Excel Dashboards for management information

Creating our first PivotTable and PivotChart

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• Our first PivotTable
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• PivotTable Menus
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• Our first PivotChart
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• PivotChart Menus and An Introduction to Practice Activity 1
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• Practice Activity Number 1
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• Answer to Practice Activity 1

Going deeper in our PivotTable

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• Adding additional row fields
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• Different layouts – Compact, Outline and Tabular
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• Blank Rows
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• Group Records
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• Showing or hiding additional detail - the +/- buttons
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• Adding columns
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• Adding page fields
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• Adding filters
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• Changing source

Modify field selections

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• Change aggregate (COUNT, MIN, MAX)
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• Repeat All
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• Using Conditional Formatting to hide Repeat All
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• Grand Totals
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• Adding subtotals
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• Show items with no data
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• Other field settings
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• Practice Activity Number 4
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• Answers to Practice Activity 4

PivotCharts

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• Relationship of Pivot Chart with Pivot Table
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• Options and Styles
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• Bubble charts
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• Formatting charts
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• Adding legends
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• Positioning and Resizing charts and graphs, inc. moving charts into chart sheets
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• Modifying chart and graph parameters
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• Applying chart layouts and styles