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Unit 3.4

Data Visualization & Reporting

PRC 110: Software Skills Practicum

🎯 Learning Objectives

  • ✅ Create and customize **Charts**.
  • ✅ Summarize data with **Pivot Tables**.
  • ✅ **Link Workbooks** for data consolidation.

📊 Charts

Visualizing your data.

Common Types

  • **Column/Bar:** Comparing values (e.g., Sales by Month).
  • **Pie:** Parts of a whole (e.g., Market Share).
  • **Line:** Trends over time (e.g., Growth Rate).

Customization

  • Chart Elements: Title, Legend, Data Labels.
  • Design Tab: Change colors and styles.

🔄 Pivot Tables

The most powerful tool for summarizing large datasets.

  • **Insert > PivotTable.**
  • **Drag & Drop Fields:**
    • **Rows:** Categories (e.g., Region).
    • **Values:** Metrics (e.g., Sum of Sales).
    • **Columns:** Sub-categories (e.g., Product).
    • **Filters:** Limit data view.

🔗 Linking Workbooks

Pulling data from one file to another.

  • Open both Source and Destination files.
  • In Destination: Type `=`, switch to Source file, click cell, press Enter.
  • Formula looks like: `'[Budget.xlsx]Sheet1'!$B$10`.
  • Updates automatically when Source changes.

🧪 Practicum 3.4

Sales Dashboard

  1. Using `sales_data.csv` (Download):
  2. Create a **Column Chart** comparing Sales by Product.
  3. Create a **Pivot Table** showing Total Sales by Region.
  4. Create a **Pivot Chart** from your table.
  5. Arrange charts on a new sheet to create a mini **Dashboard**.