Crea este Dashboard desde cero completamente en Excel ¡Impresiona a tu jefe!
Updated: November 15, 2024
Summary
The video tutorial provides a comprehensive guide on building a dashboard for sales data in chain stores from scratch. It covers data exploration, Power Pivot setup, data processing steps, dynamic visualizations creation, and final dashboard touches like formatting and adding icons. Viewers learn to create insightful visuals, apply design elements, use Microsoft Office icons, and optimize dashboard layout for effective data representation and analysis. The tutorial emphasizes techniques for enhancing visual appeal, aligning elements, and presenting key information efficiently. Overall, it offers a valuable resource for creating engaging and informative dashboards in Excel.
TABLE OF CONTENTS
Introduction to Dashboard
Data Source and Power Pivot Setup
Data Processing and Calculations
Creating Dynamic Visualizations
Finalizing Dashboard Elements
Modifying Dimensions
Creating Visual Elements Quickly
Using Icons
Graphic Elements Movement
Generating Total Count Measure
Creating Pivot Table Measures
Connecting Pivot Table with Slider
Visual Elements Design Tips
Downloading Template
Top Sales Analysis
Creating Detailed Dashboards
Formatting Elements
Introduction to Dashboard
Introduction to the video tutorial on building a dashboard from scratch for sales data in chain stores, with examples of indicators like total revenue, top 5 channels, and key performance indicators for employees.
Data Source and Power Pivot Setup
Exploration of the data source with details on columns and setup of Power Pivot for data processing and modeling, including defining columns, creating measures, and activating Power Pivot add-in.
Data Processing and Calculations
Demonstration of data processing steps, including creating calculated columns, sorting, and creating measures like total revenue and average sales, with a focus on transforming raw data into meaningful insights.
Creating Dynamic Visualizations
Walkthrough on creating dynamic visualizations, such as a line chart for sales distribution by month, using Power Pivot to generate charts and applying design elements like gradients and shadows for visual appeal.
Finalizing Dashboard Elements
Finishing touches on the dashboard elements like formatting labels, adding titles, adjusting chart styles, and incorporating icons to enhance visual representation of data and provide insights to the audience.
Modifying Dimensions
Explanation on how to modify dimensions in a visual element, such as adjusting the height and width, with a demonstration using arrows.
Creating Visual Elements Quickly
Demonstration of creating visual elements for major and minor sales indicators to accelerate the process of dashboard creation.
Using Icons
Information on accessing and using icons available in Microsoft Office 2016, 2019, and Office 365 for visual elements.
Graphic Elements Movement
Tips on moving graphic elements accurately using zoom or keyboard directional keys, and grouping elements within cards.
Generating Total Count Measure
Creation of a new measure to calculate the total count of rows in a data table for visualization in a pivot table.
Creating Pivot Table Measures
Insertion of a new pivot table to display the total sales based on the number of rows and transactions in the data set.
Connecting Pivot Table with Slider
Explanation on connecting a slider with a pivot table dynamically to control and display specific data insights.
Visual Elements Design Tips
Design tips for creating visually appealing dashboards, including utilizing icons, alignment, and color schemes.
Downloading Template
Information on accessing and downloading a dashboard template for creating data visualizations in Excel.
Top Sales Analysis
Guidance on analyzing top sales channels and transactions, including creating visual elements to represent top 5 sales channels.
Creating Detailed Dashboards
Explanation on creating detailed dashboards with specific data metrics, alignment techniques, and visual elements to highlight key information.
Formatting Elements
Demonstration of formatting and aligning visual elements efficiently for a cohesive and descriptive dashboard design.
FAQ
Q: What is the purpose of Power Pivot in data processing and modeling?
A: Power Pivot is used to define columns, create measures, and activate add-ins in order to transform raw data into meaningful insights.
Q: How are dynamic visualizations created using Power Pivot?
A: Dynamic visualizations such as line charts for sales distribution by month are generated by utilizing Power Pivot to create charts and applying design elements like gradients and shadows for visual appeal.
Q: What are some finishing touches that can be added to dashboard elements?
A: Finishing touches on dashboard elements include formatting labels, adding titles, adjusting chart styles, and incorporating icons to enhance visual representation of data.
Q: How can dimensions in visual elements be modified?
A: Dimensions in visual elements can be modified by adjusting parameters like height and width, with a demonstration often using arrows.
Q: What is the purpose of creating visual elements for major and minor sales indicators in dashboard creation?
A: Creating visual elements for major and minor sales indicators accelerates the process of dashboard creation by providing quick insights into key data points.
Q: What design tips are given for creating visually appealing dashboards?
A: Design tips for visually appealing dashboards include utilizing icons, alignment techniques, and color schemes to create an engaging and informative visual representation of data.
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