See Create a PivotTable to analyze worksheet data for more details.Īdd the PivotTable fields that you want, then format as desired. Select any cell within your data range, and go to Insert > PivotTable > New Worksheet. When you import from Access, the data will automatically be imported to a table. If it's not already, format your data as an Excel Table. For help with setting up a query, or if your data needs to be manipulated, see Get & Transform in Excel. Each row should represent an individual record or item. Verify your data is structured properly, with no missing rows or columns. We’ve already put this data into the Excel workbook for you, so there’s no need to worry if you don’t have Access. Once you’ve done that you’ll be able to access any of the queries included in the template. If you want to use it, you can open Access and go to File > New > Search for 'Northwind' and create the template database. For this topic, we used the Sales Analysis query from the Northwind Traders template for Microsoft Access.

You can copy and paste data directly into Excel, or you can set up a query from a data source. We also have an interactive Excel workbook that you can download and follow these steps on your own.ĭownload the Excel Dashboard tutorial workbook. Once your dashboard is created, we’ll show you how to share it with people by creating a Microsoft Group. This makes it very handy because you only need to create the dashboard report once.įor this example, we're going to create four PivotTables and charts from a single data source. In addition, you can quickly refresh your dashboard when you add or update data. Then we'll give users the ability to quickly filter the data the way they want with Slicers and a Timeline, which allow your PivotTables and charts to automatically expand and contract to display only the information that users want to see. In this topic, we’ll discuss how to use multiple PivotTables, PivotCharts and PivotTable tools to create a dynamic dashboard. In the past, Excel reporting often required you to generate multiple reports for different people or departments depending on their needs.

Dashboards not only provide consolidated data views, but a self-service business intelligence opportunity, where users are able to filter the data to display just what’s important to them. A dashboard is a visual representation of key metrics that allow you to quickly view and analyze your data in one place.

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