From the course: Excel: Creating a Dashboard with Power Query (Microsoft 365)

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Prepare a draft of the Excel dashboard

Prepare a draft of the Excel dashboard

From the course: Excel: Creating a Dashboard with Power Query (Microsoft 365)

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Prepare a draft of the Excel dashboard

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- [Instructor] The first step to creating any type of dashboard or report is to start with a draft. So on this draft tab here, I've just laid out what I'd like to see in the end. The purpose of the dashboard is to give me a sales overview for the latest month. I want to see the sales value for that month and also for the previous month. I want to get the names of the top three sales managers, have a table that takes a look at different product categories and the sales values for the latest month and compare that to the previous month. I'd also like to see the trend, so the sales trend for the year up to the latest month, then I want to take a look at the customers, specifically the top five customers by product category, and also the top five sales employees by product category. So based on this, I need to figure out what type of fields or what type of KPIs I need to get from the system. The main KPI I need is sales…

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