Sales Data Excel Dashboard
Originally published: 03/06/2020 19:38
Publication number: ELQ-29894-1
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Sales Data Excel Dashboard

Excel Dashboards are versatile and easy to prepare. You do not necessarily have to invest in BI tools to visualise data.

Follow the instructions tab to understand how the dashboard works. The raw data and pivot table tabs have been hidden to show that the end user of a Dashboard can just see one tab with the final output.

The dashboard has been prepared in the following steps:
- raw data must be cleansed and dates or blank fields reformatted or replaced with new values
- raw data should be converted to a tabular form
- each chart in the dashboard is based on a pivot table which has been added from the raw data
- slicers can be added by clicking on any chart and going to 'insert'->'slicer'
When the dashboard is prepared and ready to use, the user can hide unnecessary tabs (i.e. tabs with pivot tables and workings) leaving just the final output to end users.

This dashboard can be applied to any dataset which is manageable in MS Excel (i.e. not larger than 100K rows).
New data can be added either by pasting data (corresponding to new month of sales or a new store opened in the region, etc.).
To fully automate new data input, Power Query can be used. This will allow data ingestion directly from the database.
The dataset has been downloaded from (see references within the file).

This Best Practice includes
Sample Excel Dashboard

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Further information

To help users create visualisations with the most versatile analytical tool (Excel)

Sales data, team data, any data set manageable in Excel

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