Impactful Reports
Made Easy and Pretty
with Microsoft Excel
#AIRS2013
#ExcelatAIRS
Ray Thompson | thompson@visionlink.org | www.visionlink.org | twitter.com/visionlink
Agenda
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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?
I Dream Spreadsheets
Competent but Dangerous
JOTMON
Excel for Dummies
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2
4
6
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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
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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
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Conditional Formatting
Dropdown Lists
How to record a basic macro
Connecting to External Databases (link to
video)
• Lens, offset, …
…the tip of the iceberg
What’s Possible
ADVANCED METHODS
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
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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 | thompson@visionlink.org | www.visionlink.org | twitter.com/visionlink