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Building a Dynamic Heat Map in Excel

Building a Dynamic Heat Map in Excel

1h 34mIntermediate2015-11-30

Authors

Chris Dutton

Chris Dutton

Certified Microsoft Excel Expert, Analytics Consultant

Course details

You don't need special software to create data visualizations. With some advanced functions, formatting, and filters, you can create these heat maps right in Microsoft Excel. The techniques shown in this course transform Excel from a basic spreadsheet program into a dynamic and powerful analytics tool for heat mapping.

Chris Dutton provides hands-on examples designed to showcase why certain functions—DATEVALUE, VLOOKUP, COUNTIF, and more—are so valuable to mapping data. He also shows how to use conditional color-scale formatting to map your data matrix, and find different ways to examine the same data with different criteria, using dynamic filters. The course wraps up with a few finishing touches to make your heat map even more useful and engaging, including a preview of what's possible with the Power Map addin.

Learning objectives
Setting up the heat map project
Using functions such as WEEKDAY and VLOOKUP
Adding conditional statements
Formatting with the color-scale feature
Aggregating data with SUM
Adding dynamic filters
Creating formula-based formatting rules
Adding additional analytics

Skills covered

Data VisualizationSpreadsheetsMicrosoft ExcelProjectData ScienceBusiness Analysis and StrategyBusiness Software and ToolsMicrosoft

Concepts

0. Introduction

  • 01 - Welcome
  • 02 - What you should know before watching this course
  • 03 - Using the exercise files

1. Project Setup

  • 04 - Downloading the dataset
  • 05 - Getting familiar with the data
  • 06 - Project goal and creating a roadmap

2. Date and Time Functions

  • 07 - DATEVALUE
  • 08 - Categorization
  • 09 - WEEKDAY
  • 10 - VLOOKUP
  • 11 - EOMONTH
  • 12 - YEARFRAC

3. Conditional Statements and Logical Operators

  • 13 - True Season
  • 14 - Accident type
  • 15 - Using ISBLANK

4. Building a Basic Heat Map

  • 16 - Heat map framework
  • 17 - COUNTIFS
  • 18 - Color scale formatting
  • 19 - Aggregate data SUM
  • 20 - Quick QA - Identifying and eliminating inaccurate data

5. Adding Dynamic Filters to the Map

  • 21 - Data validation
  • 22 - Accident type COUNTIFS
  • 23 - SEASON filter

6. Creating Formula-Based Formatting Rules

  • 24 - Using the NOW and TODAY functions
  • 25 - Formatting with ROW and COLUMN functions
  • 26 - Highlighting a current moment in time

7. Wrapping Up

  • 27 - Adding the finishing touches
  • 28 - Accident analytics
  • 29 - Extension - Power Map

Conclusion

  • 30 - Next steps

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