Excel 2013 Dashboard Design – Packt Publishing

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Excel 2013 Dashboard Design

Create stunning and fully interactive data visualizations in Excel 2013

Create stunning and fully interactive data visualizations in Excel 2013

About This Video

Utilize your existing data and turn it into valuable business intelligence

Present key information with straightforward, eye-catching reports

Build highly interactive reports using some of the best new features in Excel 2013

Implementation of these techniques is made simple with this easy to follow, step by step guide

In Detail

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.

Course Curriculum

Dashboard Outputs and Inputs

• Beginning with the End in Mind (3:51)
• Empowering your Audience (5:11)
• Connecting to MS Access (3:10)
• Connecting to MS SQL Server (2:33)
• Using data in your Excel Sheet (2:14)

Implementing PowerPivot

• Importing Data into PowerPivot (3:20)
• Adding Data from Excel to PowerPivot (2:26)
• PowerPivot Relationships and Hierarchy (2:49)
• Creating Calculated Fields (4:15)
• Implementing KPIs (3:17)

Working with PivotTables

• Constructing PivotTables (part 1) (5:07)
• Constructing PivotTables (part 2) (4:36)
• PivotTable Formatting and Options (4:15)
• PivotTable Design and Layout (4:07)
• Adding a Calculated Field and KPI (4:01)

Constructing Your Framework

• Creating a PivotChart (3:32)
• Customizing a PivotChart (3:05)rt
• Creating a Combo Chart (4:55)
• Customizing a Combo Chart (5:41)
• Creating Text-highlight Cells (3:44)

Stylizing Your Data

• Formatting the Dashboard Sheet (5:17)t
• Referencing a PivotTable (4:47)
• Conditional Formatting (4:07)
• Implementing Sparklines (2:52)
• Enhancing Sparklines using Named Ranges (8:00)

Adding Interactivity

• Implementing Slicers (3:42)
• Customizing Slicers (4:42)
• Employing Timelines (5:15)
• Utilizing Hyperlinks (3:08)

Utilizing Power View

• Creating a Power View (3:46)
• Creating Drill-downs in Power View (2:48)t
• Using Filters in Power View (3:37)
• Implementing Tiles in Power View (2:35)
• Visualizing Multiples in Power View (3:02)

Publishing Your Dashboard

• Cleaning Up and Locking Down (6:32)
• Backwards Compatibility and SharePoint Distribution (3:08)
• Sharing on Microsoft SkyDrive (4:57)
• Publishing on Office 365 SharePoint (3:47)
• Printing and Exporting to PDF (4:33)