This document provides a step-by-step tutorial for creating an interactive reportorial dashboard in Excel using pivot tables. It demonstrates how to create pivot tables and pivot charts from sample voter data, format and arrange the charts, and make the dashboard interactive with slicers. Key steps include creating pivot tables and charts to analyze votes by age, party, and ballot status; copying and reformatting the reports; and connecting the pivot charts to slicers for party, age, and ballot status to allow interactive filtering of the data visualizations. The end result is a dashboard with multiple formatted charts that update automatically based on slicer selections, allowing insightful analysis of large datasets.

1. How To Create An
Interactive
Reportorial
Dashboard Using
Pivot Tables
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2. Do you have large data that
needs to be processed

3. into something that is
relevant?

4. That makes more sense

5. so that you can make a new
business strategy?

6. No problem!

7. Excel’s Pivot Table can help
you with that

8. Let use begin

9. From your Start Menu

10. Click here

11. The start menu appears

12. Click on Excel 2013

13. Excel 2013 is the version to
use

14. Previous version do not
have the feature

15. that we are going to use
in this tutorial

16. This opens Excel 2013

17. Open the file where your data is
contained

18. Click the file

19. Your file is opened

20. You have to familiarize
yourself on the data at hand

21. Our data contains Votes Cast

22. Of Party for Selection

23. With Voter profile on age group
belonged

24. And status of ballots

25. For this tutorial, we will
create

26. 3 basic reports with chart
each

27. Using Pivot Table and
Pivot Chart

28. And combine these into a
dashboard

29. So that we can have all of
the reports

30. In a single glance

31. Now we will create our 1st
pivot table

32. Click anywhere on the data

33. Click Insert

34. This is the Insert Menus

35. Click on Pivot Table

36. The Create Pivot Table Box
Appears

37. You are asked the range of data for
use

38. Usually, Excel automatically
selects the range for you

39. Based on area of the cell you
are at

40. at the time you click on Insert
earlier

41. You are also asked where to
put the new table

42. 2 options: New or existing
worksheet

43. For this tutorial, output is in
a new worksheet

44. Click on New Worksheet

45. Click on Ok

46. A Pivot Table template appears in
the new worksheet

47. This is pivot table settings

48. These are the columns in your
data

49. Or the Pivot Table fields

50. Put a Pivot table field as basis for
filter

51. Put a Pivot table field as your
column headers

52. Put a Pivot table field as your row
fields

53. Put a Pivot table field

54. As the value inside your table

55. Our first report will be about
the

56. No. of votes cast per age
group

57. Click on Party

58. Drag to Columns

59. This results to

60. (1) Party is inside Columns

61. (2) A check mark appears beside
Party

62. (3) And an initial output appears
in the report area

63. Click on age group

64. Drag to Rows

65. Age group is in Rows

66. Age group is checked

67. And the report area reflects the
additional setting

68. Next, we will put the values

69. To be reflected in the report

70. And the report area reflects the
additional setting

71. Click on Voter

72. Drag to Values

73. Our report area now has values

74. But this reflects the sum of the
voter id’s

75. We want to have the actual
count of voters

76. That voted for each party

77. Click on as given by the arrow

78. A pop-up window appears

79. Click on Value Field settings

80. A pop-up window appears

81. Click on Count

82. Click Ok

83. We have a different result
compared earlier

84. Now we will have our first
Pivot Chart

85. Click on anywhere in the cell

86. Click on PivotChart

87. The PivotChart icon becomes
selected

88. A pop-up windows appears

89. This contains all types of chart
available

90. We will choose Clustered Column

91. Click Columns

92. Click Clustered Columns

93. Click Ok

94. Our PivotChart appears

95. The chart represents the data
of the report

96. We will position the chart
appropriately

97. Click the chart

98. You will see line borders

99. Make sure that the line
borders

100. Are at the edge of the chart

101. To ensure that the whole
chart is indeed selected

102. As you will see later on

103. Click the chart

104. And drag below

105. Here is our new chart position

106. Next, we will do some chart
formatting

107. Click on the chart column

108. The columns are selected

109. Right Click on it

110. A pop-up window appears

111. Click on Add Data Labels

112. Another pop-up window appears

113. Click on Add Data Labels

114. This will add data labels beside the
columns

115. Click near the gridlines

116. The gridlines are selected

117. Selecting different areas of
the chart

118. Selects different areas of the
chart

119. Now, press Delete key on the
Keyboard

120. Deletes the gridlines

121. The gridlines disappear

122. Now, we will delete the x label

123. Click near the x labels

124. This selects the x labels

125. Now, press Delete key on the
Keyboard

126. Deletes the x labels

127. The x label is already deleted

128. Now, we will create a copy of
this worksheet

129. As the basis of our 2nd report

130. With the active worksheet

131. Press Ctrl and Shift at the
same time

132. While dragging the left
mouse key

133. A second copy is made

134. We will rename this new
worksheet

135. With the second worksheet
actively opened

136. Right Click on the worksheet

137. A pop-up window appears

138. Click on Rename

139. The worksheet name is selected

140. Type in your preferred name

141. And press Enter key when
done

142. The worksheet name is changed

143. We will also rename our 1st
worksheet

144. Select on the 1st sheet

145. Sheet 1 is now the active sheet

146. Right click on Sheet 1

147. The pop-up window appears

148. Click on Rename

149. Type in your preferred name

150. Press Enter when done

151. The sheet has been renamed

152. Now we will make our 2nd
report

153. Click on the 2nd worksheet

154. The 2nd worksheet is now active

155. Click anywhere in the report area

156. Click on the pointed arrow

157. The pop-up window appears

158. Click on Value field setting

159. The pop-up window appears

160. Click on Show Value As

161. The Show Value As Info appears

162. The Show Value As Info appears

163. Other options are presented

164. Click on % of Grand Total

165. It becomes the selected setting

166. Click Ok

167. Notice the change in the report
area

168. It is now in %age values

169. And PivortChart is
automatically changed as well

170. Now we will make our 3rd
report

171. By making a copy of the 1st
report

172. Click on the 1st sheet

173. With the active worksheet

174. Press Ctrl and Shift at the
same time

175. While dragging the left
mouse key

176. A 2nd copy is made

177. Right click on the sheet name

178. A pop-up menu appears

179. Click on Rename

180. The name is highlighted

181. Type in your preferred name

182. Press Enter when done

183. See that the name is now changed

184. Click on anywhere in the report
area

185. The Pivot settings appears

186. Click on Age Group under Rows

187. The pop up window appears

188. Click on Remove Field

189. Notice that report area is cleared

190. And the chart as well as changed

191. Click on Party under Columns

192. Drag to Rows

193. See that it has been moved

194. And the report is updated as well

195. And the chart is updated as well

196. We will create our Dashboard

197. Click on + to create a new
worksheet

198. A new worksheet is created

199. Now, let us rename it

200. Right Click on it

201. The pop-up window appears

202. Click on Rename

203. Click on Rename

204. Type dashboard

205. The sheet is renamed

206. We will change the
background color of our
dashboard

207. Click on the area middle of A and
1

208. The whole are will be selected

209. Click on Paint can icon

210. Color palette pop up window
appears

211. Click on olive Green

212. The background color is changed

213. We will copy each of our pivot
chart

214. To the dashboard worksheet

215. Click on the 2nd worksheet

216. This becomes the active
worksheet

217. Click on the chart

218. The chart is selected

219. Right click on it

220. The pop up window appears

221. Click on Copy

222. Click on dashboard

223. The dashboard becomes the
active worksheet

224. Right click anywhere

225. A pop-up window appears

226. Click paste

227. The pivotchart is copied

228. Click on the worksheet as seen

229. The worksheet becomes active

230. Click on the chart

231. Right click on it

232. A pop-up window appears

233. Click on copy

234. Click on dashboard

235. The dashboard becomes active

236. Right click below the chart

237. A pop up window appears

238. Click on paste

239. The 2nd chart is copied

240. Click on the worksheet

241. The worksheet becomes active

242. Click on the chart

243. Right Click on it

244. A pop up window appears

245. Click on Copy

246. Click on dashboard

247. The dashboard becomes active

248. Scroll down

249. To view more

250. Right click beside the chart

251. A pop up window appears

252. Click on paste

253. The 3rd chart is copied

254. The 3rd chart is copied

255. Now we will do some
formatting of our dashboard

256. Click to scroll up

257. Click on the 1st chart

258. Click on the edges to resize

259. The chart becomes wider

260. We will change the chart type

261. Of the 3rd chart for more
variety

262. Click to scroll down

263. Right Click on the 3rd chart

264. A pop up window appears

265. Click on Change Chart type

266. The chart selection window
appears

267. The currently select chart appears

268. Click on Bar

269. The Bar chart type appears

270. Click on Pie

271. The Pie types appear

272. We will select the Pie for our 3rd
chart

273. Click Ok

274. Our 3rd chart is now a pie chart

275. Now we have a variety of chart
types

276. Now we will make our
dashboard interactive

277. by adding slicers

278. A slicer works like a filter

279. Automatically adjust the
chart

280. Based on the filter selected

281. But first we change it to
smaller view

282. To appreciate the dashboard

283. And see the changes made

284. With each filter selection used

285. Click on the pan gauge

286. Drag to the right to make the view
smaller

287. The view becomes smaller

288. Now we are ready to add out
slicers

289. Click on the topmost chart

290. Click Analyze

291. The Analyze tools are viewed

292. Click on Insert Slicer

293. A pop up window appears

294. This list are simply the fields of
your data

295. We will have 3 slicers

296. Click on Party

297. Click on Age Group

298. And lastly, BallotStatus

299. Now we have 3 slicers selected

300. Click Ok

301. The 3 slicers appears in our
dashboard

302. Now, we position our slicers

303. Click on Party

304. Drag to the right side

305. The party slicer is positioned

306. Click on the edges to Resize it
appropriately

307. It has been resized appropriately

308. Click on Age group

309. Drag just below the Party slicer

310. Our 2nd slicer is now appropriately
positioned

311. Click on the edges to resize it
appropriately

312. Our 2nd slicer is now appropriately
sized

313. Click on the 3rd slicer

314. And positioned below the 2nd
slicer

315. And the 3rd slicer is now
positioned

316. Click to scroll down

317. To view more

318. Click on the edges to resize it
appropriately

319. The 3rd slicer is now appropriately
sized

320. Now, we will connect our
charts to the 3 slicers

321. Click on edge to scroll up

322. Now we have a good view

323. Right Click on the 1st slicer

324. A pop up window appears

325. Click on report connections

326. A pop up window appears

327. Click on checkbox of Pivot table1

328. Click on checkbox of Pivot table2

329. Click on checkbox of Pivot table3

330. Click Ok

331. Now all slicers are connected to all
pivot tables

332. The grey color in the slicer

333. Means that all values are selected

334. Clicking on an individual
value means

335. That it is filtered on that data

336. Click on Declined under Party

337. Results to Declined as the only
one with grey background

338. Notice that the charts are changed
automatically

339. Click on Republican

340. Changes all the chart

341. Click on down arrow to clear filters

342. The Party is now all greyed up

343. And the chart changed back as
well

344. We will check chart of voters

345. under Age group 21-30 who
have ABT ballot status

346. Click on 21-30 under Age group
slicer

347. Only 21-30 Age group is greyed

348. All the chart automatically
changed based on your selection

349. Click on ABT under BallotStatus

350. All the chart is filtered on ABT
BallotStatus for Age group 21-30

351. The chart automatically updates

352. Seems like a lot of
programming, don’t you
think?

353. But no, its just series of clicks
and clicks

354. And you have a whole bunch
of charts

355. That reflects your query

356. Now, that’s Amazing

357. And practical too

358. Large data can be converted
to sensible reports and charts

359. That is interactive

360. So that you can think of ways

361. To improve your business

362. Thanks to Pivot Table!

363. These are only basic,

364. You can create complex
reports

365. According to your needs.

366. Come on now,

367. Do your own playing of the
Pivottable and charts.