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Place the cursor among the data and click Cntrl-A to select all. Then go to the top and select Insert, then Pivot Table. Select ok.

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How to Get the Field List in Pivot Table

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How to Get the Field List in Pivot Table

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Right-click in the pivot-table and select Show Field List and it will turn up at the right side.

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Right-click in the pivot table and select 'Pivot Table Options' and change the name inside the 'Pivot Name' on the top.

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How to change Measures e.g. to Average, Count,...etc

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How to change Measures e.g. to Average, Count,...etc

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Go to Field List. At the Values section, select the field that want to change measure. Select black arrow on the right and select Value Field Settings. Then select your measure e.g. Count, Average, Max,...etc.

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Place cursor anywhere within the pivot table and select Insert at the top. Select the chart of choice.

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Right-click on the grey buttons and select 'Hide All Field Buttons'. Also select the green PLUS sign on the right side, and de-select the gridlines option

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Click on the donut itself and right-click to select 'Format Data Series'. Change Donut Hole Size to 50% and press Enter.

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Right-click on any bars and select 'Format Data Series'. Go to Gap Width (last row) and change to 20%. Press Enter. Then go to green PLUS sign on chart left and select the Data Label to add the labels if needed.

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Right click and go to 'Fill' and change to colour of choice. This is useful for Gender where intuitively Male=Blue, Female=Red.

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Go to green PLUS sign on the chart right. Select Data Labels and then select the black arrow on the right. Select More Options. Select 'Percentage' before unselecting the rest.

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Ensure cursor is either in a Pivot Table or a Pivot Chart. Go to the top and select Insert. Look for Slicer and then select the field that you want to slice/filter with.

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Right-click the slicer and select Report Connections. Ensure that you select all the charts you want connected. It helps to name your pivot tables (refer to the Pivot Table section for help).

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Go to the green PLUS sign. Over there, you can add Chart title, Add data labels, remove gridline and decide where to place the Legend (Use teh black arrow for more options)

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Create another pivot table. Right click on Pivot table and select Show Field list. Ensure each field in your summary is shown in the Fields section. Make sure the correct measurement is applied e.g. Average, Count,...etc. (Check Pivot Table section how to do this).

Once that is done, go to the cell on summary section and press the '=' sign and then go to the summary pivot table and select the appropriate field and press Enter.

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Right-click in a chart. Select 'Select Data' and then click on 'Switch Row/Column'.

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First, create the pivot table with the 2 values in the Values section. Then go to the top and select Insert and press 'Recommended Charts' and select 'Combo'. Select the 2nd chart on the top, and confirm which field do you want to be the Line graph and which to be the Column graph. Press ok.

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Right-click on the header of the column you want to move and select 'Move'. You will see there are various options to move e.g. Move to Beginning, Move to End, Move up,...etc. Select accordingly. You may need to do it several times before achieving the right position. Alternatively, you can click on the header and move the cursor over the edge of that header till you get a Cross with 4 arrows on each end, press down and drag to your required position.

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How to Create a Pivot Tables

Place the cursor among the data and click Ctrl-A to select all. Then go to the top and select Insert, then select Pivot table. Press ok.

Once the new page is launched, a field list is shown on the right. If it doesn’t show up, right click on Pivot Table and select Show Field List. Drag the fields into the columns, rows, and values sections of the field list to create your pivot table.

For example, to do the first chart of Gender Distribution, you drag Gender to Row, Residents to Value.

For 2nd chart on Residents by Age Group and Housing Type, you drag Age Group to Rows, Housing Type to Column and Residents to Value.

If you like to change the measures, select the black arrow at the field in the Values section followed by Value Field Settings. Select your choice e.g. Average, Count, …etc.

How to Create Pivot Charts

Place cursor anywhere in the pivot table and select Insert at the top. Choose chart of your choice. E.g. Donut Chart, Column Chart, Line Chart.

To declutter, right-click the grey buttons and select Hide All Filed Buttons. Also, select green PLUS sign on the right to deselect grid lines.

The green PLUS sign allows you to add chart title, and data labels…etc.

How to Add Summary Table

Summary table is just another pivot table at the back. Once you have done the appropriate calculations, just equate the fields in the summary section to the relevant data in the pivot table. Don’t forget to include the Summary Pivot table in the Report connections when adding slicers.

How to assemble Dashboard

Arrange charts and summary table in the dashboard neatly.

If too many charts are needed, you can organise them in themes in each excel tab. Slicers, when selected, will apply to different tabs of the excel file.

How to Add Slicers

Ensure cursor is in a pivot table or chart. Go to the top and select Insert. Look for the slicer(s) that you need and select those fields.

To connect slicer to charts, right click slicer and select Report Connections. Ensure that you select all the charts  you want connected, and do this for each slicer.

Test to ensure every chart and summary changes when differ options are selected.