Dashboards for Excel

  • 6h 34m
  • Jordan Goldmeier, Purnachandra Duggirala
  • Apress
  • 2015

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

About the Authors

Jordan Goldmeier is an internationally recognized analytics professional and data visualization expert, author, speaker, and CEO. He is the owner of Cambia Factor, a data consulting agency, and a talent analyst for Ernst & Young. He is the author of Advanced Excel Essentials, a book on developing advanced analytics with Excel. He has consulted with and provided training for NATO Training Mission, the Pentagon, Air Force and Navy, Financial Times, University of Cincinnati, and others. His work has been cited by and quoted in the Associated Press, Bloomberg BusinessWeek, Dice News, and American Express OPEN Forum. He has held the prestigious MVP award from Microsoft since 2013 and is an owner and producer of Excel.TV, an online community devoted to sharing the stories, setbacks, and lessons from experts and practitioners in Excel, business intelligence, big data, and analytics.

Purnachandra "Chandoo" Duggirala is an author, speaker, blogger, teacher, and CEO. He is the creator of one of the most popular Excel and data analytics blogs, Chandoo.org, where he helps people become awesome in Excel. He is the author of The VLOOKUP Book, a book on various lookup formulas in Excel. He has worked as a consultant and trainer for many reputed organizations around the world, including Microsoft, KPMG, CapGemini, Novartis, and so on. He has held the prestigious MVP award from Microsoft since 2009.

In this Book

  • Introduction to Dashboard and Decision Support Development
  • A Critical View of Information Visualization
  • The Principles of Data Visualization in Microsoft Excel
  • The Excel Data Presentation Library
  • Getting Started: Thinking Outside the Cell
  • Visual Basic for Applications for Excel, a Refresher
  • Avoiding Common Pitfalls in Development and Design
  • The Elements of Good Excel Dashboards and Decision Support Systems
  • Introducing Formula Concepts
  • Advanced Formula Concepts
  • Metrics: Performance and Context
  • Charts with Heart (or, How to Avoid a Chart Attack)
  • Creating an Interactive Gantt Chart Dashboard
  • An Interactive Gantt Chart Dashboard, Data Visualization
  • An Interactive Gantt Chart Dashboard, Data Details on Demand
  • Working with Form Controls
  • Getting Input from Users
  • Storage Patterns for User Input
  • Building for Sensitivity Analysis
  • Perfecting the Presentation
  • Data Model Capabilities of Excel 2013
  • Advanced Modeling with Slicers, Filters, and Pivot Tables
  • Introduction to Power Query
  • Introduction to PowerPivot
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