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
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.
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.
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.