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Excel Dashboard with Power Query and Power Pivot

Learn how to build an interactive Excel dashboard using Excel's power query and power pivot tools

Introduction

  • Presenter: Mindy Tracey
  • Experience with Excel for 23 years
  • Passion for Excel and helping people get more out of it
  • Runs online Excel training courses and received the Microsoft Excel Most Valuable Professional award
  • Expectations for the webinar and tools available

Getting Started with Power Query

  • Explanation of Power Query and its availability in different Excel versions
  • Demonstration of how to use Power Query to grab data from a folder
  • Steps to clean and transform data in the Power Query Editor
  • Preparing the data for loading into Power Pivot

Using Power Pivot for Data Modeling

  • Explanation of Power Pivot and its role in data modeling
  • Importing data from Power Query into Power Pivot
  • Creating relationships between tables in Power Pivot
  • Adding additional dimensions and calculations to the data model

Building Pivot Tables and Pivot Charts

  • Creating pivot tables and pivot charts from the data model
  • Formatting and customizing pivot tables and pivot charts
  • Creating dynamic named ranges for sparklines
  • Inserting and formatting sparklines

Creating Interactive Elements with Slicers

  • Inserting slicers to allow users to filter data
  • Mapping slicers to pivot tables and pivot charts
  • Managing slicer connections to ensure consistent filtering

Building the Dashboard

  • Copying and pasting charts and tables to the dashboard sheet
  • Formatting and arranging charts and tables to create a cohesive dashboard
  • Adding titles and headers to the dashboard
  • Assigning dynamic named ranges for sparklines

Conclusion

  • Review the steps covered in the webinar
  • Encourage further exploration and learning of Excel's power query and power pivot tools
  • Provide resources for continued learning and support

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