Learn Dashboards, Excel, Power BI, Power Query, Power Pivot
Keeping track of your share trading is easy with this personal stock portfolio dashboard. It uses the latest Excel tools* including Data Types and the STOCKHISTORY function to create a report that’s connected to live data and updates at the click of a button. *Note: requires Microsoft 365. Not suitable for Excel 2019 and earlier. …
One of the most common questions I get is: Should I be using Power BI to build dashboards instead of Excel? If the person you ask this of has only used one tool or the other, then you're likely to get a biased answer. I have taught thousands of people how to build dashboards using …
Reporting on plan v actual variances can be a very dry topic and often the audience for these reports are not from a financial background. To aid business management, we can create visually appealing interactive reports like the plan v actual Excel dashboard below. It needn’t be a lot of work either. This dashboard can …
Managing projects or tasks can be improved with a visual representation of progress and milestones. Thankfully, an Excel project management dashboard like the one below is relatively easy to build, requiring no programming or add-ins. Download Workbook Download the Excel file containing the Excel project management dashboard and step by step instructions. Enter your email …
In this post I'm going to look at getting real time data (RTD) into Power BI using a real time messaging service called PubNub. This is intended for use with the Power BI online service, not Power BI Desktop. Power BI provides a few different ways to get RTD : Push Data, Streaming Data and …
Warning: this is a long post. Get supplies so you don’t dehydrate or suffer from low blood sugar levels before reaching the end 🙂 Don't let the length of this post put you off though. The process is fairly straight forward and there aren't really that many steps...honest. Embedded below is an interactive Excel dashboard …
Phil plays 6 a-side football (soccer) in a Supa-Oldie league. They’re all over 35 and that’s considered supa-old in football! Personally I think it’s an excuse to have a beer with the lads, anyway… Darryl, the fellow who updates the scores, explained to Phil that every week it was taking him 2 hours to prepare …
Since Phil is somewhat of a cycling fan I have been subjected to late night TV of le Tour. Personally I don’t understand all the complexities of it, what with different jerseys (some of which I must say are a little feminine), how the team aspect works, why crazy fans are allowed to jump out …
Inserting text into a text box is one cool trick, but being able to have that text update when your data changes without you having to lift a finger is another. Here's an example below. You can see when the selection in the PivotTable is changed, the labels on the chart automatically update too. Watch …
The dashboard in your car is one of the key tools you use to monitor how it’s running, so it’s appropriate that the business world has borrowed the term and applied it to a series of graphs and key information that fits onto one page. A dashboard view of your business’s performance, if done well, …
