Description
3.1 Excel Dashboards & Trends
Dashboards turn raw data into a visual story for quick decision-making.
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Tables & Data Grids: Structured referencing, auto-expansion, and banded rows for readability.
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Dynamic Filters: Using Slicers and Timelines to filter multiple visuals simultaneously.
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Form Controls: Checkboxes, scroll bars, and radio buttons to make reports interactive.
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Trend Analysis: Identifying patterns over time (Linear, Exponential, or Moving Average).
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Forecasting: Using the Forecast Sheet tool to predict future values based on historical data.
3.2 Pivot Tables: Fundamentals
The core tool for summarizing large datasets without complex formulas.
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Source Data: The raw range or table used to build the Pivot.
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Field List: The four quadrants: Filters, Columns, Rows, and Values.
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Data Aggregation: Summarizing by Sum, Count, Average, Max, or Min.
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Values Area: Where numerical data is calculated.
3.3 Calculations & Manipulation
Going beyond simple sums to extract deeper insights.
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Calculated Fields: Creating new data columns (e.g.,
Profit = Revenue - Cost) inside the Pivot Table. -
Show Values As: Displaying data as % of Grand Total, % of Column, or Running Total.
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Sorting: Arranging data alphabetically or by value (largest to smallest).
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Label/Value Filters: Filtering specific text or numerical thresholds (e.g., “Sales > 5000”).
3.4 Pivot Charts & Grouping
Visualizing summarized data and organizing categories.
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Pivot Chart: A dynamic chart linked directly to a Pivot Table that updates as filters change.
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Grouping Items: * Date Grouping: Collapsing daily data into Months, Quarters, or Years.
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Numeric Grouping: Creating “bins” (e.g., grouping ages into 10-year brackets).
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Drill Down: Double-clicking a value to see the underlying source records.
3.5 Updating & Formatting
Maintaining the accuracy and professional look of your analysis.
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Refresh: Updating the Pivot Table when the underlying source data changes.
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Change Data Source: Adjusting the range if new rows or columns are added.
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Slicers: Visual buttons that act as “one-touch” filters.
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Conditional Formatting: Applying Data Bars or Color Scales directly to Pivot Table cells.
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Design Tab: Using Pivot Table Styles, Banded Rows, and Report Layouts (Tabular vs. Compact).
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