Advanced Pivot Table: Ticket to Self-service Dashboards (Video) (Course Id 1774)

Computer Software & Applications - Computer Software & Applications for Course Id 1774

The course is presented in four parts.

First, the course illustrates where does pivot table stand in the Excel Techniques, and brings up the topic of when to and when NOT to use a pivot table.

Second, the course illustrates how to build a self-service dashboard using:

• pivot tables
• pivot charts
• slicers
• timeline

Third, the course provides 5 extreme hacks for pivot tables including:

• How to collapse 12 months data into 1 field?
• How to break free of Pivot Tables?
• How to use Power Pivot without opening Power Pivot?
• How to connect tables without using VLOOKUP()?

Last, the course explores best practices in building a dashboard. They include:

• Do follow data table naming convention
• Do fix changing column width
• Do keep column/bar charts sorted
• Do add a heat map for pivot tables

Please Note: This course’s author is working on the providing transcripts, PDFs, and slides where applicable. Unfortunately until then we will not be able to offer them with the course but felt the course was valuable enough as it is so have chosen to include it on our site. Our sincere apologies for any inconvenience and please let us know any question using the support bubble on the bottom right of all pages on our site.

Video - NASBA QAS - NASBA Registry - 1774

Course Learning Objectives

• Understand crucial elements and skills in building a dashboard
• Recognize ways of building inter-connected data models for pivot tables and Power Pivot
• Discover 5 extreme Pivot Table hacks
• Recognize differences between GETPIVOTDATA() and CUBEVALUE()
• Understand 7 best practices of building pivot tables in a dashboard

Chapter 1 - Advanced Pivot Table: Ticket to Self-service Dashboards

Section 1: Introduction

Lecture 1: Introduction

Lecture 2: Hierarchy of Excel Techniques

Lecture 3: Author

Lecture 4: How this course is compared with “other similar courses”?

Lecture 5: What you will get from this course?

Section 2: Pivot Table and Self-service Dashboard

Lecture 6: Dashboard 1 - Artificial Intelligence function

Lecture 7: Dashboard 2 - Pivot chart

Lecture 8: Dashboard 3 - Top 10 List

Lecture 9: Dashboard 4 - Value ranges

Lecture 10: Dashboard 5 - Slicer

Lecture 11: Dashboard 6 - Timeline

Lecture 12: Dashboard 7 - How to control multiple pivot tables?

Section 3: Extreme Pivot Table Hacks

Lecture 13: How to collapse 12 months data into 1 field?

Lecture 14: How to use Power Pivot without opening Power Pivot?

Lecture 15: How to connect tables without using VLOOKUP()?

Lecture 16: How to build a dynamic financial report on a pivot table?

Lecture 17: How to break free of Pivot Tables?

Section 4: Best Practices - Pivot Tables in a Dashboard

Lecture 18: Best Practice No. 1

Lecture 19: Best Practice No. 2

Lecture 20: Best Practice No. 3

Lecture 21: Best Practice No. 4

Lecture 22: Best Practice No. 5

Lecture 23: Best Practice No. 6

Lecture 24: Best Practice No. 7

Section 5: Conclusion

Lecture 25: Takeaways

Lecture 26: Q&A

Chapter 1 Review Questions

Glossary