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.

Preface
Acknowledgments
About the Authors

Section I: Displaying Data

1. Choosing Data Displays
Learning Objectives
Information and Audience Considerations
Are You Preparing a Report or Presentation?
Forms of Data Visualization Covered in This Text
Which Form of Data Visualization to Use
Summary

2. Bar and Column Charts
Learning Objectives
Data Appropriate for Bar and Column Charts
Stacked Column Charts
100% Stacked Column Charts
Best Practices for Creating Column and Bar Charts
Choosing Between Bar and Column Charts
Summary

3. Line and Area Charts
Learning Objectives
Single-Series Line Charts
Multi-Series Line Charts
Area Charts
Multiseries Area Charts
Stacked Area Charts
Summary

4. Pie Charts
Learning Objectives
The Trouble With Pie Charts
When to Use a Pie Chart
Best Practices for Creating Pie Charts
Alternatives to Pie Charts
Summary

5. Chart Formatting
Learning Objectives
Remove Unnecessary and Redundant Information
Chart Titles
Chart Legends
Chart Axes
Charts with Data Tables
Labeling Individual Data Values
Labeling the Y-Axis on a Bar Chart
Formatting Numbers on Data Labels and Axes
Formatting Dates
Fonts
Color
Chart Templates
Perspective
Summary

Section II: Preparing Data for Charting

6. Preparing Data for Charting
Learning Objectives
Sources of Free Data
Downloading Data
Cleaning Data
Summarize the Data
Creating a Dynamic Summary Table
Subtotal
Summary

7. Pivot Tables and Pivot Charts
Learning Objectives
Introduction to Pivot Tables
Organizing Data for Pivot Tables
Transposing Rows and Columns
Filtering Data
Changing Summary Data Values
Nesting Variables
Totals and Subtotals
Refreshing Pivot Table Data
Grouping Data
Pivot Charts
Summary

8. Tables: When Charts Aren't Enough
Learning Objectives
Excel's Table Feature
Table Formatting Best Practices
Custom Table Styles
Summary

Section III: Presenting Data

9. Creating Reports
Learning Objectives
Report or Presentation?
Moving Charts From Excel to Word
Moving Tables From Excel to Word
Word's Layout Options
Professional Reports
Posters
Infographics
Dashboards
Summary

10. Creating Presentations
Learning Objectives
Perspectives on Presentations
Three Presentation Elements
Designing Audience Slides
Creating Speaker Notes
Creating Handouts
Summary

11. Delivering Presentations
Learning Objectives
Preliminary Considerations
Speaking of Data
Addressing Audience Questions
Working With the Physical Space
Speaking Into a Microphone
Using a Slide Remote
Going Pro With Presenter View
Delivering Presentations Remotely
Summary

12. Concluding Comments
Collecting or Downloading Data
Cleaning, Organizing, and Analyzing Data
Creating Charts and Tables
Creating Reports
Designing Presentations and Creating Handouts
Rehearsing and Delivering Presentations
Mastering Data Visualization Skills
Suggestions for Further Study

Appendix A: Excel Basics
Appendix B: Configuring Microsoft Word for APA-Style
Reports
Index