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Excel: Creating a Dashboard with Power Query (Office 365/Microsoft 365)

via LinkedIn Learning

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Details

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Provider

LinkedIn Learning
Pricing

Free Trial Available
Languages

English
Certificate

Certificate Available
Duration & workload

1 hour 20 minutes
Sessions

On-Demand

Found in

Overview

Learn how to create data-rich Excel dashboards using Power Query.

Syllabus

Introduction

Dashboard project overview
What you need to know before starting
Download files to follow along

1. Lay the Groundwork

Prepare a draft of the Excel dashboard
Import master data from external workbook with Power Query
Import data from a text file with Power Query

2. Set Up Logic and Calculations

Create the data model and define relationships in Power Pivot
Create logic for the latest and previous month in Power Query
Set up calculations with PivotTables for the latest month

3. Create the Dashboard

Link Excel shapes to the data and linked picture trick
Top three sales managers and numbers: Sort data in PivotTable
Linked table for sales by product category
Excel PivotChart for monthly sales
Pivot Slicer connected to multiple PivotTables

Final Touches

Finalize the dashboard

Taught by

Leila Gharani

Reviews

4.7 rating at LinkedIn Learning based on 1124 ratings

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