Learn to use Excel dashboards and reports to betterconceptualize data
Updated for all the latest features and capabilities ofExcel 2013, this go-to resource provides you with in-depth coverageof the individual functions and tools that can be used tocreate compelling Excel reports. Veteran author MichaelAlexander walks you through the most effective ways to present andreport data. Featuring a comprehensive review of a wide array oftechnical and analytical concepts, this essential guide helps yougo from reporting data with simple tables full of dull numbers topresenting key information through the use of high-impact,meaningful reports and dashboards that will wow management bothvisually and substantively.
- Details how to analyze large amounts of data and report theresults in a way that is both visually attractive andeffective
- Describes how to use different perspectives to achieve bettervisibility into data, as well as how to slice data into variousviews on the fly
- Shows how to automate redundant reporting and analysisprocesses
- Walks you through creating impressive dashboards, eye-catchingvisualizations, and real-world What-If analyses
Excel Dashboards and Reports, Second Edition is parttechnical manual, part analytical guidebook, and exactly what youneed to become your organization's dashboard dynamo!
About the Author
Michael Alexander is a Microsoft MVP who has writtenseveral books on advanced business analysis with Access and Excel,including 101 Ready-To-Use Excel Macros and the Access2013 Bible. A consultant and developer, he offers workshops andwebinars through www.datapigtechnologies.com.
John Walkenbach, aka Mr. Spreadsheet, has writtenhundreds of articles and over 50 books, including multiple editionsof the bestselling Excel Bible. He also created theaward-winning Power Utility Pak.
Table of Contents
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 Target209
PART III: Advanced Dashboarding Concepts
Chapter 11: Developing Your Data Model 225
Chapter 12: Adding Interactive Controls to Your Dashboard247
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 Reporting365
Chapter 19: Sharing Your Work with the Outside World 381
Most Helpful Customer Reviews
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.
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.