Sometime during the 2nd half of 2013, I finished 10 years of Excel usage. In the last 10 years, I completed my studies, got my first job, married, had kids, visited 15 different countries, quit my job to start a business, bought first car, first house, made dozens of new friends, read 100s of books, wrote a book and learned 1000s of new things. And all along, Excel stayed a true companion. Right from MBA entrance exam preparation in 2003 to making my summer internship project reports in 2005 to planning my wedding expenses in 2007 to getting a promotion in 2009 to planning my kids feeding schedule in 2010 to running a successful business in 2014, Excel helped me in every step.
So today, I want to tell you the top 10 things I learned using Excel in last decade. Grab a hot cup of coffee, buckle your belts and get ready for time travel.
Late 2003 & 2004: Using Excel to track exam prep & making sales reports using Excel + Java!!!
During 2003, I got my first job as software engineer. I used work more roughly 10 hours a day + 2 hour commute. This left me with very little time to prepare for MBA entrance exams. So I used Excel to plan my time efficiently, track my preparation progress, mistakes made in mock examinations and test scores. Everyday before sleep I used to review the Excel workbook to understand how I can improve, where I am struggling. If any of you remember the Active Desktop feature of Windows 2000, I used it to show the Excel workbook as my desktop wallpaper so that it was never out of sight.
Although the workbook was not very sophisticated, it helped me greatly in securing admission to one of the best MBA colleges in India.
During my work as software engineer, I got an interesting challenge. I was asked to create Excel based sales reports from Java / JSP code. Back then, there is no API to directly create Excel files from Java. So I used Apache’s POI HSSF (Poor Obfuscation Interface – Horrible Spread Sheet Format) to create a Java class called as ExcelBridge. This can take raw data (from MySQL) and convert it in to Sales report Excel workbook. Last heard, my company & their clients are still using ExcelBridge to publish sales reports.
Although ExcelBridge is a complex piece of work, I learned little about Excel thru it. I had a colleague (Roja), who knew how to format Excel files, how to use VB Script, so she helped me with Excel part while I focused on Java & MySQL.
Things learned: coloring cells, using Excel to track data.
2005: IF()
Later when I joined B-School, I had to learn how to use formulas like IF() to model real world situations. And boy oh boy, that proved to be a very difficult experience. I still remember that one afternoon when I spent more than 2 hours trying to debug the IF() formula.
Later in 2005 during my summer internship, I learned how to use Pivot tables to analyze survey data. Although I made the reports, I did not have a clue as to what pivot tables were doing.
A part of Excel report made during my summer internship. Don’t ask me what it says.
Things learned: IF formula and few others, very little bit of VBA coding
2006: Analyzing data
By July 2006, I started working as business analyst with a leading IT company in India. During my first 4 months, all I was doing is analyzing data in Excel and making presentations. This was a very intense learning experience. During one of the assignments, I was analyzing annual reports of 70 Fortune 500 insurance companies using Excel. Lots of numbers, text and details.
It became obvious that to shine as a business analyst I must be very good in Excel & Power Point. So I used make Excel files modeling many problems from my personal life, like planning my retirement. Here is one such thing I made in 2006.
Things learned: formulas, charting concepts, creating & maintaining large workbooks.
2007: Modeling, more analysis
During 2007, one of the work projects required that I visit Hong Kong to meet a Chinese health insurance company and understand their claims process. If you have ever had a health insurance claim, you know what complex cobweb it is. Not only I had to understand that, but I had to explain it in Excel (and Word) so our coding team can create programs to improve the claims process. This made me understand the true power of Excel. My colleague (Eldhose) & I created elaborate models to explain the claims process, classification of diseases, treatment procedures and more.
Things learned: how to use data validation & form controls can help in user interactivity and controlling formulas.
2008: Gantt Charts and Conditional Formatting
For a few weeks in early 2008, I became a makeshift project manager. One of the first things I had to do was to create a plan and share with it our client. I quickly whipped up a Gantt chart using Excel. Our clients loved the plan that they asked me to continue full-time.
2008 is also the year I started writing more often about Excel on Chandoo.org. Until then, Chandoo.org used to be a mixed bag with lots of personal stories, rants and observations.
This Gantt chart almost got me a promotion.
Things learned: using features like formulas & conditional formatting to make gantt charts.
2009: SUMPRODUCT, Tables, Charts & Reports
By 2009, I was managing a small team of business analysts and started working with another insurance giant in Sweden. Most of my work involved reporting, analysis and meetings. Naturally, Excel became my ally as I was making charts, reports, trackers and presentations almost everyday. Whatever I was learning, I used to post it on Chandoo.org (I still do.) SUMPRODUCT also became my best friend as I had to calculate numbers based on various criteria. And Tables became the greatest ally. I used them everywhere.
Things learned: SUMPRODUCT, Excel Tables, chart customization, tweaking and building better charts.
2010: Dashboards
Although I started learning about Dashboards in 2008 (thanks to my good friend Robert’s excellent KPI dashboard articles), by 2010 I was making them more often. New features in Excel 2010 like slicers, sparklines helped me even more.
In 2010, I quit my job finally to work on Chandoo.org full time. Naturally I started using Excel to manage my business. 2010 is also the start of a really intense and rapid learning phases in my life. I learned new concepts and usages of Excel almost every week since then. Since I do not want to keep this knowledge, I started Excel School program. Now thousands of people all over the world are Excel pros, thanks to this course.
An example dashboard you will learn in Excel School
Things learned: Creating and formatting better looking dashboards
2011: VBA & Macros
Although I have been coding in VB since 1999, I have not used it with Excel very much until 2011. So during late 2010, I started brushing up my VBA concepts and by early 2011 I was building small apps and cool things with VBA. With the confidence I gained in VBA, I launched our VBA Classes so that many more of you can become awesome in VBA & Macros.
One of the many VBA apps I built
Things learned: VBA, Macros, Excel 2010 slicers
2012: Improving my analysis skills
In 2012, I focused on improving my analytical skills. I spent a lot of time using pivot tables, formulas and charts to analyze my own business data, examples shared by readers on Chandoo.org. Some of this can be seen in customer service dashboard, analyzing 20,000 comments, Usain Bolt vs. Rest and Excel salary survey dashboards.
Things learned: Advanced data analysis, dashboard special effects thru VBA
2013: PowerPivot
During late 2012, I started learning PowerPivot. Although, PowerPivot has been around for a few years, I never used it well until then. I bought a few books and by early 2013, I became proficient in PowerPivot, DAX and creating awesome dashboards with it. I took all these beautiful ideas and packaged them in to my online Power Pivot classes, which helped more than thousand people become awesome.
An example Power Pivot dashboard we discuss in Power Pivot class
Things learned: PowerPivot, DAX, Data Explorer (now Power Query).
So what is in store for 2014?
I am really excited about 2014. This year, I am hoping to dip my feet in to Power View, more ways to analyze data, smarter formulas and creating better looking charts.
What about you?
What are you planning to learn this year? Please share in comments.
65 Responses to “Make Dynamic Dashboards using Pivot Tables & Slicers [Video & Download]”
WOW, is all I can say.
I could not have imagined a dynamic dashboard without getting approved software budget and a team of people involved to create it. Given that I am a relative newbie to excel and actually got here by looking for pivit table help, I imagine that i would not be able to make anything myself. But armed with the demo excel sheet I will press buttons (and I will report back how that went;-)
Claudia
Good stuff Chandoo, thanks
The slicer buttons take up quite a bit of room on the dashboard
Is there a way to make the buttons smaller so we can have more room for charts, tables, and commentary?
Kind regards,
Winston
You can resize the slicers! When you click the slicers you can change the height and width of columns and slicers. You can also, under slicer style click "New slicer style" where you can define your own style, which enables you to change most things, including font size.
I hadn't seen the Group Option used as you did for the Duration PivotTable. And thanks for showing how to remove the Field Buttons on a PivotChart, I loathe them with all my heart.
Fantastic design and a great dashboard.
@Claudia.. I am glad you like it. Do let us know how your adventures go.
@Winston: You can resize slicers or increase the number of columns inside. Unfortunately, we can not readjust the font sizes in slicers. So when you resize, you will see partial text.
@Gregory: Thank you. I am happy you like it 🙂
Hi Chandoo, your dashboards are really professional and simple. I do have some question, if I have the following scenario, could you help to advise : -different data sources eg monthly
-calculations percentile
-%difference between financial year
Thank you so much!
Hi,
Thanks for your great information.It has helped me a lot.
Now,I can build my excel addin for Excel 2010 better with your tips.
Hi chandoo i am new reader for ur site.and really found good stuff and temp. But i suggest u 2 put a guidance step sheet in temp so anyone can understand easily.and also help me to become awesome as ur noume.
[...] [Related: Dynamic Dashboard using Pivot Tables & Slicers] [...]
Chandoo, Wow these are very powerful reports. I will be implementing them straight away. It will save me hours of work. Thankyou so much.
Hi Chandoo,
I love the Slicer, but how do I link a slicer for different data sheets e.g.: Client data on one tab and products on another tab, as I find that as long as you use pivot tables off the same data you can link the Pivot tables using Slicer connections.
Regards
Paul
I appreciate the work you have posted on your website - very informative and easy to understand. I just wanted to inform you that you can make selections within the slicer too by using Ctrl and selecting the fields you want to group and use as filter.
I had a question regarding the data used in pivot tables. Is there a way to update the data (eg. a new customer entry) and have the pivot tables and the linked charts in dashboard automatically update? I will search for the answer in other posts so ignore if you have covered it elsewhere.
Thanks again and keep up the good work.
-Vivek
Dear All,
Me too is a die hard fan of Slicer. it's requirement was arise when management is feeling it difficult to juggle with filters for sales of a particular location, Product Category in Pivot Table.
Got very positive response when introduced to tackle the above situation. furthermore in slicer setting there would be option to enable or disable deleted data is handy for particular scenario.
These are eye catching color themes would be like icing on the cake.
There is one more feature of excel 2010 which proves to be tool for great time saving is "Repeat Labels" in Pivot Tables.
This is fantastic!! Your steps were super to easy follow. I can't wait to show my new dashboard off to the boss. Thank you so much!
This might be a little unrelated but I'd like to know which software was used to record your on screen actions? I'd like to use it for tutorials on models that I build for my customers. Thanks!
@Van
Have a look here: http://chandoo.org/wp/about/what-we-use/
The slicers are coming in a sorted order... How can i get it in the way it appears in my original data.... The settings show to sort them A to Z or the other way round but they are option boxes and can not be unchecked... What are my options????
[...] Using slicers to make a dynamic dashboard in Excel [...]
I watched the video and then worked through an example of my own, also telephone costs by coincidence. It took me about 30 minutes to do everything. Once you've understood the basics of pivot tables and slicers, all that limits you is your imagination!
The only thing missing from the video is now to change the number of columns in a slicer: Right click a slicer then Size and Properties, Position and Layout, Layout, Number of Columns ...
Good page and video.
Duncan
How do you insert 'Year' in the Pivot Table Field List if it doesnt exist in the Master table???
Thanks
Hi,
Can I disable the multi-selection of the slicer to only allow one selection at a time?
Thanks in Advance
@Manu.. as of Excel 2013, this is not supported yet. But you can remove slicer heading, clear filter button and style it so that it looks like a single selection. You can also use Macros to ignore previous selection upon multiple selection, but I would not recommend it.
For an example on styling see - Interactive Pivot Calendar
Awesome guide! The dashboard I made blew people away. I do have one question. I want the chart title to match what I have selected. How can I do this without writing macros?
@Devin
Lets say what you have selected in in A1
Select the Chart then Select the Title
Click in the Formula Bar and type =A1
enter or click the small arrow to the left of the Formula Bar
Enjoy
Love the slicers and use them often in my dashboards. Question about the data (specifically the date) I see the "date of call" column but was wondering how were you able to filter on slicers by year and month when there is only a date of call entered into the data?
Thanks for your help!
Thanks for taking the time to create this interesting and very useful tutorial!
I was able to create a similar dashboard in a short time after watching your tutorial. The problem I am having now is how to update the pivot tables and dashboard graphs when a change is made in the raw data. I tried two methods; Change data Source and Refresh. When I used Change Data Source (Options-> Change data source) the values in the pivot tables didn't update. When I tried refresh the values in the pivot tables disappeared as well as the information in the graphs, since the data in the pivot tables no longer existed.
I have been searching for a solution for a while now but I have unfortunately not been able to solve this problem yet. Any help someone can provide is GREATLY appreciated.
All the best
Hi, looks great, but how valuable is power view when it comes to financial data? I've been having trouble trying to visualize how I would use power view to report of financial data.
Hi Chandoo, you are awesome! Thanks for the good work!
there is duplication for my slicer, probably cause i choose date, time as my options. i changed it to date but still theres a duplication of the same date
Just Great! Thank you for the time to put this together and teach us.
Alex Cardoso from Indaiatuba, Brazil.
First of all I would like to thank you guys for this post I used this amazing tool with the help of your tutorial to create a dashboard for one single account and my regional manager said "good job, it looks very profesional" she was so impresed that now she wants one daschboard with all the acounts and services she is going to replace her KPI reports with my report !! I smell a promotion!! My demand was a new laptop with MS 2010 and it was granted. now I have allot of work and many many questions to post .. kudos
Hi Chandoo
I want to say thanks first because i loved ur tutorials
i have a small doubt how to insert slicer from external connections
i searched every where could you please explain how to insert a slicer from external source
@Krishna Prasad
use external source data as pivot table then you will be able to use slicer.
Hello Chandoo,
How to get rid of the > items in Months slicer?
They are appearing when there is a grouping on the date field in pivot
Thanks
Hi Chandoo,
One problem always bothers me when i use slicer. I have no idea aobut how to change the number format in slicer. Want to display number in slicer as general format, but it always displays other number format such as date.
I check my source data and it doesn't effect the number format.
Look forward you or any EXPERTS to solve it. Thanks very much!
In the end, This website is awesome!!!
Hi Emma,
Were you able to resolve your query? I have a similar problem. I use Excel 2013 and the field I'm dropping into the slicer is a currency field ($1.00, $1.05, $1.10 etc.) representing the exchange rates that the user can choose from. The items in the slicer revert back to general format (1, 1.05, 1.1, etc.) although the source field is formatted as currency field. Is there a way to fix this?
@Sunil & Emma: You can create a new column in your raw data which has currency as text, using the TEXT formula like this =TEXT(currency_val, "$#,##.00"). Use this column to create the slicer.
Thanks for the response Chandoo. It works as you suggested. However, if the users were to pick more than one item in the window I'd like to know what is the max value and utilise that value in a DAX formula.
Also... there is no issue if I were to throw a slicer over a normal pivot. The trouble comes when I choose the 'Add this data to the Data Model' option which I need for the PowerPivot.
Hi Chandoo (Or others)
Is there a way to make the color change, when the value changing after the use of a slicer?
Lets say the value is 4,5, when i press the slicer, and the value change to 3,5 i would like the color to change. Can anyone help?
Thank you.
Hi Chandoo,
It was very useful video for me. Thanks.
But I have one question to ask.
How can I connect data which is growing in size (rows, records) by time (daily, monthly etc.) to this kind of dashboard?
Or it is only on select number of data?
Thank you.
Chandoo zindabad!
Hi Chandoo,
I have been able to create something similar quite easily. The problem that I am facing is that I want to keep the Top 10 filters permanently. If I select one option and then clear the filter, the chart removes the Top 10 filter; I want it to go back to Top 10 filter.
Is there a solution to this problem?
Regards
Thanks a lot for the tutorial and for the demo file!
I have the same problem of Angela: after clearing the filter applyed on P1, the filter on P1 shows all the customers without filtering top 10 (as it was before).
Thanks!
Federico
Go to your pivot table, right-click and choose "pivot table options." On the "Totals & Filters" tab check "Allow multiple filters per field."
Justin, thank you so much!
now after clearing the filter applyed on P1, the filter on P1 shows again top 10 customers.
[…] Slicers – how to use them – case study […]
Chandoo!
Just find out your website, I´ll follow your tutorials from now, very useful!
Great thanks from Brazil!!!
Very useful. Learned a new skill today. Thanks a ton!
Hi Chandoo,
This is fantastic! It's going to really help me with some operational reports I develop regularly. Two questions I'm hoping you can answer for me:
1. How can I use one slicer to manipulate two different pivot charts that came from two different pivot tables?
2. If I have a slicer in an excel and share that with someone who is on older versions of Excel - what will it look like to them?
thanks!
Hello Chandoo!
I love the dashboards and have been able to make quite a few, my puzzle is when I am connecting the pivot charts to the slicers, I have to do each individual one and check every single slicer (usually I have about 12, so I end up having to check the 12 check boxes 12 times to connect everything) am I missing something? Is there an easier way to do this?
Thanks!
elisa
Hello Chandoo,
You make my life easier, am in love withe the slicers!
I greatly appreciate
Thanx
Hama
[…] Slicers. Easy for me to do, but not as easy to explain how I did it. Fortunately, Chandoo has a Make Dynamic Dashboards using Pivot Tables & Slicers video and download that will do the job nicely. Suffice it to say it took me <3 minutes to put […]
thank you very much..... 🙂
You are a legend!! Thank you so much - very clear, very helpful indeed.
nice player...
i like to play like chandoo sir.
i learn somthing about slicer by watching posts.
it was too difficult to watch and easy to prepare..
thank you boss.
God Bless You
Hi,
I've built a dashboard on Excel 2010 using Pivot tables and slicers.
What I would like to do now is duplicate the dashboard on another tab, having it extract from another data source (format is identical to the 1st data source).
I'm extracting the same metrics, but each data sources measure different product lines.
Could anyone help me out?
Thanks in advance,
M
@M
Can you please post the question at the Chandoo.org Forums
http://forum.chandoo.org/
Please attach a sample file for a quicker more targeted response
Thank you so much. I learned so much about the slicer because of the video. Just got a quick question. Say I got 100+ Customer name bottons in one of the slicer, and it is time consuming to scroll up and down to find the one to select. Is there anyway I can set in the slicer setting that when I type "E", it automatically take the selectionto to where all the "E" starts? Thanks
Hi there,
This looks great - is there a way I can use it to compare vs budget, forecast? Is it just a case of renaming one of the field Comparison with the data being "Actual, Budget, Forecast"?
Thanks!
hello master!
please help me.
i am looking for many file example for Dashboard, but because my English is weak i couldnt fint it in hear.
please help me.
thankyou so much.
@An
Goto: http://chandoo.org/wp/welcome/
Have a look under dashboards http://chandoo.org/wp/excel-dashboards/
Also use the Search Box at the Top right of every page at Chandoo.org and search for Dashboard
thank you brother.
i love all of you!
Dear Excel Guru,
Hope everything is fine with you?
Can you please help in this Logic, it is a thought only to increase my knowledge SIR?
Please note that I have been working in Excel file contains two times of our teammates who claims overtime an each calendar month
My excel file as like this :-
ROW 1 Days of Month
ROW 2 Date of Month
Cell -1 [Time IN(06:00Hrs)], cell -2 [Time OUT(15:30Hrs)] no break in our factory and anything after Eight hours assume as overtime as standard in all across.
Appreciate if you could help me in providing the best an Exclusive Excel formula to calculate each day overtime excluding staff eight hours regular duty and Friday consider as full day overtime.
Kindly help me at the earliest convenience.
awaiting for your expertise.............
Best Regards / Ikram Siddiqui
Thank you for video , will you please provide pivot table with header and sub header like year main header and under that three sub header. How to make dashboard for that.
Dear Sir,
How to seperate amount, mention in remarks.