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Best way to set up a table for creating dashboards|General Excel Questions & Answers|Excel Forum|My Online Training Hub

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sp_CrumbsHome HomeExcel ForumGeneral Excel Questions & Answe…Best way to set up a table for crea…
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Best way to set up a table for creating dashboards
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Jessica Tucker

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March 23, 2022 - 10:57 pm
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I have a data file for physician's office quality measures that I am trying to create a dynamic dashboard for. I just watched how to build an Interactive Excel Dashboard and I am excited to get started; however, the data that I am working with is quite large with a lot of gaps. I am not sure the best way to organize the data so it is easy to update on a monthly basis. The file right now is for a whole year's data. 

Right now I have the data in several different spreadsheets trying to organize it in different ways, but I'd like to just have one source of data for all the different pivot tables that I will create. I want to be able to show the numerator and denominator by clinic, by provider, and by quality measure. 

I'm wondering if its better to have 1 column for quality measure and enter the type of quality measure in that column instead of having a column for each quality measure. 

Any suggestions are greatly appreciated. 

Sample spreadsheets are attached. 

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Jessica Stewart
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March 24, 2022 - 1:39 am
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I would start with Power Query. In the video she's using an older version of Excel, in 2016 and on it comes standard in the Data tab under Get and Transform Data.

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