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DAX Dashboard Design - 10 Easy Steps

Name: DAX Dashboard Design - 10 Easy Steps
Rating: 4.7 (133 reviews)

How to Create Interactive Business Intelligence Dashboard Reports with DAX Power Pivot

Created byGilly Dow

Last updated 3/2019

English

What you'll learn

Plan, plot, build fully interactive, dynamic Dashboard Reports
Adapt to scenarios where data doesn't "fit" the brief
Create "Negative" Bar & Column Charts
Create "Scrollable" tables when space is limited
Record a Macro and edit VBA code to automate Sparklines

Course content

12 sections • 58 lectures • 5h 21m total length

Introduction5:39
Allow me to convey a very warm welcome and lay out the Course Outline. I'll also demonstrate how to download the all important Course Files and how to complete the Practice Exercises...

Step 3 - Objectives0:44
It's all about the Preparation. Top Tips coming your way and an "almost" fail-safe way to ensure your Dashboard is not too big or over-complicated!
Planning & Considerations4:29
I pass on some Top Tips and Best Practice before you dive into creating the Dashboard. Follow these guidelines and template to limit the chances of your Dashboard being rejected!!
Mapping Out the Dashboard5:37
Follow these guidelines to create a Dashboard Grid to save time and limit the guesswork...
Step 3 - Recap2:09
Let's take a minute or two just recap the main objectives for Step 3. What are the key lessons, hints and tips you can employ to help you create that awesome Dashboard?
Step3 - Quiz

Step 4 - Objectives1:27
Nested IF()'s? Where would we have been without them. Notice the past-tense?? There's a new kid on the block and I think you'll gonna like her!!
SWITCH()8:43
Regular Excel handles nested IF()'s just fine. BUT, it can get messy and super difficult to follow the logic when you're troubleshooting. Learn the super-clean, no-nonsense DAX SWITCH() alternative - don't you just love DAX!
Step 4 - Practice Exercise 34:17
Link new data to the Data Model and test your skills with SWITCH() and see how clean and easy it is to use.
Step 4 - Recap2:21
Take another opportunity to really nail-down what you have just learned. By doing so, you'll embed that knowledge and it will be much easier to recall - FACT!
Step 4 - Quiz

Step 5 - Objectives1:32
Take a minute to get to grips with what's coming up next. Preparation is key, and when you know what's expected of you and what's required - it's half the battle. Plus, it will whet your appetite and you're be itching to see how it's done!
SUMPRODUCT()8:16
Adding the pivot table is the easy bit. How to interpret data with SUMPRODUCT() to calculate the customer survey scores...
Creating the Survey Score Combo Chart5:20
The Combo Chart consists of pivot table data AND a formula data. Therefore, it has to be created manually. Check out this next video lecture to learn how it's done...
Future Growth3:14
Data will be added to the AdventureWorks database. You're job is to ensure the Dashboard including the elements it contains, such as Charts and Tables, react to the changing environment. In this video lecture you learn how to adjust column references, in the Combo Chart, to enable Future Growth
Step 5 - Practice Exercise 47:29
It's the mid-way point and in this Practice Exercise, you'll be adding to the Data Model, creating some Calculated Columns, Measures and a Pivot Table in preparation for what's coming up!
Step 5 - Recap3:35
Did you get all that? Are you quite sure you took in all that information? Take a couple of minutes to consolidate your knowledge and satisfy yourself that you're good to go...!!
Step 5 - Quiz

Step 6 - Objectives1:21
In this short Step you'll start to learn the various ways you have for Formatting Charts. There's a myriad of tools and options - too many to go through all of them. However, the common features I use over and over when creating Dashboards, I'll share with you in this next video lecture - enjoy!
Formatting the Survey Score Combo Chart8:33
The Survey Score Combo Chart needs your attention to smooth out the Line Chart. The Monthly Sales by Region chart could benefit from a little Charting know-how too!
Step 6 - Practice Exercise 57:05
How's your Chart formatting skills? Embed and add to the tips you have already learned in this latest Step on your Dashboard journey. Choices, choices, choices...
Step 6 - Recap3:49
It will take time and experience to truly know ALL the tools you have at your disposal where Chart Formatting is concerned. Here's an opportunity to recap what you've covered - can you remember where you hide the Secondary Axis?
Step 6 - Quiz

Step 7 - Objectives1:03
Stakeholders have specified how they would prefer certain data to be displayed. It's up to you to deliver and provide a KPI as a visual tool to present the Sales Rep Quota figures.
KPI Thresholds7:36
Have the Sales Reps met their Quotas? In this video lecture, learn how to configure KPI thresholds in the Data Model
Creating the Top Peforming Sales Rep table5:52
You have created the Sales Reps Quota KPI. Finish formatting the pivot table for presentation on the Dashboard
Step 7 - Practice Exercise 64:25
You'll have an opportunity to create a KPI in a later exercise. For now, the focus is on creating the next 2 pivots you'll need in Step 8 - it's a breeze, not too challenging for you...
Step 7 - Recap4:18
Let's just take a couple of minutes to recap what you've covered in Step 7 - it may not be all new - but the devil's in the details!
Step 7 - Quiz

Step 8 - Objectives1:12
There's lots to learn in Step 8 involving Sparklines, Slicers & Timelines. Take a few minutes to prepare for what's coming up next - it's exciting stuff as you see the Dashboard come together!
Populating the Top Selling Products table6:33
Adding the fourth and final table to the Dashboard takes a different approach. It will reference an existing pivot table and only the data being filtered... intrigued? Step this way....
Adding Sparklines6:17
These visual indicators tell a story of their own and are a welcome addition to any Dashboard. In this next video lecture you learn how to insert Sparklines!
Adding the Sales Rep Quota table & the Country Code Slicer8:52
You add the final table - Sales Rep Quota - to the Dashboard and add a Country Codes Slicer. You will adjust Dashboard spacing and learn how to resize Slicers to fit, exactly, your requirements.
Adding the Timeline9:59
The Dashboard wouldn't be complete without the option to filter across time periods. That's the job of the Timeline. Follow these steps to enable the end user to select between Years, Months, Quarters or Days...
Modifying the IF() statement4:04
Adding the Timeline is a great feature. However, you wish to provide additional information if the end-user selects a time period that doesn't return results. Find out how easy this is to achieve by modifying the existing IF() statement...
Step 8 - Recap5:19
Adding Sparklines, Slicers, Timelines and modifying the IF() statement - quite a few elements in Step 8. Did you catch ALL the basics? If not, watch the Recap and set yourself up for the Quiz
Step 8 - Quiz

Step 9 - Objectives1:27
Take an opportunity to prepare yourself and your mindset for what's coming up next. It's exciting times as you add the finishing touches to the Dashboard!
Adding Text Cells7:51
Text cells are a combination of text and a numerical value. They are a welcome addition to any professional Dashboard and, let's face it, our stakeholders and end users deserve nothing less! For a added value and a touch of magic, let me show you how they're constructed...
Logo & Hyperlink10:43
The borders have served you well but, you don't need them anymore. The AdventureWorks logo is a stakeholder requirement and - for added value - you will provide a hyperlink to the Top Products pivot for further information about how other products faired in the selected country and/or period...
Themes9:32
In this video lecture you will learn how easy it is to save the current formatting you have applied. Select an in-built Theme, customise it and save it. You will also
Step 9 - Recap4:11
Take a couple of minutes to recap what you have just learned - it will help consolidate all the new information and it will help you retain, reuse and remember!
Step 9 - Quiz

Requirements

Dax Power Pivot basic knowledge
MS Excel 2016 with Power Pivot enabled
IMPORTANT: You need a version of Excel that is compatible with Power Pivot (Excel 2013/2016/2019 Standalone, Office 365, Enterprise E3/E5, Office Professional 2016, etc.)
This course is designed for PC users (Power Pivot is currently unavailable with Excel for Mac)

Description

DAX Dashboard Design – 10 Easy Steps will guide you through the entire process of Dashboard creation covering every part of the process - in depth. From creating an element grid system to automating Sparklines with VBA - start to finish

By learning advanced techniques, you will impress the decision-makers in your organisation, making you an irreplaceable asset in the process

Demand for Data Visualization alone is projected to grow by 44% and Pivot Table skills by 34%

That's great news for us DAX Power Pivot and MS Excel users because IBM are projecting that the number of jobs for all data professionals in the United States will increase by 15% by 2020*

"The skills projected to grow the fastest include advanced analytical competencies—such as Data Science and Machine Learning—as well as Data Visualization–related skills and basic analytical tools, such as Pivot Tables in Excel, that are increasingly required across job categories."

* Source: IBM: The Quant Crunch, how the demand for data science skills is disrupting the job market

To propel you on your way to "DAX Data Dominance", my latest course in the 10 Easy Steps series will teach you how to create data visualisations in the form of interactive Dashboard Reports that uses DAX Power Pivot and Pivot Charts.

Description & What You Will Learn

The course begins with creating the Power Pivot Data Model
You will draw on your experience of DAX Power Pivot by creating relationships, calculated columns, measures and KPI's
Throughout your studies, I share Top-Tips I use to acquire the real KPI’s stakeholders expect - leaving the guess work out and limiting the chances of Dashboard rejection
With a clear view and plan of action, you enter the next phase and begin building each element of the Dashboard with Pivot Charts and Reference Tables displaying key metrics and revealing hidden trends
Slicers, Timelines and Sparklines enhance the user experience presenting the data in an automated, dynamic format and Text Cells provide added value that all stakeholders and end users have come to expect
Having the skills to adapt to stakeholder demands will be handled with ease and confidence as you learn how to create “negative” Column and Bar Charts and “Scrollable Tables” for when Dashboard space is limited or when the brief changes
Take advantage of MS Excel's pre-formatted Themes to maintain consistency and standards
You will learn how to Lock Down the Dashboard ready for publication
Code simple VBA to tie the Named Ranges and Macro to automate Sparkline update

You will create and build the Dashboard as you progress. To help consolidate, reinforce and embed your learning you will complete practice exercises throughout the course and complete quizzes to test your understanding of key concepts.

With your new skills nailed and your confidence levels soaring, the course ends with a fun Dashboard Challenge assignment and an opportunity to test your Dashboarding skills

Who is the target audience?

Whether you are an employee, contractor, consultant or you just want to learn an in-demand skill that can help propel your career prospects, this is the perfect course to get you noticed. Trust me on this – it happened to me in a job role that had nothing to do with Dashboard Reporting – it opens doors!
If you want to maximise the likelihood of increased pay, promotions or better contracts then DAX Dashboard Design is an extremely worthwhile and marketable skill to have
This course is designed to take your intermediate-level DAX Power Pivot and MS Excel skills to the next level and beyond

Here's what others have said about the course:

"Good course - well thought out and presented. I like the fact that Gilly provides a work along manual with which to follow. That's the biggest plus. She's taken the time to create this material - use it as you follow along with her - its a great reference. The mini quiz at the end of each chapter helps to reinforce the concepts which were covered. The practice exercises at the end of each chapter along with her review of those exercises further help reinforce what is being taught. Her work is well thought out, presented in an easy and enjoyable format and at the end - you feel confident with what you have learned"

"Enjoyable and useful content, geared for real world application by an engaging tutor. Highly recommended to those seeking to build effective dashboards in Excel"

"Gilly’s, Latest Addition, DAX Dashboard Design in her 10 Easy Steps Series courses continues to build off of the previous courses bringing your skill levels up to become extremely efficient in excel. If you already know some PowerPivot and PowerQuery you can start right off with this course DAX Dashboard Design to learn dashboard techniques and procedures to tie it all together. Gilly is a brilliant teacher who clearly has a in-depth understanding of how power pivot, and power Query works and is able to break it down and simplifies it so you know how it works and understand how to use it in your day-to-day data analytics If you will follow along and do the exercises when you’re done with a lesson you fully understand how to implement and use the power pivot and PowerQuery and Dax function for all your data work and dashboards to the fullest creating amazing reports. I highly recommend Gilly courses. Well done, thanks"

"This was my second class from Gilly. Absolutely excellent! I really like the format. She has an excellent written guide and first-rate examples. I like to watch the video first, then work from the guide off-line. I am going to sign up for a third class"

Thanks for taking the time to check out my course. I can't wait to help you take the next step in developing your Dashboard Reporting skills. I have used Excel 2016 to demonstrate this fantastic tool but you can follow along in Excel 2010 & 2013 - I'll do my best to point out the differences.

If you have any questions about the course, feel free to message me here or check out the FREE preview lectures to learn more.

Take the first steps to a new and rewarding future by clicking on the TAKE THIS COURSE button, located on the top right corner of the page.

Who this course is for:

If you have a passion MS Excel
If you want to test your DAX Power Pivot skills
If you want to convey Business Insights and Trends at a glance
All workers seeking raises, recognition, promotions and better prospects

DAX Dashboard Design - 10 Easy Steps

What you'll learn

Explore related topics

Course content

Introduction1 lecture • 6min

Step 1 - Importing the Data2 lectures • 9min

Step 2 - Calculated Columns1 lecture • 7min

Step 3 - Preparing the Dashboard4 lectures • 13min

Step 4 - SWITCH()4 lectures • 17min

Step 5 - Creating the Survey Score Chart6 lectures • 29min

Step 6 - Formatting Charts4 lectures • 21min

Step 7 - KPI's5 lectures • 23min

Step 8 - Sparklines, Timelines & Slicers7 lectures • 42min

Step 9 - Presenting the Dashboard5 lectures • 34min

Requirements

Description

Who this course is for: