Advanced Excel · Intermediate level

Intermediate level · Module 6: Excel Reporting System Project · Lesson 2 of 3

Model, Measures and Dashboard

Build the model, measures, scenario sheet, dashboard and automation.

In this lesson you will

  • Implement the model and measures
  • Build the dashboard and one automation

Key concepts

star schemameasuresscenario sheetdashboard

The lesson

Model the data as a star schema with a date table, and write measures for every agreed figure, each checked independently.

Add a scenario sheet for the key decision and build the dashboard with connected slicers.

Automate one repetitive task, such as exporting the report as PDF.

Step by step

  1. Build the model.
  2. Write and check the measures.
  3. Build the scenario sheet and dashboard.
  4. Add the automation.

Practice activity

Complete the model, measures, dashboard and automation.

Expected result: A working system with every measure checked.

Check your understanding

  1. Why check every measure independently?

    Show answer

    To be sure the reported figures are correct.

  2. What is the scenario sheet for?

    Show answer

    Exploring the effect of different assumptions on a key decision.

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