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Vazi Okhandiar, MCT, PMP, MSCS, BSEE
www.nrclc.com. (714) 505-3475
Build a Dashboard in an Hour
Using Microsoft Excel & PowerPivot
Executive Dashboard for Small Business
Vazi Okhandiar, MCT, PMP, MSCS
Consultant & Trainer
25+ years - Software development
15+ years – Teaching
Worked for General Motors, Toyota, EDS/HP, Computer Science Corp
as Application Developer, Database designer, project manager, Web AnalyticsSpecialize in Application Migration
Education:
Microsoft Certified Training
PMP, Project Management Institute
Masters in Computer Science, IIT, Chicago
MBA, University of California, Irvine(UCI)
BS Electrical Engineering, UCI
A dashboard
In Information technology, a dashboard is a visualization tool that is similar to a panel for a driver of a vehicle that has data organized and presented in such a way that is easy to read and understand.
Benefit of Digital Dashboards• Visual presentation of performance measures
• Ability to identify efficiencies/inefficiencies
• Ability to identify and correct negative trends
• Ability to identify new trends.
• Ability to make more informed decision
• Align strategies and organizational goals
• Increase overall revenue
Executive Dashboard
• An Executive Dashboard is a visual representation that gives executives a quick and easy way to view their company’s performance in real-time.
• The Executive Dashboard pulls the information from various data sources into one place for data analysis.
PowerPivot is a FREE add-on tool for Microsoft Excel that enables a user to:
• Import millions of row of data sources into a single Excel workbook
• Create relationships between heterogeneous data
• Create calculated columns and measures using formulas
• Supports Visualize Tool – PivotTable, PivotChart, Slicers
PowerPivot
PowerPivot Minimum Requirement
• Excel 2010 Professional (32 bit or 64 bit) or higher
• Windows 7 (32-bit) or higher
A Pivot table is a powerful feature in Excel that allows users to quickly
summarize and analyze large amounts of data in the form of a table.
PivotTable
Launching PowerPivot
Launch PowerPivot tab on the Excel ribbon
Activate PowerPivot (File > Option > COM Add-in> Microsoft Office PowerPivot for Excel)
Steps for Using PowerPivot• Start Excel
• Launch PowerPivot
• Load Data
• Prepare Data
• Build dashboard with PivotChart, PivotTable and Slicer
DatabaseFile
PowerPivot
PivotTable PivotChart
Dashboard
Sample Data Superstore - Order Table (2009 – 2012)
• Order ID
• Order Date
• Order Priority
• Order Quantity
• Sale
• Discount
• Shipping Method
• Profit
• Unit Price
• Shipping cost
• Customer Name
• State
• Region
• Business Size
• Product Category
• Product Sub Category
• Product Name
• Product Container
• Product Base Margin
• Ship Date
Question?What was the revenue in 2009, 2010, 2011, 2012?
What was the breakdown of Revenue by state for year 2012?
What are the top 5 products sold in 2012?
Who were the top 5 customers in 2012 ?
How well the company did during the month of November 2011 compared to same time in 2010?
Summary
Topic covered:
• Importing data
• Developing Dashboard with PowerPivot• Adding PivotTable/PivotChart
• Using Slicer to link PivotTable and PivotChart