MODULE 1: INTRODUCING DASHBOARDS
- What Are Dashboards and Reports?
- Establish the User Requirements
- A Quick Look at Dashboard Design Principles
MODULE 2: TABLE DESIGN BEST PRACTICES
- Table Design Principles
- Enhancing Reporting with Custom Number Formatting
MODULE 3: USING EXCEL SPARKLINES
- Understanding Sparklines
- Applying Sparklines
- Creating Sparklines
- Customizing Sparklines
MODULE 4: CHARTLESS VISUALIZATION TECHNIQUES
- Enhancing Reports with Conditional Formatting
- Using Symbols to Enhance Reporting
- Using Excel’s Camera Tool
MODULE 5: EXCEL CHARTING FOR THE UNINITIATED
- How Excel Handles Charts
- Parts of a Chart
- Basic Steps for Creating a Chart
- Working with Charts
MODULE 6: WORKING WITH CHART SERIES
- Specifying the Data for Your Chart
- Adding a New Series to a Chart
- Adding a new series by copying a range
- Deleting a Chart Series
- Modifying the Data Range for a Chart Series
- Understanding Series Names
- Adjusting the Series Plot Order
- Charting a Non-contiguous Range
- Using Series on Different Sheets
- Handling Missing Data
- Controlling a Data Series by Hiding Data
- Unlinking a Chart Series from Its Data Range
- Working with Multiple Axes
MODULE 7: FORMATTING AND CUSTOMIZING CHARTS
- Chart Formatting Overview
- Adjusting Fills and Borders: General Procedures
- Formatting Chart Background Elements
- Formatting Chart Series
- Working with Chart Titles
- Working with Chart Axes
- Value axis versus category axis
- Value axis scales
- Using time-scale axes
- Creating a multiline category axis
- Removing axes
- Axis number formats
- Working with Gridlines
- Adding or removing gridlines
- Working with Data Labels
- Working with a Chart Data Table
MODULE 8: COMPONENTS THAT SHOW TRENDING
- Trending Dos and Don’ts
- Comparative Trending
- Emphasizing Periods of Time
- Other Trending Techniques
MODULE 9: COMPONENTS THAT GROUP DATA
- Listing Top and Bottom Values
- Using Histograms to Track Relationships and Frequency
- Emphasizing Top Values in Charts
MODULE 10: COMPONENTS THAT SHOW PERFORMANCE AGAINST A TARGET
- Showing Performance with Variances
- Showing Performance against Organizational Trends
- Using a Thermometer-Style Chart
- Using a Bullet Graph
- Showing Performance against a Target Range