Create an Excel Dashboard with Power Query (Office 365)

Creating a Dashboard in Excel from scratch can feel overwhelming. But it does not have to be!

In this class we will use Excel Power Query together with Excel's data modeling and Pivot Table tools to get it setup REALLY fast. 

In this class you will learn:

• Import from Text/CSV and Excel files
• Apply regional settings to make sure dates and numbers are shown correctly
• Use Excel's data model and Power Pivot
• How to create an interactive dashboard that can be refreshed with the click of a button
• How to use Pivot Charts and Pivot Slicers
• Useful Excel Dashboards Tips and Tricks

The techniques we cover in this class will give you additional ideas to apply to your own reports to give them an edge and make them more professional. 

Follow along with me and create this interactive dashboard from scratch!

• Introduction
• Class Expectations
• How To Use Downloadable Resources
• Prepare a Draft of the Dashboard
• Import Master data from External Workbook with Power Query
• Import Data from Text File with Power Query
• Create the Data Model & Define Relationships in Power Pivot
• Create Logic for Latest and Previous Month in Power Query
• Setup Calculations with Pivot Tables for Latest Month
• Link Excel Shapes to Data & Linked Picture Trick
• Top 3 Sales Managers & Numbers (Sorted Excel Pivot Table)
• Linked Table for Sales by Product Category
• Excel Pivot Chart for Monthly Sales
• Pivot Slicer Connected to Multiple Pivot Tables
• Finalize the Excel Dashboard