Data Visualization with Excel Dashboards and Reports

Book Description

Large corporations like IBM and Oracle are using Excel dashboards and reports as a Business Intelligence tool, and many other smaller businesses are looking to these tools in order to cut costs for budgetary reasons. An effective analyst not only has to have the technical skills to use Excel in a productive manner but must be able to synthesize data into a story, and then present that story in the most impactful way. Microsoft shows its recognition of this with Excel. In Excel, there is a major focus on business intelligence and visualization. Data Visualization with Excel Dashboards and Reports fills the gap between handling data and synthesizing data into meaningful reports. This title will show readers how to think about their data in ways other than columns and rows.

Most Excel books do a nice job discussing the individual functions and tools that can be used to create an “Excel Report”. Titles on Excel charts, Excel pivot tables, and other books that focus on “Tips and Tricks” are useful in their own right; however they don’t hit the mark for most data analysts. The primary reason these titles miss the mark is they are too focused on the mechanical aspects of building a chart, creating a pivot table, or other functionality. They don’t offer these topics in the broader picture by showing how to present and report data in the most effective way.

What are the most meaningful ways to show trending? How do you show relationships in data? When is showing variances more valuable than showing actual data values? How do you deal with outliers? How do you bucket data in the most meaningful way? How do you show impossible amounts of data without inundating your audience? In Data Visualization with Excel Reports and Dashboards, readers will get answers to all of these questions. Part technical manual, part analytical guidebook; this title will help Excel users go from reporting data with simple tables full of dull numbers, to creating hi-impact reports and dashboards that will wow management both visually and substantively. This book offers a comprehensive review of a wide array of technical and analytical concepts that will help users create meaningful reports and dashboards.

After reading this book, the reader will be able to:

• Analyze large amounts of data and report their data in a meaningful way
• Get better visibility into data from different perspectives
• Quickly slice data into various views on the fly
• Automate redundant reporting and analyses
• Create impressive dashboards and What-If analyses
• Understand the fundamentals of effective visualization
• Visualize performance comparisons
• Visualize changes and trends over time

Table of contents

Part I: Display Data on a Dashboard
CHAPTER 1: Dashboard Basics
CHAPTER 2: Dashboard Case Studies
CHAPTER 3: Organizing Data for Dashboards

Part II: Visualization Primer
CHAPTER 4: The Fundamentals of Effective Visualization
CHAPTER 5: Non-chart Visualizations
CHAPTER 6: Using Shapes to Create Infographics

Part III: Tell a Story with Visualization
CHAPTER 7: Visualizing Performance Comparisons
CHAPTER 8: Visualizing Parts of a Whole
CHAPTER 9: Visualizing Changes Over Time

About The Author

Dick Kusleika

Dick Kusleika has been helping users get the most out of Microsoft Office products for more than twenty-five years through online forums, blogging, books, and conferences.