Copyright Notice

This workbook contains a modified version of data provided by Obvience.

www.obvience.com

- The Dashboard in this file and data was created by Mynda Treacy from My Online Training Hu
- Individual users are permitted to recreate the dashboard for personal practice only.
- Recreating the dashboard for training of others is not permitted, unless written consent is gr
- Sharing images of dashboards you build based on this data and or dashboard on social medi

Check out the original Dashboard by Mynda Treacy here: https://youtu.be/rsx43g7TBBs

- Sharing Excel files containing dashboards you build based on this data and or dashboard on s
*Please direct people to download the original file from the link in the video description on Yo

- The workbook and any visualization pages must be accompanied by the following copyright n
- This sheet must remain in any file that uses this data and or these Dashboard techniques.
- Any uses of this workbook and/or data must include the above attribution.
 return to index

y Online Training Hub.

ctice only.
written consent is granted by Mynda Treacy.
ard on social media must be accompanied by the following:

d or dashboard on social media is not permitted*.

o description on YouTube.

ollowing copyright notice: My Online Training Hub ©.

ard techniques.
Excel Dashboard using Power Query and Power Pivot

Note: This file will not work in Excel 2010.

Note: this dashboard uses data from the folders on my PC as you saw in the webinar. As
a result you cannot 'Refresh All' as you will not have the same drive mapping as me.

However, you can interact with the dashboard by changing the Slicer selections. If you
get an error trying to interact with the Slicers then you may have a different version of
Excel to the one I used to create this dashboard.

If you haven't seen the free webinar, you can sign up here:

Joinout
If you'd like to learn how to build dashboards like this please check FREE
myWebinar
Excel
Dashboard course.

Related Training:
Go to Excel Dashboard Course Go to File Index

If youGo to Power
have Query Course
any questions please email me at mynda.treacy@myonlinetraininghub.com

Go to Power Pivot Course

Click here to see which versions of Excel have Power Query

Click here to see which versions of Excel have Power Pivot

Power Query and Power Pivot Excel Dashboards with Mynd

Actives Dashboard go to sheet

Excel Version Differences go to sheet

Dashboard Protection go to sheet

More Resources go to sheet

Source Information go to sheet

s with Mynda Treacy
HR Management Dashboard Total Emp 63% 37%
Source: Obvience ©
Hourly 100%
Actives Dashboard Separations Dashboard 403 255 148 Salary 0%

This shape Total Active Employees

represents a 700
slicer. Slicers are 600
supported in
Excel 2010 or 500
later. 400
This shape
represents 300
If the shapea was
slicer.
modified Slicers
in anare 200
supported in of
earlier version 100
Excel 2010 or
Excel, or if the
later. 0
workbook
This shapewas 2015 Qtr1 Qtr2 Qtr3 Qtr4 2015 2016 Qtr1 Qtr2 Qtr3 Qtr4 2016 2017 Qtr1 Qtr2 Qtr3
saved in Excel Total Total
represents
If the or
shapea was
2003
slicer. earlier,
Slicers
modified
the slicer in anare
cannot
supported
earlier in of
version
be used.
Excel 2010 or
Excel, or if the
later.
workbook was
saved in Excel Separations
If the or
2003 shape was
earlier,
modified in an Separations Bad Hires 702
the slicer cannot
earlier
be used.version of
Excel, or if the
workbook was 392 513
saved in Excel 270
2003 or earlier, 289
the slicer cannot 187
be used. 4 36

4
2015 33
2016 2017 2018 Grand Total
This shape
represents a
slicer. Slicers are
supported in Termination Reason
Excel 2010 or Column Labels Involuntary 509
Voluntary
later.

If the shape was

287
modified in an
earlier version of 209 193
Excel, or if the 105
workbook was 61
4 23 13
saved in Excel
2003 or earlier, 2015 2016 2017 2018 Grand Total
the slicer cannot
be used.
 Colum...
255 Turnover
136 143 148
99% Full Time 28% 50% 63 49
1% Part Time 72% 50% <30 9
30-49 350+ Grand Total
255% 256%

Active Employees New Hires Actives by Ethnic Group

450
400
350
300
250
200
150
016 2017 Qtr1 Qtr2 Qtr3 Qtr4 2017 2018 Qtr1 Qtr2 Qtr3 Qtr4 2018 Grand
otal Total Total Total 100
50
0
A F M B F M C F M D F M E F M
p p p p p
ou ou ou ou ou o
Gr Gr Gr Gr Gr Gr

Actives by Region PT

15
Central
18
Average Tenure - Months
64 140
East
17
120
13
Midwest
15 100
17 80
North
38
60
8
Northwest
24 40
18
South 20
18
0
14 A F M B F M C F M D F M E F M
West p p p p p
18 ou ou ou ou ou o
Gr Gr Gr Gr Gr Gr
149
Grand Total
148
Turnover This shape represents
a slicer. Slicers are return to index
supported in Excel
2010 or later.

254% If the shape was

modified in an earlier
version of Excel, or if
nic Group Column
the workbook Labels
was FT
saved in Excel 2003
or earlier, the slicer
cannot be used.

C F M D F M E F M F F M G F M tal
p p p p
ou ou ou ou To
Gr Gr Gr Gr a nd
Gr

e - Months Column
Labels...

C F M D F M E F M F F M G F M tal
p p p p p
ou ou ou ou To
Gr Gr Gr Gr a nd
Gr
 return to index

Actives Dashboard Separations Dashboard

Row Labels Active Employees
F 148
M 255
Grand Total 403

Active Employees Column Labels

Row Labels F M Grand Total
Hourly 99.32% 100.00% 99.75%
Salary 0.68% 0.00% 0.25%
Grand Total 100.00% 100.00% 100.00%

Active Employees Column Labels

Row Labels F M Grand Total
FT 50.17% 27.76% 38.00%
PT 49.83% 72.24% 62.00%
Grand Total 100.00% 100.00% 100.00%

Active Employees Column Labels

Row Labels F M Grand Total
<30 136 143 279
30-49 9 63 72
50+ 3 49 52
Grand Total 148 255 403

TO % Column Labels
Row Labels F M Grand Total
2015 3.23% 4.14% 3.67%
2016 19.74% 21.37% 20.56%
2017 118.37% 118.85% 118.61%
2018 139.06% 152.12% 146.15%
Grand Total 253.87% 255.52% 254.77%
Active Employees Column Labels
Row Labels FT PT Grand Total
Group A
F 20 25 45
M 14 35 49
Group B
F 25 17 42
M 15 35 50
Group C
F 14 16 30
M 11 50 61
Group D
F 19 24 43
M 13 35 48
Group E
F 27 22 49
M 13 30 43
Group F
F 23 25 48
M 14 40 54
Group G
F 21 19 40
M 18 30 48
Grand Total 247 403 650
Row Labels Separations Bad Hires
2015 4 4
2016 36 33
2017 270 187
2018 392 289
Grand Total 702 513
Separations Column Labels
Row Labels Involuntary Voluntary Grand Total
2015 4 4
2016 23 13 36
2017 61 209 270
2018 105 287 392
Grand Total 193 509 702
Active Employees Column Labels
Row Labels FT PT Grand Total
Central 15 18 33
East 64 17 81
Midwest 13 15 28
North 17 38 55
Northwest 8 24 32
South 18 18 36
West 14 18 32
Grand Total 149 148 297
Avg. Tenure Months Column Labels
Row Labels FT PT Grand Total
Group A
F 77 29 51
M 113 20 47
Group B
F 87 16 58
M 64 17 31
Group C
F 55 11 31
M 131 19 39
Group D
F 88 18 49
M 84 18 36
Group E
F 86 12 52
M 66 34 43
Group F
F 68 13 39
M 74 20 34
Group G
F 74 8 42
M 94 18 46
Grand Total 82 19 43
Row Labels Active Employees New Hires
2015
Qtr1 21
Qtr2 26 5
Qtr3 34 8
Qtr4 42 10
2015 Total 42 23
2016
Qtr1 52 11
Qtr2 62 10
Qtr3 82 21
Qtr4 104 25
2016 Total 104 67
2017
Qtr1 93 28
Qtr2 96 51
Qtr3 107 77
Qtr4 112 50
2017 Total 112 206
2018
Qtr1 118 52
Qtr2 139 99
Qtr3 139 114
Qtr4 148 62
2018 Total 148 327
Grand Total 148 623
More Resources

Courses
Excel Dashboard Course............
Power Query Course.................
Power Pivot Course...................
Power BI Course........................

Excel Forum.................................

Contact........................................
 return to index

https://www.myonlinetraininghub.com/excel-dashboard-course
https://www.myonlinetraininghub.com/excel-power-query-course
https://www.myonlinetraininghub.com/power-pivot-course
https://www.myonlinetraininghub.com/power-bi-course

https://www.myonlinetraininghub.com/excel-forum

website@myonlinetraininghub.com
Protecting your dashboard

1. 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-
clickBefore
Slicer).
Disabling
Resizing After Disabling Resizing

2. Worksheet Protection - You'll find the Worksheet Protection on the

Review tab:

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.

3. Hide Worksheets
A better solution is to set the property for the
sheets containing your data and workings to
VeryHidden in the VB Editor Alt+F11.

When you right-click the sheet tab there is no

3. Hide Worksheets
A better solution is to set the property for the
sheets containing your data and workings to
VeryHidden in the VB Editor Alt+F11.

When you right-click the sheet tab there is no

indication that worksheets are hidden when
their properties are set to 'xlSheetVeryHidden'

4. Protect Workbook
Once you've 'VeryHidden' the sheets containing your workings and data you need to
protect your workbook so your users can't unhide them.

WARNING: this protection is not bullet proof. If a user wants to get to your underlying
data they can find a way. A Google search will reveal various ways to crack your
password, or simply remove the protection.

Therefore Worksheet Protection should be used to prevent users breaking your report,
but don't count on it protecting super sensitive information.
 return to index

r by Or Slicers - Simply protect the worksheet containing the Dashboard,

g (right- but make sure you 'unprotect' Slicers so that they can still be clicked:

n the
need to

derlying
ur

ur report,
Excel Version Differences

Click here to see what versions of Excel have Power Query

Power Query: In Excel 2010 and 2013 Power Query is on its own tab in the Ribbon (see first image below), whereas in Ex
onward it's included in the Data tab in the Get and Transform group of buttons (see second image below).

Excel 2010 & 2013

Excel 2016

Click here to see what versions of Excel have Power Pivot

Power Pivot: The icon for adding an Excel Table to Power Pivot/Data Model is slighly different in each version of Excel:
Excel 2013

Excel 2016
Power Pivot: The icon for adding an Excel Table to Power Pivot/Data Model is slighly different in each version of Excel:

Excel 2013

Excel 2010
 return to index

mage below), whereas in Excel 2016 Power Query Load To dialog box
age below).
In Excel 2013 the Power Query Load To dialog box has less options than Excel 2016 onward, b
Model, which is Power Pivot (see image on right).

Excel 2016

In Excel 2010 you can't load your data direct to Power Pivot as the data model is an add-in tha
Excel 2010 we need to load it to Power Pivot via the Existing Connections. I cover this in detai

t in each version of Excel:

t in each version of Excel:
to index

ons than Excel 2016 onward, but you can still load direct to the Data

Excel 2013

the data model is an add-in that's integrated differently. Instead, in

nnections. I cover this in detail in my Power Query course.
 return to in
This workbook contains a modified version of data provided by Obvience.

www.obvience.com

Obvience is an ISV and an Intellectual Property (IP) Incubator focused on Microsoft Business Intellig
Obvience works closely with Microsoft to develop best practices and thought leadership for jump-s
deploying Microsoft Business Intelligence solutions.

This file and associated data is property of obviEnce llc and has been shared solely for the purpose o
demonstrating Power BI functionality with industry sample data.

Any uses of this workbook and/or data must include the above attribution. The workbook and any v
pages must be accompanied by the following copyright notice: obviEnce ©.