Metrics Tracking & Analysis | Allison J Krysl
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Adding Visuals

Adding Visuals

Objective

Create visual representations of your numbers that help you answer questions by choosing a visual that best fits your data & question.

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Adding Visuals

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What Happens When Everything Changes?

Adding visuals (even simple, small ones) is the BIGGEST secret to turning analysis into something that feels overwhelming into something that you feel fully confident in!

Let’s talk about how getting visual dramatically changes things ⬇️

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No matter how small a visual you add, it will help your analysis TREMENDOUSLY!

Remember, your goal is to take a spreadsheet that looks something like this…

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…and turn it into something like this!

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Adding some simple visuals helps make your spreadsheet

  • MUCH easier for patterns to jump out
  • MUCH more fun to spend your time

Okay, let’s take your excitement & put it into creating visuals for your data! And the cool thing? You get to decide how to move forward.

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Not sure what type of graph would be best? Learn more about how graphs are set up here ⬇️
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Which Visual video:
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🥾 Action Step (20+ mins)

Create 1 (or more) visuals to go with your data!

YOU get to choose what level you want to jump in at:

  • Level 1: Basic - Add some color-coding for different categories on your spreadsheet OR some conditional formatting to help numbers pop out!
  • Level 2: Intermediate - Add some simple graphs right into your Google Sheet OR create a formula to set up an “Alert” system.
  • Level 3: Advanced - Create a dashboard within Google Sheets or Looker Studio to help your visuals stand apart & level up your analysis.

Once you have created a visual, take a screenshot & send it in Slack!!

  • This helps give others more ideas AND allows us to celebrate your progress with you!

Open the drop-down for the level you want to explore ⬇️

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Basic ➡️ Adding Color

Learn how to build things like this in your spreadsheet:

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Here are the tutorial videos teaching you more ⬇️

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Color-Coding Drop-Down Menus

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Conditional Formatting

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Intermediate ➡️ Adding Graphs & Alert Equations

Learn how to build things like this in your spreadsheet:

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Here are the tutorial videos teaching you more ⬇️

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Adding Graphs (Pie Charts AND Line Graphs)

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Alert Formulas

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Advanced ➡️ Building Dashboards

Learn how to create dashboards like this:

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Here are the tutorial videos teaching you more ⬇️

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Google Sheet Dashboard BASICS

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Additional Resources:

Basic Step-by-Step Video with different types of charts & reformatting your data

Advanced Step-by-Step Video showing you how to create a dashboard in Google Sheets

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Looker Studio Dashboard BASICS

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Additional Resources:

15 minute overview of Looker Studio

A Step-by-Step Tutorial showing you how a dashboard is created

Another Step-by-Step Tutorial for a different type of dashboard

This is the course I took that taught me SO much about Looker Studio, creating dashboards, & digging deeper into analyzing my numbers

(Not an affiliate link, I just really love their program & the way they run things!)

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