How to Make a Dashboard in Excel Modern and Beautiful Pivot Table and Pivot Chart

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Excelente João

Published on Jan 10, 2024
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🟢 LEARN EXCEL WITH ME AND BECOME A REFERENCE IN THE JOB MARKET: http://excelentejoao.com.br/sejaexcel... 🔵 DASHBOARD TO DOWNLOAD: https://excelentejoao.com.br/wp-conte... #Excelentejoao #Excel #Dashboard In this Excel video lesson, we will learn how to make a Complete Sales Dashboard in Excel from scratch and step by step. You can also download this sales spreadsheet in Excel for free to follow along with me. The Dashboard, also known as a control panel, is a visual management tool that presents, in a clear and objective way, everything you need to monitor the evolution of your business results and ensure the achievement of your goals. So, with the Dashboard, you can analyze the results in a simple and interactive way, in addition to helping in decision-making in everyday life and in the job market. To make a Dashboard in Excel, we can follow the steps below. 1 Have a Database. 2 Transform the Database into a Table with the Format as Table tool. 3 Create a Pivot Table from the Table. 4 Create Data Segmentation. 5 Create the Dashboard Background Image with Objects, Figures or Icons. 6 Create Pivot Charts and Value Cards. 1 Having a database in Excel is the first step, because we need information so that we can create graphs, tables, pivot tables and pivot charts, etc. A database is necessary to be able to create the Dashboard. 2 Creating a Table in Excel means using the tool called Format as Table. So, let's take our database and transform it into a table with a very important Excel functionality. 3 Creating a Pivot Table in Excel can help us a lot in creating the Dashboard, because with the pivot table we can create dynamic charts, that is, whenever we do any filtering or data segmentation, the information in the charts will update automatically. The pivot table is also known as a pivot table and the pivot chart is known as a pivot chart. 4 Data segmentation, also known as option boxes, list of options, filter buttons, selection buttons, dynamic filters, etc., will be very important to make our Excel spreadsheet interactive. Every time some information is selected from the data segmentation box, all the values ​​in the spreadsheet and all the values ​​in the Dashboard will be updated automatically. This way, we can make our Excel spreadsheet interactive and dynamic. With just a few clicks, we can filter the information we need to view. 5 Creating the Dashboard background is very important because we can make the dashboard modern and beautiful with just the image we choose for the background of the Excel spreadsheet screen. We can use figures and objects such as rectangles, squares, circles, rectangles with rounded corners, etc. In addition, we can use icons or images from our computer. 6 Dynamic graphs, or pivot charts, will make our Excel dashboard more beautiful and interactive. Every time any value is filtered and a segmentation of information is made, the graphs update automatically, showing only the selected information. 00:00 - Subscribe to the channel! 00:10 - Like the video! 00:55 - Adjust Database 1:47 - Format as Table 7:05 - Pivot Table 17:33 - Dashboard

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