Use Excel's PowerPivot, Pivot Table, PivotChart, and Slicer to build a dynamic dashboard in an hour to gain insight into an organization's operation and performance.
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Building Dashboard with Excel
1. Dr. Vazi Okhandiar, DBA, MSCS, PMP, MCT
www.nrclc.com. (714) 505-3475
Build a Dashboard in an Hour
Using Microsoft PowerPivot in Excel
NR Computer Learning Center
2. NR Computer Learning Center (NRCLC)
Established in 2002
Provide Computer Training
Microsoft Partner
Hands-on classroom training
Online Training
Virtual Live Training
Private Lesson
3. Dr. Vazi Okhandiar
Over 30 years of teaching experience in Computer Science &
IT courses and Microsoft Products and working in IT industry.
Worked for the World Bank, General Motors, HP/EDS,
Toyota, CSC, Olympus, and Mitsubishi, as well as numerous
small and medium-sized enterprises.
Education:
DBA, Walden University
MBA, University of California, Irvine
Masters in Computer Science, Illinois Institute of
Technology, Chicago
Bachelors Degree in Electrical Engineering,
University of California, Irvine.
Microsoft Certified Trainer (MCT) by Microsoft and Certified
Project Management Professional (PMP) by PMI
4. Agenda
Introduction to dashboard
Import Raw Data in Power Pivot
Build Dashboard using Power Pivot
Q & A
5. A dashboard
A dashboard is a visualization tool that is
similar to a panel for a driver of a vehicle
that has data organized and presented in
such a way that is easy to read and
understand.
6. Benefit of Digital Dashboards
Visual presentation of performance measures
Ability to identify efficiencies/inefficiencies
Ability to identify and correct negative trends
Ability to identify new trends.
Ability to make more informed decision
Align strategies and organizational goals
Increase overall revenue
7. PowerPivot is a Free add-on for Microsoft Excel that enables a
user to:
Import millions of row of data sources into a single Excel
workbook
Create relationships between heterogeneous data
Create calculated columns and measures using formulas
Supports Visualize Tool PivotTable, PivotChart, Slicers,
Sparkline
PowerPivot
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8. A Pivot table is a powerful feature in Excel that allows users to quickly
summarize and analyze large amounts of data in the form of a table.
Pivot Table
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9. A Pivot Chart is a visual representation of the pivot table in Excel.
Pivot Chart
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10. Launching Power Pivot
Launch PowerPivot tab on the Excel ribbon
Activate PowerPivot (File > Option > COM Add-in>
Microsoft Office PowerPivot for Excel)
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11. Building Dashboard Using PowerPivot
Start Excel
Launch PowerPivot
Load Data
Prepare Data
Build dashboard with
PivotChart, PivotTable
and Slicer Database
File
PowerPivot
PivotTable
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PivotChart
Dashboard
12. Sample Data
Superstore - Order Table
Order ID
Order Date
Order Priority
Order Quantity
Sale
Discount
Shipping Method
Profit
Unit Price
Shipping cost
Customer Name
State
Region
Business Size
Product Category
Product Sub Category
Product Name
Product Container
Product Base Margin
Ship Date
https://powerbidocs.com/tag/sample-superstore-sales-excel-xls/
13. Question?
Who are the top 5 customers?
What are the top 5 products?
Which states are these top 5 product sold at?
What were the sales during the month of
March in the year 2010 and 2011?