Download Dashboarding and Reporting with Power Pivot and Excel: How by Kasper de Jonge PDF

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By Kasper de Jonge

Microsoft's progressive strength Pivot is a device that permits clients to create and rework info into experiences and dashboards in new and masses extra strong methods utilizing the most-used analytical device on the earth: Excel.

Written through a member of Microsoft's strength Pivot group and one of many top strength Pivot bloggers, this advisor to the enterprise research source follows Jim, a fictional company analyst, as he makes an attempt to create a dashboard file for his CFO that may enable him to determine enterprise functionality and drill down into the stories for extra information.

Readers will study what a dashboard is, how you can layout one, and the way to create strength View sheets that let for added degrees of reporting and hugely interactive info visualizations. The booklet covers intimately the best way to mix and form the appropriate information, construct the dashboard in Excel—providing format and layout suggestions and tricks—prepare the version to paintings with monetary dates, and convey values utilized in many fiscal stories, together with year-to-date, variance-to-target, percentage-of-total, and working totals reviews.

Accessibly written, this booklet deals readers a pragmatic, real-world situation and will be used as a daily reference. notwithstanding the advisor makes a speciality of energy Pivot for Excel 2010, a bankruptcy that discusses energy View—compatible with Excel 2013—is additionally included.

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Read or Download Dashboarding and Reporting with Power Pivot and Excel: How to Design and Create a Financial Dashboard with PowerPivot – End to End PDF

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Extra info for Dashboarding and Reporting with Power Pivot and Excel: How to Design and Create a Financial Dashboard with PowerPivot – End to End

Sample text

Calculated fields, on the other hand, are DAX expressions that you use in analysis when aggregating values of a column against a row or column in a report or PivotTable. For example, if Jim wanted to do a sum of revenue that he wants to pivot by each year or products, he would need to create an aggregation of the Revenue column from the Invoice table as a calculated field and 26 Dashboarding and Reporting with Power Pivot and Excel use that in a PivotTable. The calculated field will be calculated for that PivotTable, the results will be calculated on the fly.

A common custom calendar used for managing accounting periods is the 4–4–5 calendar. It is used in retail, manufacturing and parking industry. When you’re working with special calendars like the 4-4-5 calendar, you cannot use the DAX time intelligence functions. The time intelligence functions need a real date column in order to traverse time. In a 4-4-5 calendar, the dates are not predictable. In this type of calendar, a year is divided into four quarters. ” Also, a period always ends on the same day of the week, which makes comparisons of weeks easy to do.

5: Three calculated columns added to Power Pivot. When Jim now swaps out the FyYear and FyMonth columns for the new FyYearLabel and FyMonthLabel, he sees the updated terminology used in the PivotTable. 6: Fiscal year labels added to the PivotTable. Creating the Dashboard Jim has prepared his model to the point that he can now start creating the actual dashboard. Before Jim goes any further in actually creating the dashboard, he needs to plan it. Taking Inventory and Planning the Dashboard The goal of the dashboard is to help the management team get quick insights in the requests they make, so Jim creates a list of all requests the board made and then prioritizes the list as follows: 1.

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