #17
  • Edition number: 2
  • Pages: 432
  • Sales rank: 255,511
  • Product dimensions: 7.40 (w) x 9.20 (h) x 0.90 (d)

Meet the Author

Michael Alexander is a Microsoft MVP who has written several books on advanced business analysis with Access and Excel, including 101 Ready-To-Use Excel Macros and the Access 2013 Bible. A consultant and developer, he offers workshops and webinars through www.datapigtechnologies.com.

John Walkenbach, aka Mr. Spreadsheet, has written hundreds of articles and over 50 books, including multiple editions of the bestselling Excel Bible. He also created the award-winning Power Utility Pak.

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Table of Contents

Introduction 1

PART I: Getting Started with Excel Dashboards

Chapter 1: Introducing Dashboards 11

Chapter 2: Table Design Best Practices 29

Chapter 3: Using Excel Sparklines 47

Chapter 4: Chartless Visualization Techniques 61

PART II: Introducing Charts into Your Dashboards

Chapter 5: Excel Charting for the Uninitiated 89

Chapter 6: Working with Chart Series 107

Chapter 7: Formatting and Customizing Charts 131

Chapter 8: Components That Show Trending 171

Chapter 9: Components That Group Data 193

Chapter 10: Components That Show Performance Against a Target 209

PART III: Advanced Dashboarding Concepts

Chapter 11: Developing Your Data Model 225

Chapter 12: Adding Interactive Controls to Your Dashboard 247

Chapter 13: Macro-Charged Reporting 265

PART IV: Pivot Table Driven Dashboards

Chapter 14: Using Pivot Tables 281

Chapter 15: Using Pivot Charts 311

Chapter 16: Adding Interactivity with Slicers 329

Chapter 17: Using the Internal Data Model and Power View 343

PART V: Working with the Outside World

Chapter 18: Integrating External Data into Excel Reporting 365

Chapter 19: Sharing Your Work with the Outside World 381

Index 399

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Customer Reviews

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Sort by: Showing all of 2 Customer Reviews
  • Posted April 13, 2012

    SAVE YOUR MONEY!! Despite the misleading title, the first 278 pa

    SAVE YOUR MONEY!! Despite the misleading title, the first 278 pages (68%) of the book deal with very basic things like working with an Excel chart and chart formatting. Really? By the time you get around to DASHBOARDS they offer no practical value beyond such sage advice as "Keep it simple." I suspect its just designed to drive traffic to the author's website because there's little of real value here. Certainly not worth $35 + shipping. You can learn more for free on the Internet.

    4 out of 4 people found this review helpful.

    Was this review helpful? Yes  No   Report this review
  • Anonymous

    Posted July 27, 2014

    I liked it so much I bought it.

    I actually found and started reading "Dashboards and Reports" through my local eLibrary and liked it so much that I bought it so I could add it to my personal technical eLibrary.

    This book really opened my eyes to features of Excel that I kind of knew about, but had not fully comprehended the possibilities of previously.

    At my office I'm one of the "Excel guys" who everybody seeks out when they need help with a spread sheet. Rarely do I find myself wanting help to get Excel to behave, but these guys Really know how to make Excel perform. I was book marking pages right from the first section to start using immediately.

    I'm not a trained visual designer, so the basics covered in Chapt 2 were extremely helpful and well explained. I've tried reading Toftke (sp?) before, but these guys broke the subject down clearly enough for my mechanical engineering mind to follow. (It's single accounting underlines in headers for me from now on.)

    Even when the authors were explaining the steps for some basic tasks, they still managed to insert nuggets of knowledge that helped me learn to do basic tasks faster.

    This book will provide you with enough good, solid, functional knowledge of pivot tables, macros and form controls that you could be one the "Excel people" at your offce, too. (Wait a minute... that might not be good for me... :-) ).

    I really liked the ideas for how to arrange dashboard
    components to maximize their communication impact. Basic stuff that other people probably know, but it was never covered in my non-arts directed education.

    I imagine I could have found all this information somewhere on the internet, but I don't imagine I could have found it in as compact and friendly a form as this (& I thought I was looking pretty dilligently.)

    Oh, and the example sheets are Pure Gold. Don't miss them.

    I recomend this highly for any level of Excel user looking to advance their data presentation techniques and to learn the problem solving approach of some really long time Excel users. They cut through tasks and explain the rationale really clearly. These guys really know their stuff and I Thank them So Much for taking the time to write this all down.

    I'm planning to show varoius sections of this book to so many people at work ASAP so I can spend less time reporting about work and concentrate on doing my engineering again.

    Was this review helpful? Yes  No   Report this review
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