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

Overview

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Explore essential guidelines for visualizing data through tables and charts in Excel in this comprehensive 42-minute tutorial. Learn when to use tables versus charts, understand effective data visualization principles, and master table design techniques. Discover how to create and customize various chart types, including column, bar, line, scatter, and bubble charts. Practice implementing table design principles with examples of minimal and advanced formatting. Gain insights into custom number formatting, conditional formatting for heat maps, and using Excel's 3-D Mapping tool for geographical data visualization. Download accompanying files to follow along and enhance your Excel skills for business analytics and data presentation.

Syllabus

) Topics for video.
) When to visualize with a Chart or a Table.
): Effective Data Visualization makes our analysis easier for others to “see” and understand.
) Edward R. Tufte: Data Ink Ration Rule and “No Chart Junk” Rule.
) Data Visualization Golden Rule: No Extraneous Elements in Table or Chart.
) Tables Vs. Charts: Tables show Exact Values and allow Exact Comparisons, Charts show Relative Comparisons.
) Tables are good when the units or magnitudes are different for the numbers.
) Table Design Principles.
) Example 1 for implementing Table Design Principles for small table with “less than minimal formatting”.
) Remove all formatting with “Eraser” button: Home Ribbon Tab, Edit group, Clear Formats. Keyboard: Alt, H, E, F or Alt, E, A, F.
) Borders and Fill and Font Color.
) Number Formatting for currency when the unit is implied in Field Name (Header).
) How to present Percentages without Percent Number Format: Times 100 and then Paste Special Values..
) Example 2 for implementing Table Design Principles for small table with “minimal formatting”.
) Example 2 for implementing Table Design Principles for big table, where we shade every other column.
) Custom Number Formatting for showing numbers in millions.
) Overview of Charts.
) Terms that Excel Charts use for numbers and categories. Numbers = Series. Categories = labels or criteria..
) Knowing when to use and how to create Column and Bar Charts.
) Knowing when to use and how to create “Stacked Column or Bar Chart” and “Clustered column or Bar Chart”.
) Line Charts.
) Custom Number Formatting for showing numbers in thousands.
) Look at Select Dialog Box to change range of cells that Chart points to for numbers and category labels..
) X-Y Scatter Charts.
) Bubble Charts.
) Conditional Formatting to create heat Map.
) 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.
) Summary and Conclusion.