Spice up your dashboards with Excel PivotCharts. Learn to use the secondary axis to plot related values like total sales and % of total.
- [Instructor] Now we have the beginnings…of a neat dashboard with pivot tables…for sales rep, customer name, category…all sorted in descending order by sales.…Along with a timeline slicer to filter dates…and a product slicer to filter by product.…But, something that might be missing here…is this is all pivot tables,…this is displayed data of numbers…and not all people are happy with numbers.…But, where some people can quickly absorb numbers,…others are more comfortable with visuals,…and pivot charts lets you do just that.…Many times you can create pivot charts…directly off of pivot tables…and share them together,…like we're gonna do with this dashboard.…
Although, sometimes you might need…to put your supporting pivot tables on another sheet,…then cut and paste charts to the dashboard sheet.…Then you just hide the other sheet…when you distribute it.…This can be really handy…if you don't necessarily want people…to manipulate the pivot table data…or move the pivot table structure around in any way.…You just want them to see the visuals,…
- Using, modifying, and sharing templates
- Importing data from a database
- Cleaning up data
- Refreshing queries
- Pasting data
- Sorting and filtering tables
- Using slicers
- Adding a dynamic commission calculation
- Using conditional formatting
- Working with PivotTables and PivotCharts
- Creating a leaderboard
- Create period, monthly, and yearly summaries
- Creating dashboards
Skill Level Appropriate for all
1. Getting Started with Templates
2. Importing Sales Data
3. Working with Tables
4. Analyzing Sales Data
5. Build Awesome Sales Solutions
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