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Data Analytics with Chart & Graphs - Coggle Diagram
Data Analytics with Chart & Graphs
Module 1: Before we dive in
Course structure & Outline
Step 1: Summary outline
Syntax 2: Screen cast & practice files
Syntax 2.1: guide you through hands-on demos every step of the way.
Syntax 1: Cheat Sheets for 20+ Chart Types
Syntax 1.1: how you when and why to use each visualization
Step 2: Data visualization best practices
Syntax 2.1: Key data visualization principles and the "10-second rule"
Syntax 2.2: The good, the Bad, and the Ugly.
Step 3: Chart customization in Excel
Syntax 3.1: Chart element & formatting options.
Syntax 3.2: Creating, modifying and applying custom templates
Step 4: Mastering Basic Chart & Graphs
Syntax 4.1: Reviews and demos of 20+ chart types in Excel.
Step 5: Next Level Exercises
Syntax 5.1: Over a dozen advanced demos for true data visualization experts.
Resource File & Datasets
Step 1: Data Visualization Exercise
Download here
Step 2: Data Visualization Slides
Download here
Step 3: Data Visualization Homework
Download here
Step 4: Data Visualization Homework Answer
Download here
Module 2: Data Visualization Best Practice
Key data viz principle & The 10-Second Rule
Step 1: Strive for clarity & simplify
Syntax 1: Maximize impact, minimize noise.
Syntax 2: If it doesn't add value or serve a purpose, get rid of it.
Step 2: Focus on creating a narrative
Syntax 1 : Don't just show data, tell a story.
Syntax 2: Communicate key insights, clearly, quickly and powerfully.
Step 3: Strive a balance between design and function.
Syntax 1: Selecting the right type of chart is critical
Syntax 2: Beautiful is good, functional is better, both is deal
Step 4: Rule of Thumb
Syntax 1: If a viewer can't interpret the story within 10 seconds, it's time to simplify
2.The Good, the Bad, the Ugly
Step 1: The good
Syntax 1: Simple Area Chart : Clean, simple visualization with animation over time.
Syntax 2: Dynamic formatting helps to strengthen the story
Syntax 3: Simple, intuitive custom chart type
Step 2: The Bad
Syntax 1: All design, no function
Syntax 2: Busy, no clear narrative
Syntax 3: Misleading chart type
Step 3: The Ugly
Syntax 1: Too many elements, distracting 3D design
Syntax 2: Misleading y-axis scale
Syntax 3: Improper use of percentages & inconsistent scaling
The 3 Key Questions
Step 1: What type of data are you working with ?
Syntax 1: Integer, real, categorical, time-series, geo-spatical,.. etc.
Step 2: What are you trying to communicate ?
Syntax 2: Relationship, comparison, composition, distribution, trending, etc.
Step 3: Who is the end user consuming this information ?
Syntax 3: Analyst, CEO, Client, Intern, etc.
Module 3: Customizing Charts in Excel
Setting Expectations
Step 1: I'll be using Excel 2016 for demos and exercises.
Syntax 1: Some chart types ( tree maps, sunbursts, waterfalls, etc ) are not available in earlier versions of Excel.
Step 2: This course is designed with PC users in mind.
Syntax 2: Mac users can apply the same key concepts, but the user experience is significantly different than what will be shown here.
Step 3: Already an advanced user ?
Syntax 3: In general, this course is non-linear; feel free to explore the chart types of demos most relevant to you.
Chart Elements, Layouts, Colors & Styles
Syntax 1: Show : " Spend & Clicks by Months Chart "-> Insert : Chart Type -> Choose : Chart Tile -> Open : Chart Tools -> Choose : Design.
Syntax 2: Choose : Design -> Adjust : Add Chart Element ( Axes, Axis Tile, Chart Tile, Data Labels, Data Table, Error Bars, Gridlines, Legend, Trendline )
Syntax 3: Choose : Design -> Adjust : Quick Layout ( layout 1, layout 2, layout 3, layout 3, layout 4 )
Syntax 4: Choose: Design -> Adjust : Change colors
Syntax 5: Choose : Design -> Adjust : Chart Styles
Syntax 6: Choose : Design -> Adjust : Select Data.
Chart Formatting Options
Syntax 1: 2 Options to Format Chart -> Option 1: Select: Chart -> Select: Format ; Option 2: Select : Right Mouse -> Chart.
Syntax 2: Choose -> Format -> Select : Chart Area -> Adjust include elements ( Current selection, Insert Shapes, Shape styles, Word Art Styles, Arrange, Size )
Syntax 3: Choose -> Format -> Select ( Chart Area, Chart Title, Horizontal Axis, Vertical Axis , Legend, Plot Area, Vertical Value Axis, Series "Spend", Series " Click" ) -> Adjust : The same.
Changing Chart Types & Adding a Secondary Axis
Step 1: Illustration " The scale of Spend and click cost rate".
Syntax 1: Click -> Chart Tools -> Select Data -> Choose: Delete "number of clicks" -> Add: Click Cost Rate into Vallue -> Adjust "Horizontal Axis".
Syntax 2: Select -> Design -> Change Chart -> Choose : Combo Chart -> Tick: Second Axis with Trendline.
Syntax 3: Choose : Chart -> Adjust : Format -> Add: Fill Color -> Adjust : Chart title.
Creating, Modifying & Applying Customer Templates
Step 1: Illustration "Spend & Click/$ according Templates"
Syntax 1: Select : Design -> Choose : Format -> Format Axis : Reset Scale Value -> Adjust : Size Font & Bold -> Adjust : Data Series -> Fill & Border -> Target : Consistency.
Syntax 2: Choose : Chart -> Select : Save as Template
Syntax 3: Illustrations " Volum of transactions & % Transactions".
Syntax 4: Choose : Months, Transaction, % Transaction Column -> Select : Template Chart.
Syntax 5: Adjust : Template Chart -> Adjust : Fill with light green -> Click : Save as Templates -> Choose : Second Chart -> Select : Template Chart.
Module 4: Mastering Basics Chart & Graphs
Bar & Column Charts
Step 1:
Histograms & Pareto Charts
Line Charts & Trendlines
Area Charts
Pies, Donuts & Race Tracks
Scatter Plots
Bubble Charts
Box & Wisker Chart
Tree Maps & Sunburst Charts
Waterfall Charts
Funnel Charts
Radar Charts
Stock Charts
Heat Maps
Surface & Contour Charts
Geospatial Maps with Power Map
Basic Combo Chart
Sparklines
Module 5: Next_Level Data Visualization Exercises
Setting Expectations
Demo : Custom Image Overlay Charts
Demo : Adding Binary Values to Highlight Date Ranges
Demo : Automation with OFFSET, COUNTA & Named Ranges Preview.
Demo : Adding Scroll & Zoom Functionality with Form Controls
Demo : Animating Changes Over Time
Demo : Animating Changes Over Time
Demo : Building a dynamic dashboard ( Part 1 )
Demo : Building a dynamic dashboard ( Part 2 )
Demo : Value-Based Dynamic Formatting
Demo : Dynamically Higlighting a Data Series
Demo : Building A Custom Pacing Chart
Demo : Designing A Custom Gauge Chart
Demo : Visualizing a Percentage Using Array Functions
Module 6: Wrapping up