By C.J. Benton
This ebook can be utilized as an educational or quickly reference advisor. it's meant for clients who're happy with the fundamentals of Microsoft Excel and are actually able to construct upon this ability via studying Pivot Tables and Dashboards. This e-book assumes you realize the right way to create, open, shop, and alter an Excel® workbook and feature a basic familiarity with the Excel toolbar (Ribbon). up to date for Microsoft Excel 2016! This booklet includes effortless to persist with step by step examples with screenshots demonstrating find out how to create Pivot Tables and simple Dashboards. in exactly a couple of brief hours, you’ll easy methods to: set up and summarize info layout & clear out Pivot desk effects Create Pivot Charts demonstrate averages & probabilities staff info into predefined levels Use Slicers Rank effects practice calculated fields Create Pivot desk studies from imported documents And extra! as well as the above, additionally, you will easy methods to create, layout, and replace a simple Dashboard utilizing Pivot desk info. together with how one can contain charts and function symbols into your reporting. an excellent source for: company Analysts facts Analysts monetary Analysts Administrative and aid employees think the time youll retailer by means of now not having to go looking the web or aid records to profit the main sensible methods of utilizing considered one of Microsoft Excel’s top positive factors!
Read or Download Excel Pivot Tables & Introduction To Dashboards. The Step-By-Step Guide PDF
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Additional info for Excel Pivot Tables & Introduction To Dashboards. The Step-By-Step Guide
Sample text
When you receive the C reate PivotTable prompt, select the ‘Existing W orksheet’ radio button 4. SA:SF ■ ■Use an external data source Choose C onnection... C o n n e ction name: Use th is w o rk b o o k 's Data M od e l Choose w h e re you w a n t th e PivotTable re p o rt to be placed ■ N ew W o rksh e e t ® Existing W o rksh e e t Location: Choose w h e th e ry o u w a n t to analyze m u ltip le tables П Add th is data to th e Data M od e l OK Cancel 1 5. Э |a QUANTITY REGIONS ! ^ Djsi’ tsord Data 6.
Pivot Table #2 Top 10 parts sold, combined quantity and percent of total 1. Return to the ‘D ata’ tab and highlight columns A:F 2. From the Ribbon select INSERT : PivotTable 3. When you receive the C reate PivotTable prompt, select the ‘Existing W orksheet’ radio button 4. SA:SF ■ ■Use an external data source Choose C onnection... C o n n e ction name: Use th is w o rk b o o k 's Data M od e l Choose w h e re you w a n t th e PivotTable re p o rt to be placed ■ N ew W o rksh e e t ® Existing W o rksh e e t Location: Choose w h e th e ry o u w a n t to analyze m u ltip le tables П Add th is data to th e Data M od e l OK Cancel 1 5.
0 r ■ xY*3- Г * OY&W| 1 - ---------Т П Т . xlsx You’ve reviewed the customer’s requirements and while they didn’t initially ask for the ability to filter by time period or region, you anticipate this is something they will want andtherefore decide to design accordingly. In order to build this Dashboard you will need to: • Create 4 Pivot Tables • Accommodate up-to 12 months of data • Insert 2 graphs • Add 2 slicers • Size to fit or be “shrunk down ” to display on one legal size (8 V x 14 inch) piece of paper • Use colors on graphs and indicators sparingly, as you don’t know if the paper form will be printed in color or in black and white ink Adding Multiple Pivot Tables To A Worksheet Pivot Table #1 Quantity of parts sold by region and category Create a new Pivot Table report, to see screenshot illustrations of steps #1 - #4, please see chapter 3 ‘Summarizing Numbers’: 1.
