You might want to make certain information easily available even if it’s not shown. You can do so by hiding worksheet rows that contain some of the details displayed in the dashboard.
- [Instructor] Dashboards summarize a lot of data…in a compact format.…You should avoid the temptation to display…too many items on a dashboard,…but there will be times when you want…to make certain information easily available,…even if it's not shown all the time.…You can do that by hiding worksheet rows…that contain some of the details displayed in the dashboard…by creating custom groups.…I'll show you how to group and ungroup rows in this movie.…My sample file is HiddenRows,…and you can find it in the chapter two folder…of the exercise files collection.…
The top portion of this dashboard worksheet…contains information such as room service revenue,…guest count, department expenses, and then a pivot chart…indicating quarterly expenses by department.…Starting in row 11, you can see that I have…Target Quarterly Expenses by Department in 2017,…and then I have the targets in rows 12 through 15…for each of my four departments.…The thing is I don't really need to see the targets,…but I'm assuming that the manager who's using this dashboard…
Author
Curt Frye
Released
3/8/2017Lynda.com is a PMI Registered Education Provider. This course qualifies for professional development units (PDUs). To view the activity and PDU details for this course, click here.
The PMI Registered Education Provider logo is a registered mark of the Project Management Institute, Inc.
- Managing data using Excel tables
- Managing PivotTables and PivotCharts
- Summarizing table and PivotTable data
- Defining conditional formats
- Creating sparklines
- Sketching your dashboard layout
- Creating and managing cell links
- Linking cell contents to a shape
- Linking to a PivotTable cell
- Extending your dashboard using hidden rows
Skill Level Beginner
Duration
Views
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Introduction
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Welcome43s
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1. Setting Up the Supporting Workbook
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Define conditional formats7m 39s
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Define icon set formats5m 33s
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Summarize data using charts10m 12s
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Create sparklines5m 3s
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2. Creating a Dashboard Worksheet
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Sketch your dashboard layout6m 20s
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Create and manage cell links7m 45s
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Link to a PivotTable cell4m 59s
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Conclusion
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Next steps1m 30s
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Video: Extend your dashboard using hidden rows