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• Create Dynamic Charts in Microsoft® Office Excel® 2007 and Beyond

• By: Reinhold Scheck

• Publisher: Microsoft Press

• Pub. Date: December 10, 2008

• Print ISBN-13: 978-0-7356-2544-0

• Print ISBN-10: 0-7356-2544-1

• Pages in Print Edition: 608

• Amazon.com® Reviews

• Subscriber Rating: [0 Ratings]

• Overview
• Table of Contents
• Extras
• Search This Book
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Extend your Excel 2007 skills, and create dynamic charts that present information more effectively no programming required! Explore a new world of possibilities first, by learning the fundamental design and communication principles for creating impressive charts. Then, walk through hands-on examples of dynamic charts that help distinguish you from the crowd. Tap into the advanced charting capabilities in Excel 2007 and take your game to the next level. Now, instead of using static charts, you can develop dynamic charting solutions where a single chart can offer thousands of variations based on the user's specific business perspective. The companion CD is filled with sample solutions you can adapt for a wide range of real-world scenarios.

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Table of Contents

 

Copyright

How to Use this Book

Why Would Anyone Need This Book in the First Place?

Version Restriction: Excel 2007 and beyond

Objectives—Approaches—Possibilities

Use of the rS1.Method

Design and Materials

Hardware and Software Requirements

Support for This Book

Download Chapter
1 TokenChapter 1. Basic Information—Basic Techniques

Excel 2007: New Look—New Structures

Design of the Access Options

Formula Bar

Worksheets

Sheet Tabs and Status Bar

Options

The Ribbon

Quick Access Toolbar

Using the Keyboard to Access the Ribbon

The Office Button

Overviews and Materials

Basic Concepts and Structures

Chart Types and Data Sources

Formattable Elements

Basic Approach

Ribbon Commands

Download Chapter
1 TokenChapter 2. New Approaches—Getting Started

Charts Are Presentation Objects

The Basic Model

Structures of the Excel Workbook

Step A

Step B

Step C

Step D

Step E

Conceptualizing from E to A—Implementing from A to E

Problems and Their Solutions

Digression: important Functions and Formulas

The INDEX Function

The VLOOKUP Function

The OFFSET Function

Suggestions for Improvement

Model Structures—A Practical example

Scenario

Structure of the Workbook

Structural Components in Detail

A Solution Emerges

Choosing a Theme

What’s This About—And How Do I Do It?

Is All the Groundwork Done?

Defining the Parameters 1 Worksheet

Defining the Data 1 Worksheet

Freezing Panes

Entering Formulas

Defining the Node

The Data 1 Worksheet: A Summary

Defining and Preparing the Lists 1 Worksheet

Defining and Preparing the Basis 1 Worksheet

Defining the Focus 1 Worksheet

Formatting the Chart Area and Plot Area

Formatting the Variable Data Series

Formatting the Primary Vertical Axis

Formatting the Static Data Series and Gridlines

Formatting the Primary Horizontal Axis

Summary

Download Chapter
1 TokenChapter 3. Perceiving, Interpreting, Understanding

Perception and the Laws of Perception

Determining Our Limitations

100 Million Years

How Does Visual Perception Work?

The Most Important Laws of Perception

The Law of Closure

Summary

Which Charts for Which Purpose

Drawbacks of 3-D Charts, Cones, and Pyramids

Essential Types, Their Symbolism and Applications

Chapter 4. Colors, Areas, and Outlines

Colors and Color Systems

How We See

Spectrum and Color Receptors

Calibrating Your Screen

Color Models and Their Use in Excel 2007

Coloring Elements

The Power of Color Effects

General Information About the Approach

Coloring Table Structures

Coloring Chart Elements

Creating and Changing Lines and Outlines

Shading Areas and Lines

Assigning “Shape Styles”

Combined Basic Formats for Shape, Fill, and Outlines

Shape Fill

Shape Outline

Shape Effects

Size and Properties

Download Chapter
1 TokenChapter 5. Graphical Objects

Object Types and Basic Techniques

Object Types

Using the Practice Material

Creating, Inserting, and Selecting Objects

Moving and Scaling Objects

Determining Positioning Properties

Duplicating Objects

Arranging Objects

Rotating Objects

Using Drawing Tools and Picture Tools

Drawing Objects and Drawing Tools

Changing the Design and Content of Integrated Shapes

Design Changes Using the Mouse

Changing Shapes into Other Shapes

Other Commands of the Edit Shape Category

Adding Text to Shapes

Text Boxes and Their Properties

Formatting Shapes and Changing Formats

Lines, Arrows, and Connectors

WordArt

SmartArt

Picture Objects and Picture Tools

Inserting and Adjusting Pictures

Charts in Combination with Graphical Objects

Download Chapter
1 TokenChapter 6. What, For Whom, How, and With What?

How are Results and Approaches Determined?

From Assigning Tasks to Defining Objectives

Scenario and Assignment of Tasks

Defining Objectives

Implementing the Objectives in Our Example

The Six Ws and one H

For Your Own Information or for Management?

Have You Got Something to Say?

Models

Sample Templates

The Excel Template

The Chart Template

The Importance of Looking Good

Which Layout?

Chart Layout for Print Publications

Layout for Presentation Charts

What Does Excel 2007 Offer in Terms of Design Layout?

Screen Setup Commands

Type Area and Layout Grid

Area Design

Dimensions

Brightness and Colors

Lines and Borders

A Question of Ergonomics

Do Your Figures Need More Format?

Appearances Can Be Deceptive

Creating and Assigning Custom Formats

Documenting and Copying Number Formats

Number Formatting in Charts

Download Chapter
1 TokenChapter 7. Elements of Dynamization

Theme and Variations

Purpose and Structure of the Model

Variant 1 (Basic Model)

Form Controls

Formulas

Variant 2 (Advanced Model)

How Is the Workbook Structured?

NamesIndex Worksheet

Parameters 1 Worksheet

Lists 1 Worksheet

Data 1 Worksheet

Basis 1 Worksheet

Focus 1 Worksheet

ActiveX Controls

Basics of ActiveX Controls

Recommended Method

Creating ActiveX Controls

Enabling/Disabling Design Mode

Modifying ActiveX Controls

Properties When Using the rS1.Method

Configuring ActiveX Controls

Formulas

Formulas in the Lists 1 Worksheet

Formulas in the Data 1 Worksheet

Formulas in the Basis 1 Worksheet

Formulas in the Focus 1 Worksheet

Conditional Formatting

Basics

Conditional Formatting: A Real-Life Example

Download Chapter
1 TokenChapter 8. Chart Types—Conventional and Exceptional

Key Moves

Model 1 (Standard Model)

Model 2 (Presentation Variant)

Column Charts

Axis Options

Settings of the Primary Vertical Axis

Settings of the Primary Horizontal Axis

Multiline and Multicolumn Axis Labels

Data Labels

Series Overlaps

Column Chart to Bar Chart

Bar Charts

Charts to Evaluate Orders and Ranks

Mapping High-Lows

Mapping Changes

Line Charts

Mapping the Development of Values

Mapping Connections and Differences

User-Defined Positioning of the Category Axis

Linear Data Series as a Category Alert

The Line as an Interval of Time

Complex Solutions

Mixed Chart Types

Charts with Secondary Axes

Two Value Axes with Unequal Scaling

Using Secondary Axes for Gridline Formatting

Circular Charts

Angles and Pie Explosion

Series Split and Second Plot Area

Mapping Parts with Gaps and Transparencies

Rings and Inner Rings, Circles and Semicircles

XY (Scatter) Charts

Point Cloud in a Filter Chart

Grade Distribution in a Scatter Line Chart

Quality and Quantity in a Single-Point Chart

Download Chapter
1 TokenChapter 9. Dynamic Chart Formatting and Other Tricks

Effects with Dynamic Chart Elements

Using a Spin Button to Change the Chart Type

Automatic Highlighting of Limits

Dynamic Multiline Axis Labels

Horizontal Scales

Pointer Elements in Column Charts

Gauges in a Test Model

Functionality and Structure

Creation and Application

Additional Lines as Eye-Catcher

Crossed Lines and Ladder Chart

A Shifting Eye-Catcher

A Practical Example

Pseudocharts and Window Charts

Pseudocharts Based on Conditional Formatting

Window Chart

Automatic Sorting of Chart Content

Using Controls for Sorting

Using Formulas for Sorting

Download Chapter
1 TokenChapter 10. Presentation Solutions That Pack a Punch

Sorting? You can do without

The Task and the Problem

Organization of the Source Data

Controls with Text Output

Formulas of the Chart Basis

Specials in the Focus Worksheet

A Little Data; a Lot of Information

A Lot of Data—Compressed Information

Chart of Key Data Over 10 Years

Filtering with the Filter—and Filtering with Controls

Not That It’s Absolutely Essential

Profile Comparisons on the Radar Chart

Download Chapter
1 TokenChapter 11. Fulfilling Special Requirements

Cumulation with Controls

Bubble Charts for Customer Analysis

XY (Scatter) Charts for Publication, Presentation, and Analysis

Formatting for Publication

Variable Analysis with Scatterplots

Box-and-Whisker Plot (Boxplot)

Costing Scenario

Download Chapter
1 TokenChapter 12. More Than Numbers

Using Character Codes

Using the Character Map Program

Direct Access in Excel

Keyboard Input

Navigation with Hyperlinks

Pictorial Graphics Objects for Scrolling in the Workbook

Setting Up Central Navigation

Printing and PDF Conversion

Questions on Preparing Charts for Publication

Creating PDF Documents

SmartArt

Inserting SmartArt Graphics

Basics and Formatting Options

Changing SmartArt Graphics and Their Elements

Variations

Interaction with Other Programs

Creating Charts in PowerPoint 2007

Exporting Excel Charts to PowerPoint

Exporting Excel Charts as Bitmap Files

Before I Forget

Download Chapter
1 TokenAppendix A. List of Sample Files

Download Chapter
1 TokenAbout the Author

Download Chapter
1 TokenChoose the Right Book for You

Plain & Simple

Step by Step

Inside Out

Other Titles

Extras

The publisher has provided additional content related to this title.

Description	Content
Visit the catalog page for Create Dynamic Charts in Microsoft® Office Excel® 2007 and Beyond	Catalog Page
Visit the errata page for Create Dynamic Charts in Microsoft® Office Excel® 2007 and Beyond	Errata
Download the supplemental electronic content for Create Dynamic Charts in Microsoft® Office Excel® 2007 and Beyond	Supplemental Content

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