NOTE

 Slides marked as Extra study are not as a part of syllabus.

 Those are provided for add-on knowledge.

1
Disclaimer
 This presentation is purely for academic purpose and does not carry
any commercial value.
 All non-academic images used in this presentation are property of
respective image holder(s). Images are used only for indicative
purpose and does not carry any other meaning.

2
Please follow this…

3
Data Analysis - DashBoard
Data Analysis (Excel)

www.pibm.in

4
TEXT BOOK
 Hector Guerrero, “Excel Data Analysis -Modeling and Simulation”,
Springer-Verlog
Camm, Cochran, Fry, Ohlmann, Anderson, Sweeney, Willians,
“Essentials of Business Analytics”, CenageLearning

REFERENCE LINK FOR EXCEL

https://www.excel-easy.com/
https://support.office.com/en-us/article/excel-for-windows-
training-9bc05390-e94c-46af-a5b3-
d7c22f6990bb?wt.mc_id=otc_home&ui=en-US&rs=en-US&ad=US
5
Table of Contents
1 Dash Board Definition
2 What is Dashboard ?

3 Requirement & skills to create a Dashboard

4 Business Problem - measures and comparisons of performances

5 Create Dynamic Dashboard – Example 1

6 Create Interactive Dashboard – Example 2

6
 Data Set
 NewBankAccountDashBoard.xlsx

7
Data Analysis

8
 Dashboard – Definition (1/2)
“A visual display of the most important information needed to achieve one or
more objectives which fits entirely on a single computer screen so it can be
monitored at a glance”.
Stephen Few

A dashboard can be defined as a data visualization tool that displays the

current status of metrics and key performance indicators (KPIs) simplifying
complex data sets to provide users with at a glance awareness of current
performance.

9
 Dashboard – Definition (2/2)
 Dashboards consolidate and arrange numbers and metrics on a single
screen. They can be tailored for a specific role and display metrics of a
department or an organization on the whole.
 Dashboards can be static for a one-time view, or dynamic showing the
consolidated results of the data changes behind the screen. They can also
be made interactive to display the various segments of large data on a
single screen.

10
 What is Dashboard, how it is useful?
 You must have hear automobile dashboards. Under the hood of your
vehicle, there may be hundreds of processes that impact the performance
of your vehicle. Your dashboard summarizes these events using
visualizations so that you have the peace of mind to concentrate on safely
operating your vehicle. In a similar way, business dashboards are used to
view and/or monitor the organization’s performance with ease.

11
 Digital dashboards
 The idea of digital dashboards emerged from the study of decision support
systems. The use of dashboards becomes popular due to rise of key
performance indicators (KPIs), and the introduction of Robert S. Kaplan and
David P. Norton's Balanced Scorecard. Today, the use of dashboards forms
an important part of decision making.
 In the present terms, a dashboard can be defined as a data visualization
tool that displays the current status of metrics and key performance
indicators (KPIs) simplifying complex data sets to provide users with at a
glance awareness of current performance.

12
Requirement & Skills to create a Dashboard
 Requirements  Skills
 Charting
 Dashboard purpose  Bar Chart, side-by-side bar chart, pie
chart, Line chart, Scatter Diagram,
 Audience Histogram, Sparklines etc
 Excel skills
 Planning  Excel Tables
 KPI(key Performance Indicators)  Pivot Table
 Formulas (IF, IFS, SUMIFS,COUNTIFS,
 Data source VlookUp, Index, GetPivotData, Match,
NA() etc.)
 Slicer
 Simple Formatting
 Analytical skill
 No VBA Required
13
 New Bank Account
 Our example shows that data is in a table, but you can make pivot tables from any kind
of data. The above table consists of new account information of a bank. The bank has
three branches: Central, North Country, and Westside. The table has 712 rows. Each
row represents a new account opened at the bank.

The table has the following columns:

 The date the bank account was opened
 The day of the week the bank account was opened
 The opening amount
 The bank account type (CD, checking, savings, or IRA)
 Who opened the bank account (whether a teller or a new account representative)
 The branch at which the bank account was opened (Central, Westside, or North
County)
 The type of customer (whether an existing customer or a new customer)
14
 New Bank Account
Date Weekday Amount AcctType OpenedBy Branch Customer
Nov-01 Friday 5,000 IRA New Accts Central Existing
Nov-01 Friday 14,571 CD Teller Central New
Nov-01 Friday 500 Checking New Accts Central Existing
Nov-01 Friday 15,000 CD New Accts Central Existing
Nov-01 Friday 4,623 Savings New Accts North County Existing
Nov-01 Friday 8,721 Savings New Accts Westside New
Nov-01 Friday 15,276 Savings New Accts North County Existing
Nov-01 Friday 5,000 Savings New Accts Westside Existing
Nov-01 Friday 15,759 CD Teller Westside Existing
Nov-01 Friday 12,000 CD New Accts Westside Existing
Nov-01 Friday 7,177 Savings Teller North County Existing
Nov-01 Friday 6,837 Savings New Accts Westside Existing
Nov-01 Friday 3,171 Checking New Accts Westside Existing
Nov-01 Friday 50,000 Savings New Accts Central Existing
Nov-01 Friday 4,690 Checking New Accts North County New
Nov-01 Friday 12,438 Checking New Accts Central Existing
Nov-01 Friday 5,000 Checking New Accts North County Existing
Nov-01 Friday 7,000 Savings New Accts North County New 15
 New Bank Account (Business problems)
 To analyze the data these following questions, the bank’s management
may want to know:

1. What is the total amount of new deposits, broken down by

account type and branch?
2. What is the daily total new deposit amount for each
branch?
3. Which day of the week generates the most deposits?
4. How many new bank accounts were opened at each branch,
broken down by account type?

16
 New Bank Account
5. What’s the dollar distribution of the different account types?
6. What types of bank accounts do tellers open most often?
7. How does the Central branch compare with the other two
branches?
8. In which branch do tellers open the most savings accounts for
new customers?

NewBankAccountDashBoard.xlsx

17
 New Bank Account
The above questions are related business of banks which measures the
progress of banks for 3 branches (Central, North County, West Side) about
new bank accounts opened.
It visualizes amount deposited daily in each branch. The amounts deposited
in each accounts of 3 branches. Also Number of accounts were opened in
branches. Distribution of Deposits in various ranges. Top of week days with
respect to amount deposited. The comparison of Central Branch with other
2 branches of Bank. The dash board is created to view these questions.
Requirement : Excel version greater than 2007. For excel-2007 or less slicer,
sparkline, time line etc. is not available


18
 Q1 Q2
Sum of Column
Amount Labels

Central Grand Total

Sum of Column Row Labels Central North County Westside

Amount Labels Nov-01 179011 139196 51488 369695
Grand Nov-02 72256 27805 7188 107249
Row Labels CD Checking IRA Savings Total Nov-04 146290 164305 122828 433423
Nov-05 101480 50294 97415 249189
Central 1359385 802403 68380 885757 3115925
Nov-06 188018 91724 52738 332480
North County 1137911 392516 134374 467414 2132215 Nov-07 271227 196188 53525 520940
Nov-08 105087 77674 92013 274774
Nov-11 172920 43953 89258 306131
Westside 648549 292995 10000 336088 1287632
Nov-12 70300 43621 39797 153718
Grand Total 3145845 1487914 212754 1689259 6535772 Nov-13 143921 176698 29075 349694
Nov-14 117800 114418 36064 268282
Nov-15 191611 62787 85015 339413
Nov-18 79394 72262 48337 199993
Nov-19 208916 213728 53721 476365
Nov-20 125276 140739 56444 322459
Nov-21 79355 35753 3419 118527
Nov-22 188509 165270 97210 45098919
Q3 Q4

20
Q5 Q6
Values
Sum of Average of % of Grand
Row Labels Amount Count Amount Total
1-5000 651926 253 2576.78 35.53%
5001-10000 1429869 193 7408.65 27.11%
10001-15000 2789913 222 12567.18 31.18%
15001-20000 305465 19 16077.11 2.67%
20001-25000 71000 3 23666.67 0.42%
25001-30000 30000 1 30000.00 0.14%
30001-35000 102000 3 34000.00 0.42%
40001-45000 130599 3 43533.00 0.42%
45001-50000 250000 5 50000.00 0.70%
60001-65000 130000 2 65000.00 0.28%
70001-75000 375000 5 75000.00 0.70%
85001-90000 270000 3 90000.00 0.42%
Grand Total 6535772 712 9179.46 100.00%

21
 Q7
Sum of Amount Column Labels
Central Group1 Grand Total
Row Labels Central

1359385 1786460 3145845

CD
802403 685511 1487914
Checking 2000000

1800000
68380 144374 212754
IRA
1600000

885757 803502 1689259 1400000

Savings
1200000
Grand Total 3115925 3419847 6535772 Central - Central
1000000
Group1
800000

600000

400000

200000

0
CD Checking IRA Savings

22
 Why do We Need a KPI Dashboard?
 Have you ever driven a car without looking at its dashboard, without
checking its fuel level, temperature, speedometer or any of its indicators?
For some, they even check their tyres, side mirrors, and hazard lights.
Simply driving a car without checking the dashboard means you are
exposing yourself to a higher risk level. The same is true if you do not use a
KPI dashboard for your business.
 Just like driving a car, managing a business also requires business owners to
know his/her critical data to make better business decisions. Without
knowing the data, decisions are just made based on emotions or his/her
intuitions alone.

23
Step 1: Get Developer Tab in Ribbon.
File> Option > Customize Ribbon > Check Developer check Box
A B C D E F
Step2:
1 Central

Create new Wok sheet, Name it as DashBoard 2 Column Labels

North
County
North Grand
Step 3: Create pivot table 3 Central County Westside Total Westside

4 179011 139196 51488 369695

Row – Date, Column – Branch, Σ Values – Amount 5 72256 27805 7188 107249

6 146290 164305 122828 433423

E F
1 Central 7 101480 50294 97415 249189
2 North County 8 188018 91724 52738 332480
3 Westside 9 271227 196188 53525 520940

10 105087 77674 92013 274774

Step 4: In cell E1, E2, E3 Write Central, North County, WestSide. Name this sheet as
PivotTable

24
Dashboard
Step 5: Create 3 check Box on DashBoard by
Developer> Insert > Click Check Box
Right click checkbox and Edit text, rename as Central, North County, WestSide.
Right click checkbox, select Format Control , click Cell Link, Give Address of
F1,F2,F3 of PivotTable

Step 6: If you click checkBox1 in DashBoard WorkSheet, corresponding F1 in

PivotTable cell will be True else it will be False
If you click checkBox2 in DashBoard WorkSheet, corresponding F2 in PivotTable
cell will be True else it will be False.
If you click checkBox3 in DashBoard WorkSheet, corresponding F3 in PivotTable
cell will be True else it will be False
25
Step 7: Create Blank table in PivotTable workSheet
H I J K
Central North County Westside
Nov-01
Nov-02
Nov-04
Nov-05
Nov-06
Nov-07
Nov-08
Nov-11
Nov-12
Nov-13
Nov-14

Step8: Write formula I2 as

=IF($G$1,GETPIVOTDATA("Amount",$A$2,"Date",A4,"Branch",$B$3),NA())
Write formula J2 as
=IF($G$2,GETPIVOTDATA("Amount",$A$2,"Date",A4,"Branch",$C$3),NA())
Write formula K2 as
=IF($G$3,GETPIVOTDATA("Amount",$A$2,"Date",A4,"Branch",$D$3),NA())
 Populate the remaining column
26
 Step 9: Create Line chart for this table and Cut it from PivotTable worksheet
and paste it on DashBoard worksheet .

27
 Dynamic Dashboard
New Bank Account DashBoard
Daily total new deposit amount for each branch

Daily New bank Account Deposits

300000

250000

200000

150000

100000

50000

28
 Static Dashboard
Account Central North County Westside Trend
Total deposits on WeekDays CD 1359385 1137911 648549
Monday 1381289| | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | Checking 802403 392516 292995
IRA 68380 134374 10000
Tuesday 1152761| | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
Savings 885757 467414 336088
Wednesday 1177432| | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | 1500000
Thursday 1025286| | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | 1000000 Central
Friday 1645649| | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | North County
500000
Saturday 153355| | | | | Westside
0
Grand Total 6535772 CD Checking IRA Savings

Deposite Distribution Central Group1 Total

1-5000 253 35.5% |||||||||||||||||||||||||||||||||||||||||||||||||| CD 1359385 1786460 3145845
5001-10000 193 27.1% |||||||||||||||||||||||||||||||||||||| Checking 802403 685511 1487914
10001-15000 222 31.2% |||||||||||||||||||||||||||||||||||||||||||| IRA 68380 144374 212754
15001-20000 19 2.7% |||| Savings 885757 803502 1689259
20001-25000 3 0.4% |
25001-30000 1 0.1% 2000000
30001-35000 3 0.4% |
1000000
40001-45000 3 0.4% |
45001-50000 5 0.7% | 0
60001-65000 2 0.3% CD Checking IRA Savings
70001-75000 5 0.7% | Central - Central Group1
85001-90000 3 0.4% |
Grand Total 712 1
29
16 A B C
17 Total deposits on WeekDays
18
16 A B C
19 Monday
17 Total deposits on WeekDays
20 Tuesday 18
21 Wednesday 19 Monday 1381289 ||||||||||||||||||||||||||||||||||||||||||
22 Thursday 20 Tuesday 1152761 |||||||||||||||||||||||||||||||||||

21 Wednesday 1177432 ||||||||||||||||||||||||||||||||||||

23 Friday
22 Thursday 1025286 |||||||||||||||||||||||||||||||
24 Saturday
23 Friday 1645649 ||||||||||||||||||||||||||||||||||||||||||||||||||
25 Grand Total
24 Saturday 153355 |||||

25 Grand Total 6535772

 Prepare Table as shown above

 Fill B Column by Formula =GETPIVOTDATA("Amount",'PT3'!$A$3,"Weekday",B19)
 PT3 is pivot table created for Question 3.
 Create Horizontal Chart by Following Formula
 =REPT("|",C19/MAX(C19:$C$19:$C$24)*100)
 Change font to ‘ PlayBill’
30
Deposite Distribution Central North CountyWestside Trend Account Central North County
WestsideTrend
1-5000 253 35.5% | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | 293605 219243 149200 CD 1359385 1137911 648549
5001-10000 193 27.1% | | | | | | | | | | | | | | | | | | | | | | | | | | 763281 456372 250453 Checking 802403 392516 292995
10001-15000 222 31.2% | | | | | | | | | | | | | | | | | | | | | | | | | | | | | 1340994 743340 655220 IRA 68380 134374 10000
15001-20000 19 2.7% | | | 225446 47260 32759 Savings 885757 467414 336088
20001-25000 3 0.4% | 46000 25000 1500000
25001-30000 1 0.1% 30000
1000000
30001-35000 3 0.4% | 102000
500000 Central
40001-45000 3 0.4% | 40599 45000 45000
North County
45001-50000 5 0.7% | 50000 200000 0
60001-65000 2 0.3% 130000 Westside

70001-75000 5 0.7% | 375000

85001-90000 3 0.4% | 270000
Grand Total 712 1

Deposite Distribution Central Westside Trend

North County Account Central Trend
Westside
North County
1-5000 253 35.5% | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | 293605 219243 149200 CD 1359385 1137911 648549
5001-10000 193 27.1% | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | 763281 456372 250453 Checking 802403 392516 292995
10001-15000 222 31.2% | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | 1340994 743340 655220 IRA 68380 134374 10000
15001-20000 19 2.7% | | | | 225446 47260 32759 Savings 885757 467414 336088
20001-25000 3 0.4% | 46000 25000 1500000
25001-30000 1 0.1% 30000
1000000
30001-35000 3 0.4% | 102000
500000 Central
40001-45000 3 0.4% | 40599 45000 45000
North County
45001-50000 5 0.7% | 50000 200000 0
60001-65000 2 0.3% 130000 Westside

70001-75000 5 0.7% | 375000

85001-90000 3 0.4% | 270000
Grand Total 712 1

31
32
33
DashBoard

34
 Big Fashion Group : Fashions Direct and
Next Look
 The Fashion Stores Fashions Direct and Next Look are distributed all over
Australia in the States NSW, NT, QTD, SA, TAS, VLC, WA.
 These Store sales different products categorized by Home, Hosiery,
Intimate, Juniors, Kids, Men Women, Shoes etc.
 Sales Data from Jan 2016 to June 2017 is collected in fashionstore.xlxs
 With every transaction Date of transaction, Store, amount of sales,
Category, Buyer, manager, State with postCode is collected.
 The huge Data of 72500 records has can be analyzed in following ways.

35
 Data Analysis
1. What is the total amount of Sales in both chain Fashion Store, How they are
performing?
2. What is the daily total amount of Sales for each Store?
3. Which Category has most sales in stores?
4. How Sales differ category wise in two Fashion Store Fashions Direct and Next Look ?
5. What is distribution of Sales in States?
6. Which are top Managers in States of Australia? What are their effect on Sales.
7. What are trend of Total Sales for given period.
8. What are trend of sales in given period for two Fashion Store Fashions Direct and Next
Look ?
9. How to filter sales for Category, States wise, yearly.
10. How managers of particular states performing.

36
 fashionStore.xlsx
 Sales data for two Australia wide fashion stores; Fashions Direct and Next Look.
 The data is in a tabular format and is classified by
 date
 financial year
 chain (Fashions Direct/Next Look)
 location (suburb/ state/ postcode/ country)
 manager
 product category
 product buyer.
 Data is from Jan 2016 through June 2017. Approx. 72.5 k rows.
 fashionStore.xlsx
Financial
Month Chain Suburb State Postcode Country Manager Category Buyer Sales
Year

Fashions
01/01/2016 2015/16 Chatswood NSW 2067 Australia Jeremy Garcia Home Richard Carr 479.02
Direct

Fashions
01/01/2016 2015/16 Chatswood NSW 2067 Australia Jeremy Garcia Juniors Chester George 149.95
Direct

Fashions
01/01/2016 2015/16 Chatswood NSW 2067 Australia Jeremy Garcia Mens Bruce Curran 14
Direct

Fashions
01/01/2016 2015/16 Chatswood NSW 2067 Australia Jeremy Garcia Juniors Chester George 12
Direct

Fashions
01/01/2016 2015/16 Chatswood NSW 2067 Australia Jeremy Garcia Womens Amy Buchanan 46.94
Direct

Fashions
01/01/2016 2015/16 Chatswood NSW 2067 Australia Jeremy Garcia Juniors Chester George -2.99
Direct

Fashions
01/01/2016 2015/16 Chatswood NSW 2067 Australia Jeremy Garcia Kids Elizabeth Gentry 17.6
Direct

Fashions
01/01/2016 2015/16 Chatswood NSW 2067 Australia Jeremy Garcia Accessories Maggie Mayer 44.2
Direct
Worksheet Protection

If your Dashboard sheet contains a

PivotTable, make sure 'Use PivotTable
& PivotChart' is checked so that
Slicers work.

Note, this will prevent the PivotTables

in the entire file from being refreshed,
so if you're planning on updating your
dashboard with new data, then option
3 is preferred.
 Slicers - prevent users activating the pull handles when
using the Slicer by selecting 'Disable resizing and moving' in
the Slicer Position and Layout setting (right-click Slicer).
Before Disabling After Disabling
Resizing Resizing
 Or Slicers - Simply protect the worksheet containing the Dashboard, but make
sure you 'unprotect' Slicers so that they can still be clicked:
 Line chart to compare Sales of two Chain
Fashion store
3000000

2500000

2000000

1500000
Fashions Direct
Next Look
1000000

500000

0
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul
2016 2017

42
 Line chart
 Remove all field buttons
 Put legend on top
 Remove grid lines
 Select Chart Title by clicking ‘+’ next to chart.
 Add Chart Title ‘Sales by Chain’
Sales by Chain
Fashions Direct Next Look
3000000
2500000
2000000
1500000
1000000
500000
0
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul
2016 2017
43
 Sales by Category
 Create new pivot table or copy same pivot table by left Click , Control Button and drag,
Rename Work Sheet as ‘Category Pivot’
Sum of Sales Column Labels • Rename Pivot Table ‘Category Pivot’
Row Labels Fashions Direct Next Look Grand Total • Create Pivot Table by
Mens 6232630 4535849 10768479 Row: Category
Shoes 5212325 3466420 8678745
Juniors 4300380 3142081 7442461
Column : Chain
Home 6758157 528855 7287011 σ 𝑉𝐴𝐿𝑈𝐸𝑆 : Sum of Sales
Kids 5026563 1117057 6143620 • Sort by Largest to Smallest
Womens 4231293 1078037 5309331 • Create PivotChart - Horizontal Bar
Accessories 2110365 1191890 3302255
Graph
Intimate 1703002 529123 2232125
Groceries 2061339 6295 2067634 • Give Chart Title
Hosiery 906635 343489 1250125 • Format Legends
Grand Total 38542690 15939097 54481787

44
 Sales by Category
Sales by Category
Hosiery

Groceries

Intimate

Accessories

Womens
Next Look
Kids
Fashions Direct
Home

Juniors

Shoes

Mens

0 1000000 2000000 3000000 4000000 5000000 6000000 7000000 8000000

45
 Sales by Manager
 Copy pivot table by left Click & Control Button, Rename Work Sheet as ‘Manager
Pivot’
• Rename Pivot Table ‘Manager Pivot’
• Create Pivot Table by
Row: State + Manager
Column : Chain
σ 𝑉𝐴𝐿𝑈𝐸𝑆 : Sum of Sales
• Sort by Smallest to Largest ( Bars will be descending order)
• Create PivotChart - Horizontal Bar Graph
• Give Chart Title
• Format Legends

46
Sales by Manager
Sum of Sales Column Labels
Row Labels Fashions Direct Next Look Grand Total
ACT 400282 200310 600593
George Chester 400282 200310 600593
NSW 16278162 3617626 19895788
Claire Bridges 2129277 721994 2851270
George Chester 2589115 302872 2891988
Jeremy Garcia 4154233 464543 4618776
John Gardner 4368393 660922 5029315
Lillian Pruitt 3037144 1467295 4504439
NT 996367 181307 1177674
Michael Carney 996367 181307 1177674
QLD 7486559 3395072 10881631
Amber Ward 1230068 1230068
Caroline Tucker 962908 962908
Ricky Wilkinson 1924381 530643 2455024
Shellie Thomas 2298124 415437 2713561
Terri Wright 3264054 256015 3520069
47
 Sale by Manager (State wise)
Next Look Fashions Direct
Lillian Pruitt
John Gardner
NSW Jeremy Garcia
George Chester
Claire Bridges
Rachael Long
Owen Pierce
VIC

Jerry Fulton
Brian Hubbard
Terri Wright
Shellie Thomas
QLD

Ricky Wilkinson
Caroline Tucker
Amber Ward
Tom McKenzie
WA

Miles Hammond
John Harper
Ray Watson
T S NT SA

Alex Nash
Michael Carney
AC TA

Simone Prior
George Chester

0 1000000 2000000 3000000 4000000 5000000

48
 Pie Chart

Row Labels Sum of Sales Sum of Sales2

Fashions Direct 38542690 70.74%
Next Look 15939097 29.26% Sum of Sales
Grand Total 54481787 100.00%

Fashions Direct
Next Look

49
 SparkLine
 Copy pivot table LinePivot by left Click & Control Button & drag, Rename Work Sheet as
‘SparklLine’
• Rename Pivot Table ‘SparkLineTotalPivot’
• Create Pivot Table by
Row: State
Column : Year, Month
σ 𝑉𝐴𝐿𝑈𝐸𝑆 : Sum of Sales
• Sort State by A to Z
 Click any State, right click State.
 Select Field Setting > Layout & Print > select ‘Repeat Item labels’
 select ‘Show items with no data’> ok
 Since Some State have no store. So no sales for that State.

50
 SparkLineTotalPivot, NextLookPivotTable,
FashionDirectPivotTable
Chain (All)

Sum of Sales Column Labels

2016
Row Labels Jan Feb Mar Apr May Jun Jul
ACT 25292 33711 27904 36694 30791 28846 34459
NSW 778994 897425 1021715 1184557 907704 1006080 1145990
NT 51834 57425 58122 75391 51418 58080 63150
QLD 473078 529565 558611 661046 529353 557546 605544
SA 88702 104214 106254 120261 91163 102657 120934
TAS 49100 50562 55922 68062 49233 53043 59664
VIC 477519 556682 651431 778445 571022 686695 824849
WA 196579 231758 245125 282654 230084 251258 328987

51
 Copy above Pivot table with its Filter on same worksheet below
‘SparkLineTotalPivot’
 In filter Change ‘All’ to ‘NextLook’
 Rename Pivot table as ’NextLookPivotTable’
 Copy again above Pivot table with its Filter on same worksheet below
NextLookPivotTable
 In filter Change ‘All’ to ‘Fashion Direct’
 Rename Pivot table as ’ FashionDirectPivotTable’

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 Chain Next Look

Sum of
Sales Column Labels
2016 2017
Row Labels Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan
ACT 8050 12672 8434 12802 10598 9621 11902 10366 12815 9277 10164 12526 7769
NSW 159395 177691 200288 224494 182905 196497 200398 193454 253905 175673 191795 205002 119660
NT 10355 6576 7798 9619 9157 9903 11550 11524 13081 7641 9256 11231 6158
QLD 147314 166122 182592 186155 157382 171931 191800 181407 240133 165431 175666 202334 125199
SA 88702 104214 106254 120261 91163 102657 120934 108107 147139 97947 98062 111142 61923
TAS 49100 50562 55922 68062 49233 53043 59664 63729 73399 49940 53573 63431 40347
Fashions
Chain Direct

Sum of Sales Column Labels

2016 2017
Row Labels Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan
ACT 17242 21039 19470 23892 20193 19225 22556 25188 28808 18252 19393 22522 15699
NSW 619598 719734 821427 960064 724798 809583 945591 1104442 1145665 755557 903838 894758 623795
NT 41479 50849 50325 65772 42261 48178 51601 66184 78162 45465 49206 54204 37152
QLD 325764 363443 376019 474891 371971 385615 413744 477344 533638 357720 378756 424291 259303
SA
TAS
VIC 331545 397373 478385 592854 428414 517887 640811 674293 606110 511639 489514 624617 354970
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SparkLine
Sales Total and Trend by State
State All Chains Trend Next Look Fashions Direct
ACT
NSW
NT
QLD
SA
TAS
VIC
WA
54
 Create New WorkSheet Name it as ‘DashBoard’ according to your planning
 Cut all the chart from pivot table work sheet to ‘DashBoard’
 Goto insert Ribbon, Select Slicer
 Insert Slicer, Select Slicer for Financial Year, Cataegory, Manager, State
 Now Right Click Slicer Select All List of Pivot Table.
 Repeat this procedure for all Slicer selected

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Add Slicer to ‘DashBoard’ Sheet

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57
58
PGDM

Happy Analyzing ! !!!!

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