Import data into Excel from a sales database using Power Query, or use the Excel 2016 data tab.
- [Narrator] If you wanna make great sales solutions…like this dashboard,…then you wanna make them based on good sound data.…But where do you get that data?…That's what this chapter's gonna cover.…Let's switch on over to the data…that this dashboard's actually using.…And although this looks like regular old data…in an Excel spreadsheet,…it's actually the result of a query.…A query is a request for data from a database.…So we told Excel,…query our database and bring back this information.…There are a couple of advantages of using a query.…
The main one is that the data is connected…to the source and refreshable.…So I happen to know that the database was recently changed.…For example, I'll go down to the bottom of this spreadsheet,…and you can see that Andrew has the latest sale here.…But I happen to know that the database was changed earlier,…so I'm gonna right click, refresh,…and you can see that we have a new sales…entered in here for Jan Kotas.…There's another advantage to using a query,…and that is you don't have to type anything.…
- 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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