PivotTables and Dashboards: Build an Operations KPI Dashboard

<p>Nadia Brennan, operations analyst at Wrenfield Parcel, types the same KPI email every Monday, and last quarter it was wrong: cancelled bookings counted as late deliveries made the Harbour depot look like a disaster. With the quarterly review weeks away, the operations director wants numbers he can refresh. Across five lessons you build that dashboard on your own generated delivery data: Tables and the pivot cache, Show Values As, date grouping, Top-N filters, calculated fields, slicers and timelines across pivots, PivotCharts, GETPIVOTDATA tiles and traffic lights against targets. Each lesson ends with you handing the job to your AI and catching what it gets wrong. In the capstone your agent rebuilds the dashboard on next quarter's data.</p>

Tools: Excel PivotTables, GETPIVOTDATA, Slicers and Timelines, PivotCharts, Conditional Formatting, Excel Tables, AI-assisted analysis