Produktbild: Data Visualization with Excel Dashboards and Reports

Data Visualization with Excel Dashboards and Reports

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Beschreibung

Produktdetails

Einband

Taschenbuch

Erscheinungsdatum

17.02.2021

Verlag

John Wiley & Sons

Seitenzahl

352

Maße (L/B/H)

23,1/18,5/1,9 cm

Gewicht

584 g

Auflage

1. Auflage

Sprache

Englisch

ISBN

978-1-119-69872-2

Beschreibung

Produktdetails

Einband

Taschenbuch

Erscheinungsdatum

17.02.2021

Verlag

John Wiley & Sons

Seitenzahl

352

Maße (L/B/H)

23,1/18,5/1,9 cm

Gewicht

584 g

Auflage

1. Auflage

Sprache

Englisch

ISBN

978-1-119-69872-2

Herstelleradresse

Libri GmbH
Europaallee 1
36244 Bad Hersfeld
DE

Email: gpsr@libri.de

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  • Produktbild: Data Visualization with Excel Dashboards and Reports
  • Introduction xxi

    Part I Display Data on a Dashboard 1

    Chapter 1 Dashboard Basics 3

    Determining When to Use a Dashboard 3

    What Is a Dashboard? 5

    Key Performance Indicators 6

    Establishing User Requirements 6

    Types of End Users 7

    Assembling the Data 8

    PivotTables 8

    The GETPIVOTDATA Worksheet Function 13

    Worksheet Functions 14

    The VLOOKUP Function 14

    The XLOOKUP Function 15

    The INDEX and MATCH Functions 16

    The SUMPRODUCT Function 17

    Array Formulas 19

    Tables 20

    Structured Table Referencing 23

    Text to Columns 24

    Removing Duplicates 26

    Building the Dashboard 28

    Organizing Elements 28

    Varying Elements 30

    Showing Trends 31

    Formatting the Dashboard 33

    Number Formats 36

    Chapter 2 Dashboard Case Studies 39

    Monitoring Progress 39

    Case Study: Monitoring a Software Project 40

    Planning and Layout 40

    Collecting the Data 42

    Building the Visual Elements 43

    Laying Out the Dashboard 54

    Displaying Key Performance Indicators 55

    Case Study: Human Resources KPIs 55

    Planning and Layout 56

    Collecting the Data 57

    Building the Visual Elements 58

    Laying Out the Dashboard 69

    Reporting Financial Information 72

    Case Study: Financial Information and Ratios 72

    Planning and Layout 72

    Collecting the Data 73

    Building the Visual Elements 75

    Laying Out the Dashboard 83

    Chapter 3 Organizing Data for Dashboards 87

    Separating Data Layers 87

    Source Data Layer 89

    Staging and Analysis Layer 90

    Presentation Layer 91

    Working with External Data 92

    Power Query vs. Power Pivot 92

    Text Files 92

    Excel Files 98

    Access Databases 105

    SQL Server Databases 111

    Transforming Data in Power Query 114

    Managing Columns and Rows 116

    Transforming Columns 119

    Transforming Data Types 119

    Transforming Numbers 121

    Splitting Columns 123

    Part II Visualization Primer 127

    Chapter 4 The Fundamentals of Eff ective Visualization 129

    Creating an Effective Visualization 129

    Keep It to a Single Screen 130

    Make It Attractive 131

    Tell the Story Quickly 131

    Make the Story Consistent with the Data 133

    Choose the Proper Chart 135

    Driving Meaning with Color 137

    How to Use Color 137

    Varying Color as Data Values Vary 137

    Using Sharp Contrast to Highlight Data 138

    Grouping Data with Color 139

    Tips on Color Use 140

    Use White Space 140

    Use a Simple Color Pallet 141

    Use Colors That Are Consistent with the Data 141

    Use Enough Contrast 141

    Use Non-data Pixels When Necessary 142

    Focusing Attention on Text 142

    Fonts 142

    Legends 143

    Axes 144

    Data Labels 145

    Showing Insights with Charts 146

    Comparisons 146

    Compositions 147

    Relationships 149

    Chapter 5 Non-chart Visualizations 151

    Understanding Custom Number Formats 151

    The Four Sections of a Format 152

    Special Characters 153

    Digit Placeholders 153

    Commas and Periods 154

    Text 154

    Underscore 155

    Asterisk 156

    Escaping Special Characters 156

    The Accounting Number Format 156

    Date and Time Formats 158

    Conditional Custom Number Formats 159

    Using Icons 160

    Color Scales 160

    Data Bars 165

    Icon Sets 167

    Creating Sparklines 170

    Types of Sparklines 170

    Creating a Sparkline 171

    Sparkline Groups 172

    Customize a Sparkline 172

    Changing the Source Data 173

    Changing the Color and Thickness 174

    Adjusting the Axis 175

    Chapter 6 Using Shapes to