Progress Chart With Pivot Table and Slicer

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In this video, I'll show you how to create a dynamic progress chart using a pivot table and slicer. This is a really neat way to level up your dashboards with interactive charts.
In this video I will demonstrate:
How to create a pivot table
How to create a doughnut chart
How to use a slicer to filter data
Timestamps
0:00 Intro
0:30 Creating a pivot table
4:00 Creating a doughnut chart
18:45 Creating a slicer to filter the data
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Опубликовано:

5 авг 2024

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Комментарии : 26

@janicelayne9053 5 месяцев назад

I love the pace & depth at which you walk us through setting up these progress charts. Thank you so much!

@ExcellentDude 5 месяцев назад

Thanks for the kind words!

@MerleCox 2 года назад

Great explination and I appreciate you talking slow enough so I could do it while you were explaining how to do it. Keep up the good work!

@ExcellentDude 2 года назад

Thanks for the feedback!

@RickySpanish737 3 года назад

Great video! It seems quite complicated but you actually make it easy. Thanks

@ExcellentDude 3 года назад

You're very welcome! There are a bunch of steps, but once you do it a couple of times - it becomes easy.

@mehmetaltunakar2713 3 года назад

excellent tutorial!

@ExcellentDude 3 года назад

Glad you liked it!

@whyworksmarternotharder 3 года назад

Great work!

@ExcellentDude 3 года назад

Thank you! Cheers!

@ashleyjordan9344 Год назад

What a great video. It is very helpful and you take your time to show each step . How do I download the source data so that I can attempt the process myself?

@ExcellentDude Год назад

Thanks for the kind words! I'm working on a website where all of the source data for my tutorials will be. Stay tuned! :)

@Retro-RPM 3 года назад

Good video! I've seen speedometer type progress charts in Excel. I'm assuming they are using doughnut charts like this video - could you do a video on how to create a speedometer chart?

@ExcellentDude 3 года назад

Yes, you are correct, they are using the doughnut charts. I'll work on making a video about how to create speedometer charts

@jamesfoster7595 10 месяцев назад

Thank you for the video. Very informative. Quick question. I have values that total 100% but for some reason, I cannot get the % sign to be visible. Anything below 100% will show the % sign. Any suggestions? Thank you.

@ExcellentDude 10 месяцев назад

Hi there! Let me check my files (it's been a while since I did that video). It may be something as simple as making the font size a little smaller or increasing the size of the text box.

@ashmc9888 Год назад

Hi! I love this look! How can I show Core Budget with year to date figures and then the deficit in 2 rings of the same doughnut?!

@ExcellentDude Год назад

You could offset multiple rings each with a different data source - that might solve your scenario.

@jayavish4924 2 года назад

Hi. This is a great tutorial. I tried using this for an application I have. It works great when the filter returns all categories. But if one salesperson has no result for one category then the circles shift to the left. Eg if one country sold no hamburger then the doughnut for milkshake displays in the 3rd position and uses the formatting for hamburger rather than milkshake purple. Is there any way for pivot table to always return all categories even if value is 0?

@ExcellentDude 2 года назад

Thanks for the feedback. In your pivot table options, make sure that the For Empty Cells option is checked and then enter 0 (Zero) in the field next to it.

@marissabaird3622 2 года назад

What if the progress is over 100%, how do you get to keep the consistent formula with all the others, but make it so the progress chart is full? I have a category that is at 116% and if I keep the same formula it shows up negative.

@marissabaird3622 2 года назад

Also - I am trying to cut and paste my progress charts onto a dashboard tab - but when I do so the Text boxes that I have set equal to the percentage do not change with the information if I refilter on another page?

@ExcellentDude 2 года назад

For your text box question ... In the text box, you will need to reconnect to the cell that has the percentage you want to display. If you simply cut and paste it from another sheet, it will not reference the sheet you copied it from. Update the formula to link the value to the other sheet.

@ExcellentDude 2 года назад

For the 100% issue ... If the progress is over 100%, the donut chart might not be the best option as it has a finite display area (100%).

@marissabaird3622 2 года назад

@@ExcellentDude Thank you so much for your response!

@ExcellentDude 2 года назад

You're welcome. I just posted a video on how to make a thermometer style chart which may work for your percentage data.