impactful reports made easy and pretty with microsoft excel #airs2013 #excelatairs ray thompson |...
TRANSCRIPT
Impactful Reports Made Easy and Pretty with Microsoft Excel
#AIRS2013 #ExcelatAIRS
Ray Thompson | [email protected] | www.visionlink.org | twitter.com/visionlink
Agenda
• Warm-up – Excel in PowerPoint• Round 2 – Infographics Made Easy• Round 3 – Essential Features and Functions• Advanced Methods– Mapping in Excel– Extreme Dashboards– High Polish Reports
Let’s Begin!!
THE WARM UP EXERCISE
Class Exercise #1 – Excel in PowerPoint
Class Survey – Excel Expertise?
Excel for Dummies
JOTMON
Competent but Dangerous
I Dream Spreadsheets
0 1 2 3 4 5 6 7 8 9 10
ROUND 2 – INFOGRAPHICS SIMPLIFIED
Source: Sample Spreadsheet
Excel-Driven Infographics by infogr.am
Full Example: http://infogr.am/Life-in-the-Day-of-a-Bee/
Pikto Charts
Source: http://piktochart.com/
ROUND 3 – ESSENTIAL FUNCTIONS TRIAL BY FIRE
Excel Functions You Need to Know
• Charting• Pivot Tables• Vlookup / Hlookup• CountIf / CountIfs• SumIf / SumIfs• Concatenate
Home Mortgage Assistance
MyFreeTaxes Example
2-1-1 Big Count Example
Outcomes Modeler
CAN Example
Excel Functions That are Nice to Know
• Conditional Formatting• Dropdown Lists• How to record a basic macro• Connecting to External Databases (link to
video)• Lens, offset, …
…the tip of the iceberg
ADVANCED METHODSWhat’s Possible
Mapping Data without GIS
Source: http://www.excelcharts.com/blog/making-maps-in-excel-cross-stitching-edition/
Easier Mapping with Topo.ly
Ask your I&R Vendor for Map Support
Source: sandy.communityos.org
Source: https://ok2013.communityos.org/cms/
3-D Mapping Plug-in
GeoFlow for Excel 2013(Article Reference http://news.thewindowsclub.com/geoflow-for-excel-2013-61062/)
Slicers
Source: http://chandoo.org/wp/2012/12/06/tax-burden-chart-excel/
Extreme Excel Dashboards
http://www.excelcharts.com/blog/how-to-create-an-excel-dashboard/
Example of High Polish Reports
Source: http://www.behance.net/gallery/MagnaGlobal-Infographic-Excel-Template/6195781
ROI on Partnering for Resource Mgmt
Handy Resources
• http://chandoo.org/wp/• http://www.excelcharts.com/• http://infogr.am/beta/• http://mapping.topo.ly/• http://piktochart.com/
Impactful Reports Made Easy and Pretty with Microsoft Excel
#AIRS2013 #ExcelatAIRS
Ray Thompson | [email protected] | www.visionlink.org | twitter.com/visionlink