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YouTube

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

ExcelIsFun via YouTube

Overview

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Learn how to build an Excel Dashboard using PivotTables, Charts, and Conditional Formatting based on a Data Model. The course covers importing and cleaning data, creating DAX Measures, adding Slicers, and formatting the Dashboard. The teaching method includes step-by-step demonstrations and practical examples. This course is intended for individuals looking to enhance their Excel skills and create dynamic visual representations of data.

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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