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John Wakaba
John Wakaba

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PIVOT TABLES AND DASHBOARDS IN EXCEL FOR DATA ANALYSIS

PIVOT TABLES

A pivot table is a powerful tool that allows you to summarize, analyze and present your data in a flexible and interactive way.
It enables easier transformation of large datasets into meaningful insights.
Aids in extracting significant data from a larger dataset without altering the source data.

_Creating a pivot table _

Select your data
Choose the entire data range you want to use (A1:P540)

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Insert a pivot table

  • Go to Insert Tab

  • Click Pivot Table

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  • Choose where you want the pivot table (Either a new worksheet or an existing one then click OK)

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Setting Up Your Pivot Table

  • ROWS : Drag the field you want to group data by to the rows area EG: The department name
  • VALUES : Drag the fields you want to summarize to the values area EG: The salary
  • FILTERS : This is optional, drag a field into the filters area to filter the analysis. EG: The gender

DASHBOARDS

A dashboard is a single-page visual display of key metrics and data points that helps track business performance.

They allow you visualize KPIs and trends in a centralized interactive format.

A dashboard encompasses graphs, charts, tables and slices as interactive elements.

Dashboards aid decision makers to quickly analyze data and make informed decisions.

Steps

  • Organize the data

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  • Insert charts

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  • Add slicers for interactivity

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  • Layout the dashboard

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Advanced Dashboarding Techniques

Entail incorporating dynamic charts, multiple data sources and advanced interactivity.

Dynamic Charts

Are linked to a data source that changes automatically as new data is added or filtered(Use named Ranges)

Combining Multiple Charts

A good dashboard ought to show various aspects of data(Key chart to use: Combo Chart).

Interactive Dashboard With Multiple Filters

Combine multiple slicers and timeline filters to enable dynamic data exploration.

By using pivot tables, charts, slicers and other interactive elements you can create dashboards that allow users to explore data dynamically.

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