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Magic Reports
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Welcome to the Course
Understanding the report that we will create and automate
Download the Resource File
Understanding difference between Static and Dynamic Pages
Designing our First Static Page - Page 2
Designing all Other Static pages - Page 3, 4, 6, 11, 15, 17
Designing our First Dynamic Page - Page 1
Designing Page 5 - Accelerate your design by reusing elements
Designing Page 5 - Connecting data and displayed values
Designing Page 7 - Representing funnel or pipeline data
Designing Page 8 - Creating donut charts
Designing Page 8 - Creating a calendar design
Designing Page 9 - Insights through charts
Designing Page 10 - Creating Treemap chart type
Designing Page 12 - More insights on individual performance
Designing Page 13 - Advanced formatting for displaying text
Designing Page 14 - Identifying top proposals, wins and losses
Designing Page 16 - Creating stylized text display
Designing Page 16 - Creating speedometer chart
Recap and summary on the design
Understanding the employee and customer data
Understanding targets, manager's feedback and the leads tracker tables
Pre-work for Generating Insights - Part 1
Pre-work for Generating Insights - Part 2
Pre-work for Generating Insights - Part 3
Pre-work for Generating Insights - Part 4
Getting Started - Applying formulas to get data in the first page
Insights for Page 5 - Summarizing quarterly and yearly sales
Insights for Page 5 - RAG status for quarterly and yearly sales
Insights for Page 5 - Top reasons for win and loss
Insights for Page 5 - Displaying custom text for each individual
Insights for Page 7 - Funnels and Conversions
Insights for Page 8 - Funnels and Conversions in Percentage
Insights for Page 8 - Time taken for lead to move through pipeline stages
Insights for Page 9 - Generating insights based on Customers
Insights for Page 10 - Representing multiple layers of data visually
Insights for Page 12 - Deep-dive into proposals, wins and losses
Insights for Page 13 - Target vs. actual for the quarter
Insights for Page 13 -Target vs. actual for the year
Insights for Page 14 - Identifying top wins, losses and ongoing proposals
Insights for Page 16 - Building a Speedometer Chart
Insights for Page 16 - Details of wins in a quarter
Automation - Saving a single report manually
Automation for Saving Reports
Download the Script for Creating and Saving the Reports
BONUS LESSON: Automation for Emailing the Reports
Download the Script for Emailing
Magic Reports for Google Sheets
Setup Required for Google Sheets
Automation - Understanding the script
Download the Script for Creating and Saving the Reports
Executing the Script
Closing Words
Complete your assignment to get your certificate and badge
Course Closure
Introduction to the Course
Welcome to the Course
Preview
Understanding the report that we will create and automate
Preview
Download the Resource File
Section 1: Designing the Report
Understanding difference between Static and Dynamic Pages
Preview
Designing our First Static Page - Page 2
Preview
Designing all Other Static pages - Page 3, 4, 6, 11, 15, 17
Designing our First Dynamic Page - Page 1
Preview
Designing Page 5 - Accelerate your design by reusing elements
Designing Page 5 - Connecting data and displayed values
Designing Page 7 - Representing funnel or pipeline data
Designing Page 8 - Creating donut charts
Designing Page 8 - Creating a calendar design
Designing Page 9 - Insights through charts
Designing Page 10 - Creating Treemap chart type
Designing Page 12 - More insights on individual performance
Designing Page 13 - Advanced formatting for displaying text
Designing Page 14 - Identifying top proposals, wins and losses
Designing Page 16 - Creating stylized text display
Designing Page 16 - Creating speedometer chart
Recap and summary on the design
Section 2: Understanding the Data to get Insights in the Report
Understanding the employee and customer data
Understanding targets, manager's feedback and the leads tracker tables
Section 3: Getting Insights out of the Data
Pre-work for Generating Insights - Part 1
Pre-work for Generating Insights - Part 2
Pre-work for Generating Insights - Part 3
Pre-work for Generating Insights - Part 4
Getting Started - Applying formulas to get data in the first page
Insights for Page 5 - Summarizing quarterly and yearly sales
Insights for Page 5 - RAG status for quarterly and yearly sales
Insights for Page 5 - Top reasons for win and loss
Insights for Page 5 - Displaying custom text for each individual
Insights for Page 7 - Funnels and Conversions
Insights for Page 8 - Funnels and Conversions in Percentage
Insights for Page 8 - Time taken for lead to move through pipeline stages
Insights for Page 9 - Generating insights based on Customers
Insights for Page 10 - Representing multiple layers of data visually
Insights for Page 12 - Deep-dive into proposals, wins and losses
Insights for Page 13 - Target vs. actual for the quarter
Insights for Page 13 -Target vs. actual for the year
Insights for Page 14 - Identifying top wins, losses and ongoing proposals
Insights for Page 16 - Building a Speedometer Chart
Insights for Page 16 - Details of wins in a quarter
Section 4: Automating Report Creation and Emailing
Automation - Saving a single report manually
Preview
Automation for Saving Reports
Download the Script for Creating and Saving the Reports
BONUS LESSON: Automation for Emailing the Reports
Preview
Download the Script for Emailing
Section 5: BONUS: Magic Reports for Google Sheets
Magic Reports for Google Sheets
Setup Required for Google Sheets
Automation - Understanding the script
Download the Script for Creating and Saving the Reports
Executing the Script
Wrap-up
Closing Words
Complete your assignment to get your certificate and badge
Course Closure
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