If you already know how to do this, you can skip this section. If you’re unfamiliar with generating either, this step provides a learning opportunity for creating a PivotTable. ![]() Strictly speaking, you don’t need this step because Excel will create a PivotTable when you create a PivotChart. The first step is to create the two PivotTables. We want to provide an easy-to-use tool that lets users view sales by personnel and quarter in a dashboard setting. The data is a compilation of sales information by date, personnel, and region. To convert a data set to a Table, click inside the data set, click the Insert tab, click Table (in the Tables group), specify whether you table has headers, and click OK. ![]() The dataįigure B shows the sample data set converted to a Table object. Figure A: A simple dashboard allows quick filtering of summarized data. The data set is simple on purpose, but you can use as many settings as you need to meet more complex requirements. I’ll provide all the necessary steps to create the simple dashboard shown in Figure A. We’ll copy everything to a Dashboard sheet.ĭon’t worry if you don’t know how to create a PivotTable or PivotChart.We’ll generate a PivotChart for each PivotTable object.We’ll create two PivotTable objects: one for viewing sales by region and one for viewing sales by quarter.The data is in a Table object, but that isn’t strictly necessary.This technique is simple but there are a lot of steps, so a quick outline of where we’re going should be beneficial: You can work with your own data or download the demonstration. Slicers first appeared in version 2010, so this article won’t instructions for earlier versions. I’m using Excel 2013 on a Windows 7 system. ![]() In a normal sheet, you probably won’t go to the trouble of adding Slicers, but they’re the perfect visual addition to a dashboard–where you want to simply the filtering process for users. A Slicer displays a set of buttons, instead of a dropdown, that you click to quickly filter the data presented in a PivotTable or PivotChart. Learn how you can combine PivotChart and Slicer objects to create an easy-to-use and dynamic data summarization.Įxcel 2010 introduced Slicers, which you can use to filter PivotTable and PivotChart objects. Create a quick and effective dashboard using Excel’s PivotChart and Slicer objects
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