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Impactful Reports Made Easy and Pretty with Microsoft Excel #AIRS2013 # ExcelatAIRS

Impactful Reports Made Easy and Pretty with Microsoft Excel #AIRS2013 # ExcelatAIRS. Ray Thompson | thompson@visionlink.org | www.visionlink.org | twitter.com / visionlink. Agenda. Warm-up – Excel in PowerPoint Round 2 – Infographics Made Easy

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Impactful Reports Made Easy and Pretty with Microsoft Excel #AIRS2013 # ExcelatAIRS

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  1. Impactful Reports Made Easy and Pretty with Microsoft Excel#AIRS2013 #ExcelatAIRS Ray Thompson | thompson@visionlink.org| www.visionlink.org | twitter.com/visionlink

  2. Agenda • Warm-up – Excel in PowerPoint • Round 2 – Infographics Made Easy • Round 3 – Essential Features and Functions • Advanced Methods • Mapping in Excel • Extreme Dashboards • High Polish Reports Let’s Begin!!

  3. The warm up exercise

  4. Class Exercise #1 – Excel in PowerPoint

  5. Class Survey – Excel Expertise?

  6. Round 2 – Infographics Simplified

  7. Source: Sample Spreadsheet

  8. Excel-Driven Infographics by infogr.am Full Example: http://infogr.am/Life-in-the-Day-of-a-Bee/

  9. Pikto Charts Source: http://piktochart.com/

  10. Round 3 – Essential functions trial by fire

  11. Excel Functions You Need to Know • Charting • Pivot Tables • Vlookup/ Hlookup • CountIf / CountIfs • SumIf / SumIfs • Concatenate

  12. Home Mortgage Assistance

  13. MyFreeTaxes Example

  14. 2-1-1 Big Count Example

  15. Outcomes Modeler

  16. CAN Example

  17. Excel Functions That are Nice to Know • Conditional Formatting • Dropdown Lists • How to record a basic macro • Connecting to External Databases (link to video) • Lens, offset, … …the tip of the iceberg

  18. What’s Possible Advanced methods

  19. Mapping Data without GIS Source: http://www.excelcharts.com/blog/making-maps-in-excel-cross-stitching-edition/

  20. Easier Mapping with Topo.ly

  21. Ask your I&R Vendor for Map Support Source: sandy.communityos.org

  22. Source: https://ok2013.communityos.org/cms/

  23. 3-D Mapping Plug-in GeoFlow for Excel 2013 (Article Reference http://news.thewindowsclub.com/geoflow-for-excel-2013-61062/)

  24. Slicers Source: http://chandoo.org/wp/2012/12/06/tax-burden-chart-excel/

  25. Extreme Excel Dashboards http://www.excelcharts.com/blog/how-to-create-an-excel-dashboard/

  26. Example of High Polish Reports Source: http://www.behance.net/gallery/MagnaGlobal-Infographic-Excel-Template/6195781

  27. ROI on Partnering for Resource Mgmt

  28. Handy Resources • http://chandoo.org/wp/ • http://www.excelcharts.com/ • http://infogr.am/beta/ • http://mapping.topo.ly/ • http://piktochart.com/

  29. Impactful Reports Made Easy and Pretty with Microsoft Excel#AIRS2013 #ExcelatAIRS Ray Thompson | thompson@visionlink.org| www.visionlink.org | twitter.com/visionlink

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