Excel is the most frequently used tool for processing reports, especially in the financial industry, which needs to deal with reports every day. One problem with Excel, however, is that it can be cumbersome to process if you’re dealing with a lot of data, especially when you need to pull data from multiple sources to make a report. So what’s a quick fix?
The answer is very simple, we can complete the data import of multiple data sources through Smartbi, and then we can start to make reports in Excel fusion analysis.
In the face of complex format, large amount of information report, Excel fusion analysis also supports manual adjustment of data inside and outside the table!
Data is imported from multiple data sources. Customized reports obtain specified data by Excel formula. At the same time, manually adjust the data in the table according to the data outside the table, and the report data will change accordingly.
In Excel fusion analysis, if data sets, PivotTable analysis, and AD hoc query except data model are used as data sources, replace the License file with related data sets, PivotTable analysis, and AD hoc query.
Here’s another demonstration of Mads’ hand – in – hand instruction! Wheat takes sales of several established health brands as an example.
Step1: data comes from multiple data sources. You can create a sheet page for each data source and drag and drop the fields into Excel fusion analysis.
Step2: Create a sheet, and define a report with fixed columns and columns, and also create a table data that needs to be manually adjusted at any time.
Step3: fill the data in the report. The data comes from other sheets and is obtained according to the formula of cells.
The function used here is the sumif function, detailed information can be found on Smartbi’s official website
Table 3 in the formula is the name of the report in Sheet2, And Table 3[Sales] is the sales column in Table 3, and the same can be applied to the formulas in other cells.
Step4: after filling in the other empty cells, add a chart to the right of the report to show sales.
Step5: Finally, add the data outside the table, which is used to record the time period of the report data and the name of the brand not shown.
If you want to change data for other time periods or add new brands, make the same changes to the report and off-table data.
The following is the new brand to replace the original data: import the new brand data first, replace any brand in the report, then adjust the formula and chart data. The following figure is the Excel fusion analysis report we sorted out:
See here, do you learn? Go ahead and try it. Enter Smartbi new VERSION V10.5 online, add many new features, not to be missed!