Excel X Y Scatter Chart with Trendline
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1 Click the labels and data to be selected, and drag the mouse over the actual data
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cells (starting with A1 in our working example) 2 Click the Scatter icon in the Charts menu group, on the Ribbon menu Insert tab 3 Click the Scatter With Straight Lines icon on the pop-up Chart gallery
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4: Excel and External Data: Files, Databases, Cubes, and Data from the Internet
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Figure 4-47 Excel 2007 insert scatter X Y chart for trend line analysis
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It is important to note that we re choosing a scatter chart, which is also known as an X Y chart An Excel X Y chart supports the addition of a trend line, which in our working example is of interest in exploring the problem of global warming! You can resize the chart by dragging the left edge to make the chart larger and more clearly see the horizontal axis values and data lines Figure 4-48 completes our journey into Internet data with the Excel external data connection We can apply a trend line and extrapolate the data to any number of additional periods (time frames)
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1 Click the Trendline icon in the Analysis menu group, on the Ribbon menu
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Layout tab 2 Click the Linear option button in the Trend/Regression Type menu box 3 Enter 40 in the Forward text box for periods
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Microsoft Office 2007 Business Intelligence
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Figure 4-48 Excel 2007 scatter X Y chart with trend line
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Figure 4-48 shows the graphical results of being able to apply a trend line to data we ve imported from the World Wide Web This is fairly significant when we realize that much of the world s statistical analysis is done in Excel, and with this connection to Internet data we can use the full power of Excel 2007, with its charting and trend line analysis tools
Excel and SharePoint: Reports, Key Performance Indicators, and Dashboards
IN THIS CHAPTER
What Is a SharePoint Portal SharePoint 2007 Portal SharePoint 2007 Data Connections Library Publishing an Excel 2007 Report to SharePoint 2007 Excel Services Key Performance Indicators in SharePoint 2007 SharePoint Images and Links
Microsoft Office 2007 Business Intelligence
his chapter shows how to use Excel 2007 with SharePoint 2007 and Excel Services to achieve a collaborative business intelligence environment Imagine the latest spreadsheets and reports, always available on a central server with real-time data connections and automatic control over editing and version history Excel Services is explored in depth to provide an understanding of what it provides as an Excel server Examples of the following topics will be provided in this chapter: Excel reports and Reporting Services reports published to SharePoint Of ce Data Connection les from the Data Connection Library Key Performance Indicators from SharePoint lists, Excel, and OLAP cubes SharePoint dashboards
For further research on this topic, go to http://msdn2microsoftcom/en-us/library/ ms546696aspx
Technology Positioning Statement
New in SharePoint 2007 is the Report Center, where you can create rich and interactive BI dashboards that display data from multiple sources, and bring them into the place where people are already collaborating on documents and projects The great thing about it is that building dashboards can be as easy as adding a workbook that tracks project metrics to a document library Anyone that can build a report in Excel can now make their report available on a web page For example, a workbook that tracks event attendance can be turned into a web page just by publishing the workbook to SharePoint Excel Services, and as you update the spreadsheet, everyone sees one version of the truth You can also add Key Performance Indicators and Reporting Services reports right on the same pages Sean Boon, Microsoft Excel Team
5: Excel and SharePoint: Reports, Key Performance Indicators, Dashboards
What Is a SharePoint Portal
SharePoint 2007, also known as Microsoft Office SharePoint Services (MOSS), is truly different than previous versions of SharePoint from Microsoft Earlier versions of SharePoint required significant work by SharePoint programmers to get the site up and running, whereas SharePoint 2007 comes ready to do work out of the box We are most interested in the new Reports site, which is really a dashboard that includes Excel spreadsheets (we ll call them reports in this chapter) and Key Performance Indicators, or KPIs for short But first, let s define what we mean when using the term SharePoint portal A portal is really just an Internet (World Wide Web, external) or intranet (within your organization) web site location that provides a convenient gathering point for documents, news, reports, etc So we might have a portal for a project that involves collaborative work among several people, or a portal for current news about our organization, or a portal for reports that we need to access every day It is this last example of a portal that interests us in this chapter a convenient gathering point for reports, charts and spreadsheets with live data, and Key Performance Indicators And as you might have guessed, SharePoint 2007 makes it easy for everyday users of Microsoft Office 2007 to share business intelligence information through a reports site Note that when we re dealing with SharePoint terminology, the term portal is synonymous with site Having a collaborative web site opens a whole new area of productivity to Excel users, since you can publish your Excel spreadsheets to a SharePoint reports site and share the live-data-connected results with anyone that has permission to connect to the reports site The Excel workbook that you create on your client computer is, in this SharePoint process, published to the reports site, where it then resides independently from your original Excel workbook Furthermore, a SharePointpublished Excel workbook can automatically refresh to external data such as a database or OLAP cube, whenever it s accessed in the SharePoint reports site Ideally, the Excel workbook that has been published to the SharePoint document (report) library will be considered the master copy that can be opened from the SharePoint library for editing and maintenance Keeping master Excel workbooks in SharePoint allows you to apply SharePoint permissions that control who can view it and who can update it and you can make use of SharePoint s versioning to automatically keep previous versions of the workbook in the SharePoint repository This helps to eliminate the proliferation of important Excel spreadsheets across multiple desktop machines where no one really knows which copy is the up-to-date, validated report source for decision making