Excel III - Reporting a Interactive dashboards (EN)

Description

Are you tired of constantly filtering data in tables? At the training, you will learn to work with a PivotTable. PivotTables are basically a very effective tool, and yet they contain many secret features. It is possible to create a very fashionable and interactive dashboard from contingency tables and graphs. 

Pivot tables are basically a very effective tool, yet they contain many hidden features. You can create your own calculations in the PivotTable using calculation fields. Do you calculate the percentage expression? There is nothing easier than calculating percentages directly in the report using the built-in tool. 
With Power Query, the perfect data source for a pivot table can be prepared in almost one click.
You will welcome the dashboard if you process regular reports on a weekly or monthly level. Once you prepare the dashboard in the form of graphs and interactive graphical filters and then only update the source data.

Goals

• Know and edit data sources for PivotTables.
• Create, set up, and modify a PivotTable.
• Creating and editing a PivotChart.
• Power Query - transformation of source data
• Advanced reporting features
• Creating and working with an interactive dashboard.

Target

Contents

• basic rules for a data source

• explanation of building a PivotTable model
• setting aggregation functions
• report filtering
• graphic filters - cross sections & timelines

• creating a chart
• chart adjustment

• consolidation of multiple tables into one
• remove blank lines
• remove duplicates
• flip rows to columns

• calculated field
• percentage expression - values as
• function GETPIVOTDATA
• grouping of calendar data, numbers and texts
• conditional formatting

• data source preparation
• contingency tables and graphs
• insertion of interactive filters - cross sections and timeline
• linking filters to selected PivotCharts

Prerequisites

Study Materials