Creating Dashboards with Slicers

Last week, we discovered how to organise our data in dashboards. In this step, we return to dashboards and explore additional features for building dashboards.

Filtering Dashboards

At times you might want to visualise different sets of values from within your Excel table. A useful Excel tool that you can use in your pivot tables and charts is Slicer. Slicers are visual filters that allow you to filter your data by clicking on the type of data you want.

You can create slicers to use in a specific pivot or connect your slicers to other pivots. When a slicer is connected to multiple pivots, each pivot will be affected if you filter one of the pivots with the slicer.

Sorting Data

When you create a pivot table or chart, the pivot automatically sorts the data. The pivot does not recognise the logical order of your data, for example, Monday, Tuesday, Wednesday, etc.

If you have reusable data that is stored in a logical order, you can create a custom list that your future pivots would recognise and order accordingly.

Join the discussion

To gain a better understanding of dashboards, let’s do some research. Dashboards are commonly grouped into three different categories. List these three categories and give a short description of each.

Use the discussion section below and let us know your thoughts. Try to respond to at least one other post and once you’re happy with your contribution, click the Mark as Complete button to check the step off, then you can move to the next step.