creating dashboard with excel isys 650. pivot table demo creating a query from northwind data...
TRANSCRIPT
Pivot Table Demo• Creating a query from
Northwind data warehouse that shows:– OrderYear, Quarter,
CategoryID, Sales
• Then download to Excel and create a pivot table and pivot chart to analyze sales based on OrderYear, Quarter and CategoryID.
Pivot Chart Demo• Click the pivot table to show the PivotTable
tools, and then click Pivot Chart.
• Demo:– Drill down/RollUp– Reaggregation– Row lables’ filter
Monitor Business Performance:products’ yearly sales
• The management has an annual sales plan: – A projected sales for each product category– A total annual sales projection
• Compare actual sales with planned sales.
Download actual sales data to the management DB and create query to
compare actual sales and projected sales
GetPivotData Function To extract data from an Excel Pivot Table
• To enable this function:– Place the pointer inside the pivot table– Click the PivotTable tools button– Click Pivot table option– Select Generate GetPivotData
• To generate a GetPivotData function automatically– 1. Enter a “=“ in a cell– 2. Select the pivot table data you want to
extract
Note 1: Allow uer to enter category and year. Note 2: Modify the generated GetPivotData function to reference the cells with entered category and year: =GETPIVOTDATA("Sum of ActualSales",$A$3,"OrderYear",B20,"CategoryID",B19)
Choose Controls
• Command button, listbox, textbox, check box, option button, etc.
• Developer/Design Mode/Insert
• Select and drag controls to worksheet
• Right click control to:– Use control’s property window to set property
values.– Use View Code to add VBA code.
Option Button
• For Option Button to work, a worksheet must have more than one Option Buttons that forms a group.
• Use the Properties window to enter the LinkedCell and use it to display True/False for the option button.
• Assuming D1 is the LinkedCell for 15-year term option: =IF(D1=TRUE,15,30)
ListBox• Properties:
– ListFillRange: Source of listbox’s items• A2:C5
– ColumnCount: Number of columns in ListFillRange• 3
– Linked Cell• C11
– BoundColumn: The column that contains the return value.• 2 for 15-year and 3 for 30-year rates
• Need VBA code:
Private Sub OptionButton1_Change()If OptionButton2 Then ListBox1.BoundColumn = 3Else ListBox1.BoundColumn = 2End IfEnd Sub
Exact Match VLookUp Function. What if P4 is entered in B1?. To do an Exact Match look up: VLookUp(SearchValue, TableRange, TableColumn#, False)
Other Look up Functions
• Match: Returns the relative position of an item in an range that matches a specified value in a specified order. – Use MATCH instead of one of the LOOKUP
functions when you need the position of an item in a range instead of the item itself.
• Index: Returns the reference of the cell at the intersection of a particular row and column.
Recording/Editing Macro
• Recording macro:– Developer/Code/Record macro
• Stop recording:– Developer/Code/Stop recording
• View the macro:– Developer/Code/Macros