Basic Excel Business Analytics - Visualizing Data: Table & Chart Guidelines

Basic Excel Business Analytics - Visualizing Data: Table & Chart Guidelines

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) Knowing when to use and how to create Column and Bar Charts

19 of 28

19 of 28

) Knowing when to use and how to create Column and Bar Charts

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Basic Excel Business Analytics - Visualizing Data: Table & Chart Guidelines

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  1. 1 ) Topics for video
  2. 2 ) When to visualize with a Chart or a Table
  3. 3 ): Effective Data Visualization makes our analysis easier for others to “see” and understand
  4. 4 ) Edward R. Tufte: Data Ink Ration Rule and “No Chart Junk” Rule
  5. 5 ) Data Visualization Golden Rule: No Extraneous Elements in Table or Chart
  6. 6 ) Tables Vs. Charts: Tables show Exact Values and allow Exact Comparisons, Charts show Relative Comparisons
  7. 7 ) Tables are good when the units or magnitudes are different for the numbers
  8. 8 ) Table Design Principles
  9. 9 ) Example 1 for implementing Table Design Principles for small table with “less than minimal formatting”
  10. 10 ) Remove all formatting with “Eraser” button: Home Ribbon Tab, Edit group, Clear Formats. Keyboard: Alt, H, E, F or Alt, E, A, F
  11. 11 ) Borders and Fill and Font Color
  12. 12 ) Number Formatting for currency when the unit is implied in Field Name (Header)
  13. 13 ) How to present Percentages without Percent Number Format: Times 100 and then Paste Special Values.
  14. 14 ) Example 2 for implementing Table Design Principles for small table with “minimal formatting”
  15. 15 ) Example 2 for implementing Table Design Principles for big table, where we shade every other column
  16. 16 ) Custom Number Formatting for showing numbers in millions
  17. 17 ) Overview of Charts
  18. 18 ) Terms that Excel Charts use for numbers and categories. Numbers = Series. Categories = labels or criteria.
  19. 19 ) Knowing when to use and how to create Column and Bar Charts
  20. 20 ) Knowing when to use and how to create “Stacked Column or Bar Chart” and “Clustered column or Bar Chart”
  21. 21 ) Line Charts
  22. 22 ) Custom Number Formatting for showing numbers in thousands
  23. 23 ) Look at Select Dialog Box to change range of cells that Chart points to for numbers and category labels.
  24. 24 ) X-Y Scatter Charts
  25. 25 ) Bubble Charts
  26. 26 ) Conditional Formatting to create heat Map
  27. 27 ) Using Excel 2016, see a basic Geographical Information System example that involves taking zip code and population data and plotting it on a map using the 3-D Mapping tool
  28. 28 ) Summary and Conclusion

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