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Section 1: Designing the Report
17 Lessons-
PreviewUnderstanding difference between Static and Dynamic Pages
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PreviewDesigning our First Static Page - Page 2
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StartDesigning all Other Static pages - Page 3, 4, 6, 11, 15, 17
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PreviewDesigning our First Dynamic Page - Page 1
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StartDesigning Page 5 - Accelerate your design by reusing elements
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StartDesigning Page 5 - Connecting data and displayed values
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StartDesigning Page 7 - Representing funnel or pipeline data
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StartDesigning Page 8 - Creating donut charts
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StartDesigning Page 8 - Creating a calendar design
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StartDesigning Page 9 - Insights through charts
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StartDesigning Page 10 - Creating Treemap chart type
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StartDesigning Page 12 - More insights on individual performance
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StartDesigning Page 13 - Advanced formatting for displaying text
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StartDesigning Page 14 - Identifying top proposals, wins and losses
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StartDesigning Page 16 - Creating stylized text display
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StartDesigning Page 16 - Creating speedometer chart
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StartRecap and summary on the design
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Section 3: Getting Insights out of the Data
20 Lessons-
StartPre-work for Generating Insights - Part 1
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StartPre-work for Generating Insights - Part 2
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StartPre-work for Generating Insights - Part 3
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StartPre-work for Generating Insights - Part 4
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StartGetting Started - Applying formulas to get data in the first page
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StartInsights for Page 5 - Summarizing quarterly and yearly sales
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StartInsights for Page 5 - RAG status for quarterly and yearly sales
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StartInsights for Page 5 - Top reasons for win and loss
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StartInsights for Page 5 - Displaying custom text for each individual
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StartInsights for Page 7 - Funnels and Conversions
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StartInsights for Page 8 - Funnels and Conversions in Percentage
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StartInsights for Page 8 - Time taken for lead to move through pipeline stages
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StartInsights for Page 9 - Generating insights based on Customers
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StartInsights for Page 10 - Representing multiple layers of data visually
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StartInsights for Page 12 - Deep-dive into proposals, wins and losses
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StartInsights for Page 13 - Target vs. actual for the quarter
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StartInsights for Page 13 -Target vs. actual for the year
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StartInsights for Page 14 - Identifying top wins, losses and ongoing proposals
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StartInsights for Page 16 - Building a Speedometer Chart
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StartInsights for Page 16 - Details of wins in a quarter
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Section 4: Automating Report Creation and Emailing
5 Lessons








