Dashboards for Excel Deliver Critical Information and Insight at The Speed of a Click
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Dashboards for Excel Deliver Critical Information and Insight at The Speed of a Click

Dashboards for Excel Deliver Critical Information and Insight at The Speed of a Click by Jordan Goldmeier and Purnachandra Duggirala | PDF Free Download.

Authors of Dashboards for Excel PDF

Jordan Goldmeier

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 Duggirala

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. He lives in India and likes to travel, bicycle, and play with LEGOs in his free time.

Dashboards for Excel Contents

Part I: Dashboards and Data Visualization

  • Chapter 1: Introduction to Dashboard and Decision Support Development 
  • Chapter 2: A Critical View of Information Visualization 
  • Chapter 3: The Principles of Data Visualization in Microsoft Excel 
  • Chapter 4: The Excel Data Presentation Library

Part II: Excel Dashboard Design Tools and Concepts

  • Chapter 5: Getting Started: Thinking Outside the Cell 
  • Chapter 6: Visual Basic for Applications for Excel, a Refresher
  • Chapter 7: Avoiding Common Pitfalls in Development and Design 
  • Chapter 8: The Elements of Good Excel Dashboards and Decision

Part III: Formulas, Controls, and Charts 

  • Chapter 9: Introducing Formula Concepts
  • Chapter 10: Advanced Formula Concepts 
  • Chapter 11: Metrics: Performance and Context 
  • Chapter 12: Charts with Heart (or, How to Avoid a Chart Attack)
  • Chapter 13: Creating an Interactive Gantt Chart Dashboard 
  • Chapter 14: An Interactive Gantt Chart Dashboard, Data Visualization
  • Chapter 15: An Interactive Gantt Chart Dashboard, Data Details on Demand

Part IV: From User Interface to Presentation

  • Chapter 16: Working with Form Controls 
  • Chapter 17: Getting Input from Users 
  • Chapter 18: Storage Patterns for User Input 
  • Chapter 19: Building for Sensitivity Analysis
  • Chapter 20: Perfecting the Presentation 

Part V: Data Models, PowerPivot, and Power Query

  • Chapter 21: Data Model Capabilities of Excel 2013
  • Chapter 22: Advanced Modeling with Slicers, Filters, and Pivot Tables
  • Chapter 23: Introduction to Power Query
  • Chapter 24: Introduction to PowerPivot

Introduction to Dashboards for Excel eBook

This Dashboards for Excel PDF book will challenge you to think differently about Excel. It will challenge you to think outside the cell. Most of us are not used to thinking differently about Excel. We’re used to viewing Excel as a one-dimensional platform with a fixed set of capabilities.

This myopic view has caused us to build dashboards and models, a not-so-small-number of which are perceived as being slow and clunky. Some have even accepted “slow and clunky” as the compromise to building dashboards in Excel. But it doesn’t have to be this way.

You can create intuitive, interactive data and analytics applications in Excel without sacrificing speed and utility if you are know-how.

This Dashboards for Excel PDF book will teach you how. But it won’t happen through a series of clicks or rote memorization. Indeed, memorizing everything in this Dashboards for Excel PDF book will likely not help you. To master the techniques in this Dashboards for Excel PDF book, you must learn to think creatively and differently.

You must be willing and perhaps even courageous to challenge Excel’s perceived limitations. You must be able to extend focused examples into your own work, adapting them to new scenarios and different problems.

Luckily, as an analyst and a professional, you likely already have the creative gene to get the job done. This Dashboards for Excel PDFbook will show you how to apply it to Excel dashboards and development.

What to Expect

Here’s what you should know. This is an intermediate to advanced-level book. We assume you are not a novice to Excel formulas and have some degree of experience with Visual Basic for Applications programming, even if it’s just the macro recorder.

If you are open to learning new things, this dashboard for Excel eBook will teach you. Remember, the most important skill is being able to think about problems differently.

Chances are you already do. This Dashboards for Excel eBook will not help you pick the correct metrics for your dashboards, but it will help you present them in the best way possible.

This is not a book dedicated to pivot tables, VBA, or formulas but rather to how you can use them appropriately, and sometimes counterintuitively, to create engaging and meaningful analytical tools. Much of this book will focus on reverse engineering complete designs.

There are many reasons we chose to present examples in this way. For one, we want to establish the use of reusable components.

We’ll go into reusable components later in the book, but for now, you can understand them as collections of formulas, charts, form controls, and other Excel features that allow you to repeat and implement similar design patterns across different scenarios and applications.

By reverse-engineering completed work, you’ll see that most applications in Excel share very similar constructions that are easy to build and ready to be reused in different products. More important, however, is that real-life rarely allows you to start from scratch.

More often than not, you look to the work of others for both guidance and inspiration. Perhaps you are taking over a dashboard designed by your predecessor. Or, maybe you’re adapting the solution you found on an Excel forum after an Internet search.

Whatever the reasons, being a good developer requires that you know how to read, understand, apply, and adapt the work of others.

How to take a small concept and apply its lessons across a range of other scenarios is a skill worth developing in its own right, and to the extent possible, this book will challenge you to do just that.

It’s not enough to be good at Excel development; you must learn to think like a developer. This is how Excel can transcend their unfounded reputation.

How This Dashboards for Excel PDF Book Is Laid Out

These Dashboards for Excel eBook is split into five parts

  • Part I, “Dashboards and Data Visualization”
  • Part II, “Excel Dashboard Design Tools and Concepts”
  • Part III, “Formulas, Controls, and Charts”
  • Part IV, “From User Interface to Presentation”
  • Part V, “Data Models, PowerPivot, and Power Query”

Part I introduces what it takes to make an awesome Excel application: good development practices, good data visualization principles, and thinking outside the cell. “Thinking outside the cell” refers to when and how you can use Excel differently.

We also review dashboards, explaining how some are successful and why many are not. Finally, we cover data visualization principles so you can understand the best ways to present your data on your dashboards and decision support systems.

Part II explains what’s required to build and design a dashboard in Excel. Specifically, we’ll focus on what to do and what not to do, while applying the data visualization principles outlined in Part I. Moreover, we’ll walk you through how this book uses VBA and formulas differently than you might be used to.

Part II is filled with new ways to use Excel features you might already be familiar with, such as form controls and shapes.

Part III will investigate a Gantt chart dashboard used for workforce planning. This part will apply much of what was presented in Part II to implement a fully functional dashboard system with visual and interactive elements.

Part IV will investigate how to build a decision support system used to investigate different healthcare systems across different countries.

The chapters in this part will go through taking in user input, storing the input in a back-end database, and displaying the final results to the user.

This part also introduces some easily implemented analytics techniques from the field of management science.

Part V was written by Purnachandra, a.k.a. Chandoo and he shows how many of Excel’s new features can help build dashboards similar to those presented in the first four parts.

These features include data models, slicers, and PowerPivot and Power Query. These new features make up the new Microsoft Power Business Intelligence platform.

Above all, this book will focus on thinking creatively. It will focus on showing you how to hone your skills as an analyst to use Excel to create work that will astound your boss and colleagues. Most of all, this book is about helping you take your Excel skills to the next level.

This Dashboards for Excel PDF book is a journey, and you’re just at the beginning. The road ahead is long, and the challenges are formidable but well within your grasp if you keep at it.

Good luck on your journey. I know it will be a good one.

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