Get started with dynamic Excel dashboards and PivotTables to display sales information for your team.
- [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 don't want them to be resizing…
- 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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