Data Visualization & Presentation With Microsoft Office

Valerie M. Sue is a senior manager at Kaiser Permanente (KP). She manages a range of projects for KP’s Market Strategy and Sales Operations Department and provides data visualization consultation to KP executives and staff. Prior to joining KP, Sue was an associate professor of communication at California State University, East Bay. At CSU, East Bay she taught communication theory, research methods, survey research, statistics, and was the director of the Communication Department’s graduate program. She has authored numerous journal articles, book chapters, and an online survey methods text. Sue earned a PhD in Communication from Stanford University. Matthew T. Griffin is a senior consultant at Kaiser Permanente (KP). He works in KP’s Market Research department analyzing large quantities of web-related data and investigating the ways in which KP members use digital tools to manage their health. Griffin has been using Excel (and before that Lotus 1-2-3) for nearly 30 years. He has honed his expertise and passion for Excel while working in the healthcare, banking, and retail industries. He has provided Excel support and training to hundreds of colleagues over the years. Griffin has a B.S. in Business Administration with a concentration in information systems from San Francisco State University.

If you use Excel and Office to visualize and communicate data you’ll find this book invaluable.

• PrefaceAcknowledgmentsAbout the AuthorsSection I: Displaying Data1. Choosing Data DisplaysLearning ObjectivesInformation and Audience ConsiderationsAre You Preparing a Report or Presentation?Forms of Data Visualization Covered in This TextWhich Form of Data Visualization to UseSummary2. Bar and Column ChartsLearning ObjectivesData Appropriate for Bar and Column ChartsStacked Column Charts100% Stacked Column ChartsBest Practices for Creating Column and Bar ChartsChoosing Between Bar and Column ChartsSummary3. Line and Area ChartsLearning ObjectivesSingle-Series Line ChartsMulti-Series Line ChartsArea ChartsMultiseries Area ChartsStacked Area ChartsSummary4. Pie ChartsLearning ObjectivesThe Trouble With Pie ChartsWhen to Use a Pie ChartBest Practices for Creating Pie ChartsAlternatives to Pie ChartsSummary5. Chart FormattingLearning ObjectivesRemove Unnecessary and Redundant InformationChart TitlesChart LegendsChart AxesCharts with Data TablesLabeling Individual Data ValuesLabeling the Y-Axis on a Bar ChartFormatting Numbers on Data Labels and AxesFormatting DatesFontsColorChart TemplatesPerspectiveSummarySection II: Preparing Data for Charting6. Preparing Data for ChartingLearning ObjectivesSources of Free DataDownloading DataCleaning DataSummarize the DataCreating a Dynamic Summary TableSubtotalSummary7. Pivot Tables and Pivot ChartsLearning ObjectivesIntroduction to Pivot TablesOrganizing Data for Pivot TablesTransposing Rows and ColumnsFiltering DataChanging Summary Data ValuesNesting VariablesTotals and SubtotalsRefreshing Pivot Table DataGrouping DataPivot ChartsSummary8. Tables: When Charts Aren′t EnoughLearning ObjectivesExcel′s Table FeatureTable Formatting Best PracticesCustom Table StylesSummarySection III: Presenting Data9. Creating ReportsLearning ObjectivesReport or Presentation?Moving Charts From Excel to WordMoving Tables From Excel to WordWord′s Layout OptionsProfessional ReportsPostersInfographicsDashboardsSummary10. Creating PresentationsLearning ObjectivesPerspectives on PresentationsThree Presentation ElementsDesigning Audience SlidesCreating Speaker NotesCreating HandoutsSummary11. Delivering PresentationsLearning ObjectivesPreliminary ConsiderationsSpeaking of DataAddressing Audience QuestionsWorking With the Physical SpaceSpeaking Into a MicrophoneUsing a Slide RemoteGoing Pro With Presenter ViewDelivering Presentations RemotelySummary12. Concluding CommentsCollecting or Downloading DataCleaning, Organizing, and Analyzing DataCreating Charts and TablesCreating ReportsDesigning Presentations and Creating HandoutsRehearsing and Delivering PresentationsMastering Data Visualization SkillsSuggestions for Further StudyAppendix A: Excel BasicsAppendix B: Configuring Microsoft Word for APA-Style ReportsIndex