How to Bring your data to life with Excel Dashboards - Slicers , Timelines, Pivot Charts and KPI's | Thomas Fragale | Skillshare

How to Bring your data to life with Excel Dashboards - Slicers , Timelines, Pivot Charts and KPI's

Thomas Fragale, Microsoft Certified Trainer - 2152801073

How to Bring your data to life with Excel Dashboards - Slicers , Timelines, Pivot Charts and KPI's

Thomas Fragale, Microsoft Certified Trainer - 2152801073

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2 Lessons (55m)
    • 1. Excel Dashboards

    • 2. Excel 2016 DashBoards

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About This Class

This video will really show you how to bring your data to live with interactive Excel Dashboards. 

The Topics will include:

  • Adding a slicer to a formatted table
  • Adding a slicer to a pivot table
  • Adding a timeline to a pivot table
  • Adding a Chart to a pivot table
  • Adding KPI to the PowerPivot

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Thomas Fragale

Microsoft Certified Trainer - 2152801073


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1. Excel Dashboards: Excel dashboards presented by Tom for Galley, Microsoft certified trainer. In this video, I want to show you how they really bring your dated toe life with great dashboards by adding a slasher to a formatted terrible adding insulation toe a pivot table, adding a timeline toe a pivot table, adding a chart to a pivot table, which is also called a pivot chart, and adding a K P I to the power pivot. When you learn how to do these tasks, which will be in the video, you'll really be able to bring your life with very interactive and visually appealing dashboards for the end user. 2. Excel 2016 DashBoards: no. In order to use the dashboard futures that I'm gonna show you, you wanna have your data formatted as a table eso. Now I'm demonstrating this on Excel 2016 which is the newest version of Microsoft Excel. As of this recording, it's also the version of extended you get when you have Excel 2000 when you get office 3 65 If you have Excel 2013 than these future should work as well. All right now I'll try to make my mouth. Sometimes I hot it and asked by doing that and draw your attention to my mask That way. Now, right now, we see a an Excel spreadsheet. Now, this workbook has four different sheets and I'm actually going to involve all four of those sheets into our presentation. Now, that s so we have the customer. If she the order she and the employees sheet and the shippers notice right now, they're all normal data or I'll just call that role data. So let's see what we can do about that. In order to use the futures that I'm gonna show you, you want to make your data into what we call a formatted table. It doesn't take long to do that. It is very, very important that each of the sheets have the field names of top. All right, And then it's one continuous block of data all the way down. So I'm going to click on one cell within the block of data and I'll pick on the home menu up top. Then we're gonna come over here and I'll pick in the word format as a table. And then you have all these different styles. Now I like to use this one because every other will be that shaded color. But any of the four minute tables will work. I'm gonna click on this one. Now, you make sure that you check this box where it says my table has cater's. Actually you check that when in fact, you have the headers up top, so I'll click on. OK, now this is a formatted table. All right. Now, what I would recommend to you is that you give your formatted table a better name. Here's how we would do that. See how the sheets are already named. Fine. But you want to give your table a better name. So What I'll do is I'll pick on the design and you have top. You get the design, then you when you get one of these formatted tickles, then I'll come over here where it's his table one, and there I will type in customers. Well, she wise important to give those a better name. Pretty. So now I must have argues that in the previous example. So this called call customers one, and that's fine. Now we'll do the same thing on the order. Shit. Pick on orders. You see how right now is just a normal data, so pick on format as a table Now you don't have to pick the same style as before, but I am going to pick the same one you pick on this one. And then there's House already checked. Where's is my table? Has Hatters? Did you want to make sure that that is shocked? I'll pick OK, and now this is a formatted table. Now let's give this one a better name. We'll call that one, orders one, and that's fine. All right, so we'll go to the employee sheet and do the same thing. It's all the sheets. Have the field names of top. That's very important, so we'll do form a as a table. I'll go with this one again, and the sound started checked. Christa's My table has Heather's and now we have a formatted table there. I'll call this one employees one as the table name. You could see where I am right up here. Good, and we have one more. So I pick in the shippers table, the shipper sheet. Here's there's only a couple of shippers we're gonna form it that when it's a table as well , good. And then you could see where I'm going to go right up here, of course, will give it a better table name. Now we can start showing you some of the dashboard futures actually right away. If I go to the order sheet, Here's that formatted table. Now, when you do have a form at a table, it gives you that pull downs for the filter. That's right, that's included right away so you could do your normal sore in your normal filter. But we can add something that's called a slice are even into one of these formatted tables . This started in Excel 2013. We can add the slicer onto a formatted table. Let me share the bath of that toe. Add the slicer and here's one way I'll pick on the insert menu and then under the insert menu, will come over here and pick on slicer right that now you're slicers air made up of your fields. So I'll choose employee I D. And I'll use ship Country now acquitted. Chosen as many as a wanted to, but the submit the point that I'm trying to make, such as employee I. D and ship country, Easier slice or windows. So this is our first component of the dashboard to that. So now to make it work with one of these formatted tables, you have to be either in Excel 2013 or Excel 2016. So no mission. The Employee I D column Over here I have lots of different employees, I ds, but on the employee I d slicer, I'll pick on number four. Now it's only going to show me the records for employees, for your say so. The slicer is a new way to do a filter, except it's very visual. Now come over here and pick on Denmark. Now there's only a few actors that are employees for and then market the same time over here to say so. It's a great way to show the exact records that are looking for these air called slicers. It's in the way to do it felt, and this is part of what Microsoft calls a dashboard now to pick more than one from each column on the new version X. I can pick on these little check marks if you have the old version. If you have 2013 he would hold on to control K. But now, if you have this icon, I'm gonna click on that, and now it will let me pick more than one. So I'll pick three, four and six, see how it has to be employed 34 and sex and has to be Denmark at the same time. Now pick on the check mark over here and I'll pick on Brazil and Finland. And now we have all those different combinations. Imagine if you had Imagine if you had, um, three Air Force like the windows open, or even more imagine different combination of that you can dio. So I just think this is a great future Now to get everything back again. Ah, picking this little X on the corner of the slice of window Piven this X I'll pick on this X and then everything is back. So when you have a format of table, you can actually turn this life is on right away, and that will be our first part of the showing you the dashboard to that. Now I can leave those slicer windows there, or I can also delete them to delete. I'm gonna pick in the worship country, And then I'm gonna hit by delete key on my keyboard, and I put in the word employee I d that I'll delete that. The way I add it is in is I have on these formatted tables. Then I pick for the insert menu of top. Then I came over here and picked in the world slicer, and your slices are made up of your fields and you can choose as many as you want it, toe. So now we're gonna talk about seeing the slicers as part of the pivot table. All right, so that we're actually going to be able to make a pivot table using feels from all four of these sheets. And then I'll show you that more of the dashboard components. So the customer sheet has a list of all the customers that the order sheet is. A list of all the order says people made. If you notice the order sheet has a field called employee I D, but it doesn't really show the employee's name. The employee's name could be in the employee sheet. Now they're so this and also has Employee I d Feel that's gonna be important titles together now. The order sheet also has a fear that called Shipped Via and it says 12 and three, and then over here I have the shippers table, and then you see the information with the full shipper's name. So we're gonna make a pivot table using feels from all four of those sheets and that will actually make Excel into a relational database. And then we can go into the dashboard components so it doesn't matter what she did. You start on, actually, so but I'll pick on the customer sheet and let's start a normal pivot table, so I'll pick on one. So that's not blank and I'll pick in the uncertain in Europe. Top, of course in certain. And, ah, picking the word pivot table writes out now none of salads using this table name over here . That's one of the reasons why I gave it a table name. Ah, better name. Now if I was on the order sheet that it would say Waters one there. So it actually doesn't matter what she did. You start with. Here's the really important choice so I can use all four of those sheets in the pivot table . I'm gonna add the date it to the data model, right? That. All right, that's gonna help us a lot. So I added David to the data model. That really means that I can actually make the pivot table or more than one table when I click. OK, now it looks like a normal pivot table, except for one big choice. I'm gonna come over here and I'll pick in the world all And now this how I'll be able to pick the fields from the different tables. This is why I gave the tables and better name. So how they really show up at a otherwise is let's say table one and table two. And it's less confusing when we gave him a good table name. Now I'm gonna make sure that I catch up with the slots that I need this slide. You can see how, before my at the data as a table on the home menu. You pick on format as a table, you pick one of your styles, Then you make sure you check that little box where it says my table has had hers. Then you see the format of table. Then you have come over here on the design menu on the left hand side and get the table a better name. Then I would do that with all the sheets that were involved. If there's more than one. And now here is where we started. Commit the pivot table I picked in the insert menu and I picked on pivot table and then notice how it does have the table name there and there. So I didn't check the box. Risk has added dated to the data model. And now we're on this particular slide. So now I'm gonna go back to excel. Okay, so now I'm gonna use I can actually get steals from all four of those tables. And then we're going to see how it's going to join this tables together with a relationship . In just a second, I'm gonna expand the customer's table and then we see all the field for the customer's table. So let's see how one of the report for a company name. So pick up company name and drag it into Where's his rose Over here and you can see vitro became a different company name. The orders table has all the orders for each customer. So I went to get a some off all the orders for each customer. So I want to go ahead and use the orders table over here, and then we see the fields for the orders table. I'm going to scroll down and I'll pick up order. And now and I'm gonna drag it over here into the value section. Now. No sound right now at this At this second, they all have the same number, which really, of course, wouldn't work out that way. So we have to tell it which customers go with which waters? No. So you have this new window over here it's asking us to define the relationships. Okay, so in other words, it wants to know how the customer's table and the orders table are joined to each other. Now, you could do auto detect, and usually that does work. But I'm actually gonna pick in the world create, and we'll do it ourselves so you can see the process. Now I'll pick on the orders table. By the way, this is another good reason why I gave the tables a better name right here. I'll pick on orders. Now. The common field between those two is going to be the customer I d. So you have to know your data a little bit. I know the common field between those two tables is the customer I d. They're not picking the customer's table here, and it already kind of made the assumption. Where's the customer? I d if that if they had a different field name, that you could pick a different field. But it did assume that I have the same field game now. If you would have picked on all the detective would have seen that anyway. But I want to show you this screen, so I want to click on a cat now Shoes I clicking on OK Boston members over here and column B. You see Now it knows which customers goes with which orders. Now I have this some. For all the orders for each customer. We were able to pull the fields from more than one she because of the relationship there. So that's pretty powerful right away. So now let's go into what we call our slicer into that on the dashboard. In this case, everybody, let's say I wanted to have felt her by the employees. So I want to do a filter, maybe by the title of the employees. All right, so watch we're gonna add a slice her in. Now, when you cook in the pivot table, you get two additional menus of top. You get analyzed and you get designed, but you only get those when you're picking the pivot table. So a pick and analyze and I'll pick an insert slicer. Great there now knows how. Right now it says, active, where it says also the active are the fields are the tables that they're already already on the pivot table. I'm actually gonna pick on all cause then it'll show all of the different tables. There's customers, orders and employees and the shippers. All right, so let's say I want to do it by Well, what if we want to do it by employees? Last name. Just as an example. All right, so I'll pick on last name and I'll pick. OK, so that's going to introduce the third table into the mix. Now, Now, Right now, if I click on one of those names, see how the numbers are not changing yet you would expect the numbers to change by employees. Well, guess what? We have to make another relationship to include the Thean Employees table in there as well . Watch Ronaldo. Well, we're gonna come back over here to this yellow section, and I could do an audit attack, but I prefer to do it creates so I have more control over that Now. This time I want to use the orders table with the employee I d field because that's the common field Between that and the employee table now used the employees table and it already assumed I want to use the employee I d show. Now I could have done all the detector, I'm sure, but I want I want to show you what's going on with these that you have more control over the field. Names do not have to be the same, and sometimes they're not this in. So if they were not the same, you have to come into this window anyway. I'm gonna click on OK, now that should really make things work for the slicer, so I'll pick on Callahan. In other words, the nurse had the numbers changed because now it's only the records for employees. Callahan. I'll pick on Fuller, and now the numbers keys again. So now we're actually making the pivot table from three different tables Right now. Let's take a look at their relationships for a second. In this case, I'll pick on the the data menu, actually, data and on the data menu. Here's another way to get to the relationships right there. Now. You wouldn't see that if you have Excel 2010. Ah, lot of these futures only working except 2013 or Excel 2016. So I pick in the world relationships right there. Good. So now it's how I have two relationships. I have one between the orders table and the customer's table based in the customer I D. And then I have one for the orders table and the employees table based on employee I D. Right. So we're actually making Excel a relational data days. Really? For the first time, this is pretty powerful. But in this demonstration, I'm sure you how I could use the slicer from a different table and this other records were updating. So this this person only had, you know, maybe this is all the customers for that one person, and you can see each customer. I mean, each last name for the employees brings up all their customers, so we're starting to get some great results here. Now let's pull another slicer in. I want to introduce the shippers table into there as well. Now, on the orders table. Let me let me go back to the data for a second. The data is down here among the sheets, right? So I'm picking the orders table? No. So the orders table it says shipped via and it says 12 or three. Well, I like to include the full shipper's name, so we'll go back to our pivot table sheet over here. Sheet one. And I'm gonna make another slicer of the shippers table. So the pick on a pick in the pivot table, I'm picking the analyze menu up top, and I'll pick in the word insert slicer again. And then look where my mouse is going to go, picking the word all rights out, then that will include all the tables. And then we see the shipper stable over there, and I want to do it by company name. Right. So here's the shippers table. Now, um, this data I'm using comes from the old North wind database. They used to come with Microsoft access a long time ago. You can probably still find it out on the Internet somewhere. If you type in the North wind north when access database, I'm sure you can find it somewhere out there in that land. But it didn't use the actual shipper's name. So you can tie figure out here They're talking about here, right? So now if I click on one of those shipper names right now, the numbers are not changing. If you look over here on the left. All right, but, um watch will have to do off to make a relationship with that table as well. So a pick on the pivot table that gives in my field list over here and this once again, it has to add that relationship. Now, I know this time the field names are different. So this time, in fact, trying taken autocrat order, detect. And it says, uh, it says it found a new relationship. Okay, so took in their work clothes there. Now let's see what it gave us are picking the data menu and up in the world relationships. And it actually, I must have made this one before, eh? So that's why I oughta recognized it. But if I take a look at that relationship and pick on edit the orders table is using the ship via field, and the shippers table is using the shipper I d. The nurse had this time to feel these are not the same, and they don't have to be the same. But I must have made that in the previous example. So it knew to do that, But otherwise you would pick that yourself. I'm gonna click. OK, now we have a couple of different relationships between the tables. A pecan Close said that I should be able to pick the shippers, and the numbers are changing every year as well. So now we're starting to build our dashboard, and I wanted to show that, you know, in the newer version of Excel, you can make the dashboard from other tables or other sheets based on these relationships. Rice. And now we're starting to get some useful examples. Let's say I want to see the one from Speedy Express from Buchanan, and then you could see how it's going to limit those records based on that filter. Remember, if you want to pick more than one for each column, then you could hold hit the little icon over here, where if you don't have the icon, you would hold down the control key as you pick notable ones. So picking the icon, where is his multiple? Select? Now pick on a cowhand and Devo Leo, and you can see how the numbers are changing. So the sleigh, sir, is a good component of the dashboard to get everything back again. I want to go ahead and get the X over here and then click on this X and everything is back . Now watch her, Aiken, Switch it up. I'm gonna go ahead and click on the pivot table, and that gives him I feel this over here right now. I have a bike company name. Let's say instead of let the have a by country Well, you can use any kind of feels your pivot table. So I expanded to your customers column, and now I'm gonna remove the company name, field, pick up company name and drag it back up to here. Now pick up a country from the customer's table and drag it into the rose. And now we have a by country. Okay, so, you know, once you start to make her pivot table, you can really start Teoh, use all the fields. I'm using these two tables as slicers. So this one's so think about this. This call is coming from the customer's table. This calm has come from the orders table. The field in this slicer is coming from the employees table and the field from this slicer is coming from the shippers table. So not only am I showing you a dashboard, I'm also showing you how we can make it with multiple tables. When we set up these relationships, the relationships have to be set up when you have one of those four amount of tables. That's why I kept stressing that. Now that's and you introduce a new item into our dashboard. We're gonna get a chart. So I'm gonna go to move these over here. You can move these. You can resize these whatever you want. Todo. Now we're gonna make a chart from the pivot table. So in this case, I'm going to click on the pivot table. I'm gonna pick in the insert menu up top, of course. And so I'm sorry the analyze meant that is what I meant to say Analyze under the insert menu. If I pick insert, that will be another way to get to the pivot. Shocked, by the way, if you knows where I'm going, But just to stay consistent, I'll go back to the analyze Minya, and then I'll put in the word pivot truck. Then you see all of your chart types now in Excel 2016 that it's a new chart types that never even existed before. So any one of those could work right now. So that started the column chart, and then we could do other kind of charts as well. So I pick on column pick on this first line now picking. Okay, now we add a chart into the mix. Move that over here. Now you can resize the chart. I'm just use the size and handles to resize the child moving up here. These over here So you can move your windows around, Of course. Resize them right? No, uh, it's gonna work like any other truck. So let's say I wanted to have the numbers in each individual bar. Well, that's called a data label to change your chart. Here's one way I'm gonna click in the chart. I'll pick on the design menu for the chart, and then you said add short element. And then the numbers on the chart on each bar is called the day label picking their data label. And I say outside end and you see the numbers on the chart. Good. Now, why don't we give that a little bit more rooms? I'm just gonna move these windows over so I can't stress this one out. That's better. You could see the numbers are on the chart now. Eso when we want the numbers on the chart that's called the data label. So it works like any other charts. I didn't click on the chart. Then they get to additional menus from the charter, good design and that commute format. Now, another reason that the chart is like a pivot table is because over here I can pick on the poor. Then where's his country and then pick and choose the countries from the chart. By the way, you can do the same thing over here in the pivot table. So this is part of the dashboard. Actually, it's another way to filter the data, so I'm gonna click in the poor. The word says rail labels. Then I can choose the country's from there or have noticed I could do that right from the chart, and then I can pull the country's from there. So let's try that when I'm check it. Worse has slept all and I'll pick on Brazil, Canada offended and France. So now we can see just those items. Now let's go further. Watch how the slicers are gonna interact with the chart in the pivot table. Now. When I clicked on that name, the numbers changed on the pivot table. The number skis in the chart. Everything is working together. And this is what Microsoft is starting to call the dashboard. Now, I'm gonna say this workbook, uh, I'm gonna see file and save as and with this called cuts customers. Um, dashboard, then. All right. So you can see that up on the title bar. The spreadsheet, NASA's customers dashboard. So just eso always at the safe. I've just been burned too many times my computer. So I'm saving all the time. Right? But we're getting some good progress. Yeah, but no. So I'm doing this clicking around this Thea's slicers, and then I'm getting instant results. I can also use the filter over here on the pivot table. Look about to select all I can also use the pivoted, the filter on the actual chart. Right? So people get instant results showing the exact records that they're looking for. This is what we're calling a dashboard, right? Very, very powerful futures here. It's really big. Bringing are dated to life. Now, I could even pull make a slicer out of the fields that are on the pivot table. There's nothing wrong with that. So when we had another slicer will say analyze insert slicer. This time we'll use the company half of their country from the customer's table. And now we have that slicer as well. And that would just be another way, too. Pick the different data. Now, remember what I said. If you want to pick more than one forgets calling, you picking the check marks that I can pick more than one right from the slicer. So instead of using the filter, I could have this slicer for that good as well. But let's say I wanna have the country up there. I'm gonna go back to the pivot table that causes our field list over here. Then maybe I want to get back to being by a different field so I could remove country from the fields. Then, in this case, maybe we'll use contact title and drag that into the ruse. Good. Now I have the contact titles, and then then we can use the country from there. So I'm gonna put this window away for a second. I'm just going to click over here, and they removed the country. I come over here, So now I have it by context title and then I can pick it by country or last name for the employees. Your company name for the shipper. Can you see the power of this? I could just get the exact records that were looking for. That's everything that we're calling a dashboard. There are going to get everything back again. I'm gonna cook on the I'm gonna click on the X on the slicer windows. Think it everything back. Excellent. Now we could see all the different contact titles that there's also come from the customer table. Of course, if you want to change the elements of your chart, that you can click in the chart and you can pick on the design menu and you can pick in the format menu and you're probably used to this Now let's add a new component into our dashboard. It's called a timeline. Now the timeline is going to be based on a date field so we can do a date range. I'm gonna click in the pivot table, and I'm picking the analyze menu allies and next to insert slicer. This has insert time life Now. The slicer started in Excel 2010 So if you have except 2010 you'll be able to add a slice, or at least it a pivot table. But then, except 2013 and accept 2016. They came up with a new one. It's called Insert Tongue Line. Hang on is based on a date field. So there's how. Just show me all the date fields within the tables, so I'll pick on the order date, See order date within the orders table and I'll pick on Okay, this is a timeline. I want to move it over, Jeff, or maybe move it over here. Eso No, that's right. Now it's organized by month. Watch for my mouse is going to go. I'm gonna click in the pool then where it says month, then I can organize it by year, Quarter month for a day. So I'll pick on year, and now it's organized by year. Now this is a little bit older data here, but I'll pick on 1998 and now it's how old the data changed again because now it's just a record tried that has the order day within of 1998. So that adds a new element into that. Now, what's going to resize this window a little bit so I could make things fat toc size that Maybe not eso Now pick the order date slicer window. Now watch right now. So I'm gonna go to the edge of the blue area and get the sizing handle and drag it over to 1999 and you can see how the numbers changed again. I mean, this is so powerful. Look what we're doing here. Eso the slices will be based on normal fields. Ah, timeline like this one based on a date field so I could do it. The range. You know, the C 1999 for speed. The expressway for Devo, Leo. I mean, I could just get the exact records that I'm looking for with instant results. I take everything back again. I'll pick on the X on the slice of windows. You can see how everything is changing, you know, put on this X and we'll pick on this sex on the timeline window. Since that time I window isn't that big. I can resize it, and that's fine. Now everything is back. Okay? All right. So you can really start to see the power of what I'm showing you. We have the chart, the slicers, the timeline, or working together. Plus, I haven't working with different tables at the same time using those relationships. Now, another component of this would be maybe you want to see this broken down by month or by year, actually, on the pivot table. So what I'll do is I want to move the chart over here, and I might even resize the trial. We re size the chart. Put this over here. Now. Why? I know I can stretch a little bit. Now, you see those data labels? I don't really need those anymore right now, so I'm gonna click on the chart. Here's another way to add or take away the try options on the chart or picking the plus sign. Then I can check those from there. I'm gonna uncheck it. Worse. Is data labels good. I could always have those in later on. Maybe the data table could be helpful here. All right, guys, we did the data table that shows the day that below the chart like that. So That's fine. Do it that way. Eso American Strip Seattle. That looks good. Now what I'll do is I want to make the pivot table displayed by month or by quarter or by year. What we'll do is we'll move the date field into the columns section. So then I'll go down to where it says of the orders table, and I'll pick on order deep and drag it into the column section like that. Now it's telling me each column became a different deep. So that's why, says I exceeded the limit there. But that's okay when it make it, make it by mother by quarter, so I'll click on OK, it must be a lot of dates in that table, which is fine, so I'll click. OK, you move a date field. All right, so it didn't bite by year. This time it was by date, and then even the chart just changed for that. So watch what I'll do when you use the date field in, um in the column section, although when you click on the chart, it's called the Legends Series. But if that clicking the pivot tables called the column section over here on the right. It would chant either by month or by quarter for about a year or by did. Here's how you can control it. You're going to right click either on the months name or on the year or on the date or on the quarter. So I'm gonna right click where it says 1998 and then the important choice is the word group . The group for the dates has built right in. Now. You could put a date range in this year. Now what I'm gonna do is that you can also pick one or more than one of these, that this is a time field. Then Aiken group it by second, minute or hour. But since it's a date, field Aiken group it by day, moth quarter or year. All right, so what we'll do is I'm gonna just picking the word months there. I could have chosen more than one of those, which will do in a few minutes, but I just picked in the word month. Let's see what it looks like now. So it's still trying to get all those columns in, but then it should give it to you by month. Just like that. Perfect. And now even the charge changed. Now, this time the chart is getting pretty busy with that data table. So I'm gonna take that away. So I'll click on the chart picking the plus sign. And then I checked the data table. Good, that's better. And then we could see the legend. There s that's fine, that we commit the track ever. Now we can start to see that you see the legend with the months now, um, I moved a date field over into the column section over here. It's called the Legend, and I want to right click on one of those month names. They are picking the word group. I like to include the year in there as well, so you can pick one or more than one of these are pick on must and you're again. It's gonna give you that funny message, but it's going to go away now. I know. So I have the year and that I have the month as well. So that just kind of enhances our our visualization, the dashboard, because now I can claps it by year. Hit the minus sign next in 1998 or 1999 in class it by year if I want to be expand the years of picking the plus sign. So I just want to show you how that would be. Another point of the dashboard is they have another thing to think they can interact with, As you can say, Now, let's do it just by year. So ah, I'm gonna minimize 1999 and I'll minimize 2000 and then we you know, you kind of get the point of that now. I haven't by year. I could expand that by month if I pick in the plus sign, but why we do it by year. So the whole point there was, I moved the date field specifically to the column section. Then I was able to right click either on the month or the year, and then I picked another group, and this is where you can pick more than one of those or just one of this. All right, so that's another component of our dashboard. Now you can also have more than one field in the row section, and that will give you this. The plus sign and the Maya sign for the Rosa's well. So, for example, let's say see, I feel I can use I have a by contact title over there. So maybe we can add in What if we added in the country? So I pick up country and move it right into the into the rose. I just want to show you something. See how now each contact Tyto is separated by the country and I can collapse those and I can expand this as well. That gives them another thing that interact with which is all part of the dashboard. So that was just a demonstration. So you can put multiple fields in these different sections on then when you dio your to collapse that section or expanded over there with the plus signs in the minus science. So just to continue with their demonstration when you pick up to our country and move it back to our fields Now, in the newer versions of Excel, actually let me catch up with the power point slides. We have a paid attention to that recently. So then they go out the power point. This is where I started to have a table with the multiple sheets and Then I put in the word all there and then you could see the multiple tables. Then we would start to move our fields in. And then this is where are you would define the relationship. Now I'm sure what? I made this power point, I put the word create. And then this is where you would that of the relationships and you can see how that would work. Here's right. Made the orders table and the customer's table be related or joined on the customer I d field. Then, uh, this is just moving the fields into the pivot table. And then, uh uh, well, let's go back to this live. If you want to change a different calculation, this one does come into play, so I'll get back to excel and then she Havel says some of order amount right there. What if you wanted account instead? Well, I can come over here and click in this, pulled out where it says some, and then you pick on value field settings and then you pick on count or any of the others. So that will be another thing. They can change if you show them that a pickem count in a sea of the members went accounts instead of sums. Okay, now, if you want to see this some and account at the same time, then you would move more than one field into the value section. But that's more about the pivot table. I think this is more about the dashboard, where I can actually change the calculation, go back to value field settings and I pick on some and change it. That that so another way you could do that is you can say you can right click where it says some of now, some of order amount and go to the value for the settings there as well. Now, in the newer version, let's let's continue with our slides. I'm sure you when that slide the value field settings. As you can say Now, this is where I did it by the deep so the slides have a lot of these steps in there. I right click on that date,