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Excel: Creating a Dashboard with Power Query (Microsoft 365) 

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Excel: Creating a Dashboard with Power Query (Microsoft 365)
 at 
Linkedin Learning 
Overview

Duration

2 hours

Total fee

1,849

Mode of learning

Online

Difficulty level

Intermediate

Credential

Certificate

Excel: Creating a Dashboard with Power Query (Microsoft 365)
 at 
Linkedin Learning 
Highlights

  • 1 exercise file to practice
  • Access on tablet and phone
Details Icon

Excel: Creating a Dashboard with Power Query (Microsoft 365)
 at 
Linkedin Learning 
Course details

Skills you will learn
More about this course
  • In this course, follow along with Excel MVP Leila Gharani as she shows learner how to design an interactive Excel dashboard from scratch
  • Learn to use Power Query, the Excel Data Model, and PivotTables to get it all set up fast
  • Discover how to import and create a connection to the data and refresh it with one click using Power Query
  • Learner will learn how to extract the information need using PivotTables and display it with linked shapes and pictures and PivotCharts

Excel: Creating a Dashboard with Power Query (Microsoft 365)
 at 
Linkedin Learning 
Curriculum

Introduction

Dashboard project overview

What you need to know before starting

Download files to follow along

Lay the Groundwork

Prepare a draft of the Excel dashboard

Import master data from external workbook with Power Query

Import data from a text file with Power Query

Set Up Logic and Calculations

Create the data model and define relationships in Power Pivot

Create logic for the latest and previous month in Power Query

Set up calculations with PivotTables for the latest month

Create the Dashboard

Link Excel shapes to the data and linked picture trick

Top three sales managers and numbers: Sort data in PivotTable

Linked table for sales by product category

Excel PivotChart for monthly sales

Pivot Slicer connected to multiple PivotTables

Final Touches

Finalize the dashboard

Faculty Icon

Excel: Creating a Dashboard with Power Query (Microsoft 365)
 at 
Linkedin Learning 
Faculty details

Leila Gharani

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Excel: Creating a Dashboard with Power Query (Microsoft 365)
 at 
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