Tutorial: Sales analysis part 3 - create a dashboard

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This is the fifth part of our series looking at new tools for working with accounting data in Excel 2010 and 2013 and the third of three articles looking at the analysis of transaction data. This time we will look at some of the features available to help us turn our data from a list of invoices into an interactive dashboard, including the incorporation of KPIs. As in the previous article, we will use the Invoices data from Microsoft’s sample database: Northwind. [Our thanks to Microsoft for permission to use it in this tutorial. If you are not able to locate a copy of the 434kb zipped you can to download a copy herethen extract Northwind.mdb].

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  • DAX
  • KPI
  • Dashboard 

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About Simon Hurst

Simon Hurst

Simon Hurst is the founder of technology training consultancy The Knowledge Base and is a past chairman of the ICAEW's IT Faculty.



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