Create and Design a Statistical Dashboard from Pivot Tables with Excel | David Adepoju | Skillshare

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Create and Design a Statistical Dashboard from Pivot Tables with Excel

teacher avatar David Adepoju, Data Analysis||Forex Trader

Watch this class and thousands more

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Taught by industry leaders & working professionals
Topics include illustration, design, photography, and more

Watch this class and thousands more

Get unlimited access to every class
Taught by industry leaders & working professionals
Topics include illustration, design, photography, and more

Lessons in This Class

    • 1.

      Introduction to Creating a Statistical Dashboard

      2:03

    • 2.

      How to use Sort and Filter functions

      7:25

    • 3.

      Pivot Table and Pivot Charts

      5:35

    • 4.

      Transforming Data into Pivot Tables & Charts

      13:06

    • 5.

      Final Dashboard Setup with Slicer

      16:43

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About This Class

This class is designed to help you design a statistical dashboard that you can use as a presentation of the end-of-the-month/year report through Microsoft excel.


It teaches you how to use a slicer to connect your chart results and navigate them to generate insights.

What You Will Learn:
This class will equip you on:

  • Sorting and Filtering your data
  • Organizing your data for insights
  • Creating Pivot tables and charts
  • Preparing your sheet for the dashboard

Why You Should Take This Class:
Are you a data analyst or scientist? We both know there's no doubt a dashboard lesson will come in handy for you.
And perhaps you are not a data analyst, but you work in a company or any setup where you carry out periodic assessments. If you are a business owner; you need the knowledge of a dashboard in sorting and filtering your sales, records, or transactions and collating for presentations to whom it may concern

Materials/Resource:
Aside from a cold beverage to cool off...


If you do not have excel installed on your pc already, simply download and install it.
Download the project file attached for practice
That's all.

Meet Your Teacher

Teacher Profile Image

David Adepoju

Data Analysis||Forex Trader

Teacher

Hello, I'm David. I'm a Freelancer in Data Analysis currently working at Analyst Gudboi Hub as an Excel Tutor, and a Forex trader


I've worked with different setups as a data analyst by preparing and analyzing their data to generate insights and make projections; an example is Enugu State Primary Healthcare Development Agency.

Upon hearing about this platform, and knowing that they value the delivery of quality knowledge more than any other thing, I decided to hop in and leverage it to train people towards becoming an expert in Data analysis using Excel.

See full profile

Level: Intermediate

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Transcripts

1. Introduction to Creating a Statistical Dashboard: Wow, it's beautiful out they do eat. This was a statement. I mean, when I stumbled on different dashboards on the Internet and look there, I'm in data analysts at prolific. I currently work with primary Edgar Development Agency as a monitor and evolution specialists. In this course, I'll walk you through a step-by-step process on how to arrange your raw data to create a well-designed dashboard. In the lessons, you be exposed to out of feta, a pivot table, great private chats that we see job in your dashboards. Ever other slides with before? Magic to perform in organizing data presentation? Yes, you will learn how to use this slicer. Let thickest sneak peek on dashboards, online music marketing dashboard that summarizes the performance of an else which aren't your total amount spent. The ads reach and clicks are rather live dashboard is like WHA dashboards. You can see the supply side, left side here, you can see categorizations of vaccination, cases and deaths. Now, the interesting part, click on cases. You can see the difference in the fingers and the format and the color formatting and the ligand. Yet now let's change it. Now. J two dates. Can you see the change and a change in color formatting and also the Lyn diet and also allows the lessee the nation can see the beautiful magic. This is indeed going to be an interesting curves. And mind you, you do not need a complicated pre-knowledge to qualify for this course. You only need some basic knowledge on the Excel tools to flow along throughout this class, we'll create an assessment dashboard for West share collect. So without wasting any time, get your pattern pieces already as we get started. 2. How to use Sort and Filter functions: Like I said in the intro of this course, that it's important that you have a basic knowledge on the usage of salts and filter function. Now, in this lesson, we're going to see in the use of certain foods or function because it is important that you are able to search and filter your data before you can organize it into a dashboard. Remember that data, it's all about giving insight. It is essential that the data you present are well organized and well sorted. An easy presentation. Okay, now let's get into salt program. What does the sort function? So function salts the content of a range in an ascending or descending order while feature function x2 to fit a range of detail based on your specified criteria feeder functions, FC return the data output according to the requirements, become analysts work on this data. Let's try to sort this data. Let's say, for example, that will have to sort this data alphabetically based on the firstName. Oh, I forgot to mention. You can sort them based on rows or columns. Now, in this teach-out, we have our head as, as colon. So we can save this data based on first-name basis on, are based on gender, or based on country, are based on age or preserve score. We also decided to sort them based on FirstName and also agenda. Now let's look into a cropper. Let's assume we do to sort this data based on FirstName. And we're asked to sort alphabetically. Of course, if you change, the names are not considered false names starting with D. The second aim that's not alphabetical. So let's try to sort this data based on the firstName to use the sort function and gas and assault boats in the Home tab. Or you can see other data tab right here. Okay, Now to sort it on salt, now remember, we call me. So what I'm starting with sorting by first name and we sorted alphabetically. So a to z or k is also now we have our first name arranged alphabetically. You see angel ie be Bolinas Ecolab. The Metro is in beautiful as a Zoom, we were told to sort this data based on gender. And we're asked to present the males first before the female. One sort this data based on gender, of course, go back to the salt. Now this time around when a sodium of frozen were sorted by gender, note that the parameter non-degenerate just male and female you could use to wind began to Okay, male and female. So that will be said to exist. M comes before F. All right, there you can also use a custom list where you include your parameters is that we can include comma female and you had, Alright. So we can use C to B, which is quite pretty fast. So C to E, Okay, now you can see that our agenda has been sorted based on male and female. So we can see milk first and females. You can see that it has affected the other columns of the data. Now let's assume we're given True criteria for sorting to sort, first of all, based on gender, based on gender, male to female. Agenda Z2, of course. So we're sorted based on mute for me. However, we are also told that wanted to see mu of United States first, then followed by mu for France, followed by Great Britain. So that means we're actually add another level of sorts in and ease out to add a level of sorting. Do up to Insert, click Add Level. So this time around where we are sorting based on country, country. And we're asked to arranging United States, first, France, and Great Britain. It's on here so you can create a custom list, like I said, United States where you have United States routine. Okay, So clearly, okay, guys. Now we have sorted data quality meal, United States for Mu first, then we have France and Great Britain and so on. So this is how to use a cost on Zoom with 22 sorts. Evaluate this day and age according to value. So we're sorting this time around. Let's delete all this value. Age as it were actually sort from smallest to largest. So see, people go from the Lewis than to be Bu scope IS from smallest to largest. Exert already recognized each as values. This time around, I'm bringing a to Z, Z to reelect the firstName and gender. Okay, so we're going from smallest to largest, isn't it? Now? Beautiful guys are our age we often want and 34, I'm sure you can see anything higher than 24. So it increases as it goes down the rows to unfold and 567. So we have successfully sorted our data according to the criteria given. Now onto fetal function. What's the theta function? Theta function x you to filter your ring of data based on your specified criteria. It should return in detail out according to the requirements been command Excel. So here's how to use feet are fortunate to sin the same time you saw the social changes and speeds or so to future. Now, when you click on the fetal function, immediately if you take note of the data, you see that exert as automatically added, it broke down on our Eddas. Now if I click on the drop-down, we said the least of the parameters you are on that dot, ada, see gender, you can see why meal, and those are the parameters we have on the agenda, male and female. On contrary, we can see where I'm friends with. The filter function is Ananda to the MCU syllabi parameter on a particular few tidy this function, like I said, we'll do that. We only want to see, only wanted to see the data of the meal. So we got to go to the agenda and only check female using Chegg female, that one lives with mu. So we can see that Excel has the data for females now, it has returned to roast the data only for mu, or let's say you were to filter for that, that we will only want to see meals that leave in the United States, that live in the United States. I also go to Content Editor and only check France and Great Britain and just state that. So we only have the data or the score, the each tweet it out. We're living in the United States. Of course, you can always return it back to the old one C, for the grid bridging to rehabilitate. Two guys. Now that we do not only have data for nicely, we have for you asked it on Great Britain. Guys see that? Yeah, it's kind of no row. This is when oxygen comes in. You can arrange gallery, you can represent criteria. So this is a short insight into the usage of Sort and Filter function. This is going to come in handy as we move on in our dashboard cost. So in the next class will be seen into pi votes table. Hope to see you in the next class. 3. Pivot Table and Pivot Charts: Welcome back to the second episode of this class. Don't forget, in the last class, we saw into sort and filter function. Now in this class, we're going to look into by both tables and pivot charts. Why is it important to learn this and just understanding our pie chart works is significant towards grating and insightful dashboards for either presentation of analysis. Okay, let's move on to what it's been pirated. If ever, tables in statistics to summarize is anaerobic, nicely selected columns and rows of data in a spreadsheet or database table to obtain a desired. So in summary, a poverty we simply a summarization tool. In summarizing your dataset into graphic out appearance or into graphical layout for presentation now? Or do you agree that by voting, brain and poverty, who relies on a dataset that museums have a dataset out of reach, you want to create a high voltage. So here's the data set we've been working with from the start of this video was shot College now to create my watch him simply go to the inside layout. Then you give them private if they read from table or range to contemporary means that we are working for simply from this danger or the axles we'd wanted poverty able to be placed, knew or should I just start watching for the sake of this course, Let's use this existing worksheet to location. So for the sake of this course, we can just put something. Yeah. Okay. Now, if you look on the right-hand side, you see a pi vertical feet. And underneath we have the address. Excel automatically recognizes the edist either on the row or column. In our case, we have the address or the column. So here we have a column shows the engender country, each store and wait, and go further down, you'll see the four categories, utah School on rows and values. Why you select aedes? It's automatically places them into each category that best suits them specially, for example, now, we want to create a pivot table that details gender, country, and the Scott, if you see, for example, if you look at our sheet, you can see that Excel has returned this into a table. It says on the female, the total score or females, the wish I collect is truth auditory tube. And females from France scored 45 in Judah and females from grip regions called this. If you go down to mill, the total score 814 and meal from France got to O2. You can also add any other thing. You can also add weight. You can see that exit as automatically weight on the columns, same as with the E site. Is there anything that requires statistical operation? I either place on the columns or rows where anything that is statistical operation can be performed on, such as call waiting room, can decide to calculate the mean. You can decide to calculate the song just like we have yet to exempt, automatically places the founder value to year. We can decide to buy from any signs of cooperation. But all the value field settings, there's a one a day average on getting maximum. You can also click on maximum Moscow. And here we have it. So we'll change the value, initially, exert some of the scope. Now I've modified it to maximum scope. So it has modified our data. So now we have maximum of store and I've got another operation you can perform on your privative his future. So pivot table allows you to filter your data based on the inside one clock. Notes that only a dies under Coulomb's law gravity, it can only be fitter. For example, now, we only have named that has the drop-down. So let's say we want to see, only want to see the milk, the dataset of the male. So we can simply uncheck female. And okay, now we only have the data for me. So take for example, you want to know the top ten scorer in this data. So you can simply use a free reflux and dropped down. Then since we are walking, want to check score is simply values, is it in so we're welcoming values does not live if you don't value Pietas, top ten list or we're looking for top five year you can Austrian top five, top five. And now some of which were working with scores. So some of score. Okay. So that's simply returns rows, the top five scores. So exert allows you to filter your data based on what's inside, what kind of insights you want to extract. All right, let's move on to pie charts, the case. So what does private chat? A private chat is simply a visual representation of your day. To create private chat, if you click on table and you go to PivotTable Analyze, click on private chat, or you can choose recommended by vertebrae like is there as well. So I'll private chat for this kind of data. You got your alveolus, the column lime pie bar chart. So we can simply use private cologne for this particular one. And yeah, we can see, so we have our pi bar chart. So you can make so many details. You can even filter here as you want. So you can decide to only one sorted alphabetically from a to Z, or you can change the name. We can add a title to just ask you want. So you can, you can indeed, the right-hand side, you can edit the song whatever he wants. So that is our fibrous chats. So in the next class we're going to categorize. I'm bringing up inside from our datasets such that we can have a very representative dashboard. I hope to see you in the next class. 4. Transforming Data into Pivot Tables & Charts: Hi there, Welcome back. Our journey into designing in statistical dashboard is almost reaching to its final fees. You just need to remember the last class we saw in the PivotTable and private jet out that we can filter our data using pivot table and design the private chat out of poverty and leucine two different pie charts. And the pie chart. That's also a time, remember I said in the previous class that none of the significant process into creating an accurate dashboard. Dashboard, organizing data that keeps accurately sites. So it is time to organize the data such that the give awkwardly say, because theta I organize and process so that we can derive insight from the Elazar forming it. I'll do a quick run by organizing this data into different sections that appear on our dashboard. So what mic loosely either organize this data. Now we're done with the major categorization of data into different insights. Now let's move on to the minor widow. Of course we include average age, average weights, and highest score. So we are done with the categorization of the major and minor insight because let me give you a recap of our sharp up. So of course, I started with this just like we've learned in the previous class. I agree. And since I'm working with averages to them by conflict, choose this. You'll notice that I was randomized and are not using this button year, using this decimal to a year to decrease the decimal. And of course did the same for average age of soothe them by gender. So we're working with gender and average age. Of course you notice our changing the value field settings yet into hybrid and maximum or minimum. So k here you notice I use country average score because Best Buys. Now remember you remember our last lesson. We choose the best five students using the value of data. Yet, if you need to obtain clicking this option, clicking this off and then reducing it to five, okay? Now, okay, So average, minimum, maximum age. So you notice I did something here that I chose age maximum of each and my first attempts. I drag this AGE year to include on that one. You notice that? I did that for minimum D then D minor, minor size, average age, average weight IS code. So we've successfully created, designed the pivot table for the insights we think to present on our data. So let's move to greatly tie vote charts for more updates. So pay attention again, as I create my budget for it, I will tip. I've successfully created by a bar chart for each of our pi, what steam. So let's do a quick run through on our grid by looking at some who don't post. So for this one, we use pie chart and you saw here that I changed the format, the psi, so I selected my desired pie chart formats yet. So you notice here that I add charter to determine if the gain or the fight who just like I can create bad. And same for this one, chose to do the same. So for this one, I use over an area chart, covers the average cost price, agree with Jane and yet I chose my style of one. And yet, of course, like you add axis titles, new chart I choose and they are to avoid. You should try as much. It's possible to make sure that I'm not too cumbersome. So here if I butcher your best face today, so I desire to use clustered column here, column where I changed the format year to four year, I used Batch, batch. So that's a quick rundown on how to create poverty been parvo chat. I'm sure it's something you can do already. Let me keep this. Now. You got to work on a similar project by creating a statistically dashboard of the data. I'm going to attach this course, right, let's move on. So we have successfully created a pivot table on a project. So in the next class, we are going to bring all our charts to get into a single sheet to make a dashboard. We're also going to implement slicer that will allow us to interrelate with all our data. So I hope you enjoyed this class. I hope you're learning values. I'll beginning of values. I'm sure you have a k. So we move on to the last class where we'll put our charts together and we will put our charts together. I can't wait to see it in the next lab. 5. Final Dashboard Setup with Slicer: Right, Are you ready? So finally we get our dashboard of our running total, or we have to do is combine our charts together into one sheet. Okay? Alright, so that's great. I'm not sure it will. Dashboard. Dashboard. You remember I said a dashboard is a visual display of all your data. I know anything that relates to the schwa as to be appealing, as to be alluring to the eye. So you can just great. I can combine chat and yeah, just great. I'm just calling it dash, but it has to be well organized. That's two good color combination. So I'll put structure such that it presents the data you want your viewer to see. Larynx, so that it makes the data you want to view as to see on your end, I'm very beautiful. So we're going to look a little touch of color combination where you don't have to beat yourself up in a hello condition is also getting walked off by letting graphic design. No, but at least just a basic application of purpose. The purpose is just to make sure that the dashboard, it looks the best, appears in its best. Oh, okay. So that's it. So for my team, so we can pull out page the sclera. So we can call our pages, come to a excuse, any poorer ear drum loop. Okay, so just watch him as I do. Right, So we have successfully put together our dashboard. Well, it looks beautiful, isn't it? K? So now it's time to see the beauty of slicer. Same cell B20 of science Slicer, right? So how would you, so slides are Fs to program our chats to interact with each other. Either had a teacher that so this is our new slider. So you see slides, I hear the clicks so you can design slides of different sorts. Hostname, no quizzes or on three agenda. Okay. Alright, so given us Ls can come through. Yeah. Okay. Alright. Diesel now. All right, so this laser work, these slides are symbionts, few telephones and that FC to feed that data interaction. Your feet on the data as a whole, the chat, as she presents. It's a way for me to call my xo to present all simply setting friendly of data out of the pool. This apple pie charts you haven't invested. So to ensure that your data worksheet all of your chats, we have to include that connection. So you right-click bolt connection. So you have to check all the pilot Stephen's such that involved. It's just like just like you ensure that all private state. So vesicle commission, agenda agenda slicer, what connection? Object. Shape, protect everything. Any type of tipping miss out, definitely affects your connections. Okay, So we have not done. So now let's not, let's test our agents. So this is our original data due to that original. So notice me boot disk space that you can see. Right? So yeah, attention to our t-tests. It however, the left side and the chat shampoo, you want to know the average age or S4 traps. Just uncheck that and just keep crafts. So once you click Christ will return the data specific to France. And of course is the mid abdomen, the satellite data, specific data specific to the price ratio to add it to the average age of male and female in prices. The highest score of male and female in prices. If you check the chat that you asked, yeah, changes, it changes here. You can see. You can see. Alright, so we can list the psyche, narrow it down, hold that lyse. That's wonderful for the department. Got the Aberdeen asbestos easily sputum. He can easily interact, easily navigate to the E site on actin. Statistic out national. So you can count, walk around these random neat, you can catch up, or this is where you allow this list and send it to add more to this level. So that's, so, that's the wonderful for us on Twitter. Let's do kind of a puncture analysis across and we get every detail. So simply community, France and Great Britain gave you, I just want to look a lot more to select. You get something wrong to remove all the t-tests and tiny, I just get everything's back to normal. Everything is compact. So that will generate that isn't just so you can walk around too many insight into the site. You know, the best five to the present United States. Newly produced by state. In grids, grouped it, wants to sell it to an output. You have to remember that we did not design this by vertebrae, one by one for each country. So this is the beauty of it takes you make your presentation with fossa. So now he's not up to you to create a similar dashboard. You said, just fine, I have attached to this course. And then they shot glass right from introduction to the last class with an interactive dashboard. And I'm sure you will be very glad that happened and we do that soon. I'm sure you can read the case. So now onto the end of this class, I'll be doing some values. Amazing conversations. Create your own dashboard. You can walk around it. If you don't descend into the watch glass. And I'm sure you can turn out. Great. Alright, so let's go to the end of this course. And I'm very glad to stick to as linked data analysis. See you in this course.