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Tutorial 01_Visualization in Excel (I)

The document outlines a tutorial for the course IIMT3643 on Data Visualization and Visual Analytics, focusing on using Excel for data modeling and visualization. It covers key concepts such as Excel data models, tables, relationships, and the use of PivotCharts for creating dashboards. Additionally, it includes practice exercises based on a Coffee Chain dataset to reinforce the concepts learned.

Uploaded by

Chi Ho Iu
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
19 views15 pages

Tutorial 01_Visualization in Excel (I)

The document outlines a tutorial for the course IIMT3643 on Data Visualization and Visual Analytics, focusing on using Excel for data modeling and visualization. It covers key concepts such as Excel data models, tables, relationships, and the use of PivotCharts for creating dashboards. Additionally, it includes practice exercises based on a Coffee Chain dataset to reinforce the concepts learned.

Uploaded by

Chi Ho Iu
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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IIMT3643

Data Visualization and Visual Analytics

Data Visualization and Visual Analytics


IIMT3643

Tutorial 1- Visualization in Excel (I)


IIMT3643
Data Visualization and Visual Analytics

Agenda
• What Is an Excel Data Model?
• Tables in an Excel Data Model
• Relationships in an Excel Data Model
• Demonstration: Viewing Data in an Excel Data Model
• Using PivotCharts

The University of Hong Kong 2


IIMT3643
Data Visualization and Visual Analytics

What Is an Excel Data Model?


• Data model
– Relational database in Excel
– Tables related by fields
• Data import to model
from:
– Excel tables
– PowerPivot
– Power Query
– Table import wizard
IIMT3643
Data Visualization and Visual Analytics

Tables in an Excel Data Model


• Fact table
– Stores quantitative data for analysis or reporting, such as information on
the individual sales
– Does not store detailed information on the attribute such as customers or
products Dimension Table
– Traditionally named Fact<TableName>
• Dimension table
– Stores descriptive data or attributes on items related to the fact table
– Traditionally named Dim<TableName>
IIMT3643
Data Visualization and Visual Analytics

Tables in an Excel Data Model


Products Customers
- ProductID - CustomerID
- Item - Age
- Type - Sex
- Size - Mobile
- Color - Email
Dimension Dimension

FactSalesTable
- OrderNumber
- ProductID
- CustomerID
- Date
- QTY
- Price
- Discount
- Total
Fact Table
IIMT3643
Data Visualization and Visual Analytics

Relationships in an Excel Data Model


• Relationship types
– One-to-one
– One-to-many
– Many-to-many
• Keys
– Primary key
• A table column used to uniquely identify all table records in the Fact table
– Foreign key
• A table column in a Dimension table that refers to the primary key in the Fact table
IIMT3643
Data Visualization and Visual Analytics

Using PivotCharts
• Understanding Dashboards
• Why Use PivotCharts?
• Creating PivotCharts
• Demonstration: Creating a PivotChart
• Filtering and Drilling Into Data in a PivotChart
• Demonstration: Adding a Slicer to a PivotChart
• Using Key Performance Indicators
• Demonstration: Creating a Key Performance Indicator
IIMT3643
Data Visualization and Visual Analytics

Understanding Dashboards
• A good dashboard provides:
– A clear view on the current business status
– Access to historical trends
• Use a data model as the basis for a dashboard
– Data can come from many sources
– The data model can be refreshed easily
• Design the dashboard carefully
– Use PivotCharts to summarize data, with Slicers to dig down
– Use PivotTables and Hierarchies to drill deeply into data
IIMT3643
Data Visualization and Visual Analytics

Why Use PivotCharts?


• A PivotChart makes significant data more immediately visible
IIMT3643
Data Visualization and Visual Analytics

Creating PivotCharts
• Use the PivotChart command on the Insert
ribbon
• Specify the source(s) for:
– Axis
– Legend
– Values
– Any optional filters
• The default layout is a column graph
– You can change this using Change Chart Type
command
• The chart contains default filters for the axis and
legend data
IIMT3643
Data Visualization and Visual Analytics

Filtering and Drilling Into Data in a PivotChart


• PivotTable filters are not always intuitive
– There are no obvious prompts as to which filters are set when viewing a
report or chart
– It is easy to forget that data is being filtered
• Slicers provide a more visible means to filter data

• Add hierarchies to a table to enable drill-down


– Only define hierarchies where it is meaningful
– Excel creates a slicer for each field in a hierarchy
– The slicers are synchronized with each other
IIMT3643
Data Visualization and Visual Analytics

Add Data to DataModel

The University of Hong Kong 12


IIMT3643
Data Visualization and Visual Analytics

Practice 1
• Based on the Coffee Chain dataset build a chart to answer the
following questions
• Q1 Show the sum of COGS of each product, which product has the
least COGS?
• Q2 Show the average of COGS in each Market, which Market has the
highest COGS?
• Q3 Show the sum of margin of each product, which product has the
highest Margin?
• Q4 Show the total expenses in each Market Size, which market size has
the highest expenses?

The University of Hong Kong 13


IIMT3643
Data Visualization and Visual Analytics

Practice 2
• Based on the Coffee chain dataset to answer the following questions
• Q1 Find what product type is given the highest and the lowest sales
• Q2 Which states is doing the best and the worst in each product type
in terms of sales

The University of Hong Kong 14


IIMT3643
Data Visualization and Visual Analytics

Practice 3
• Based on the Coffee Chain dataset to answer the following questions
• Show the sales of the Market from 2017 to 2021

The University of Hong Kong 15

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