Download E-books Dashboarding and Reporting with Power Pivot and Excel: How to Design and Create a Financial Dashboard with PowerPivot – End to End PDF

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By Kasper de Jonge

Microsoft's progressive energy Pivot is a device that enables clients to create and remodel facts into reviews and dashboards in new and lots more and plenty extra robust methods utilizing the most-used analytical software on this planet: Excel.

Written through a member of Microsoft's energy Pivot staff and one of many prime strength Pivot bloggers, this advisor to the enterprise research source follows Jim, a fictional company analyst, as he makes an attempt to create a dashboard record for his CFO that would permit him to work out company functionality and drill down into the studies for added info.

Readers will study what a dashboard is, find out how to layout one, and the way to create strength View sheets that let for extra degrees of reporting and hugely interactive information visualizations. The publication covers intimately the way to mix and form the proper info, construct the dashboard in Excel—providing structure and layout information and tricks—prepare the version to paintings with financial dates, and express values utilized in many fiscal stories, together with year-to-date, variance-to-target, percentage-of-total, and working totals reviews.

Accessibly written, this publication deals readers a pragmatic, real-world state of affairs and will be used as a daily reference. notwithstanding the advisor makes a speciality of energy Pivot for Excel 2010, a bankruptcy that discusses strength View—compatible with Excel 2013—is additionally included.

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Read or Download Dashboarding and Reporting with Power Pivot and Excel: How to Design and Create a Financial Dashboard with PowerPivot – End to End PDF

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This expression will get the final worth for the Date column within the DateTable desk for every monetary yr for which that date has profit. rather than utilizing the ALL functionality, which might get the final price for the whole desk, this expression makes use of the ALLEXCEPT functionality. The ALLEXCEPT functionality eliminates all filters within the desk with the exception of the columns provided within the arguments. for this reason, it is going to consistently provide Jim the final interval for the total yr; it's going to override months, weeks, and days yet now not years. to check the recent calculated box, Jim places it right into a PivotTable with FyYear below Rows. Jim is familiar with that the calculated box works simply because he can see the final date in every year. determine five. 12: checking out the calculated box. Jim now desires to create a calculated column within the DateTable desk so he can filter out on it in his PivotTables. He provides the subsequent calculated column to the DateTable desk: [LastFyMonthofYear] = IF( [Year]=YEAR([Last monetary month of the year]) && [Month]=MONTH([Last financial month of the year]) ,1 ,0 ) This formulation executes for every row within the desk, evaluating the yr of the present row within the DateTable desk with the results of the calculated box. five- construction Interactive experiences with Excel and gear View 107 Jim desires to attempt his calculated column back, so he updates his PivotTable and provides FyMonthLabel below FyYear on Rows and the recent calculated column LastFyMonthofYear less than Filters. He then sees that his calculated columns works. determine five. thirteen: trying out the calculated column. Jim comes to a decision he not wishes the “Last economic month of the 12 months” calculated box for direct use in his PivotTables, so he hides it within the calculated box grid within the energy Pivot window. He additionally eliminates the worksheet that he additional to check his calculations. Jim now updates his profit desk to take advantage of the recent calculated box and exams even if the PivotTable now works whilst he alters the financial 12 months with the slicer. he's chuffed to determine that it does. Now that the economic yr slicer works, Jim desires to let the clients to slice and cube on different dimensions. He wishes them on the way to see numbers through sector and country and by way of gadget and plan variety. Jim plans to exploit slicers for this. He begins through including a slicer for area and nation via opting for Insert, Slicers. within the Insert Slicers conversation that looks, he selects zone and StateShort. determine five. 14: opting for fields for slicers. 108 Dashboarding and Reporting with strength Pivot and Excel Excel provides the slicers to the center of the workbook. Jim strikes them to the sector above the PivotTable, ensuring the slicers don’t overlap with the PivotTable filters simply because he desires to cover those rows in a while. He additionally makes guaranteed to opt for the DashboardText kind so those new slicers appear like the 1st one. determine five. 15: including sector and nation slicers. Jim creates equipment variety and plan style slicers, which he provides to definitely the right of the PivotTable. He creates a brand new type for them to teach that those slicers are a unique sort. He selects sophisticated shades that glance particular from yet in keeping with the opposite slicers.

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