Search Results: excel-dashboards-and-reports

Excel Dashboards and Reports

Author: Michael Alexander,John Walkenbach

Publisher: John Wiley & Sons

ISBN: 9780470920732

Category: Computers

Page: 456

View: 4571

Excel Dashboards and Reports for Dummies

Author: Michael Alexander

Publisher: John Wiley & Sons

ISBN: 1119076773

Category: Computers

Page: 384

View: 676

Make the most of your data using the power of Excel When you think of data, do you think of endless rows and columns in spreadsheets? Excel Dashboards and Reports For Dummies, 3rd Edition shows you how to make the most of your data—and puts an end to mind-numbing spreadsheets by exploring new ways to conceptualize and present key information. There's often a gap between handling data and synthesizing it into meaningful reports, and this approachable text bridges this gap with quick and accessible information that answers key questions, like how to meaningfully capture data trends, how to show relationships in data, and when it's better to show variances than actual data values. As a leading spreadsheet application, Microsoft Excel is the go-to data software. This tool allows you to use dashboard reports that leverage gauges, maps, charts, sliders, and other visual elements to present complex data in a manner that's easy to understand. Using Excel dashboards effectively can improve your professional capabilities by leaps and bounds. Analyze and report on large amounts of data in a meaningful way Look at data from different perspectives, and better visualize the information you're presenting by quickly slicing data on the fly Automate redundant reporting and analysis functions, making your data analysis and reporting routine more efficient Create visualizations, dashboards, and what-if analyses that are as visually appealing as they are substantial Excel Dashboards and Reports For Dummies, 3rd Edition is a fantastic resource if you're looking to spice up your reporting!

Dashboards for Excel

Author: Jordan Goldmeier,Purnachandra Duggirala

Publisher: Apress

ISBN: 1430249455

Category: Computers

Page: 542

View: 1660

This book takes a hands-on approach to developing dashboards, from instructing users on advanced Excel techniques to addressing dashboard pitfalls common in the real world. Dashboards for Excel is your key to creating informative, actionable, and interactive dashboards and decision support systems. Throughout the book, the reader is challenged to think about Excel and data analytics differently—that is, to think outside the cell. This book shows you how to create dashboards in Excel quickly and effectively. In this book, you learn how to: Apply data visualization principles for more effective dashboards Employ dynamic charts and tables to create dashboards that are constantly up-to-date and providing fresh information Use understated yet powerful formulas for Excel development Apply advanced Excel techniques mixing formulas and Visual Basic for Applications (VBA) to create interactive dashboards Create dynamic systems for decision support in your organization Avoid common problems in Excel development and dashboard creation Get started with the Excel data model, PowerPivot, and Power Query

Dashboarding and Reporting with Power Pivot and Excel

How to Design and Create a Financial Dashboard with PowerPivot – End to End

Author: Kasper de Jonge

Publisher: Tickling Keys, Inc.

ISBN: 1615473394

Category: Computers

Page: 195

View: 8193

Microsoft’s revolutionary Power Pivot is a tool that allows users to create and transform data into reports and dashboards in new and much more powerful ways using the most-used analytical tool in the world: Excel. This book, written by a member of Microsoft’s Power Pivot team, provides a practical step by step guide on creating a financial dashboard. The book covers in detail how to combine and shape the relevant data, build the dashboard in Excel, providing layout and design tips and tricks, prepare the model to work with fiscal dates, and show values used in many financial reports, including year-to-date, variance-to-target, percentage-of-total, and running totals reports. Accessibly written, this book offers readers a practical, real-world scenario and can be used as a day-to-day reference. Though the guide focuses on Power Pivot for Excel 2010, a chapter that discusses Power View—compatible with Excel 2013— and Power BI is also included.

Balanced Scorecards and Operational Dashboards with Microsoft Excel

Author: Ron Person

Publisher: John Wiley & Sons

ISBN: 1118610849

Category: Computers

Page: 480

View: 9458

Learn to maintain and update scorecards and dashboards with Excel Balanced Scorecards and operational dashboards measure organizational performance and Microsoft Excel is the tool used worldwide to create these scorecards and dashboards. This book covers time-proven step-by-step processes on how to guide executive teams and managers in creating scorecards and dashboards. It then shows Excel developers how to create those scorecards and dashboards. This is the only book that converts theory into practice. The author addresses the people and processes you need to identify strategy and operational metrics and then implement them in dashboards in three versions of Excel. You'll learn how balanced scorecards help organizations translate strategy into action and the ways that performance dashboards enable managers monitor operations. Covers Excel 2010 back to Excel 2003 Shows how to develop consensus on strategy and operational plans with the executive teams Details steps in creating tactical action plans Gives step-by-step guidance in creating the most powerful management dashboards Puts over ten years of experience in one book Balanced Scorecards & Operational Dashboards with Microsoft Excel, Second Edition is the ultimate resource for enhancing your strategic and operational performance.

Microsoft Business Intelligence Tools for Excel Analysts

Author: Michael Alexander,Jared Decker,Bernard Wehbe

Publisher: John Wiley & Sons

ISBN: 1118821521

Category: Computers

Page: 384

View: 2919

Introduces business analysts to the toolset and reporting capabilities that can be used to source and incorporate large datasets in analytics, including PowerPivot, SQL Server, and SharePoint, covering such topics as how to move data between these tools,how to leverage relational databases, and creating visualizations and dashboards.

Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013

Author: Mark Polino

Publisher: Packt Publishing Ltd

ISBN: 1849689075

Category: Computers

Page: 268

View: 307

Follow real-life, step-by-step examples that provide the building blocks to build engaging dashboards. This practical guide is all about doing. Get your data, open up Excel, and go!You don't need to be an expert to get the most out of your Dynamics GP implementation and build great-looking, easily maintained dashboards using Microsoft Excel. If you have a working knowledge of Dynamics and Excel you'll be producing amazing dashboards in hours not days.

101 Ready-To-Use Excel Macros

Author: Michael Alexander

Publisher: John Wiley & Sons

ISBN: 1118330684

Category: Computers

Page: 336

View: 2459

Save time and be more productive with this helpful guide to Excel macros! While most books about Excel macros offer only minor examples, usually aimed at illustrating a particular topic, this invaluable resource provides you with the tools needed to efficiently and effectively program Excel macros immediately. Step-by-step instructions show you how to create VBA macros and explain how to customize your applications to look and work exactly as you want them to. By the end of the book, you will understand how each featured macro works, be able to reuse the macros included in the book and online, and modify the macro for personal use. Shows you how to solve common problems with the featured macros, even if you lack extensive programming knowledge Outlines a problem that needs to be solved and provides the actual Excel macro, as well as the downloadable code, to solve the problem Provides an explanation of how each macro works and where to use the macro With 101 Ready-to-Use Excel Macros, Microsoft MVP Michael Alexander helps you save time, automate tasks, and ultimately be more productive.

Excel 2007 Advanced Report Development

Author: Timothy Zapawa

Publisher: John Wiley & Sons

ISBN: 0470148012

Category: Computers

Page: 648

View: 4967

Create powerful, innovative reporting solutions with Excel 2007! With this new book, which is significantly updated from the bestselling Excel 2003 version, author Timothy Zapawa provides you with in-depth coverage of Excel 2007’s enhanced reporting capabilities. Discover what you can do with PivotTable and Spreadsheet reports, enhanced conditional formatting and filtering functions, improved data access and management tools, and expanded OLAP features. With notes, tips, warnings, real-world examples, and how-to videos in every chapter, you'll soon be an expert on Excel report development!

Building Dashboards with Microsoft Dynamics GP 2016

Author: Belinda Allen,Mark Polino

Publisher: Packt Publishing Ltd

ISBN: 1786464047

Category: Computers

Page: 354

View: 2637

Learn to build professional and powerful dashboards with Microsoft Dynamics GP and Excel About This Book This book provides a core foundation for you to understand the ever-changing Microsoft Power BI Through this book, you'll understand how data flows and is secured between Microsoft Dynamics GP and Microsoft Excel You'll see how to create amazing dashboards using various tools such as Excel 2016, Power BI, Jet Express, and more Who This Book Is For This book is geared up for analysts and accountants keen on building and maintaining professional dashboards with Microsoft Excel 2016 for Microsoft Dynamics GP 2016 data, and building financials with visuals using the New Jet Reports Express Tool for Dynamics GP. An introduction is provided for those who want to maintain dashboards in Microsoft Power BI. What You Will Learn Use GP Data in Excel 2016 in a meaningful way Build basic financial statements using Jet Reporting Express, including visualizations Understand the foundation of Power BI and its components Get and maintain data from Dynamics GP in Power BI Find out how to use the Power BI Query Editor (the Get and Transform feature in Excel 2016) Format basic visualizations to get better insights Understand Jet Reports Express, which is used to create basic financial statements Use the new Dynamics GP features, such as OData and adding Power BI tiles on the home page In Detail Microsoft Dynamics GP is a complete ERP solution that is extremely beneficial for small to midsize organizations in helping them grow exponentially. The book shows you in detail how to build great-looking dashboards with Microsoft Dynamics GP that enhance a company's decision-making processes. This guide will take you from the basics of setting up and deploying to creating secure, refreshable Excel reports. Using a whole host of tools available within Microsoft Dynamics GP and Excel, this tutorial will show you how to visualize your data using simple conditional formatting techniques and easy-to-read charts, and allow you to make your data interactive with slicers. We will also cover core topics such as Business Analyzer, Microsoft SQL Reporting services reports, BI360, and more. You will find out to use Power BI, share and refresh data and dashboards in Power BI, and use Power BI Query Editor. By the end of this book, you will have all the information required to build interactive dashboards using Dynamics GP. Style and approach The book takes a step-by-step approach and contains real-world examples that provide the building blocks to create engaging dashboards. This practical guide is all about doing. Get your data, open up Excel, and go!

Excel 2013 Charts and Graphs

Author: Bill Jelen

Publisher: Que Publishing

ISBN: 013325951X

Category: Computers

Page: 464

View: 312

Use Excel 2013’s radically revamped charting and graphing tools to communicate more clearly, powerfully, and quickly… so you drive your message home, and get the decisions and actions you’re looking for! This book reveals data visualization techniques you won’t find anywhere else and shows you how to use Excel 2013 to create designer-quality charts and graphs that stand out from the crowd. It will help you make the most of new features ranging from Power View to Recommended Charts, and instantly share your insights with anyone, anywhere–even on the Web and social networks. Learning advanced Excel techniques has never been easier. You’ll find simple, step-by-step instructions, real-world examples and case studies, and more than a dozen YouTube videos, straight from MrExcel! • Create stunning data visualizations instantly with Excel 2013’s new Recommended Charts • Use charts to instantly reveal trends, differences, and relationships • Map your data with Excel 2013, MapPoint, and the new GeoFlow add-in • Quickly generate combo charts that once required complex, frustrating procedures • Use sparklines to imbue worksheets with more context and insight • Highlight and clarify the meaning of data with DataBars, color scales, icon sets, and other conditional formatting tools • Post charts to Facebook, Twitter, or LinkedIn, directly from Excel • Build stock charts that help you make smarter investments • Solve “non-standard” problems such as noncontiguous data or custom data sequences • Generate new charts automatically with Excel VBA • Uncover visual tricks that people use to lie with Excel About MrExcel Library: Every book in the MrExcel Library pinpoints a specific set of crucial Excel tasks and presents focused skills and examples for performing them rapidly and effectively. Selected by Bill Jelen, Microsoft Excel MVP and mastermind behind the leading Excel solutions website MrExcel.com, these books will: • Dramatically increase your productivity–saving you 50 hours a year or more • Present proven, creative strategies for solving real-world problems • Show you how to get great results, no matter how much data you have • Help you avoid critical mistakes that even experienced users make

Project Management Metrics, KPIs, and Dashboards

A Guide to Measuring and Monitoring Project Performance

Author: Harold Kerzner

Publisher: John Wiley & Sons

ISBN: 1119427320

Category: Technology & Engineering

Page: 448

View: 4691

Harold Kerzner’s essential strategies on measuring project management performance With the growth of complex projects, stakeholder involvement, and advancements in visual-based technology, metrics and KPIs (key performance indicators) are key factors in evaluating project performance. Dashboard reporting systems provide accessible project performance data, and sharing this vital data in a concise and consistent manner is a key communication responsibility of all project managers. This third edition of Kerzner's groundbreaking work, Project Management Metrics, KPIs, and Dashboards: A Guide to Measuring and Monitoring Project Performance, helps functional managers gain a thorough grasp of what metrics and KPIs are and how to use them. Plus, this edition includes new sections on processing dashboard information, portfolio management PMO and metrics, and BI tool flexibility. • Offers comprehensive coverage of the different dashboard types, design issues, and applications Provides full-color dashboards from some of the most successful project management companies, including IBM, Microsoft, and others Aligns with PMI’s PMBOK® Guide and stresses value-driven project management PPT decks are available by chapter and a test bank will be available for use in seminar presentations and courses Get ready to bolster your awareness of what good metrics management really entails today—and be armed with the knowledge to measure performance more effectively.

Access 2013 Bible

Author: Michael Alexander,Richard Kusleika

Publisher: John Wiley & Sons

ISBN: 1118490347

Category: Computers

Page: 1296

View: 3778

A comprehensive reference to the updated and new features of Access 2013 As the world's most popular database management tool, Access enables you to organize, present, analyze, and share data as well as build powerful database solutions. However, databases can be complex. That's why you need the expert guidance in this comprehensive reference. Access 2013 Bible helps you gain a solid understanding of database purpose, construction, and application so that whether you're new to Access or looking to upgrade to the 2013 version, this well-rounded resource provides you with a thorough look at everything Access can do. Explains how to create tables, manipulate datasheets, and work with multiple tables Teaches you how to apply the seven-step design method to build databases that are tailored to your needs Covers building forms with wizards, creating bound and unbound forms, and adding data validation Shows you ways to automate query parameters, create functions and subroutines, and add programmed error routines Features a bonus website with content that contains all source code from the book as well as bonus shareware, freeware, trial, demo, and evaluation programs If you are looking for a comprehensive book on all things Access, look no further than Access 2013 Bible.

Building Performance Dashboards and Balanced Scorecards with SQL Server Reporting Services

Author: Christopher Price,Adam Jorgensen,Devin Knight

Publisher: John Wiley & Sons

ISBN: 1118849094

Category: Computers

Page: 312

View: 7211

Discover how to maintain and update balanced scorecards and performance dashboards with SQL Server Reporting Services Complementing the bestselling Balanced Scorecards and Operational Dashboards with Microsoft Excel (9780470386811), this indispensable book shows you how to create maintainable and dynamically updated scorecards and performance dashboards using Microsoft's premier reporting tool for the enterprise: SQL Server Reporting Services. The book begins with coverage of performance management methods and metrics and then moves on to introduce you to techniques for developing and delivering both a dashboard and balanced scorecard using Reporting Services. The authors assume very limited knowledge of Reporting Services, allowing you to gradually progress through more advanced topics and solutions. Shows you how to build a simple dashboard and balanced scorecard utilizing helpful examples Discusses formatting controls and labels, paging, and conditional formatting Introduces the skills necessary to make Reporting Services dashboards and scorecards interactive Covers the visual aspect of dashboards and scorecards and shows how to design and implement dashboards and scorecards in Reporting Services for mobile devices Explains how to apply the techniques covered earlier in the book for specific business applications This book sets itself apart from other titles with its comprehensive and invaluable coverage of key strategies and techniques for effectively using SQL Reporting Services to create scorecards and dashboards.

Salesforce Reporting and Dashboards

Author: Johan Yu

Publisher: Packt Publishing Ltd

ISBN: 178439520X

Category: Computers

Page: 306

View: 4396

This book is intended for all Salesforce users—administrators, managers, business analysts, or report writers who are new to creating reports or dashboards within Salesforce. Basic knowledge of the Salesforce platform is required.

Excel 2013 Pivot Table Data Crunching

Author: Bill Jelen,Michael Alexander

Publisher: Que Publishing

ISBN: 0133259331

Category: Computers

Page: 432

View: 8113

CRUNCH ANY DATA, FROM ANY SOURCE, QUICKLY AND EASILY, WITH EXCEL 2013 PIVOT TABLES! Use Excel 2013 pivot tables and pivot charts to produce powerful, dynamic reports in minutes instead of hours… understand exactly what’s going on in your business… take control, and stay in control! Even if you’ve never created a pivot table before, this book will help you leverage all their amazing flexibility and analytical power. In just the first seven chapters, you learn how to generate complex pivot reports complete with drill-down capabilities and accompanying charts. Then, you go even further, discovering how to build a comprehensive, dynamic pivot table reporting system for any business task or function. Learning advanced pivot table and pivot chart techniques for Excel 2013 or the newest Office 365 has never been easier. You’ll find simple, step-by-step instructions, real-world case studies, even complete, easy recipes for solving your most common business analysis problems. • Create, customize, and change your pivot tables and pivot charts • Transform gigantic data sets into crystal-clear summary reports • Summarize and analyze data even faster with new Excel 2013 recommended pivot tables • Instantly highlight your most (and least) profitable customers, products, or regions • Quickly filter pivot tables using slicers • Use dynamic dashboards using Power View to see exactly where your business stands right now • Revamp analyses on the fly by simply dragging and dropping fields • Build dynamic self-service reporting systems your entire team can use • Use PowerPivot or the Data Model to create pivot tables from multiple data sources and worksheets • Work with and analyze OLAP data, and much more About MrExcel Library: Every book in the MrExcel Library pinpoints a specific set of crucial Excel tasks and presents focused skills and examples for performing them rapidly and effectively. Selected by Bill Jelen, Microsoft Excel MVP and mastermind behind the leading Excel solutions website MrExcel.com, these books will • Dramatically increase your productivity—saving you 50 hours a year or more • Present proven, creative strategies for solving real-world problems • Show you how to get great results, no matter how much data you have • Help you avoid critical mistakes that even experienced users make CATEGORY: Spreadsheets COVERS: Microsoft Office Excel 2013

Excel Power Pivot and Power Query For Dummies

Author: Michael Alexander

Publisher: John Wiley & Sons

ISBN: 1119210666

Category: Computers

Page: 288

View: 7824

A guide to PowerPivot and Power Query no data cruncher should be without! Want to familiarize yourself with the rich set of Microsoft Excel tools and reporting capabilities available from PowerPivot and Power Query? Look no further! Excel PowerPivot & Power Query For Dummies shows you how this powerful new set of tools can be leveraged to more effectively source and incorporate 'big data' Business Intelligence and Dashboard reports. You'll discover how PowerPivot and Power Query not only allow you to save time and simplify your processes, but also enable you to substantially enhance your data analysis and reporting capabilities. Gone are the days of relatively small amounts of data—today's data environment demands more from business analysts than ever before. Now, with the help of this friendly, hands-on guide, you'll learn to use PowerPivot and Power Query to expand your skill-set from the one-dimensional spreadsheet to new territories, like relational databases, data integration, and multi-dimensional reporting. Demonstrates how Power Query is used to discover, connect to, and import your data Shows you how to use PowerPivot to model data once it's been imported Offers guidance on using these tools to make analyzing data easier Written by a Microsoft MVP in the lighthearted, fun style you've come to expect from the For Dummies brand If you spend your days analyzing data, Excel PowerPivot & Power Query For Dummies will get you up and running with the rich set of Excel tools and reporting capabilities that will make your life—and work—easier.

Python Business Intelligence Cookbook

Author: Robert Dempsey

Publisher: Packt Publishing Ltd

ISBN: 1785289667

Category: Computers

Page: 202

View: 337

Leverage the computational power of Python with more than 60 recipes that arm you with the required skills to make informed business decisions About This Book Want to minimize risk and optimize profits of your business? Learn to create efficient analytical reports with ease using this highly practical, easy-to-follow guide Learn to apply Python for business intelligence tasks—preparing, exploring, analyzing, visualizing and reporting—in order to make more informed business decisions using data at hand Learn to explore and analyze business data, and build business intelligence dashboards with the help of various insightful recipes Who This Book Is For This book is intended for data analysts, managers, and executives with a basic knowledge of Python, who now want to use Python for their BI tasks. If you have a good knowledge and understanding of BI applications and have a “working” system in place, this book will enhance your toolbox. What You Will Learn Install Anaconda, MongoDB, and everything you need to get started with your data analysis Prepare data for analysis by querying cleaning and standardizing data Explore your data by creating a Pandas data frame from MongoDB Gain powerful insights, both statistical and predictive, to make informed business decisions Visualize your data by building dashboards and generating reports Create a complete data processing and business intelligence system In Detail The amount of data produced by businesses and devices is going nowhere but up. In this scenario, the major advantage of Python is that it's a general-purpose language and gives you a lot of flexibility in data structures. Python is an excellent tool for more specialized analysis tasks, and is powered with related libraries to process data streams, to visualize datasets, and to carry out scientific calculations. Using Python for business intelligence (BI) can help you solve tricky problems in one go. Rather than spending day after day scouring Internet forums for “how-to” information, here you'll find more than 60 recipes that take you through the entire process of creating actionable intelligence from your raw data, no matter what shape or form it's in. Within the first 30 minutes of opening this book, you'll learn how to use the latest in Python and NoSQL databases to glean insights from data just waiting to be exploited. We'll begin with a quick-fire introduction to Python for BI and show you what problems Python solves. From there, we move on to working with a predefined data set to extract data as per business requirements, using the Pandas library and MongoDB as our storage engine. Next, we will analyze data and perform transformations for BI with Python. Through this, you will gather insightful data that will help you make informed decisions for your business. The final part of the book will show you the most important task of BI—visualizing data by building stunning dashboards using Matplotlib, PyTables, and iPython Notebook. Style and approach This is a step-by-step guide to help you prepare, explore, analyze and report data, written in a conversational tone to make it easy to grasp. Whether you're new to BI or are looking for a better way to work, you'll find the knowledge and skills here to get your job done efficiently.

Microsoft Power BI Cookbook

Creating Business Intelligence Solutions of Analytical Data Models, Reports, and Dashboards

Author: Brett Powell

Publisher: Packt Publishing Ltd

ISBN: 1788293789

Category: Computers

Page: 802

View: 3199

Get more out of Microsoft Power BI turning your data into actionable insights About This Book From connecting to your data sources to developing and deploying immersive, mobile-ready dashboards and visualizations, this book covers it all Over 90 hands-on, technical recipes, tips, and use cases from across the Power BI platform including the Power BI Service and Mobile Applications Proven development techniques and guidance for implementing custom solutions with DAX and M languages Who This Book Is For This book is for BI professionals who wish to enhance their knowledge of Power BI beyond and to enhance the value of the Power BI solutions they deliver to business users. Those who are looking at quick solutions to common problems while using Power BI will also find this book to be a very useful resource .Some experience with Power BI will be useful. What You Will Learn Cleanse, stage, and integrate your data sources with Power BI Abstract data complexities and provide users with intuitive, self-service BI capabilities Build business logic and analysis into your solutions via the DAX programming language and dynamic, dashboard-ready calculations Take advantage of the analytics and predictive capabilities of Power BI Make your solutions more dynamic and user specific and/or defined including use cases of parameters, functions, and row level security Understand the differences and implications of DirectQuery, Live Connections, and Import-Mode Power BI datasets and how to deploy content to the Power BI Service and schedule refreshes Integrate other Microsoft data tools such as Excel and SQL Server Reporting Services into your Power BI solution In Detail Microsoft Power BI is a business intelligence and analytics platform consisting of applications and services designed to provide coherent, visual and interactive insights of data. This book will provide thorough, technical examples of using all primary Power BI tools and features as well as demonstrate high impact end-to-end solutions that leverage and integrate these technologies and services. Get familiar with Power BI development tools and services, go deep into the data connectivity and transformation, modeling, visualization and analytical capabilities of Power BI, and see Power BI's functional programming languages of DAX and M come alive to deliver powerful solutions to address common, challenging scenarios in business intelligence. This book will excite and empower you to get more out of Power BI via detailed recipes, advanced design and development tips, and guidance on enhancing existing Power BI projects. Style and approach This book consists of practical recipes on Power BI that target novices as well as intermediate Power BI users. It goes deep into the technical issues, covers additional protocols, and many more real-live examples.

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