Professional Dashboards in Excel and Tableau

Learn to build a dashboard from scratch in Excel, blending business insight with technical skills, and see how Trinko FMCG data informs profitability and optimal product size.

Examine an ERP data extraction from SAP Business Objects to understand data for a dashboard. Identify descriptive fields and financial measures like gross sales, discounts, net sales, COGS, and warehousing.

Start with a sketch and gather feedback from the line manager to design an Excel dashboard that tracks monthly sales, profitability, discounts, and brand insights with slicers and pivot tables.

Create a dynamic Excel dashboard by adding a date column, formatting month-year, and building a current period drop-down with data validation to drive YTD and LTM calculations.

Enable the developer tab, insert two radio buttons labeled YTD and LTM, and link them to cell A1 to switch the reference period in the Excel dashboard.

Create a dynamic excel dashboard by adding year to date and last 12 months columns that update the data source when users switch between two distinct reference periods.

Create a pivot table as the backbone of an Excel dashboard, using source data and get pivot data function to extract insights, with a slicer for dynamic, interactive filtering.

Create data tables and time filters to drive dashboard charts, computing current and reference periods as key performance indicators, and build a date table for year-to-date and last 12 months.

Learn to add month, year, and selected dates fields to an Excel dashboard, using fixed references, if conditions, and end-of-month logic to support last twelve months or year-to-date views.

Learn to prepare an Excel dashboard using a pivot table and get pivot data to calculate net sales, gross profit, and margins for a bar and line chart.

Calculate gross profit and gross profit margin in Excel using net sales and costs of goods sold (cogs), with iferror and percentage formatting, then cover distribution costs and warehousing costs.

Create a volume by size table in Excel to power dashboard chart, fix references, and use get pivot data to pull totals by size and brand rather than monthly data.

Create a dual-axis bar and line combo chart in Excel to visualize net sales and gross profit margins, format axes, colors, and markers, and embed it into a dashboard.

Create a clustered bar chart in Excel to show the volume of purchases by drink container size, then style the chart with customized colors and adjusted axis formatting.

Create a clustered bar chart of purchase volumes by client type and style it for the dashboard with custom colors and a bold title volume by type of client.

Add KPIs for average discount and average distribution cost to the dashboard, and insert a brand slicer to enable dynamic, brand-based filtering.

Style an Excel dashboard by applying a gray background to empty spaces and white backgrounds to graphics and KPIs, use a white bold dropdown, and merge cells for key metrics.

Position the slicer at the top of the dashboard and customize its appearance with a two-row, two-column layout, 365 blue borders, bold header, white selected item, and gray data-free state.

Interpret the Excel dashboard that tracks monthly, quarterly, and yearly development with net sales and gross profit margins. Use the brand slicer to compare top performers and identify underperforming brands.

Build interactive Tableau dashboards with a monthly net sales and gross profit margins chart, inverted volumes by container size and client type, plus time and brand filters.

Create a Tableau dashboard from time-series data, analyze gross sales, discounts, net sales, and cost of goods sold, and build sheets for net sales, gross margin, and KPIs.

Create a Tableau dual-axis dashboard with a bar of monthly net sales and a line of gross profit margins, calculated from net sales and cost of goods sold, in percent.

Create a horizontal (inverted) bar chart in Tableau to compare package sizes. Use the show me menu to order bars by size, dragging the smallest to the top.

Create a horizontal bars chart in Tableau to show purchase volume by client type, with columns for volume and rows for client type.

Create two performance indicators in the Tableau dashboard: average discount in percentages and average distribution cost, using calculated fields from discounts and gross sales, and distribution costs over net sales.

Learn to build a Tableau dashboard by dragging sheets, configuring size, and adding a brand filter and a time filter that apply to all worksheets across the dashboard.

Learn to add a date filter in Tableau by creating start and end date parameters, converting dates to date type, and applying the range to charts and the dashboard.

Style the Tableau dashboard by turning the date range filter into a single value dropdown, hiding titles, resizing charts, and applying 365 brand colors with blue and orange hex codes.

Interpret a Tableau dashboard to track net sales and gross profit margins, with breakdowns by client type, product size, brand, and time filters to support strategy.