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How to "Visualize" Reports to Better Understand, Predict and Manage (3 month license)
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How to "Visualize" Reports to Better Understand, Predict and Manage (3 month license)

Author: Dan Strongin, ASQ CMQ/OE

Category: Online Business Training > Management

How to transform every day business data trapped in columns and rows into simple to grasp, visual operational reports in real time, an effective tool for seeing what matters for the overall management of the business. This version is under a three month license, allowing enough time to take the c...

Keywords: Accounting, finance, startup, entrepreneurial, how to keep the books, how to profit loss, problem solving, how to analyze data, sole proprietor, business, Excel, financial, starting a business, business analysis, small business business intelligence, Management

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Table of Contents:

Introduction
Introductory Review
Cookin’ the Books
Review of Income Statements Revealed
Review Single Datapoints and Limited Comparisons
Hurtin’ to Learn
Pele vs Messi in Football, the one played with the foot!
How our Humanity Trips us up
Nature Varies
Signals and Noise
Shewhart’s Rules for Presenting Data Visually
Real Life Examples
Changing Glasses
Finding the Meaning in 30 Minutes or Less with Pencil and Paper
Learn by Copying Along, an Old But Effective Method
Working with Excel
More Practice with Excel
By Hand vs. Computer Smackdown
Turning your eyes to the Road in Front of You
More Excel-ent Examples
Working in iWork’s Numbers
Thermometer Allegory
Exercises
More Exercises
Even More Exercises
Seasonal and Other Effects
Setting up and Effective Operational Report
Setting up and Effective Operational Report Two
Understanding in an Instant
A Project
Connectedness
Further Reading
Congrats

Included Modules:
  • Introduction

    Introduction

  • Introductory Review

    Introductory Review

  • Cookin' the Books?

    Cookin' the Books? An Introduction to me, what you will need to do to maximize your investment in this course, and what you can expect from me.

  • Review of Income Statement Secrets Revealed

    Review of Income Statement Secrets Revealed A review of the free course, precursor to this course on the basics of turning Income Statements and other reports created to count, into easy to understand, actionable tools in real time to help produce and sell the things counted more effectively. Includes a review of the most important financi... more

  • Review Single Datapoints and Limited Comparisons

    Review Single Datapoints and Limited Comparisons Why limited comparisons and single datapoints muddle understanding, with lots of examples.

  • Hurt'n to Learn

    Hurt'n to Learn

  • Pele vs. Messi in Football, the one played with the foot!

    Pele vs. Messi in Football, the one played with the foot! Parlaying the baseball presentation in the precursor course, Income Statement Secrets, you will join me as I dig into the controversy over who was the best goal scorer in their first 8 years in football, what in the US is called Soccer. Both Pelé and Messi are monster players, and what will be le... more

  • How Our Humanity Trips Us Up

    How Our Humanity Trips Us Up What science explains about how we are not that logical after all, and why we so easily find connections in data that may not be there in the real world, and other suprising truths. Human beings like a sure thing, Nature likes complexity;we humans want a single answer that works, Nature provides ... more

  • Nature varies

    Nature varies All work is done in processes, and involves material things. (even electricy is material). The behavior of processes is limited by natural law, which conflicts with human nature, and our aims. The little known but essential law of nature they didn't teach you in school is variation. It profoundly... more

  • Signals and Noise

    Signals and Noise

  • Shewhart's Rules for Presenting Data Visually

    Shewhart's Rules for Presenting Data Visually A short sweet to the point pdf presenting Dr. Shewharts rules for the visual presentation of data. Great stuff, really useful. Too many Data presentations fall in love with what the technology can do, and confuse the heck out of anyone trying to understand the meaning in the data.

  • Real Life Examples

    Real Life Examples From a doctor's office, a deli, a hospital, a hotel and more... even how to use to greatly enhance the use of a treatment of a girl with allergies. Nothing speaks more than real examples from people just like you!

  • Changing Glasses

    Changing Glasses A short but sweet call to action.

  • Finding the Meaning In 30 minutes or Less with Pencil and Paper

    Finding the Meaning In 30 minutes or Less with Pencil and Paper "All you need is 30 minutes and a pencil and paper to get what you need from the data..." W.E. Deming We begin DOING, using the UNcomputer...

  • Learn by Copying Along, an Old But Effective Method

    Learn by Copying Along, an Old But Effective Method In the olde apprenticeships, you learned by standing side by side and working with a journeyman to learn. Repetition and the chance to observe, helped the learning sink in deeper. The Khan Academy created something simiar with their way of teaching, mimic'd in this module. It is one thing to know... more

  • Working with Excel

    Working with Excel

  • More Practice with Excel

    More Practice with Excel

  • By Hand vs. Computer Smack Down

    By Hand vs. Computer Smack Down An Uncomputer vs Computer smack down! Which is faster, which goes deeper, which do you prefer?

  • Turning Your Eyes to The Road in Front of You

    Turning Your Eyes to The Road in Front of You Management is Prediction. Without a theory you learn nothing, and the best you can do is 50/50, right today, wrong tomorrow: but armed with an understanding of the process behavior, once you get it running smoothly, you can reliably predict and thereby make the best possbile managment decisions.

  • More Excel-ent Examples

    More Excel-ent Examples

  • Working in iWork Numbers

    Working in iWork Numbers

  • Thermometer Allegory

    Thermometer Allegory What makes a household thermometer useful is it tells you if you have temperature and need to call the doctor, or not. It is a very simple tool, hardly precise, but good enough to do the job and save you a lot of money in Doctor's bills, or save your life if you really are sick. It can't tell you... more

  • Exercizes

    Exercizes

  • More Exercizes

    More Exercizes

  • Even More Exercizes...

    Even More Exercizes...

  • Seasonal and Other Effects

    Seasonal and Other Effects A look at more advanced work using a simple, affordable program from the Deming Collaboration Website, allowing you to look at seasonal and other effects without having to create a new chart every time. A great tool for understanding businesses like retail, agriculture, or any other business that... more

  • Setting Up an Effective Operational Report

    Setting Up an Effective Operational Report What a true Operational Report Looks like: Creating the charts needed for a more or less universal report that measures how well your whole business is running, and lets you get a clear picture, in real time, of the health of your business operationally, and how well you are managing your TRUE... more

  • Setting Up an Effective Operational Report Two

    Setting Up an Effective Operational Report Two Taking the charts and formatting them into the complete report.

  • Understanding in an INSTANT!

    Understanding in an INSTANT! The application of the report created in the last two modules, to create instant, relevant, effective understanding in a way you could never dream of doing when seeing only in two dimensions as in the common financial reports.

  • A Project...

    A Project... What to do with your newly found time from your newly acquired knowledge: build a better system... in this case an ordering system as an example.

  • Connectedness

    Connectedness The importance of how things inter-relate.

  • Further Reading

    Further Reading

  • Congrats!

    Congrats! An inspirational slap on the back... just for you...

Attachments
  • Icon-pdf
  • Cheat Sheet for the Chart Formula needed in Module 19

    A pdf file with a copy of the formula for you to refer to. Here's to an open book life!

  • 443.97 KB
  • Icon-pdf
  • A recipe on how to describe a Process Behavior, for you to start with and outgrow

    A simple recipe of how to describe process behavior to the T. Use it until you know it then forget it. But everyone needs recipes until they know how to cook.

  • 157.31 KB
  • Icon-pdf
  • What makes the Process Behavior Chart Work (the XmR chart)

    This from the foremost expert alive on SPC, on why the charts can help separate signals from noise