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Excel dashboards

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  1. 1. 01_620120-ffirs.indd ii7/27/10 11:47 PM
  2. 2. Excel Dashboards & Reports01_620120-ffirs.indd i7/27/10 11:47 PM
  3. 3. 01_620120-ffirs.indd ii7/27/10 11:47 PM
  4. 4. Excel Dashboards &Reports by Michael Alexander and John Walkenbach01_620120-ffirs.indd iii7/27/10 11:47 PM
  5. 5. Excel Dashboards & Reports Published by Wiley Publishing, Inc. 111 River Street Hoboken, NJ 07030-5774 www.wiley.com Copyright 2010 by Wiley Publishing, Inc., Indianapolis, Indiana Published by Wiley Publishing, Inc., Indianapolis, Indiana Published simultaneously in Canada No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, scanning or otherwise, except as permitted under Sections 107 or 108 of the 1976 United States Copyright Act, without either the prior written permission of the Publisher, or authorization through payment of the appropriate per-copy fee to the Copyright Clearance Center, 222 Rosewood Drive, Danvers, MA 01923, (978) 750-8400, fax (978) 646-8600. Requests to the Publisher for permission should be addressed to the Permissions Department, John Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030, (201) 7486011, fax (201) 748-6008, or online at http://www.wiley.com/go/permissions. Trademarks: Wiley, the Wiley Publishing logo, and Mr. Spreadsheets Bookshelf are trademarks or registered trademarks of John Wiley & Sons, Inc. and/or its affiliates in the United States and other countries, and may not be used without written permission. Microsoft and Excel are registered trademarks of Microsoft Corporation in the United States and/or other countries. All other trademarks are the property of their respective owners. Wiley Publishing, Inc. is not associated with any product or vendor mentioned in this book. LIMIT OF LIABILITY/DISCLAIMER OF WARRANTY: THE PUBLISHER AND THE AUTHOR MAKE NO REPRESENTATIONS OR WARRANTIES WITH RESPECT TO THE ACCURACY OR COMPLETENESS OF THE CONTENTS OF THIS WORK AND SPECIFICALLY DISCLAIM ALL WARRANTIES, INCLUDING WITHOUT LIMITATION WARRANTIES OF FITNESS FOR A PARTICULAR PURPOSE. NO WARRANTY MAY BE CREATED OR EXTENDED BY SALES OR PROMOTIONAL MATERIALS. THE ADVICE AND STRATEGIES CONTAINED HEREIN MAY NOT BE SUITABLE FOR EVERY SITUATION. THIS WORK IS SOLD WITH THE UNDERSTANDING THAT THE PUBLISHER IS NOT ENGAGED IN RENDERING LEGAL, ACCOUNTING, OR OTHER PROFESSIONAL SERVICES. IF PROFESSIONAL ASSISTANCE IS REQUIRED, THE SERVICES OF A COMPETENT PROFESSIONAL PERSON SHOULD BE SOUGHT. NEITHER THE PUBLISHER NOR THE AUTHOR SHALL BE LIABLE FOR DAMAGES ARISING HEREFROM. THE FACT THAT AN ORGANIZATION OR WEBSITE IS REFERRED TO IN THIS WORK AS A CITATION AND/OR A POTENTIAL SOURCE OF FURTHER INFORMATION DOES NOT MEAN THAT THE AUTHOR OR THE PUBLISHER ENDORSES THE INFORMATION THE ORGANIZATION OR WEBSITE MAY PROVIDE OR RECOMMENDATIONS IT MAY MAKE. FURTHER, READERS SHOULD BE AWARE THAT INTERNET WEBSITES LISTED IN THIS WORK MAY HAVE CHANGED OR DISAPPEARED BETWEEN WHEN THIS WORK WAS WRITTEN AND WHEN IT IS READ. FULFILLMENT OF EACH COUPON OFFER IS THE SOLE RESPONSIBILITY OF THE OFFEROR.For general information on our other products and services, please contact our Customer Care Department within the U.S. at 877-762-2974, outside the U.S. at 317-572-3993, or fax 317-572-4002. For technical support, please visit www.wiley.com/techsupport. Wiley also publishes its books in a variety of electronic formats. Some content that appears in print may not be available in electronic books. Library of Congress Control Number: 2010932452 ISBN: 978-0-470-62012-0 Manufactured in the United States of America 10 9 8 7 6 5 4 3 2 101_620120-ffirs.indd iv7/27/10 11:47 PM
  6. 6. About the Author Mike Alexander is a Microsoft Certified Application Developer (MCAD) and author of several books on advanced business analysis using Microsoft Access and Excel. He has more than 15 years experience consulting and developing Microsoft Office solutions. Michael has been named a Microsoft MVP for his ongoing contributions to the Excel community. In his spare time he runs a free tutorial site, www.datapigtechnologies.com, where he shares basic Access and Excel tips with the Office community. John Walkenbach is a leading authority on spreadsheet software, and principal of J-Walk and Associates Inc., a one-person consulting firm based in southern Arizona. John has received a Microsoft MVP award every year since 2000. Hes the author of more than 50 spreadsheet books, and has written more than 300 articles and reviews for a variety of publications, including PC World, InfoWorld, PC Magazine, Windows, and PC/Computing. John also maintains a popular Web site (The Spreadsheet Page, http://spreadsheetpage.com), and is the developer of several Excel utilities, including the Power Utility Pak, an award-winning add-in for Excel. John graduated from the University of Missouri, and earned a Masters and PhD from the University of Montana.01_620120-ffirs.indd v7/27/10 11:47 PM
  7. 7. About the Technical Editor Mike Talley works for K2 as a Program Manager. Prior to K2, he spent 8 years at Microsoft where he was a programming writer, beta lead, and support professional. While at Microsoft, he worked with product teams on supportability issues and wrote about InfoPath, SharePoint, and Excel. Hecurrently resides in Colorado with his wife, daughter, and two sons. You can reach him [email protected]_620120-ffirs.indd vi7/27/10 11:47 PM
  8. 8. Dedication This is dedicated to the fans of DataPigTechnologies.com . . . all twelve of you. Michael AlexanderAuthors Acknowledgments My deepest thanks to Katie Mohr and Susan Cohen, for all the hours of work put into making this book as clear as it can be. Thanks also to the brilliant team of professionals who helped bring this book to fruition. Finally, a special thank you goes to my family for putting up with all the time spent away on this project. Michael Alexander01_620120-ffirs.indd vii7/27/10 11:47 PM
  9. 9. Acquisitions, Editorial, and MediaDevelopmentComposition Services Project Coordinator: Sheree MontgomeryProject Editor: Susan B. CohenLayout and Graphics: Carrie A. CesaviceAcquisitions Editor: Katie Mohr Copy Editor: Susan B. CohenProofreaders: John Greenough, SusanHobbs, Lindsay LittrellTechnical Editor: Mike TalleyIndexer: BIM Indexing & Proofreading ServicesEditorial Manager: Jodi Jensen Editorial Assistant: Amanda Graham Sr. Editorial Assistant: Cherie CasePublishing and Editorial for Technology Dummies Richard Swadley, Vice President and Executive Group Publisher Andy Cummings, Vice President and Publisher Mary Bednarek, Executive Acquisitions Director Mary C. Corder, Editorial DirectorPublishing for Consumer Dummies Diane Graves Steele, Vice President and PublisherComposition Services Debbie Stailey, Director of Composition Services01_620120-ffirs.indd viii7/27/10 11:47 PM
  10. 10. Contents at a Glance Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1Part I: Moving from Spreadsheets toDashboards Chapter 1: Introducing Dashboards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Chapter 2: Developing Your Data Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29Part II: Excel Chart Basics Chapter 3: Introducing Excel Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55 Chapter 4: Understanding Chart Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75 Chapter 5: Working with Chart Series . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109 Chapter 6: Formatting and CustomizingCharts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .139Part III: Going Beyond Tablesand Charts Chapter 7: Using Pivot Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .187 Chapter 8: Using Pivot Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .221 Chapter 9: Using Excel Sparklines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245 Chapter 10: Chartless Visualization Techniques . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 259Part IV: Creating Advanced Dashboard Components Chapter 11: Components that ShowTrending . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 279 Chapter 12: Components that Group Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 305 Chapter 13: Components that ShowPerformance against a Target . . . . . . . . . . . . . . . . . . . . . . . . . . . 323Part V: Automating Your Dashboards and Reports Chapter 14: Macro-Charged Reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 339 Chapter 15: Adding Interactive Controlsto Your Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 355Part VI: Working with the Outside World Chapter 16: Importing Microsoft AccessData into Excel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 379 Chapter 17: Sharing Your Work with the Outside World . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 395 Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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