From the course: Excel: Implementing Balanced Scorecards with KPIs
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Add data icon conditional formats
From the course: Excel: Implementing Balanced Scorecards with KPIs
Add data icon conditional formats
- [Instructor] Pivot tables summarize your data in as much detail as the original data source will allow. When you find a summary that works for your Dashboard, you can use a get pivot table formula to change which data your Dashboard summarizes. I'll demonstrate how to create this sort of Dashboard summary in this movie. My sample file is 0303 getpivotdata and you can find it in the exercise files folder. This workbook contains two worksheets. I have a pivot table and cells where I can put a summary on the dashboard worksheet. And also, I have the original data, US Sales by Region. That you can find on the worksheet of the same name. Normally this data would be stored outside of the workbook and also we would have the pivot table and summary cells on different worksheets. I wanted to have the data contained within the workbook. So you wouldn't have to connect to anything. And also, I wanted the pivot table and summary…
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Contents
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(Locked)
Create a PivotTable from an external data source2m 30s
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Import a large data set into Excel3m 11s
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Add data icon conditional formats4m 41s
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Create a conditional formatting rule based on a formula4m 52s
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Change PivotTable views using GETPIVOTDATA formulas7m 51s
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