Peltier Technical Services, Inc.
 

Excel Chart Add-Ins | Training | Charts and Tutorials | Peltier Tech Blog


Peltier Tech Chart Utility

 

Excel Dashboards

 

Books at Amazon.com

 

Excel Books


 

The following is a list of books that I own and use while developing in Excel. These books are not listed in any particular order: they are all good, and I really do use them all. I have not listed any books that I do not think are useful. Click on the picture of a book to be redirected to the book's information page at Amazon.com or another distribution site.

Disclosure: If you click on one of these links and make a purchase, I receive a small percentage of the sale as a commission.

There are a lot of Excel books on the market, and it can be difficult to select a good one for your needs. In general, anything by John Walkenbach is a good resource for beginning to advanced users, clearly written with good examples. The books by Stephen Bullen, Rob Bovey, et al., particularly Professional Excel Development, are practical high-end resources for the most hard-core Excel programmers.


General Excel Topics

 

Excel 2010 Bible
In depth treatment of Microsoft Excel by Mr. Spreadsheet, John Walkenbach.

Excel 2010 Formulas
John Walkenbach focuses on the heart of spreadsheet programming: Formulas.

Excel 2007 Charts
John Walkenbach gives a beginner-to-advanced treatment of charting with Excel.
I was technical editor on this project.


Excel Dashboard Reports

One of the most misunderstood terms in business today is "dashboard". When many people hear the phrase "dashboard report", they think of the dashboard of their car, or even the cockpit of an advanced fighter jet, with fuel gauges, speedometers, and other displays crammed into a tight space. These displays are effective in your car, because they tell you what's going on right now. They're effective in a jet, because the pilot has undergone many hours of training in order to interpret these gauges appropriately. These flashy but cluttered displays are horrible in a business report, because they are inefficient at presenting information, they don't show trends, they distract the viewer with colors and glitter, while presenting very little useful information.

Stephen Few of Perceptual Edge has spent a career learning and teaching what techniques effectively display data so that human eyes can readily perceive it as information and human minds readily analyze it as knowledge. The books listed below are very good references for understanding perception and cognition in terms of informational display.

Charley Kyd of ExcelUser has incorporated Few's approaches with his own background in Excel financial analysis to produce a comprehensive guide to using Excel to produce efficient dashboard reports.

 

  

Show Me the Numbers: Designing Tables and Graphs to Enlighten

Information Dashboard Design: The Effective Visual Communication of Data

Now You See It: Simple Visualization Techniques for Quantitative Analysis

Stephen Few is unique in his approaches that integrate physiological and psychological theories of perception and cognition into practical techniques for effective display of information.

 

Learn how to create Excel dashboards   

Dashboard Reporting with Excel

Businessman and Excel MVP Charley Kyd explains the benefits of dashboard reporting, and shows how to construct robust dashboard reports with clearly written procedures. A dashboard report is not a set of dial gauges that mimics the cockpit of a 747; rather it is the careful use of a large number of small, well-designed charts to pack a great deal of information into a small area on screen or on a printed page.

 


 
  

Excel 2007 Dashboards and Reports For Dummies

Sure, it's a Dummies book, but it's among the most comprehensive Dummies books Iíve come across. The book is geared towards Excel 2007, but its principles and techniques are valid for any version of Excel. The author is Mike Alexander of DataPig Technologies, and Excel MVP with an extensive background in data analysis using Microsoft Excel and Access. Mike takes his readers through dashboard principles, data preparation and chart creation, advanced data techniques including pivot tables and dynamic ranges, automation of dashboards using VBA, and designing interactive dashboards.

See Ten Chart Design Principles: Guest Post for a sample from this book.


Pivot Tables and Advanced Data Analysis

 
  

Beginning Pivot Tables in Excel 2007: From Novice to Professional
Debra Dalgleish introduces Excel 2007 users to Pivot Tables, and covers their capabilities and features in depth. Pivot Tables were enhanced in Excel 2007, so even seasoned Pivot Table users will find this book useful.

Excel PivotTables Recipes: A Problem-Solution Approach
Debra Dalgleish follows a problem-solution format that covers the entire breadth of situations you might encounter when working with Pivot Tables, from planning and creating, to formatting and extracting data, to maximizing performance and troubleshooting. The book presents tips and techniques in this collection of recipes that cannot be found in Excel's Help section, and carefully explains the most confusing features of Pivot Tables.

Debra Dalgleish has contributed this web site's section on Pivot Tables, explained on this site how to Create a Dynamic Chart, and written on pivot tables and other technologies on her own Contextures web site.

 


 
  

Pivot Table Data Crunching
Bill "Mr. Excel" Jelen and Michael Alexander cover pivot tables, from basic analyses of simple data lists, through complex tables, external data sources, and VBA automation of pivot tables.

  
 
  

Guide to Microsoft Excel 2007 for Scientists and Engineers. Third Edition
Excel expert and retired chemistry professor Bernard Liengme illustrates numerical analysis, modeling, charting, and statistical techniques with scientific and engineering applications in mind.


 
  

Managing Data with Microsoft Excel
Conrad Carlberg optimizes the layout of your worksheet, shows how to manage Excel's internal data, then how to manage external data and databases.

  
 
  

Advanced Excel for Scientific Data Analysis
Robert De Levie shows how advanced formulas, VBA procedures, and charting techniques can enhance Excel for use in scientific analysis.


Excel and Office Documents and Reporting
Learn how to create Excel dashboards
 
  

Dashboard Reporting with Excel

Businessman and Excel MVP Charley Kyd explains the benefits of dashboard reporting, and shows how to construct robust dashboard reports with clearly written procedures. A dashboard report is not a set of dial gauges that mimics the cockpit of a 747; rather it is the careful use of a large number of small, well-designed charts to pack a great deal of information into a small area on screen or on a printed page.

  
 

Advanced Microsoft Office Documents 2007 Edition Inside Out

Microsoft Office Document Designer

Microsoft Office MVP and Document Design Specialist Stephanie Krieger shows how to get the most out of each member of the Microsoft Office family, to create documents which effectively and reliably deliver information.


Excel-VBA and Programming Topics
 
 
 

Professional Excel Development: The Definitive Guide to Developing Applications Using Microsoft Excel, VBA, and .Net (2nd Edition)

Practical hands-on development for advanced to professional level Excel VBA programmers, by Stephen Bullen, Rob Bovey, John Green, and Dennis Wallentin. This is the the most comprehensive yet approachable resource I've found for high-powered Excel development.

I was honored to have helped with editing of this outstanding text.


 
  

Excel 2010 Power Programming With VBA

John Walkenbach's detailed view of programming Excel with VBA, from beginners to experts.

 
 
  

Excel 2007 VBA Programmer's Reference
Using VBA in Excel, from beginner to advanced, by John Green, Stephen Bullen, Rob Bovey, and Michael Alexander.
Updated to cover the technologies introduced by Excel 2007.

Excel 2002 VBA Programmer's Reference
Using VBA in Excel, from beginner to advanced, by John Green, Stephen Bullen, Rob Bovey, and Robert Rosenberg.

Note: Skip the 2003 version, which was hacked together by a ghostwriter.

 
 
  

Pro Excel 2007 VBA
by Jim DeMarco.
Emphasis on object oriented techniques (classes and user forms) and on working with data.

    
 
  

VBA Developer's Handbook
Detailed development in VBA (not application specific) by Ken Getz and Mike Gilbert.

 
 
  

RibbonX - Customizing the Office 2007 Ribbon
by Robert Martin, Ken Puls, and Teresa Hennig.
A comprehensive first look at customizing and programming of the strange new technology which is the Office 2007 Ribbon.

    
 
  

Code Complete
Steve McConnell's handbook of best practices for programming, from high-level to nuts and bolts; not language-specific.


Charting and Graphics (not just Excel)
  
 

The Visual Display of Quantitative Information

Envisioning Information

Visual Explanations: Images and Quantities, Evidence and Narrative

Edward R. Tufte's writings on the theory, culture, and history of visual information display.

 

  
 

Show Me the Numbers: Designing Tables and Graphs to Enlighten

Information Dashboard Design: The Effective Visual Communication of Data

Now You See It: Simple Visualization Techniques for Quantitative Analysis

Stephen Few is unique in his approaches that integrate physiological and psychological theories of perception and cognition into practical techniques for effective display of information.

 


 
  

Creating More Effective Graphs
Naomi Robbins shows how you can improve your graphs with simple approaches, clear explanations, and relevant examples.

  
 
  

Excel 2007 Charts
John Walkenbach gives a beginner-to-advanced treatment of charting with Excel.
I was technical editor on this project.


 

Page copy protected against web site content infringement by Copyscape

Peltier Tech Chart Utility

Create Excel dashboards quickly with Plug-N-Play reports.


Peltier Technical Services, Inc.

Excel Chart Add-Ins | Training | Charts and Tutorials | PTS Blog

Peltier Technical Services, Inc., Copyright © 2014. All rights reserved.
You may link to this article or portions of it on your site, but copying is prohibited without permission of Peltier Technical Services.

Microsoft Most Valuable Professional

Microsoft Most Valuable Professional

My MVP Profile