The Verodat Add-In enables you to easily download clean, reliable data from your workspace directly into Excel. By integrating Verodat data with Excel, you can enhance the speed and efficiency of your data analysis, as reports can be refreshed with just a click.
This helps streamline report generation and removes the need for manual updates whenever data changes, saving you valuable time.
The below guide shares some guidelines to help you with key activities you might want to perform in Excel. You can find out more on how to use the Verodat Add In in this guide.
Excel tools that can help you analyze your data, gain insights from it, and create the dashboard:
PivotTables
A PivotTable is especially designed for querying large amounts of data in many user-friendly ways. Subtotaling and aggregating numeric data, summarizing data by categories and subcategories, and creating custom calculations and formulas.
Steps to create PivotTable:
Update fresh data using Verodat Add-in:
From the top ribbon, Select Insert -> Pivot Table:
Select range or table from create table, and destination to place new pivot table:
It will add new sheet select columns and rows:
Select rows to display data and use values to perform calculation:
Select columns to display data in column format:
Select Setting from PivotTable for formatting options:
There are number of other options available to format: https://support.microsoft.com/en-gb/office/design-the-layout-and-format-of-a-pivottable-a9600265-95bf-4900-868e-641133c05a80
You can read more on expand/collapse functionality to pivot table: https://support.microsoft.com/en-us/office/expand-collapse-or-show-details-in-a-pivottable-or-pivotchart-d70d7e70-d230-4d45-81db-1f5e39bcb394
Pivot chart
PivotCharts provide graphical representations of the data in their associated PivotTables. PivotCharts are also interactive. When you create a PivotChart, the PivotChart Filter Pane appears. You can use this filter pane to sort and filter the PivotChart's underlying data.
Select a cell in your table.
Select Insert and choose Chart.
The chart will now appear in the worksheet. When you click anywhere in the chart, the Chart tab appears in the ribbon. You can use any of the options in the Chart tab to modify the chart.
You can read more on pivot chart formatting:
Slicers
Slicers in Excel are implemented along with the Excel tables and pivot tables to act as one-click software filters to filter out the required information from an enormous collection of data within a fraction of seconds.
Not just filtering out the data, but slicers also help you with an easy understanding of the information being extracted and displayed on the screen.
To add slicer to a pivot table you can select a pivot table, which will able PivotTable menu in top navigation bar and click "Insert Slicer":
Or you can select pivot table, select insert from top navigation and click Slicer:
Select column to create slicer:
You can filter pivot table data using this filter:
You can add multiple pivot table to same sheet and apply sameslicer to them by selecting pivot tables from Slicer setting:
You create read the detail guide for slicers: https://support.microsoft.com/en-us/office/use-slicers-to-filter-data-249f966b-a9d5-4b0f-b31a-12651785d29d