INTRODUCTION FOR DATA VISUALIZATION & DATA STORYTELLING – MASTERING CHARTS IN EXCEL

This course focuses on techniques that help you to automate your reporting processes and give your users an interactive user interface. How you can provide your clients with a simple interface, allowing them to easily navigate through and interact with their reporting systems.

COURSE OBJECTIVES

• Charts offer instant gratification, allowing users to immediately see relationships, point out differences, and observe trends.
• Creating an effective model using some of the useful functions.
• Introducing, adding, and configuring Form controls. You place a Form control on a spreadsheet and then configure it to give it a specific task.
• Using PivotTable, PivotChart and Slicer for Interactivity Presentation

COURSE CONTENT

• Excel Charts for the Uninitiated
  • Chart Building Basics
    • A review of the most-commonly-used chart types
    • Preparing data for different chart types
    • Creating a chart from scratch
    • Resizing and moving charts
    • Changing chart type
    • Selecting and formatting chart elements
    • Creating a Dynamic Chart Title
  • Charting disparate data
  • Creating a combination chart

• Components That Show Trending
  • Trending Dos and Don’ts
    • Using chart types appropriate for trending
    • Starting the vertical scale at zero
    • Applying creative label management
  • Comparative Trending
    • Creating side-by-side time comparisons
    • Creating stacked time comparisons
    • Trending with a secondary axis
  • Highlighting Periods of Time
    • Representing forecasts in your trending components
  • Other Trending Techniques
  • Avoiding overload with directional trending

• Components That Group and Bucket Data
  • Creating Top and Bottom Displays
    • Incorporating top and bottom displays
  • Using Histograms to Track Relationships and Frequency
    • Creating formula-driven histograms
    • Adding a cumulative percent to your histogram
  • Highlighting Top Values in Charts

• Introduction to Excel Formulas and Functions to build the Data Visualisation & Storytelling
  • Switch between Relative, Absolute, and Mixed references
  • IF Function
  • NA Function
  • INDEX Function
  • CHOOSE Function

• Introducing Form Controls
  • Using the Check Box Control
    • Check Box Example:
    • Toggling a Chart Series On and Off

• • Using Option Button Controls
    • Option Button Example:
    • Showing Many Views through One Chart

• • Using the Combo Box Control
    • Combo Box Example:
    • Selecting a Region feeds this one chart with different data

• • Using the List Box Control
    • List Box Example:
    • Controlling Multiple Charts with One Selector

• Introduction to PivotTable and Slicer
  • Create a PivotTable
  • Create a PivotChart
  • Insert Slicer
  • PivotTable, PivotChart & Slicer Example:
  • Controlling Multiple PivotTable, PivotChart with Slicers