Interactive and dynamic dashboards with pivot in Excel

The dynamics of the dashboard 

• The cell approach versus the table approach in Excel.
• As a data basis, the "Format as table" feature and its advantages, such as the dynamics in reporting when data is changed.
• The basic principle of the pivot table in 3 steps.
• The most important practical properties of the pivot table.

The data slice for the interactive control of dashboards

• The differentiation between the filter options and the data slices, e.g. with several filter criteria.
• Positioning, appearance and options of the data sections, e.g. to make interactive comparisons with previous years.

The extended possibilities of data analysis 

• The different report layouts of the pivot table and their practical use.
• The calculations or "Show values as" e.g. for the presentation of previous year comparisons in absolute and relative deviations.
• Running totals, e.g. over months for actual figures and comparison with budget values.
• Automatic grouping of date hierarchies, e.g. to carry out monthly evaluations over years.
• I/O calculation by skillful use of calculated elements and balancing between manual grouping of data versus automatic assignment of hierarchies by SVerweis(). 
• Complex reports, e.g. plan & actual comparisons over the years by cleverly combining different pivot tables and functions. 
• Calculated column in the underlying table versus calculated fields in the pivot table for the extended display of KPIs.

The extended possibilities of graphical representation of data

• Tips and tricks for the professional presentation of the dashboard.
• Complex pivot charts in interaction with the data slices and time axes.
• Areas of application of the most important diagram types in practice.
• Use conditional formatting and its special features in the pivot table to highlight important key figures - KPIs.
• Simple ABC analysis of customers and products.
• possible protection concepts and possible distribution scenarios of the dashboard to different target groups.

Please bring a laptop with Excel version 2010 or higher installed to the training .

The dynamics of the dashboard 

• The cell approach versus the table approach in Excel.
• As a data basis, the "Format as table" feature and its advantages, such as the dynamics in reporting when data is changed.
• The basic principle of the pivot table in 3 steps.
• The most important practical properties of the pivot table.

The data slice for the interactive control of dashboards

• The differentiation between the filter options and the data slices, e.g. with several filter criteria.
• Positioning, appearance and options of the data sections, e.g. to make interactive comparisons with previous years.

The extended possibilities of data analysis 

• The different report layouts of the pivot table and their practical use.
• The calculations or "Show values as" e.g. for the presentation of previous year comparisons in absolute and relative deviations.
• Running totals, e.g. over months for actual figures and comparison with budget values.
• Automatic grouping of date hierarchies, e.g. to carry out monthly evaluations over years.
• I/O calculation by skillful use of calculated elements and balancing between manual grouping of data versus automatic assignment of hierarchies by SVerweis(). 
• Complex reports, e.g. plan & actual comparisons over the years by cleverly combining different pivot tables and functions. 
• Calculated column in the underlying table versus calculated fields in the pivot table for the extended display of KPIs.

The extended possibilities of graphical representation of data

• Tips and tricks for the professional presentation of the dashboard.
• Complex pivot charts in interaction with the data slices and time axes.
• Areas of application of the most important diagram types in practice.
• Use conditional formatting and its special features in the pivot table to highlight important key figures - KPIs.
• Simple ABC analysis of customers and products.
• possible protection concepts and possible distribution scenarios of the dashboard to different target groups.

Please bring a laptop with Excel version 2010 or higher installed to the training .