• Skip to main content
  • Skip to header right navigation
  • Skip to site footer

My Online Training Hub

Learn Dashboards, Excel, Power BI, Power Query, Power Pivot

  • Courses
  • Pricing
    • Free Courses
    • Power BI Course
    • Excel Power Query Course
    • Power Pivot and DAX Course
    • Excel Dashboard Course
    • Excel PivotTable Course – Quick Start
    • Advanced Excel Formulas Course
    • Excel Expert Advanced Excel Training
    • Excel Tables Course
    • Excel, Word, Outlook
    • Financial Modelling Course
    • Excel PivotTable Course
    • Excel for Customer Service Professionals
    • Excel for Operations Management Course
    • Excel for Decision Making Under Uncertainty Course
    • Excel for Finance Course
    • Excel Analysis ToolPak Course
    • Multi-User Pricing
  • Resources
    • Free Downloads
    • Excel Functions Explained
    • Excel Formulas
    • Excel Add-ins
    • IF Function
      • Excel IF Statement Explained
      • Excel IF AND OR Functions
      • IF Formula Builder
    • Time & Dates in Excel
      • Excel Date & Time
      • Calculating Time in Excel
      • Excel Time Calculation Tricks
      • Excel Date and Time Formatting
    • Excel Keyboard Shortcuts
    • Excel Custom Number Format Guide
    • Pivot Tables Guide
    • VLOOKUP Guide
    • ALT Codes
    • Excel VBA & Macros
    • Excel User Forms
    • VBA String Functions
  • Members
    • Login
    • Password Reset
  • Blog
  • Excel Webinars
  • Excel Forum
    • Register as Forum Member

Dashboard - Setting up excel data source |Dashboards & Charts|Excel Forum|My Online Training Hub

You are here: Home / Dashboard - Setting up excel data source |Dashboards & Charts|Excel Forum|My Online Training Hub
Avatar
sp_LogInOut Log In sp_Registration Register
sp_Search Search
Advanced Search|Last Search Results
Search
Forum Scope




Match



Forum Options



Minimum search word length is 3 characters - maximum search word length is 84 characters
sp_Search Search
sp_RankInfo
Lost password?
sp_CrumbsHome HomeExcel ForumDashboards & ChartsDashboard - Setting up excel data s…
sp_PrintTopic sp_TopicIcon
Dashboard - Setting up excel data source
Avatar
Melanie Olivant
Member
Members
Level 0
Forum Posts: 12
Member Since:
May 29, 2019
sp_UserOfflineSmall Offline
1
May 29, 2019 - 9:13 pm
sp_Permalink sp_Print

Morning, 

I've had a couple of false starts with setting up my data for a dashboard and have decided to start again and could do with some help in figuring out the best way to set it all up.

I had the hours data, and the cost data in 2 separate worksheets, which I think has caused most of my problems.  I'm also going to be adding in Pension (employee and company), ASH, NI (employee and company) and Analysis of the time/cost against production further down the line.

For now, I am looking to show the hours of overtime total by department and then hours of each employee (over 80) has worked.  I need to calculate the cost of that overtime and be able to breakdown showing 13 weeks - using only two slicers to select current 13 week period and by employee.  I need both slicers to change the information simultaneously.

At present, my hours' data is set out in columns as follows:

Department/Employee Name/Total Hours/Qtr1/Qtr2/Qtr3/Qtr4/July/Aug etc../30.06.18/07.07.18/14.07.18 etc..

My cost data is pretty much set up the same apart from an additional column for the overtime rate, and formulas added.

There is an ever-increasing amount of data, and the hours are manually updated fortnightly, so I also need to be able to get to the next entry column quickly. 

Avatar
Mynda Treacy
Admin
Level 10
Forum Posts: 4446
Member Since:
July 16, 2010
sp_UserOfflineSmall Offline
2
May 30, 2019 - 11:06 am
sp_Permalink sp_Print

Hi Melanie,

You shouldn't have separate columns for the quarters/months etc. This is the cause of your problems. You should have one column with the date of the overtime and a separate column with the number of hours. If you only have the hours aggregated by month, then the date column can have one date for each month.

Here is a tutorial on tabular data, which is what you need for PivotTables. You can unpivot your data using Power Query.

This tutorial covers connecting Slicers to multiple PivotTables, and here is a tutorial on the Pivot Cache, which is what restricts how Slicers connect to PivotTables.

If it doesn't make sense for your data to be stored in one table, then you'll need to use Power Pivot instead of regular PivotTables. You can find out what Power Pivot is on my Power Pivot course page/

I hope that points you in the right direction.

Mynda

Avatar
Melanie Olivant
Member
Members
Level 0
Forum Posts: 12
Member Since:
May 29, 2019
sp_UserOfflineSmall Offline
3
May 30, 2019 - 8:52 pm
sp_Permalink sp_Print

Thanks Mynda, I'll have a crack at it again - really do appreciate the help.

sp_Feed
Go to top
Forum Timezone: Australia/Brisbane
Most Users Ever Online: 245
Currently Online: Ruth Savage, Andy Kirby, Roy Lutke, Richard West, Jeff Krueger, Tom VAN LOO, Nada Perovic
Guest(s) 8
Currently Browsing this Page:
1 Guest(s)
Top Posters:
SunnyKow: 1432
Anders Sehlstedt: 870
Purfleet: 412
Frans Visser: 346
David_Ng: 306
lea cohen: 219
A.Maurizio: 202
Jessica Stewart: 202
Aye Mu: 201
jaryszek: 183
Newest Members:
John Chisholm
vexokeb sdfg
John Jack
Malcolm Toy
Ray-Yu Yang
George Shihadeh
Naomi Rumble
Uwe von Gostomski
Jonathan Jones
drsven
Forum Stats:
Groups: 3
Forums: 24
Topics: 6212
Posts: 27236

 

Member Stats:
Guest Posters: 49
Members: 31889
Moderators: 3
Admins: 4
Administrators: Mynda Treacy, Philip Treacy, Catalin Bombea, FT
Moderators: MOTH Support, Velouria, Riny van Eekelen
© Simple:Press —sp_Information

Sidebar

Blog Categories

  • Excel
  • Excel Charts
  • Excel Dashboard
  • Excel Formulas
  • Excel PivotTables
  • Excel Shortcuts
  • Excel VBA
  • General Tips
  • Online Training
  • Outlook
  • Power Apps
  • Power Automate
  • Power BI
  • Power Pivot
  • Power Query
microsoft mvp logo
trustpilot excellent rating
Secured by Sucuri Badge
MyOnlineTrainingHub on YouTube Mynda Treacy on Linked In Mynda Treacy on Instagram Mynda Treacy on Twitter Mynda Treacy on Pinterest MyOnlineTrainingHub on Facebook
 

Company

  • About My Online Training Hub
  • Disclosure Statement
  • Frequently Asked Questions
  • Guarantee
  • Privacy Policy
  • Terms & Conditions
  • Testimonials
  • Become an Affiliate

Support

  • Contact
  • Forum
  • Helpdesk - For Technical Issues

Copyright © 2023 · My Online Training Hub · All Rights Reserved. Microsoft and the Microsoft Office logo are trademarks or registered trademarks of Microsoft Corporation in the United States and/or other countries. Product names, logos, brands, and other trademarks featured or referred to within this website are the property of their respective trademark holders.