This book takes a hands-on approach to developing dashboards, from instructing users on advanced Excel techniques to addressing dashboard pitfalls common in the real world. Dashboards for Excel is your key to creating informative, actionable, and interactive dashboards and decision support systems. Throughout the book, the reader is challenged to think about Excel and data analytics differently―that is, to think outside the cell. This book shows you how to create dashboards in Excel quickly and effectively.
In this book, you learn how to:
- Apply data visualization principles for more effective dashboards
- Employ dynamic charts and tables to create dashboards that are constantly up-to-date and providing fresh information
- Use understated yet powerful formulas for Excel development
- Apply advanced Excel techniques mixing formulas and Visual Basic for Applications (VBA) to create interactive dashboards
- Create dynamic systems for decision support in your organization
- Avoid common problems in Excel development and dashboard creation
- Get started with the Excel data model, PowerPivot, and Power Query
Table of contents
Part I: Dashboards and Data Visualization Chapter 1: Introduction to Dashboard and Decision Support Development Chapter 2: A Critical View of Information Visualization Chapter 3: The Principles of Data Visualization in Microsoft Excel Chapter 4: The Excel Data Presentation Library Part II: Excel Dashboard Design Tools and Concepts Chapter 5: Getting Started: Thinking Outside the Cell Chapter 6: Visual Basic for Applications for Excel, a Refresher Chapter 7: Avoiding Common Pitfalls in Development and Design Chapter 8: The Elements of Good Excel Dashboards and Decision Support Systems Part III: Formulas, Controls, and Charts Chapter 9: Introducing Formula Concepts Chapter 10: Advanced Formula Concepts Chapter 11: Metrics: Performance and Context Chapter 12: Charts with Heart (or, How to Avoid a Chart Attack) Chapter 13: Creating an Interactive Gantt Chart Dashboard Chapter 14: An Interactive Gantt Chart Dashboard, Data Visualization Chapter 15: An Interactive Gantt Chart Dashboard, Data Details on Demand Part IV: From User Interface to Presentation Chapter 16: Working with Form Controls Chapter 17: Getting Input from Users Chapter 18: Storage Patterns for User Input Chapter 19: Building for Sensitivity Analysis Chapter 20: Perfecting the Presentation Part V: Data Models, PowerPivot, and Power Query Chapter 21: Data Model Capabilities of Excel 2013 Chapter 22: Advanced Modeling with Slicers, Filters, and Pivot Tables Chapter 23: Introduction to Power Query Chapter 24: Introduction to PowerPivot
About The Author
Jordan Goldmeier is a management consultant, author, educator, producer, and Microsoft MVP. He is the owner of Cambia Factor (www.cambiafactor.com), a data consulting agency, where he challenges companies and institutions to rethink how they collect, work with, and interpret data. He has provided spreadsheet-based decision support services to the NATO Training Mission in Afghanistan, the Pentagon, Navy, Air Force, and Army as well as training and consultation to private financial institutions in big data analytics and data visualization. Outside of work, Jordan is a producer for and host of Excel.TV, a web series educated to talking to and learning from Excel experts. Jordan also loves grilling, smoked meats, and all things BBQ. He lives in Dayton, Ohio with his wife.