You're reading from Data Modeling with Microsoft Excel

Product type Book

Published in Nov 2023

Publisher Packt

ISBN-13 9781803240282

Pages 316 pages

Edition 1st Edition

Languages

Concepts

Data Analysis

Author (1):

Bernard Obeng Boateng

Table of Contents (16) Chapters

Preface

1. Part 1: Overview and Introduction to Data Modeling in Microsoft Excel

2. Chapter 1: Getting Started with Data Modeling – Overview and Importance

3. Chapter 2: Data Structuring for Data Models – What’s the best way to layout your data?

4. Chapter 3: Preparing Your Data for the Data Model – Cleaning and Transforming Your Data Using Power Query

5. Chapter 4: Data Modeling with Power Pivot – Understanding How to Combine and Analyze Multiple Tables Using the Data Model

6. Part 2: Creating Insightful Calculations from your Data Model using DAX and Cube Functions

7. Chapter 5: Creating DAX Calculations from Your Data Model – Introduction to Measures and Calculated Columns

8. Chapter 6: Creating Cube Functions from Your Data Model – a Flexible Alternative to Calculations in Your Data Model

9. Part 3: Putting it all together with a Dashboard

10. Chapter 7: Communicating Insights from Your Data Model Using Dashboards – Overview and Uses

11. Chapter 8: Visualization Elements for Your Dashboard – Slicers, PivotCharts, Conditional Formatting, and Shapes

12. Chapter 9: Choosing the Right Design Themes – Less Is More with Colors

13. Chapter 10: Publication and Deployment – Sharing with Report Users

14. Index

Why subscribe?

15. Other Books You May Enjoy

Common dashboard elements

In Excel, creating a dashboard isn’t just about presenting numbers. It’s also about telling a story and making that story interactive and engaging. The dataset in our Data Model already contains valuable information on customers, products, stores, locations, sales, and returns. Think of each piece as a chapter of your story.

Let’s dive into how you can use the dataset you already have to craft this story with some common dashboard elements.

PivotTables

PivotTables provide a powerful way to summarize and analyze large datasets dynamically. PivotTables are normally used to stage the summary reports that most of the charts in our dashboard are created on. This is very useful because if there are changes in your source data, the summary reports will also be updated after clicking on refresh. Most charts in your Excel dashboard will be driven by a PivotTable.