Microsoft Excel Dashboards and Reports

Part I: Getting Started with Excel Dashboards - Page 27
Part I: Getting Started with Excel Dashboards - Page 28
Chapter 1: Introducing Dashboards - Page 29
Chapter 1: Introducing Dashboards - Page 30
Establish the User Requirements - Page 31
Establish the User Requirements - Page 32
Establish the User Requirements - Page 33
Establish the User Requirements - Page 34
A Quick Look at Dashboard Design Principles - Page 35
A Quick Look at Dashboard Design Principles - Page 36
A Quick Look at Dashboard Design Principles - Page 37
A Quick Look at Dashboard Design Principles - Page 38
A Quick Look at Dashboard Design Principles - Page 39
A Quick Look at Dashboard Design Principles - Page 40
A Quick Look at Dashboard Design Principles - Page 41
Key Questions to Ask Before Distributing Your Dashboard - Page 42
Key Questions to Ask Before Distributing Your Dashboard - Page 43
Key Questions to Ask Before Distributing Your Dashboard - Page 44
Key Questions to Ask Before Distributing Your Dashboard - Page 45
Key Questions to Ask Before Distributing Your Dashboard - Page 46
Chapter 2: Table Design Best Practices - Page 47
Table Design Principles - Page 48
Table Design Principles - Page 49
Table Design Principles - Page 50
Table Design Principles - Page 51
Table Design Principles - Page 52
Table Design Principles - Page 53
Enhancing Reporting with Custom Number Formatting - Page 54
Enhancing Reporting with Custom Number Formatting - Page 55
Enhancing Reporting with Custom Number Formatting - Page 56
Enhancing Reporting with Custom Number Formatting - Page 57
Enhancing Reporting with Custom Number Formatting - Page 58
Enhancing Reporting with Custom Number Formatting - Page 59
Enhancing Reporting with Custom Number Formatting - Page 60
Enhancing Reporting with Custom Number Formatting - Page 61
Enhancing Reporting with Custom Number Formatting - Page 62
Enhancing Reporting with Custom Number Formatting - Page 63
Enhancing Reporting with Custom Number Formatting - Page 64
Chapter 3: Using Excel Sparklines - Page 65
Understanding Sparklines - Page 66
Applying Sparklines - Page 67
Creating Sparklines - Page 68
Creating Sparklines - Page 69
Customizing Sparklines - Page 70
Customizing Sparklines - Page 71
Customizing Sparklines - Page 72
Customizing Sparklines - Page 73
Customizing Sparklines - Page 74
Customizing Sparklines - Page 75
Customizing Sparklines - Page 76
Customizing Sparklines - Page 77
Customizing Sparklines - Page 78
Chapter 4: Chartless Visualization Techniques - Page 79
Chapter 4: Chartless Visualization Techniques - Page 80
Chapter 4: Chartless Visualization Techniques - Page 81
Chapter 4: Chartless Visualization Techniques - Page 82
Chapter 4: Chartless Visualization Techniques - Page 83
Chapter 4: Chartless Visualization Techniques - Page 84
Chapter 4: Chartless Visualization Techniques - Page 85
Chapter 4: Chartless Visualization Techniques - Page 86
Chapter 4: Chartless Visualization Techniques - Page 87
Chapter 4: Chartless Visualization Techniques - Page 88
Chapter 4: Chartless Visualization Techniques - Page 89
Chapter 4: Chartless Visualization Techniques - Page 90
Chapter 4: Chartless Visualization Techniques - Page 91
Chapter 4: Chartless Visualization Techniques - Page 92
Chapter 4: Chartless Visualization Techniques - Page 93
Chapter 4: Chartless Visualization Techniques - Page 94
Chapter 4: Chartless Visualization Techniques - Page 95
Chapter 4: Chartless Visualization Techniques - Page 96
Using Symbols to Enhance Reporting - Page 97
Using Symbols to Enhance Reporting - Page 98
Using Symbols to Enhance Reporting - Page 99
Using Excel’s Camera Tool - Page 100
Using Excel’s Camera Tool - Page 101
Using Excel’s Camera Tool - Page 102
Using Excel’s Camera Tool - Page 103
Using Excel’s Camera Tool - Page 104
Part II: Introducing Charts into Your Dashboards - Page 105
Part II: Introducing Charts into Your Dashboards - Page 106
Chapter 5: Excel Charting for the Uninitiated - Page 107
How Excel Handles Charts - Page 108
How Excel Handles Charts - Page 109
How Excel Handles Charts - Page 110
Parts of a Chart - Page 111
Parts of a Chart - Page 112
Parts of a Chart - Page 113
Basic Steps for Creating a Chart - Page 114
Basic Steps for Creating a Chart - Page 115
Basic Steps for Creating a Chart - Page 116
Basic Steps for Creating a Chart - Page 117
Basic Steps for Creating a Chart - Page 118
Basic Steps for Creating a Chart - Page 119
Working with Charts - Page 120
Working with Charts - Page 121
Working with Charts - Page 122
Working with Charts - Page 123
Working with Charts - Page 124
Chapter 6: Working with Chart Series - Page 125
Chapter 6: Working with Chart Series - Page 126
Adding a New Series to a Chart - Page 127
Adding a New Series to a Chart - Page 128
Adding a New Series to a Chart - Page 129
Adding a New Series to a Chart - Page 130
Deleting a Chart Series - Page 131
Deleting a Chart Series - Page 132
Deleting a Chart Series - Page 133
Deleting a Chart Series - Page 134
Understanding Series Names - Page 135
Understanding Series Names - Page 136
Understanding Series Names - Page 137
Adjusting the Series Plot Order - Page 138
Charting a Noncontiguous Range - Page 139
Using Series on Different Sheets - Page 140
Handling Missing Data - Page 141
Controlling a Data Series by Hiding Data - Page 142
Unlinking a Chart Series from Its Data Range - Page 143
Unlinking a Chart Series from Its Data Range - Page 144
Unlinking a Chart Series from Its Data Range - Page 145
Working with Multiple Axes - Page 146
Working with Multiple Axes - Page 147
Working with Multiple Axes - Page 148
Chapter 7: Formatting and Customizing Charts - Page 149
Chapter 7: Formatting and Customizing Charts - Page 150
Chapter 7: Formatting and Customizing Charts - Page 151
Chapter 7: Formatting and Customizing Charts - Page 152
Chapter 7: Formatting and Customizing Charts - Page 153
Chapter 7: Formatting and Customizing Charts - Page 154
Chapter 7: Formatting and Customizing Charts - Page 155
Adjusting Fills and Borders: General Procedures - Page 156
Adjusting Fills and Borders: General Procedures - Page 157
Formatting Chart Background Elements - Page 158
Formatting Chart Background Elements - Page 159
Formatting Chart Background Elements - Page 160
Formatting Chart Series - Page 161
Formatting Chart Series - Page 162
Formatting Chart Series - Page 163
Working with Chart Titles - Page 164
Working with Chart Titles - Page 165
Working with Chart Titles - Page 166
Working with a Chart’s Legend - Page 167
Working with a Chart’s Legend - Page 168
Working with Chart Axes - Page 169
Working with Chart Axes - Page 170
Working with Chart Axes - Page 171
Working with Chart Axes - Page 172
Working with Chart Axes - Page 173
Working with Chart Axes - Page 174
Working with Chart Axes - Page 175
Working with Chart Axes - Page 176
Working with Chart Axes - Page 177
Working with Chart Axes - Page 178
Working with Chart Axes - Page 179
Working with Chart Axes - Page 180
Working with Gridlines - Page 181
Working with Data Labels - Page 182
Working with Data Labels - Page 183
Working with Data Labels - Page 184
Working with Data Labels - Page 185
Working with Data Labels - Page 186
Working with a Chart Data Table - Page 187
Working with a Chart Data Table - Page 188
Chapter 8: Components That Show Trending - Page 189
Chapter 8: Components That Show Trending - Page 190
Chapter 8: Components That Show Trending - Page 191
Chapter 8: Components That Show Trending - Page 192
Chapter 8: Components That Show Trending - Page 193
Chapter 8: Components That Show Trending - Page 194
Chapter 8: Components That Show Trending - Page 195
Chapter 8: Components That Show Trending - Page 196
Comparative Trending - Page 197
Comparative Trending - Page 198
Comparative Trending - Page 199
Comparative Trending - Page 200
Comparative Trending - Page 201
Emphasizing Periods of Time - Page 202
Emphasizing Periods of Time - Page 203
Emphasizing Periods of Time - Page 204
Other Trending Techniques - Page 205
Other Trending Techniques - Page 206
Other Trending Techniques - Page 207
Other Trending Techniques - Page 208
Other Trending Techniques - Page 209
Other Trending Techniques - Page 210
Chapter 9: Components That Group Data - Page 211
Chapter 9: Components That Group Data - Page 212
Chapter 9: Components That Group Data - Page 213
Chapter 9: Components That Group Data - Page 214
Using Histograms to Track Relationships and Frequency - Page 215
Using Histograms to Track Relationships and Frequency - Page 216
Using Histograms to Track Relationships and Frequency - Page 217
Using Histograms to Track Relationships and Frequency - Page 218
Using Histograms to Track Relationships and Frequency - Page 219
Using Histograms to Track Relationships and Frequency - Page 220
Using Histograms to Track Relationships and Frequency - Page 221
Emphasizing Top Values in Charts - Page 222
Emphasizing Top Values in Charts - Page 223
Emphasizing Top Values in Charts - Page 224
Emphasizing Top Values in Charts - Page 225
Emphasizing Top Values in Charts - Page 226
Chapter 10: Components That Show Performance Against a Target - Page 227
Showing Performance with Variances - Page 228
Showing Performance with Variances - Page 229
Using a Thermometer-Style Chart - Page 230
Using a Thermometer-Style Chart - Page 231
Using a Thermometer-Style Chart - Page 232
Using a Thermometer-Style Chart - Page 233
Using a Thermometer-Style Chart - Page 234
Using a Thermometer-Style Chart - Page 235
Using a Thermometer-Style Chart - Page 236
Showing Performance Against a Target Range - Page 237
Showing Performance Against a Target Range - Page 238
Showing Performance Against a Target Range - Page 239
Showing Performance Against a Target Range - Page 240
Part III: Advanced Dashboarding Concepts - Page 241
Part III: Advanced Dashboarding Concepts - Page 242
Chapter 11: Developing Your Data Model - Page 243
Chapter 11: Developing Your Data Model - Page 244
Chapter 11: Developing Your Data Model - Page 245
Chapter 11: Developing Your Data Model - Page 246
Chapter 11: Developing Your Data Model - Page 247
Data Model Best Practices - Page 248
Data Model Best Practices - Page 249
Data Model Best Practices - Page 250
Excel Functions for Your Data Model - Page 251
Excel Functions for Your Data Model - Page 252
Excel Functions for Your Data Model - Page 253
Excel Functions for Your Data Model - Page 254
Excel Functions for Your Data Model - Page 255
Excel Functions for Your Data Model - Page 256
Excel Functions for Your Data Model - Page 257
Excel Functions for Your Data Model - Page 258
Excel Functions for Your Data Model - Page 259
Excel Functions for Your Data Model - Page 260
Working with Excel Tables - Page 261
Working with Excel Tables - Page 262
Working with Excel Tables - Page 263
Working with Excel Tables - Page 264
Chapter 12: Adding Interactive Controls to Your Dashboard - Page 265
Getting Started with Form Controls - Page 266
Getting Started with Form Controls - Page 267
Getting Started with Form Controls - Page 268
Using the Button Control - Page 269
Using the Button Control - Page 270
Using the Button Control - Page 271
Using the Button Control - Page 272
Using the Option Button Control - Page 273
Using the Option Button Control - Page 274
Using the Option Button Control - Page 275
Using the Combo Box Control - Page 276
Using the Combo Box Control - Page 277
Using the Combo Box Control - Page 278
Using the List Box Control - Page 279
Using the List Box Control - Page 280
Using the List Box Control - Page 281
Using the List Box Control - Page 282
Chapter 13: Macro-Charged Reporting - Page 283
Recording Your First Macro - Page 284
Recording Your First Macro - Page 285
Recording Your First Macro - Page 286
Recording Your First Macro - Page 287
Recording Your First Macro - Page 288
Recording Your First Macro - Page 289
Enabling Macros in Excel 2013 - Page 290
Enabling Macros in Excel 2013 - Page 291
Excel Macro Examples - Page 292
Excel Macro Examples - Page 293
Excel Macro Examples - Page 294
Excel Macro Examples - Page 295
Excel Macro Examples - Page 296
Part IV: Pivot Table Driven Dashboards - Page 297
Part IV: Pivot Table Driven Dashboards - Page 298
Chapter 14: Using Pivot Tables - Page 299
Chapter 14: Using Pivot Tables - Page 300
Chapter 14: Using Pivot Tables - Page 301
Chapter 14: Using Pivot Tables - Page 302
Chapter 14: Using Pivot Tables - Page 303
Chapter 14: Using Pivot Tables - Page 304
Chapter 14: Using Pivot Tables - Page 305
Chapter 14: Using Pivot Tables - Page 306
Chapter 14: Using Pivot Tables - Page 307
Chapter 14: Using Pivot Tables - Page 308
Customizing Your Pivot Table - Page 309
Customizing Your Pivot Table - Page 310
Customizing Your Pivot Table - Page 311
Customizing Your Pivot Table - Page 312
Customizing Your Pivot Table - Page 313
Customizing Your Pivot Table - Page 314
Customizing Your Pivot Table - Page 315
Customizing Your Pivot Table - Page 316
Customizing Your Pivot Table - Page 317
Customizing Your Pivot Table - Page 318
Customizing Your Pivot Table - Page 319
Examples of Filtering Your Data - Page 320
Examples of Filtering Your Data - Page 321
Examples of Filtering Your Data - Page 322
Examples of Filtering Your Data - Page 323
Examples of Filtering Your Data - Page 324
Examples of Filtering Your Data - Page 325
Examples of Filtering Your Data - Page 326
Examples of Filtering Your Data - Page 327
Examples of Filtering Your Data - Page 328
Chapter 15: Using Pivot Charts - Page 329
Chapter 15: Using Pivot Charts - Page 330
Chapter 15: Using Pivot Charts - Page 331
Chapter 15: Using Pivot Charts - Page 332
Chapter 15: Using Pivot Charts - Page 333
Chapter 15: Using Pivot Charts - Page 334
Chapter 15: Using Pivot Charts - Page 335
Chapter 15: Using Pivot Charts - Page 336
Chapter 15: Using Pivot Charts - Page 337
Chapter 15: Using Pivot Charts - Page 338
Chapter 15: Using Pivot Charts - Page 339
Chapter 15: Using Pivot Charts - Page 340
Chapter 15: Using Pivot Charts - Page 341
Alternatives to Pivot Charts - Page 342
Alternatives to Pivot Charts - Page 343
Alternatives to Pivot Charts - Page 344
Alternatives to Pivot Charts - Page 345
Alternatives to Pivot Charts - Page 346
Chapter 16: Adding Interactivity with Slicers - Page 347
Chapter 16: Adding Interactivity with Slicers - Page 348
Creating a Standard Slicer - Page 349
Creating a Standard Slicer - Page 350
Creating a Standard Slicer - Page 351
Creating a Standard Slicer - Page 352
Creating a Standard Slicer - Page 353
Creating a Standard Slicer - Page 354
Creating a Timeline Slicer - Page 355
Creating a Timeline Slicer - Page 356
Using Slicers as Form Controls - Page 357
Using Slicers as Form Controls - Page 358
Using Slicers as Form Controls - Page 359
Using Slicers as Form Controls - Page 360
Chapter 17: Using the Internal Data Model and Power View - Page 361
Understanding the Internal Data Model - Page 362
Understanding the Internal Data Model - Page 363
Understanding the Internal Data Model - Page 364
Understanding the Internal Data Model - Page 365
Understanding the Internal Data Model - Page 366
Understanding the Internal Data Model - Page 367
Understanding the Internal Data Model - Page 368
Understanding the Internal Data Model - Page 369
Understanding the Internal Data Model - Page 370
Creating a Power View Dashboard - Page 371
Creating a Power View Dashboard - Page 372
Creating a Power View Dashboard - Page 373
Creating a Power View Dashboard - Page 374
Creating a Power View Dashboard - Page 375
Creating a Power View Dashboard - Page 376
Creating a Power View Dashboard - Page 377
Creating a Power View Dashboard - Page 378
Creating a Power View Dashboard - Page 379
Creating a Power View Dashboard - Page 380
Part V: Working with the Outside World - Page 381
Part V: Working with the Outside World - Page 382
Chapter 18: Integrating External Data into Excel Reporting - Page 383
Importing Data from Microsoft Access - Page 384
Importing Data from Microsoft Access - Page 385
Importing Data from Microsoft Access - Page 386
Importing Data from Microsoft Access - Page 387
Importing Data from Microsoft Access - Page 388
Importing Data from Microsoft Access - Page 389
Importing Data from SQL Server - Page 390
Importing Data from SQL Server - Page 391
Importing Data from SQL Server - Page 392
Passing Your Own SQL Statements to External Databases - Page 393
Passing Your Own SQL Statements to External Databases - Page 394
Passing Your Own SQL Statements to External Databases - Page 395
Passing Your Own SQL Statements to External Databases - Page 396
Passing Your Own SQL Statements to External Databases - Page 397
Passing Your Own SQL Statements to External Databases - Page 398
Chapter 19: Sharing Your Work with the Outside World - Page 399
Chapter 19: Sharing Your Work with the Outside World - Page 400
Chapter 19: Sharing Your Work with the Outside World - Page 401
Chapter 19: Sharing Your Work with the Outside World - Page 402
Chapter 19: Sharing Your Work with the Outside World - Page 403
Chapter 19: Sharing Your Work with the Outside World - Page 404
Chapter 19: Sharing Your Work with the Outside World - Page 405
Linking Your Excel Dashboards to PowerPoint - Page 406
Linking Your Excel Dashboards to PowerPoint - Page 407
Linking Your Excel Dashboards to PowerPoint - Page 408
Linking Your Excel Dashboards to PowerPoint - Page 409
Distributing Your Dashboards via a PDF - Page 410
Distributing Your Dashboards via a PDF - Page 411
Distributing Your Dashboards to SkyDrive - Page 412
Distributing Your Dashboards to SkyDrive - Page 413
Distributing Your Dashboards to SkyDrive - Page 414
Distributing Your Dashboards to SkyDrive - Page 415
Distributing Your Dashboards to SkyDrive - Page 416