Data Visualization & Presentation With Microsoft Office

Valerie M. Sue is a senior manager at Kaiser Permanente (KP). She manages a range of projects for KP's Market Strategy and Sales Operations Department and provides data visualization consultation to KP executives and staff. Prior to joining KP, Sue was an associate professor of communication at California State University, East Bay. At CSU, East Bay she taught communication theory, research methods, survey research, statistics, and was the director of the Communication Department's graduate program. She has authored numerous journal articles, book chapters, and an online survey methods text. Sue earned a PhD in Communication from Stanford University. Matthew T. Griffin is a senior consultant at Kaiser Permanente (KP). He works in KP's Market Research department analyzing large quantities of web-related data and investigating the ways in which KP members use digital tools to manage their health. Griffin has been using Excel (and before that Lotus 1-2-3) for nearly 30 years. He has honed his expertise and passion for Excel while working in the healthcare, banking, and retail industries. He has provided Excel support and training to hundreds of colleagues over the years. Griffin has a B.S. in Business Administration with a concentration in information systems from San Francisco State University.

Preface Acknowledgments About the Authors Section I: Displaying Data 1. Choosing Data Displays Learning Objectives Information and Audience Considerations Are You Preparing a Report or Presentation? Forms of Data Visualization Covered in This Text Which Form of Data Visualization to Use Summary 2. Bar and Column Charts Learning Objectives Data Appropriate for Bar and Column Charts Stacked Column Charts 100% Stacked Column Charts Best Practices for Creating Column and Bar Charts Choosing Between Bar and Column Charts Summary 3. Line and Area Charts Learning Objectives Single-Series Line Charts Multi-Series Line Charts Area Charts Multiseries Area Charts Stacked Area Charts Summary 4. Pie Charts Learning Objectives The Trouble With Pie Charts When to Use a Pie Chart Best Practices for Creating Pie Charts Alternatives to Pie Charts Summary 5. Chart Formatting Learning Objectives Remove Unnecessary and Redundant Information Chart Titles Chart Legends Chart Axes Charts with Data Tables Labeling Individual Data Values Labeling the Y-Axis on a Bar Chart Formatting Numbers on Data Labels and Axes Formatting Dates Fonts Color Chart Templates Perspective Summary Section II: Preparing Data for Charting 6. Preparing Data for Charting Learning Objectives Sources of Free Data Downloading Data Cleaning Data Summarize the Data Creating a Dynamic Summary Table Subtotal Summary 7. Pivot Tables and Pivot Charts Learning Objectives Introduction to Pivot Tables Organizing Data for Pivot Tables Transposing Rows and Columns Filtering Data Changing Summary Data Values Nesting Variables Totals and Subtotals Refreshing Pivot Table Data Grouping Data Pivot Charts Summary 8. Tables: When Charts Aren't Enough Learning Objectives Excel's Table Feature Table Formatting Best Practices Custom Table Styles Summary Section III: Presenting Data 9. Creating Reports Learning Objectives Report or Presentation? Moving Charts From Excel to Word Moving Tables From Excel to Word Word's Layout Options Professional Reports Posters Infographics Dashboards Summary 10. Creating Presentations Learning Objectives Perspectives on Presentations Three Presentation Elements Designing Audience Slides Creating Speaker Notes Creating Handouts Summary 11. Delivering Presentations Learning Objectives Preliminary Considerations Speaking of Data Addressing Audience Questions Working With the Physical Space Speaking Into a Microphone Using a Slide Remote Going Pro With Presenter View Delivering Presentations Remotely Summary 12. Concluding Comments Collecting or Downloading Data Cleaning, Organizing, and Analyzing Data Creating Charts and Tables Creating Reports Designing Presentations and Creating Handouts Rehearsing and Delivering Presentations Mastering Data Visualization Skills Suggestions for Further Study Appendix A: Excel Basics Appendix B: Configuring Microsoft Word for APA-Style Reports Index

If you use Excel and Office to visualize and communicate data you'll find this book invaluable. -- James Suleiman Data Visualization & Presentation with Microsoft Office is an excellent introduction to data visualization that will assist students and professionals with developing compelling, accurate, and beautiful charts and graphs. -- Robert N. Yale This text will introduce the MS Office neophyte to the wonders of creating charts while minimizing frustrations. -- Martin L. Levin