How to build Excel Dashboards – 4

Previous Part Build Excel Dashboards – 3

We will Add Calculations and Formulas

Add Calculations
Since this is a raw extract of actual transactions, it may need to add additional calculations and columns to create useful metrics.

For e.g in our sample file, we have the “Unit Price” and “Quantity” columns. We will create calculation to derive the “Amount” column



Right click on the Quantity Column, Navigate to Popup Menu

Create ‘ –>Create Calculation
It shows a calculation wizard.

1. Click on “Unit Price”
2. Click on * multiplication operator
3. Click on Quantity
4. Rename the column to “Amount”
5. Click on “Use this Formula”

As you see, the “Amount” column is added right next to the Quantity column



Next – Add Date Hierarchy Columns Excel Dashboards – 5


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