Impactful Reports Made Easy and Pretty with Microsoft Excel

#AIRS2013 #ExcelatAIRS

Ray Thompson | thompson@visionlink.org | 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 | thompson@visionlink.org | www.visionlink.org | twitter.com/visionlink