Excel: Creating a Dashboard with Power Query (Microsoft 365)

1h 20mIntermediate2020-09-24

Authors

Leila Gharani

Excel MVP, Trainer, and Consultant

Course details

Creating an Excel dashboard from scratch can feel overwhelming. How do you start? What if you have a lot of data? How do you set up the calculations? In this course, follow along with Excel MVP Leila Gharani as she shows you how to design an interactive Excel dashboard from scratch. Learn to use Power Query, the Excel Data Model, and PivotTables to get it all set up fast. Discover how to import and create a connection to the data and refresh it with one click using Power Query. Leila also shows how to use Power Query to clean data and set up calculation logic. Then, with the Data Model, you can create relationships between the data sets. Finally, learn how to extract the information you need using PivotTables and display it with linked shapes and pictures and PivotCharts. You can discover dozens of useful Excel dashboard tips and tricks along the way. Start creating your own data-rich dashboards today.

Topics include:
Drafting a dashboard
Importing data and connecting to external files
Creating relationships with the Excel Data Model
Setting up calculations with PivotTables
Linking Excel shapes to cell values
Using PivotCharts to display data

Skills covered

Microsoft OfficeSpreadsheetsMicrosoft ExcelData AnalysisData ScienceBusiness Analysis and StrategyBusiness Software and ToolsMicrosoftDeep Dive (X:Y)

Concepts

0. Introduction

01 - Dashboard project overview
02 - What you need to know before starting
03 - Download files to follow along

1. Lay the Groundwork

04 - Prepare a draft of the Excel dashboard
05 - Import master data from external workbook with Power Query
06 - Import data from a text file with Power Query

2. Set Up Logic and Calculations

07 - Create the data model and define relationships in Power Pivot
08 - Create logic for the latest and previous month in Power Query
09 - Set up calculations with PivotTables for the latest month

3. Create the Dashboard

10 - Link Excel shapes to the data and linked picture trick
11 - Top three sales managers and numbers - Sort data in PivotTable
12 - Linked table for sales by product category
13 - Excel PivotChart for monthly sales
14 - Pivot Slicer connected to multiple PivotTables

Final Touches

15 - Finalize the dashboard