From the course: Excel for Sales Professionals

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Start a dashboard with existing PivotTables

Start a dashboard with existing PivotTables

From the course: Excel for Sales Professionals

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Start a dashboard with existing PivotTables

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- [Instructor] When you create dashboards you need a starting place. For this video we'll use our sales leaderboard as our basis for other pivot tables which we can then copy and paste to create other pivot tables. Copying an existing pivot table uses less overall memory than creating a new one because the pivot tables share the same cache. The cache is a snapshot that the pivot table takes of your data. So it's never altering your data, it's just working on an image of it. For this video, we'll be using the 05_05 start a dashboard workbook from the chapter five exercise files. Here's our sales leaderboard and first I'm gonna make sure that we're in tabular form, which, as I've mentioned before will automatically change that row labels to sales rep. And I just want that to happen all the time so I don't have to go and retype it. Next I'm gonna analyze in options, and I make sure that the autofit column width's on update is unchecked, because as I start copying more pivot tables I…

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