Pivot Tables with Progress Charts and Dashboard

StephenTJ
2 min readFeb 8, 2023

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In this project, we will be creating progress charts and dashboards using pivot tables.

Problem statement

We have been asked to create a simple report for an upcoming board meeting presentation. We have been provided with the data and the necessary reports the boss needs.

To solve this problem, we have to turn the given data into a nice-looking simple dashboard with slicers and progress charts and also ensure we present the required KPIs.

The given data has 7 columns (displayed below) and 9972 rows.

Data Transformation

We convert the data into a table and ensure the revenue column is in the right format rather than the custom format. We then proceed to create the required pivot tables for solving the given problems.

Regional Revenue Analysis

Pivot table on regional revenue

Next, as required by the boss, we proceed to add progress charts for the %revenue in each region which changes dynamically for any selected region.

step 1
Step 2
Step 3

The progress charts for the revenue have been created as required. We will now add some slicers to make the report more interactive. A video is attached below showing how the progress bar works.

Final dashboard

Conclusion

Notice that the dashboard was made simple. This is what was required by the boss. Below is a short video of how the dashboard works.

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StephenTJ

Student at University of Ibadan, Mathematics Department. Data Nerd (Excel, Power BI, SQL, Python)