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How to Build Excel Dashboard - PivotTable, Chart, Conditional Formatting

Offered By: ExcelIsFun via YouTube

Tags

Microsoft Excel Courses Data Cleaning Courses Slicers Courses Data Models Courses Power Query Courses PivotTables Courses Excel Dashboards Courses

Course Description

Overview

Learn how to build a comprehensive Excel dashboard using advanced features in this 36-minute tutorial. Master Power Query for data cleaning and importing, create a Power Pivot Data Model, and construct multiple PivotTables for revenue analysis. Explore DAX measures, implement slicers for interactive filtering, and design charts to visualize data effectively. Discover techniques for grouping dates, naming PivotTables, and creating cross-tabulated tables. Apply conditional formatting, paste linked pictures, and add finishing touches to your dashboard. Gain practical skills in data refresh and query editing to maintain an up-to-date dashboard. Perfect for Excel users looking to enhance their data visualization and analysis capabilities.

Syllabus

) Introduction.
) Power Query to Clean, Transform & Import Text Files (From Folder feature).
) Import Data into Power Pivot Data Model.
) PivotTable #1: for Month & Year Revenue.
) Group Dates in PivotTable based on Data Model: Automatically adds Columns to Data Model Table..
) First DAX Measure: "Formula for PivotTable".
) Add Slicer to Multiple PivotTables.
) Chart #1: Line Chart for Month and Year Data.
) Name PivotTables.
) PivotTable #2: Revenue for each SalesRep. Name Pivot. Connect to Slicer..
) Chart #2: Bar Chart for SalesRep Revenue.
) PivotTable #3: Create Year PivotTable. Name Pivot. Connect to Slicer..
) Create Text Label for Chart #2 based on PivotTable #3 and Slicer..
) PivotTable #4: Cross Tabulated Table for Product and Region..
) Conditional Formatting for PivotTable #4..
) Paste Linked Picture of PivotTable in Dashboard.
) Add formatting and Alignment to Dashboard.
) Add new Text Files to Folder and Refresh Dashboard.
) Edit Query to remove data from Dashboard..
) Summary.


Taught by

ExcelIsFun

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