Automated Visual Displays Using Word and Excel

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As evaluators, we frequently face the challenge of accurately and efficiently producing large numbers of near-identical reports.

These slides accompanied a 20-minute Coffee Break webinar for the American Evaluation Association in December 2011.

Agata Jose-Ivanina and Ann K. Emery demonstrated how to automate production of dashboards and reports complete with graphs, tables, and text using only Microsoft Word and Excel. They provided VBA code and demonstrated how to use it to populate a dashboard template.

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Automated Visual Displays Using Word and Excel

  1. 1. Use What You Have: Automated Visual Displays Using MS Word and Excel Agata Jose-Ivanina @AgataJI Ann K. Emery @AnnKEmery
  2. 2. 1. Afya Public Charter Elementary 24. Naca Freedom And School 12. Collington Square Democracy Academy 2. Baltimore Elementary II International Academy 13. Empowerment 25. Northwood 3. Baltimore Leadership Academy Community Academy School For Young 14. EXCEL Academy 26. Patterson Park Public Women Public Charter School Charter School 4. Baltimore Montessori 15. Hampstead Hill 27. Possibility STEM Prep Public Charter School Academy Academy 5. Bluford Drew Jemison 16. Imagine Discovery 28. Rosemont Elementary MST Academy Charter School 29. Southwest Baltimore 6. Bluford Drew Jemison 17. Imagine Foundation Charter School STEM Academy West Charter 30. The Crossroads School 7. Chesapeake Charter 18. Inner Harbor East 31. The Green School School Academy 32. Tunbridge Public 8. Chesapeake Science 19. KIPP Ujima Village Charter School Point Academy 33. Turning Point 9. City Neighbors 20. Lincoln Charter School Academy Charter School 21. Midtown Academy 34. Wolfe Street Academy 10. City Neighbors 22. Monarch Academy Hamilton 23. Monocacy Valley 11. City Springs Montessori School
  3. 3. 4 steps: 1. Make a model report 2. Add bookmarks 3. Organize the data in Excel 4. Run the code
  4. 4. Step 1. Make a model report
  5. 5. Step 2. Add bookmarks
  6. 6. Step 2. Add bookmarks
  7. 7. Step 2. Add bookmarks
  8. 8. Step 2. Add bookmarks
  9. 9. Step 2. Add bookmarks
  10. 10. Step 2. Add bookmarks
  11. 11. Step 3. Organize the Data 3a. The Setup Sheet 3b. The Data Sheet 3c. The Charts Sheet
  12. 12. Step 3a. The Setup Sheet
  13. 13. Step 3a. The Setup Sheet
  14. 14. Step 3b. The Data Sheet
  15. 15. Step 3c. The Charts Sheet
  16. 16. Step 4. Run the Code 4a. Fill in the Code Info sheet 4b. Run the code
  17. 17. Step 4a. The Code Info Sheet
  18. 18. Step 4b. Run the Code
  19. 19. Use What You Have: Automated Visual Displays Using MS Word and Excel Agata Jose-Ivanina @AgataJI Ann K. Emery @AnnKEmery

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