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

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

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) Add new Text Files to Folder and Refresh Dashboard

18 of 20

18 of 20

) Add new Text Files to Folder and Refresh Dashboard

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

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

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