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Chapter 03

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28 views9 pages

Chapter 03

Uploaded by

knowledgeitac
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Chapter 03: Data Visualization

(Techer will discuss about each and every topic in details.)


1. Introduction to Data Visualization
Data visualization helps communicate information in an
understandable and impactful way. It is particularly useful
when working with large datasets.
Importance:
• Summarizes complex data.
• Highlights key trends and insights.
• Supports decision-making.

2. Types of Charts in Excel


Excel provides various chart types to represent different
kinds of data effectively.
2.1 Column Chart
• Use: Comparing values across categories (e.g., monthly
sales performance).
• Example:
o Dataset: Month Sales
January 1000
February 1500
March 1200
o Steps to Create:
1. Select the dataset.
2. Go to the Insert tab.
3. Choose Column Chart > Clustered Column.
o The chart will display bars for each month’s sales.

2.2 Pie Chart


• Use: Showing proportions or percentages.
• Example:
o Dataset: Market
Product
Share (%)
A 40
B 30
C 20
D 10

o Steps to Create:
1. Select the dataset.
2. Go to the Insert tab.
3. Choose Pie Chart.
o The pie chart will represent the market share
distribution.
2.3 Line Chart
• Use: Showing trends over time.
• Example:
o Dataset: Month Revenue
January 2000
February 1800
March 2200

o Steps to Create:
1. Select the dataset.
2. Go to the Insert tab.
3. Choose Line Chart.
2.4 Scatter Plot
• Use: Analyzing relationships between two variables.
• Example:
o Dataset: Study Hours Test Score
2 50
4 60
6 80

o Steps to Create:
1. Select the dataset.
2. Go to the Insert tab.
3. Choose Scatter Plot.

3. Slicers
Slicers are visual filters for PivotTables and PivotCharts. They
allow users to interactively filter data.
Example:
• Dataset:
Region Sales Product
North 5000 A
South 3000 B
East 4000 C
West 2000 A
Steps:
1. Create a PivotTable with Region as rows and Sales as
values.
2. Go to the Insert tab > Slicer.
3. Select a field (e.g., Product).
4. Use the slicer to filter PivotTable data by product.
4. Sparklines
Sparklines are mini-charts that fit in a single cell to show
trends.
Example:
• Dataset: Month Sales
January 1000
February 1500
March 1200

Steps:
1. Select a cell next to the data range.
2. Go to the Insert tab > Sparklines.
3. Choose a sparkline type (e.g., line, column, or win/loss).
4. Select the data range for the sparkline.
5. Interactive Dashboard
Features of an Interactive Dashboard
• Dynamic Filtering: Users can filter data interactively using
slicers or drop-down menus.
• Real-Time Updates: Dashboards can automatically
update when the underlying data changes.
• Multiple Data Views: Users can view data in various
formats, such as charts, tables, and summaries.
• Customizable: Dashboards can be tailored to meet
specific business needs.
Components of an Interactive Dashboard
1. PivotTables: Summarize large datasets into a manageable
format.
2. PivotCharts: Visualize summarized data dynamically.
3. Slicers: Provide an easy way to filter data in PivotTables
and PivotCharts.
4. Form Controls: Include buttons, combo boxes, or drop-
down menus for added interactivity.
5. Conditional Formatting: Highlight important data points
directly on the dashboard.

Let’s create an Interactive Dashboard: Step-by-Step


Step 1: Prepare the Data
• Ensure your dataset is clean and structured.
• Use a table format for the dataset (e.g., Insert > Table) to
ensure dynamic referencing.
Example Dataset:

Region Product Month Sales


North A January 5000
South B February 3000
East C March 4000
West A April 2000
Step 2: Create PivotTables
1. Insert PivotTables:
o Select the dataset.
o Go to Insert > PivotTable.
o Place it on a new worksheet.
2. Customize the PivotTable:
o Add Region to Rows.
o Add Sales to Values.
o Repeat for other analyses, such as monthly or
product-wise sales.
Step 3: Add PivotCharts
1. Select a PivotTable.
2. Go to Insert > Charts and choose an appropriate chart
type (e.g., column chart, line chart).
3. Repeat for additional PivotTables as needed.
Example:
• Create a bar chart for Region-wise Sales.
• Create a line chart for Monthly Sales.
Step 4: Add Slicers
1. Select a PivotTable.
2. Go to Insert > Slicer.
3. Choose fields (e.g., Region, Product).
4. Position slicers on the dashboard and format them for
clarity.
How Slicers Work:
• Clicking a slicer filters all linked PivotTables and
PivotCharts simultaneously.
Step 5: Add Interactivity with Form Controls
• Use drop-down menus or combo boxes for additional
filtering.
• Example: Create a drop-down to switch between
different metrics (e.g., Sales, Profit).
1. Go to Developer > Insert > Form Controls.
2. Add a Combo Box or Drop-Down List.
3. Link it to a cell and use it to control formulas or PivotTable
filters.
Step 6: Design the Dashboard
• Arrange PivotCharts, slicers, and form controls neatly.
• Add headings and labels for clarity.
• Use consistent colors and fonts to enhance readability.
6. Tips for Effective Visualization
• Choose the right chart for your data.
• Keep charts simple and avoid clutter.
• Use consistent colors for clarity.
• Add labels and legends for context.

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