Excel Dashboard Creation

Overview

In today's video, we will explore advanced techniques in Excel to create a comprehensive sales performance and growth analysis dashboard. This tutorial caters to both beginners and seasoned Excel users, offering key insights into building dynamic and interactive dashboards.

Key Steps

1. Data Preparation

   • Start by using a data table.
   • Insert a pivot table on a new worksheet for dynamic data organization and modification.

2. Sales Calculation

   • Calculate total sales by dragging the amount field into the pivot table's value section.
   • Link the sales amount to a separate cell for visual appeal.

3. Chart Creation

   • Create a chart to display total sales by year.
   • Enhance visuals: Add the amount field three times, adjusting the third to show the year-on-year percentage difference.
   • Move the chart to the dashboard sheet.

4. Visual Representation

   • Insert two text boxes: one for total sales amount and another for the title.
   • Create a donut chart to highlight percentage differences, move it to the dashboard sheet.

5. Additional Analysis

   • Analyze total offers by year with a line chart and total orders by year, moving both to the dashboard.
   • Use a column chart for sales per product.
   • Use a pie chart to analyze total orders per product.

6. Customer Analysis

   • Identify top five customers, detailing their names, total orders, and sales amounts.

Conclusion

• All pivot tables and charts needed for the dashboard are ready for redesign and formatting.
• The next video will focus on finalizing the dashboard layout and design, releasing next week.

Resources

• Visit other-levels.com to download templates and data sets used in this tutorial.

Thank you for watching, and we look forward to seeing you in the next video!