Introduction
Dashboard project overview
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What you need to know before starting
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Download files to follow along
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1. Lay the Groundwork
Prepare a draft of the Excel dashboard
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Import master data from external workbook with Power Query
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Import data from a text file with Power Query
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2. Set Up Logic and Calculations
Create the data model and define relationships in Power Pivot
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Create logic for the latest and previous month in Power Query
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Set up calculations with PivotTables for the latest month
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3. Create the Dashboard
Link Excel shapes to the data and linked picture trick
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Top three sales managers and numbers: Sort data in PivotTable
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Linked table for sales by product category
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Excel PivotChart for monthly sales
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Pivot Slicer connected to multiple PivotTables
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Final Touches
Finalize the dashboard
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Ex_Files_Excel_Creating_a_Dashboard_Power_Query.zip
(6.2 MB)