A dashboard is an invaluable tool to gain insight into an organization's operation and performance. Businesses use a dashboard to view and analyze data such as expense & profit, identify patterns, predict trends and more. We will take a look at using Microsoft Excel to convert the raw data and quickly turn it into easy-to-use yet powerful dashboard to get instant results, and be able to slice and dice data dynamically. You will be able to use these techniques cross-industry with any data.

1. Vazi Okhandiar, MCT, PMP, MSCS, BSEE
www.nrclc.com. (714) 505-3475
Build a Dashboard in an Hour
Using Microsoft Excel & PowerPivot
Executive Dashboard for Small Business

2. Vazi Okhandiar, MCT, PMP, MSCS
Consultant & Trainer
25+ years - Software development
15+ years – Teaching
Worked for General Motors, Toyota, EDS/HP, Computer Science Corp
as Application Developer, Database designer, project manager, Web Analytics
Specialize in Application Migration
Education:
Microsoft Certified Training
PMP, Project Management Institute
Masters in Computer Science, IIT, Chicago
MBA, University of California, Irvine(UCI)
BS Electrical Engineering, UCI

3. Agenda
Introduction to dashboard
Importing Raw Data
Using PowerPivot
Demo
Q & A

4. A dashboard
In Information technology, a dashboard is
a visualization tool that is similar to a
panel for a driver of a vehicle that has
data organized and presented in such a
way that is easy to read and understand.

5. Benefit of Digital Dashboards
• Visual presentation of performance measures
• Ability to identify efficiencies/inefficiencies
• Ability to identify and correct negative trends
• Ability to identify new trends.
• Ability to make more informed decision
• Align strategies and organizational goals
• Increase overall revenue

6. Executive Dashboard
• An Executive Dashboard is a visual
representation that gives executives a quick and
easy way to view their company’s performance in
real-time.
• The Executive Dashboard pulls the information
from various data sources into one place for data
analysis.

7. PowerPivot is a FREE add-on tool for Microsoft Excel that
enables a user to:
• Import millions of row of data sources into a single Excel
workbook
• Create relationships between heterogeneous data
• Create calculated columns and measures using formulas
• Supports Visualize Tool – PivotTable, PivotChart, Slicers
PowerPivot

8. PowerPivot Minimum Requirement
• Excel 2010 Professional (32 bit or 64 bit) or higher
• Windows 7 (32-bit) or higher

9. A Pivot table is a powerful feature in Excel that allows users to quickly
summarize and analyze large amounts of data in the form of a table.
PivotTable

10. A PivotChart is a visual representation of the pivot table in Excel.
PivotChart

11. Slicer
A Slicer is an interactive control used for filtering data in a
pivot table.

12. Launching PowerPivot
Launch PowerPivot tab on the Excel ribbon
Activate PowerPivot (File > Option > COM Add-in>
Microsoft Office PowerPivot for Excel)

13. Steps for Using PowerPivot
• Start Excel
• Launch PowerPivot
• Load Data
• Prepare Data
• Build dashboard with
PivotChart, PivotTable
and Slicer Database
File
PowerPivot
PivotTable PivotChart
Dashboard

14. Sample Data
Superstore - Order Table (2009 – 2012)
• Order ID
• Order Date
• Order Priority
• Order Quantity
• Sale
• Discount
• Shipping Method
• Profit
• Unit Price
• Shipping cost
• Customer Name
• State
• Region
• Business Size
• Product Category
• Product Sub Category
• Product Name
• Product Container
• Product Base Margin
• Ship Date

15. Question?
What was the revenue in 2009, 2010, 2011, 2012?
What was the breakdown of Revenue by state for year
2012?
What are the top 5 products sold in 2012?
Who were the top 5 customers in 2012 ?
How well the company did during the month of
November 2011 compared to same time in 2010?

17. Summary
Topic covered:
• Importing data
• Developing Dashboard with PowerPivot
• Adding PivotTable/PivotChart
• Using Slicer to link PivotTable and PivotChart

18. Vazi Okhandiar
www.nrclc.com
714-505-3475
Facebook.com/nrclc
Twitter.com/nrclc
https://orangecounty.score.org/