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Dashboard questions
Resolved · High Priority · Version 2010
Wed 7 Dec 2016, 09:45Delegate Nicki said...
Nicki has attended:
Excel Dashboards for Business Intelligence course
Dashboard questions
Hi. I am creating my first dashboard after my course and am trying to create a chart that displays a stacked bar chart to correspond with my Top 10 pivot table.
I have a slicer for the pivot tables but cant find how to link the table to the same slicer. Is this possible?
Also I cant seem to generate a total field column in the pivot table I have created (which I need to identify the top 10) . I have tried the pivot table design fields but it doesn't want to generate a total!
Lastly when using the sumif function the results are coming back as £0.00. =SUMIF(H_81[[#All],[Period End]],30/4/2016,H_81[[#All],[Monthly]])
Any help gratefully received.
Wed 7 Dec 2016, 11:52Trainer Doug said...
RE: Dashboard questions
Hi Nikki
Thankd for your question.
The first part to connect the slicer with the PivotTable.
1. Click onto your slicer and choose Options (Slicer Tools)
2. Select PivotTable Connections and tick the box next to your PivotTable.
That should make the Slicer link to the PivotTable and the stacked chart.
For your question on a totals column, normally as you say select Design, Grand Totals and choose On for Rows and Columns. Puzzling why it doesn't work. You can type a Sum formula column next to the PivotTable if need be.
Please say a little more about the Sumif function. In the example I created, the Sumif looks a little different from yours.
=SUMIF(Table1[Company],Dashboard!G18,Table1[Sales])
The data is formatted as a Table with headings Client, Company and Sales using Excel 2010.
Regards
Doug Dunn
STL
Wed 7 Dec 2016, 15:47Delegate Nicki said...
RE: Dashboard questions
Re: Pivot issue. I have copied the original pivot, pasting it into a new cell and then changing the fields on the second pivot to display what I needed for the chart and it worked! So Proud to say I have created my first (albeit small) dashboard :-).
I will look at my sumif function again to see where I am going wrong. It seems to bring back zero total where there is a currency value...
Thanks for your help so far Doug.
Wed 7 Dec 2016, 14:51Trainer Doug said...
RE: Dashboard questions
Hi Nikki
Thankd for your question.
The first part to connect the slicer with the PivotTable.
1. Click onto your slicer and choose Options (Slicer Tools)
2. Select PivotTable Connections and tick the box next to your PivotTable.
That should make the Slicer link to the PivotTable and the stacked chart.
For your question on a totals column, normally as you say select Design, Grand Totals and choose On for Rows and Columns. Puzzling why it doesn't work. You can type a Sum formula column next to the PivotTable if need be.
Please say a little more about the Sumif function. In the example I created, the Sumif looks a little different from yours.
=SUMIF(Table1[Company],Dashboard!G18,Table1[Sales])
The data is formatted as a Table with headings Client, Company and Sales using Excel 2010.
Regards
Doug Dunn
STL
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