In the previous “recipe” you could read about add-ins that you can download from the Office Store. One of them is called People Graph, and starting from the 2016 version, it’s a standard part of Excel. People Graph is convenient for showing charts that describe the results of a survey in which a population is being tested. It is used in a very simple way, and it enables the creation of picturesque reports.
Office Store is a repository from which you can download a number of add-ins, arranged by categories, developed by the rich programming community, which gives you the ability to improve the reporting capabilities of Excel. Additions differ from traditional charts because they often have an interactivity element. Look at them as small apps that serve to improve the look of your reports.
Slicers are graphic objects that are used as an interactive filters for filtering reports in Pivot and Power Pivot reports. In combination with certain DAX functions they can be used for setting the parameters of the calculation. The following recipe will show you how to do a sales report in which, according to chosen exchange rate, you can see results in different currencies. To test a status of a slicer will be used function HASONEVALUE.
DAX has lots of useful Time Intelligence functions and in this recipe I will pay some attention to these that filter aggregations according to beginning or the end of a period. My friends from ASEE would say: “From the cradle to the grave is the most beautiful is go-go phase”. However, in this recipe I would hold to quantitative results, and DAX helps us to determine them in the easy way (that’s my field of expertise)!
Reports often require that in addition to the usual review of the sales we create running total, i.e. to track cumulative growth of sales from beginning of the month, quarter or year. For this purpose we use the Time Intelligence functions DATESMTD, DATESQTD and DATESYTD by which we can track cumulative sales growth since the beginning of the given period. If you want to find out more please read the recipe that follows…