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Data Analysis Fundamentals Using Excel 4

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36 views

Data Analysis Fundamentals Using Excel 4

Uploaded by

Lala Chuxy
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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Module 4

Dashboards
Module Overview

Creating a Dashboard
• Data Analysis in Excel PivotTables
Lesson 1: Creating a Dashboard

What Is a Dashboard?
Advantages of Excel Dashboards
Creating an Excel Dashboard
Demonstration: Adding and Moving
PivotTables and PivotCharts
Adding a Slicer
• Demonstration: Filtering Data Using a Slicer
What Is a Dashboard?

• Dashboards are:
• Easy to read, visual
• About one thing
• About what’s important
• Consolidated—summary information, not detail
• On one screen
• Viewed at a glance—immediately
understandable
• Up to date

• When designing your dashboard, think


about a car dashboard
Advantages of Excel Dashboards

• Using Excel to create dashboards has some


big advantages:
• Interactivity—add slicers and filters
• Include additional data in backup worksheets
• Easy to alter—you can be responsive to change
• Dashboards use familiar Excel tools:
• Charts
• Tables
• PivotTables and PivotCharts
• Sparklines
• Slicers and filters
Creating an Excel Dashboard

• To create an Excel dashboard:


• Create a new workbook with several worksheets
• Decide what data is important
• Use carefully designed questions when talking to
others
• Avoid adding detail to a dashboard
• Decide how to visualize it using charts,
PivotCharts, Sparklines, Excel tables and
PivotTables
• Add data to the additional worksheets
• This is used to create the visuals on the dashboard
sheet
Demonstration: Adding and Moving
PivotTables and PivotCharts

In this demonstration, you will review:


• Creating PivotTables
• Creating PivotCharts
• Adding elements to a dashboard
Adding a Slicer

• Slicers and filters add interactivity to a


dashboard
• Slicers
• More obvious, and more visual; good for
dashboards
• Work well with fewer categories
• Can affect more than one PivotTable or
PivotChart
• Filters
• Take up less space; good for more advanced
users
• Work well with more categories
• Affect only one PivotTable or PivotChart
Demonstration: Filtering Data Using a
Slicer

In this demonstration, you will review:


• Adding a filter to a PivotChart
• Adding a slicer to a PivotChart
• Connecting a slicer to multiple PivotCharts
Lesson 2: Data Analysis in Excel
PivotTables

Adding Calculated Columns


Using Calculated Fields
Using Conditional Formatting
Demonstration: Adding Advanced Dashboard
Components
• Finding Anomalies
Adding Calculated Columns

Col1 Col2 Col3 Col4


Data Data Data =[@Col3]-[@Col2]
Data Data Data
Data Data Data
Data Data Data
Data Data Data
Using Calculated Fields

• Creates a dedicated PivotTable column


• Formula works on PivotTable data “after”
summed values are calculated
• Cannot be deleted
• Can be “removed” from PivotTable
Using Conditional Formatting

• Displays data values


• Adds visual comparison method:
• Cell highlights
• Data bars
• Color scales
• Icons
Demonstration: Adding Advanced
Dashboard Components

In this demonstration, you will review:


• Creating a Calculated Column
• Creating a Calculated Field
• Adding Conditional Formatting
Finding Anomalies

• Look for incorrectly calculated values,


perhaps from calculated columns
• Sense-check values
• Use tools such as standard deviation
Lab: Creating a Dashboard

Exercise 1: Create a Dashboard


• Exercise 2: Performing More Detailed
Analysis with Dashboards

Logon Information
Virtual machine: 10994A-MIA-BI
User name: Admin
Password: Pa55w.rd

Estimated Time: 60 mins


Lab Scenario

Sindy, the new VP of Marketing at


Adventure Works, now wants to start
analyzing some of the data you have
provided a little more deeply. After using the
PivotTables and PivotCharts you created for
her previously, she wants to see if there are
some additional ways to compare the data.
Lab Review

• How could you find out which product has


the lowest margin?
Module Review and Takeaways

• Review Question(s)

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