【精选】Excel表的设计原则及报告.pdfVIP

Design Principles of Excel Dashboards Reports Design Principles of Excel Dashboards Reports Get Yourself into a Dashboard State of Mind Best Practices for Excel Dashboards Reports With apologies to Billy Joel, in Excel, the differences between building a dashboard and creating standard table-driven analyses are as great as the differences between California and New York. Shall we count the ways BUT FIRST, before we count, some denitions… Design Principles of Excel Dashboards Reports Dening Dashboards and Reports It isn’t difficult to use report and dashboard interchangeably. In fact, the line between reports and dashboards frequently gets muddied. It is common to see reports inaccurately referred to as “dashboards” just because as they include a few charts. Design Principles of Excel Dashboards Reports Reports A document that contains data used for reading • or viewing. As simple as a data table or as complex as a • subtotaled view with interactive drill downs, similar to Excel’s Subtotal or pivot table functionality. Often allow for the end users to apply their own • • judgment and analysis to the data. Design Principles of Excel Dashboards Reports Example of a Report This report shows the National Park overnight visitor statistics by period; note that it isn’t steering the reader in any predened judgment or analysis. It simply presents the aggregated data. Design Principles of Excel Dashboards Reports And What’s a Dashboard A visual interface that provides at-a-glance views into key measures relevant to a particular objective or business process. Design Principles of Excel Dashboards Reports Dashboards have 3 MAIN ATTRIBUTES They..