Excel 2013 Dashboard Design [Video]

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Excel 2013 Dashboard Design [Video]

Tony Kau

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Create stunning and fully interactive data visualizations in Excel 2013
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Video Details

ISBN 139781849696388
Course Length2 hours and 32 mins

Video Description

As businesses collect increasing amounts of vital data, the need for an effective and intuitive interface increases every day. Excel 2013 is a natural tool to handle these business intelligence projects because you’re working in a familiar environment and harnessing Microsoft’s powerful enterprise-level software. This video course provides you with all the information you need to know to create a fully interactive dashboard, making you invaluable to your organization.

Excel 2013 Dashboard Design will show you how to turn your organization’s data into a powerful and interactive dashboard. By learning these easy-to-implement, advanced techniques, you can impress and empower the decision-makers in your organization, making you an irreplaceable asset.

Excel 2013 Dashboard Design begins by creating a vision for the dashboard with the help of stakeholders, and then moves on to gathering the data and building each element of the dashboard. The course ends with comparing distribution strategies appropriate for every size and type of organization.

The first section, Outputs and Inputs, covers the strategic aspects of planning your finished product and bringing in all of the necessary data from your database or Excel workbook. We then explore PowerPivot, a powerful bridge between your raw data and Excel. PivotTables will help us slice our data in a flexible manner, and Charts give us at-a-glance comprehension of important metrics and trends. Stylizing and Interactivity enhance the user experience and present the information in a manageable format. Publication can be problematic without proper planning, but we’ll cover the most effective ways to distribute your dashboard to any type or size of audience.

Excel 2013 Dashboard Design will guide you through your entire project, start to finish, covering every part of the process in depth. Since you’ll not only learn how to do each task, but also why it would be beneficial for you, you’ll be able to easily translate your learning into your own dashboard design project.

Style and Approach

Packt video courses are designed to cover the breadth of the topic in short, hands-on, task-based videos. Each course is divided into short manageable sections, so you can watch the whole thing or jump to the bit you need. The focus is on practical instructions and screencasts showing you how to get the job done.

In this course, every step is demonstrated on-screen and explained practically, so you can effectively apply the techniques to your own projects. Learning the “why” behind each task is the key to being able to implement what you learn, and this is emphasized with every stride along the way

Table of Contents

Dashboard Outputs and Inputs
Beginning with the End in Mind
Empowering your Audience
Connecting to MS Access
Connecting to MS SQL Server
Using data in your Excel Sheet
Implementing PowerPivot
Importing Data into PowerPivot
Adding Data from Excel to PowerPivot
PowerPivot Relationships and Hierarchy
Creating Calculated Fields
Implementing KPIs
Working with PivotTables
Constructing PivotTables (part 1)
Constructing PivotTables (part 2)
PivotTable Formatting and Options
PivotTable Design and Layout
Adding a Calculated Field and KPI
Constructing Your Framework
Creating a PivotChart
Customizing a PivotChart
Creating a Combo Chart
Customizing a Combo Chart
Creating Text-highlight Cells
Stylizing Your Data
Formatting the Dashboard Sheet
Referencing a PivotTable
Conditional Formatting
Implementing Sparklines
Enhancing Sparklines using Named Ranges
Adding Interactivity
Implementing Slicers
Customizing Slicers
Employing Timelines
Utilizing Hyperlinks
Utilizing Power View
Creating a Power View
Creating Drill-downs in Power View
Using Filters in Power View
Implementing Tiles in Power View
Visualizing Multiples in Power View
Publishing Your Dashboard
Cleaning Up and Locking Down
Backwards Compatibility and SharePoint Distribution
Sharing on Microsoft SkyDrive
Publishing on Office 365 SharePoint
Printing and Exporting to PDF

What You Will Learn

  • Master the dashboard planning and design process by incorporating feedback from your audience, setting yourself up for success
  • Import data from your SQL or Access Database, or another spreadsheet, so that you can utilize all the relevant data in your dashboard
  • Implement PowerPivot as a flexible aggregation point for all your data, creating a bridge between Excel and your data sources
  • Utilize PivotTables to aggregate, slice, and present data exactly how your audience needs to see it
  • Deploy PivotCharts to effectively illustrate trends and metrics to your audience
  • Stylize and enhance your dashboard with conditional formatting and SparkLines to quickly communicate KPIs to your stakeholders
  • Add interactive features that put your audience in control of the data that they see, allowing them to drill down and focus on what is important to them
  • Quickly create a sleek and powerful dashboard using the new Power View feature
  • Explore the publishing options for your dashboard and deploy it using the most effective medium for your audience

Authors

Screenshots

Table of Contents

Dashboard Outputs and Inputs
Beginning with the End in Mind
Empowering your Audience
Connecting to MS Access
Connecting to MS SQL Server
Using data in your Excel Sheet
Implementing PowerPivot
Importing Data into PowerPivot
Adding Data from Excel to PowerPivot
PowerPivot Relationships and Hierarchy
Creating Calculated Fields
Implementing KPIs
Working with PivotTables
Constructing PivotTables (part 1)
Constructing PivotTables (part 2)
PivotTable Formatting and Options
PivotTable Design and Layout
Adding a Calculated Field and KPI
Constructing Your Framework
Creating a PivotChart
Customizing a PivotChart
Creating a Combo Chart
Customizing a Combo Chart
Creating Text-highlight Cells
Stylizing Your Data
Formatting the Dashboard Sheet
Referencing a PivotTable
Conditional Formatting
Implementing Sparklines
Enhancing Sparklines using Named Ranges
Adding Interactivity
Implementing Slicers
Customizing Slicers
Employing Timelines
Utilizing Hyperlinks
Utilizing Power View
Creating a Power View
Creating Drill-downs in Power View
Using Filters in Power View
Implementing Tiles in Power View
Visualizing Multiples in Power View
Publishing Your Dashboard
Cleaning Up and Locking Down
Backwards Compatibility and SharePoint Distribution
Sharing on Microsoft SkyDrive
Publishing on Office 365 SharePoint
Printing and Exporting to PDF

Video Details

ISBN 139781849696388
Course Length2 hours and 32 mins
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