Free PDF Excel Dashboards and Reports
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Excel Dashboards and Reports
Free PDF Excel Dashboards and Reports
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From the Back Cover
Create versatile, engaging dashboards with Excel Organizations are hungry for data-driven insights, and the need to turn large amounts of data into meaningful information has made building effective dashboards and reports more important than ever. As one of the most powerful and commonly used business tools, Excel is an ideal platform for synthesizing complex data into clear and effective reporting. This book provides you with the technical know-how to move from reporting your data with simple tables full of dull numbers to creating meaningful and appealing reporting solutions that will wow an audience. You'll learn to analyze large amounts of data, present the results, add interactive controls, design eye-catching visualizations, and connect to external data sources with this one-of-a-kind Excel guide. Let Mr. Spreadsheet show you how to: Effectively analyze and present large volumes of data Create eye-catching visualizations Improve data visibility from different perspectives Add interactivity to slice data into various views on the fly Connect to external data sources
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About the Author
Michael Alexander is a Microsoft MVP who has written several books on advanced business analysis with Access and Excel, including 101 Ready-To-Use Excel Macros and the Access 2013 Bible. A consultant and developer, he offers workshops and webinars through www.datapigtechnologies.com. John Walkenbach, aka Mr. Spreadsheet, has written hundreds of articles and over 50 books, including multiple editions of the bestselling Excel Bible. He also created the award-winning Power Utility Pak.
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Product details
Paperback: 432 pages
Publisher: Wiley; 2 edition (May 28, 2013)
Language: English
ISBN-10: 9781118490426
ISBN-13: 978-1118490426
ASIN: 1118490428
Product Dimensions:
7.3 x 1.1 x 9 inches
Shipping Weight: 1.4 pounds (View shipping rates and policies)
Average Customer Review:
4.3 out of 5 stars
77 customer reviews
Amazon Best Sellers Rank:
#209,242 in Books (See Top 100 in Books)
I picked up this book because I'm building a client dashboard for my company. I was looking for techniques specific to building dashboards in Excel. What I got was a lot of information on building charts and pivot tables.I'm pulling data directly from a SQL Server database into an Excel workbook that is our client dashboard, so I'm not exactly a novice user. As advanced as I am at data extraction and automation, I could use some direction on properly setting up a dashboard in Excel. What are some ways of laying out data in a visually pleasing way? How many tabs of data is too many? What are some pleasing color schemes? I've run into "hiccups" while protecting the tab names, so are there better techniques for that? What's a good way to present a user with a "preferences" tab? Basically, I'm looking for as many tips and tricks as I can find for creating a dashboard in Excel.Unfortunately, and in spite of the title, the book doesn't spend a lot of time talking about dashboard design.There are books out there specializing in dashboards. I was hoping for something like that with Excel in mind. I didn't even mind it rehashing basic Excel knowledge if it showed it in a dashboard-specific way. Instead, only 41 pages talk about dashboards, and much of that is beginner stuff. What is a dashboard? Creating a dashboard data model. Stripping unnecessary elements out of charts. For beginners, this is good stuff. For an advanced user, there are still some good bits. The map on page 22 showing the most important parts of the screen is informative, for instance. The "data model" section was excellent vindication that I had blundered into doing it the right way.Out of those 41 pages, 9 pages were spent on the VLOOKUP, HLOOKUP, CHOOSE, and SUMPRODUCT functions. Another 3 dealt with cell ranges and tables. Some of the other information was of dubious worth. The suggestion that you strip unneeded elements out of charts was good advice, but the example chart -- with the grid lines removed, and thus a disturbing lack of scale -- argued against that advice.The next 128 pages are an introduction to creating charts in Excel, with nothing more than lip service paid to the "dashboard" concept. Another 57 pages are spent on creating pivot tables and pivot charts. Then, 13 pages discuss Excel 2010 "sparklines" and 18 pages on miscellaneous charting techniques. Pages 279 to 336 are supposedly "dashboard" specific, but cover things like entering drop down lists, adding trend lines, setting axis starting values, etc.It's all interesting information that a novice would welcome, and it would do wonders to spruce up any chart. It's just not in any way specific to a dashboard. It looks a lot like a general Excel charting and pivot table book that was repackaged with a hot buzzword to generate sales.The book's title has the word "reports" in it. Apparently by "reports" it really means pivot tables. There are no real "reporting" techniques covered. My own favorite technique -- setting all of a worksheet's columns to be very narrow and then merging cells to position the information exactly where I want it -- isn't mentioned. Neither is dynamically changing print headings and print areas in macros.The macro section is very, very basic. It is little more than "here's how you use the macro recorder". There isn't even any mention of how you can password your macro projects so that no one can see your code (which is important if you're using macros to pull data from an outside source via SQL Server). There is some small consideration given to passwording the workbook in general, and pulling data from Microsoft Access, but it's all very rudimentary. This book will leave you copying and pasting if the data comes from, say, a SQL server table.The pages are not exactly dense. There is lots of white space, lots of table and screen capture examples, and each chapter starts with 2 to 3 "dead" pages due to layout. (There are 17 chapters.) It's easy to read and find information, with a thorough index.This is a worthwhile book if you know only the basics of Excel and you want to take the leap into charts and pivot tables. For that reason, and for a few of the interesting bits of information I gleaned (like the data model and the new sparkline feature in Excel 2010) I give this book 3 stars. I think I'm being generous.Only in the smallest of companies would someone who found this book eye opening be handed a dashboard project. If you're in such a predicament, I recommend picking up Stephen Few's "Information Dashboard Design" and getting a book dedicated to Excel charts instead of purchasing this.
It is a good book but is too basic. The title is about dashboard and reports. However, it does not talk a lot about how to design a better chart, for example, for a dashboard. Instead, it talks about some general knowledge which is good for beginners.
I liked the examples and tips the authors shared about building a dashboard. Some of the more effective tips were around building a data model using a three-stage process: (1) raw data; (2) staging table (analysis); and (3) presentation. Step two was the most helpful since it shows you how to stage your data using formulas and functions. I highlighted and bookmarked several passages from the book. It's THAT good.
This was a really good book. I recently reentered the business analysis field and knew that dashboards/reports would be a major part of my daily routine. Reading this book prior to my first day on the job was a HUGE help. It covers everything one needs to know about charts, pivot tables, data modeling as well as dashboard design. It is ripe with examples and and application.
I'm going to review this now and hopefully remember to come back in another month or so after I've read the entire thing and look at some of the problems. I'm about 100 pages in right now and am giving it a 4 star review. It's a very nice book, well written, follows Tufte's paradigm of less is more. Almost looks like a copy of what I'd imagine Dashboarding for Dummies in Excel would look. 100 pages in, I'd say that this book is probably more for a beginner to a novice with some Excel experience. With that said, it's packed with many awesome charting examples that would make great references for anyone not that familiar with Excel or Dashboarding. You can use the examples to quickly create nice charts and graphs.I should state that I have a BBA and a CIS major, took Office and Advanced Excel in Business College, graduated 10 years ago. I haven't used Excel on a regular basis and never considered myself an expert in charting. I am a data programmer, work with databases and support Enterprise software. I've read much material on dashboarding over the last month.I have a high profile dashboarding project that I've undertaken at work. This book has given me some good insight into dashboarding paradigms, some good examples of clean graphs/charts so far. It's also given me a good understanding of the data underneath the chart. How to get the data setup for dashboarding. Setting up areas in the spreadsheet that are dynamic table areas which rely on more raw data placed in the spreadsheet. Connecting the dynamic areas to a particular graph on the dashboard. Ultimately I will use a product that will initially have Excel as it's foundation but will migrate into a relationship database over the next couple years.After consuming the contents of this book, will make the best effort to return and give some overall feedback of the book. For the price, it makes a great reference book and I don't regret buying the book.
If you know a bit about Excel then this book is very accessible and an easy read. I enjoyed going through it in a week. The only weak spot is that the workbook examples are not downloadable under the in the book indicated address; one has to search a bit the publishers pages to find them. Not too difficult, but be aware.
I've used Excel since around 1990, when it was in Version 3. Also, I currently teach Excel on a college level. Despite my background, I learned many wonderful techniques, thanks to this book!
I have chosen this book because I am interested in learning about dashboards, but it is only limited to how to deal with charts which can be known by anyone who has a bit of skills in Excel, also to have black and white pages while it is clear the book has coloured pages it is disappointing
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