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) PivotTable #1: for Month & Year Revenue
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Classroom Contents
How to Build Excel Dashboard - PivotTable, Chart, Conditional Formatting
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- 1 ) Introduction
- 2 ) Power Query to Clean, Transform & Import Text Files (From Folder feature)
- 3 ) Import Data into Power Pivot Data Model
- 4 ) PivotTable #1: for Month & Year Revenue
- 5 ) Group Dates in PivotTable based on Data Model: Automatically adds Columns to Data Model Table.
- 6 ) First DAX Measure: "Formula for PivotTable"
- 7 ) Add Slicer to Multiple PivotTables
- 8 ) Chart #1: Line Chart for Month and Year Data
- 9 ) Name PivotTables
- 10 ) PivotTable #2: Revenue for each SalesRep. Name Pivot. Connect to Slicer.
- 11 ) Chart #2: Bar Chart for SalesRep Revenue
- 12 ) PivotTable #3: Create Year PivotTable. Name Pivot. Connect to Slicer.
- 13 ) Create Text Label for Chart #2 based on PivotTable #3 and Slicer.
- 14 ) PivotTable #4: Cross Tabulated Table for Product and Region.
- 15 ) Conditional Formatting for PivotTable #4.
- 16 ) Paste Linked Picture of PivotTable in Dashboard
- 17 ) Add formatting and Alignment to Dashboard
- 18 ) Add new Text Files to Folder and Refresh Dashboard
- 19 ) Edit Query to remove data from Dashboard.
- 20 ) Summary
