The document provides steps to create a dashboard report in Excel using a pivot table and pivot chart. Key steps include creating a pivot table from sample expense data, filtering the pivot data by site name, creating a column chart and moving it to a new sheet, formatting the chart and sheet, adding a slicer to filter data, and customizing the report.
The document provides steps to create a dashboard report in Excel using a pivot table and pivot chart. Key steps include creating a pivot table from sample expense data, filtering the pivot data by site name, creating a column chart and moving it to a new sheet, formatting the chart and sheet, adding a slicer to filter data, and customizing the report.
The document provides steps to create a dashboard report in Excel using a pivot table and pivot chart. Key steps include creating a pivot table from sample expense data, filtering the pivot data by site name, creating a column chart and moving it to a new sheet, formatting the chart and sheet, adding a slicer to filter data, and customizing the report.
Row - Expenses Drag Value - Amount Drag Filter - Site Name Drag Select Pivot Data & Analysis > Pivot Chat > Select Column Chart Cut the chart from main sheet and paste into a new sheet (Rename - Dashboard) Remove the gridlines of Dashboard Sheet Hide All field Button on Chart > By Right Click on Chart Home > Orientation > Rotate Text up Change the Chart Color - Try to select Black Enable Data Label for Chart Take Insert Slicer > Site Name Based Copy the Pivot Table - and Paste Special into Value on Dashboard Sheet Customize The Table as per your need such as border etc and delete the amount Complete the design - you can design as per your choice Apply VLOOKUP and Lock the reference Apply Alt+= for grand total Convert it into Rupee Format Change the Slicer Design For Show Name Above Chart - = and Then Go to Pivot Table Calculation Sheet and Select All DASHBOARD REPORT Row Labels Sum of Amount This shape represents Equipment Purchased ₹ 46,274 a slicer. Slicers are Fooding Expenses ₹ 47,620 supported in Excel Labour Wages ₹ 45,946 2010 or later. Material Purchased ₹ 44,122 If the shape was Room Rent ₹ 47,876 modified in an earlier Salary Expenses ₹ 49,173 version of Excel, or if Telephone Expenses ₹ 43,939 the workbook was Travelling Expenses ₹ 45,995 saved in Excel 2003 or earlier, the slicer Grand Total ₹ 370,945 cannot be used. (All) 12