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YouTube

Creating Outstanding Spreadsheet Models

PASS Data Community Summit via YouTube

Overview

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Discover how to create outstanding spreadsheet models in this 55-minute webinar presented by Jordan Goldmeier from Cambia Factor. Explore three key areas for optimization: layout and design, code and formulas, and presentation. Learn practical tips for file naming, worksheet organization, and proper model layout. Delve into mechanics such as designing for readability, avoiding spreadsheet errors, and using natural formulas. Gain insights on effective data visualization techniques, including how to avoid misleading charts and present relevant data together. Apply these principles across various fields to build better, more confident spreadsheet models.

Syllabus

Intro
Jordan Goldmeier
Overview
Layout and Design In Depth
Spreadsheet file naming styles
Filenames in practice
Worksheet Tabs Names in Practice
Proper Model Layout
Model Layout in Practice
Why does this even matter? Separation of concerns
Clean & Organized Layout
Keep Detailed Instructions Out!
Mechanics in Depth
Design for Readability
Root Out Spreadsheet Errors
Volatile Functions to Avoid
Use Natural Formulas
Natural Lookup Problem
Natural Ordinal Scale Problem
On Using Nested IFS
Data Visualization and Presentation in depth
Misleading charts
Which slice is greater?
Data Occlusion
Show Relevant Data Together
Learn Data Visualization Principles How many sevens can you count?
Data Visualization in Practice Using the table, what is the second highest month?
What else can we see from this chart?
Respect Audience Intelligence
Conclusions

Taught by

PASS Data Community Summit

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