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Product typeBook
Published inNov 2023
PublisherPackt
ISBN-139781803240282
Edition1st Edition
Concepts
Data Analysis
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Author (1)
Bernard Obeng Boateng
Bernard Obeng Boateng
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Bernard Obeng Boateng

Bernard Obeng Boateng is a Microsoft Excel MVP, Microsoft Certified Trainer, with over 10 years work experience in Banking, Insurance and Business Development. He is founder of Finex Skills Hub an approved Training Provider of the Financial Modeling Institute, Canada. Finex Skills Hub runs the Finex Project in Ghana, a pro bono student training outreach program for students in Data Analytics and Financial Modeling. Bernard also provides consultancy services for SMEs (start-ups and existing) in Financial Management, Business Planning and Research. He has an active audience online with about 17,000 followers on his LinkedIn Account. where he shares tips and tricks on Microsoft Excel and other Office Apps.
Read more about Bernard Obeng Boateng

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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.

Figure 7.9 – Inserting a PivotTable from the Data Model

Figure 7.9 – Inserting a PivotTable from...

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Data Modeling with Microsoft Excel
Published in: Nov 2023Publisher: PacktISBN-13: 9781803240282
© 2023 Packt Publishing Limited All Rights Reserved

Author (1)

author image
Bernard Obeng Boateng

Bernard Obeng Boateng is a Microsoft Excel MVP, Microsoft Certified Trainer, with over 10 years work experience in Banking, Insurance and Business Development. He is founder of Finex Skills Hub an approved Training Provider of the Financial Modeling Institute, Canada. Finex Skills Hub runs the Finex Project in Ghana, a pro bono student training outreach program for students in Data Analytics and Financial Modeling. Bernard also provides consultancy services for SMEs (start-ups and existing) in Financial Management, Business Planning and Research. He has an active audience online with about 17,000 followers on his LinkedIn Account. where he shares tips and tricks on Microsoft Excel and other Office Apps.
Read more about Bernard Obeng Boateng

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