Dashboarding and Reporting with Power Pivot and Excel: How to Design and Create a Financial Dashboard with PowerPivot – End to End

Kasper de Jonge

Jul 2014 · Tickling Keys, Inc.

About this eBook

Microsoft's revolutionary Power Pivot is a tool that allows users to create and transform data into reports and dashboards in new and much more powerful ways using the most-used analytical tool in the world: Excel.

This book, written by a member of Microsoft's Power Pivot team, provides a practical step by step guide on creating a financial dashboard. The book covers in detail how to combine and shape the relevant data, build the dashboard in Excel, providing layout and design tips and tricks, prepare the model to work with fiscal dates, and show values used in many financial reports, including year-to-date, variance-to-target, percentage-of-total, and running totals reports.

Accessibly written, this book offers readers a practical, real-world scenario and can be used as a day-to-day reference. Though the guide focuses on Power Pivot for Excel 2010, a chapter that discusses Power View—compatible with Excel 2013— and Power BI is also included.

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About the author

Kasper de Jonge is a senior program manager on the Analysis Services team at Microsoft, where he has worked developing features for Power Pivot and other Analysis Services products such as the Tabular model and Multidimensional cubes. He is a frequent speaker at conferences such as TechEd, SQLPASS, and SQLSaturday, and is the creator of Power Pivot Blog, one of the leading Power Pivot websites. He lives in the Seattle area.