Skip to main content

How to create a Simple Dynamic Dashboard with Charts and Slicers

Download the example Dynamic Chart from below link.



Below are the steps to create a dynamic dashboard


1. Structured Data

Create a table from the data you have. Select the data and press Ctrl + T  or Click on Table in Inset tab under Tables group as shown below.


2. Create Pivots
Select the table and create a pivot by pressing Alt + N+V or Click on Pivot table in Insert tab under Tables group as shown below. Select New worksheet in the dialogue box and click ok.


3. Modify Pivot Table

Once Pivot table is created name the pivot table in Analyse tab Pivot table Name in PivotTable section for reference. Pivot tables fields may appear automatically or if not appearing then click on field list in Analyse tab under Show. 
Select Customer ID and Years in Rows section and Purchase Amount in Values section as shown below.

Same way create other Pivots as created in the example file attached.


4. Create Charts

Select the pivot table then go to Insert tab >> Charts>> Select the type of chart as shown below



Create a Combo chart as shown below 

First create a normal Bar chart then keep the chart selected by clicking on it, Pivot Chart Tools will appear as seen below. Click on Design Tab >> Change Chart type>>Combo.
A Dailogue box will appear as shown below. You can select the chart type for the series and the Axis.


5. Changing Colour of Bar charts

Select the Bar in the chart. In PivotChart Tools section select Format tab >>Shape Style


There are other tools to format your chart as shown below. Right click on the chart and select format Chart area on the right hand side a New pane appears. For further formatting you can explore it.



6. Slicers

Slicers are used to filter the data. To Add a slicer select the pivot and from Pivot table Fields Select a item of which you need to create a Slicer as shown below.


Same way create other slicers as needed and connect them to all the charts.
Right Click on the Slicer and select Report Connections as shown below


A Dialogue box will appear Report Connections. Select the Charts you want to connect the slicer.
In the current case i have selected all charts.


7. Navigation

Final Dashboard is ready


As Shown below Oct is Selected in Date slicer, all charts gets filtered with Oct data. To remove filter click on clear filter tab as shown below or click on the Oct tab with Ctrl tab pressed.



Labels:

Comments

Post a Comment

Popular posts from this blog

Data Analysis Tool Pack

  The  Analysis ToolPak  is an  Excel add-in  program that provides data analysis tools for financial, statistical and engineering data analysis. To load the Analysis ToolPak add-in, execute the following steps. 1. On the File tab, click Options. 2. Under Add-ins, select Analysis ToolPak and click on the Go button. 3. Check Analysis ToolPak and click on OK. 4. On the Data tab, in the Analysis group, you can now click on  Data Analysis . The following dialog box below appears. 5. For example, select Histogram and click OK to create a Histogram in Excel. Example Rank and Percentile The Rank and Percentile contained within the Analysis-ToolPak can be quickly used to find the rank of all the values in a list. The advantage of using the Rank and Percentile feature is that the percentile is also added to the output table. The percentile is a percentage that indicates the proportion of the list which is below a given number. Highlight the list (or the cells) which...
Post a Comment
Read more

CAGR Dax Measure

CAGR stands for  C ompound  A nnual  G rowth  R ate.  It describes the rate at which an investment would have grown over several years if it had grown at the same rate every year on a compounding, rather than simple, basis.   The CAGR metric is calculated using the following formula: If we were to fit this entire formula into a single measure it may get messy and confusing for other users, so let’s step it out. We will need to create several measures to calculate the individual pieces the CAGR formula.  Of course, this is not the only way to calculate CAGR in Power Pivot, but this is the way we’ve decided to go about it.  So, let’s break it down, we will need the following measures to calculate CAGR: A measure to retrieve the First Year in the data set A measure to retrieve the Last Year in the data set A measure to calculate the Number of Years between the First and Last Years in the data set A measure to aggregate the total sales in the data set...
Post a Comment
Read more

Protect Formula Cells

The use of worksheet protection in Excel is a little strange. Using the steps below, you can quickly protect just the formula cells in your worksheet. It seems unusual, but all 16 billion cells on a worksheet start out with their Locked property set to True. You need to unlock all of the cells first: Select all cells by using the icon above and to the left of cell A1. Press  Ctrl+1  (that is the number 1) to open the Format Cells dialog. In the Format Cells dialog, go to the Protection tab. Uncheck Locked. Click OK. While all cells are still selected, select Home, Find & Select, Formulas. At this point, only the formula cells are selected. Press  Ctrl+1  again to display the Format Cells dialog. On the Protection tab, choose Locked to lock all of the formula cells. Locking cells does nothing until you protect the worksheet. On the Review tab, choose Protect Sheet. In the Protect Sheet dialog, choose if you want people to be able to select your formula cells or no...
Post a Comment
Read more