Create a Basic Dashboard

Laurel is working in a workbook and sees =DeptExpenses.xlsx!DeptExpenses[[#Totals],[Expenses]] in the reference field of her second worksheet. Why is this showing?

A link was created to a cell in an Excel table in another workbook

Miguel wants to modify his PivotTable to include currency. Which action allows him to do this in the PivotTable?

Change the format applied to the data field.

Jack creates a shape in one worksheet and is trying to link a value from a table in another sheet. He selects that value and then presses Enter, but he gets an error. Why is this?

Excel will not allow you to link an Excel table cell to a shape, only to individual cells or a named range

You are giving a dashboard presentation online and do not want the ribbon to be visible. Where would you go in Excel to hide this element?

Go to the Ribbon Display Options button

Giesha has a dashboard with more rows of information than will appear on screen at one time. She wants to collapse and expand a group of rows by clicking a button at the left edge of the worksheet. After she selects the rows, what is the first action she should take?

Group the selected rows

Curtis adds new data to his data source. When he looks at worksheet2, the PivotTable is not updated. Which step should he take to see the updated PivotTable?

He needs to select Refresh in the Analyze contextual tab

Drew wants to take a course to learn how to create a dashboard in Excel. What is the least likely skill she needs to know before doing so?

How to connect to a data source outside the dashboard workbook

Lee-Jin created a conditional format based on a formula. What is the advantage of using a formula-based conditional format?

Lee-Jin can update the rule by changing values in cells the formula references.

Which of the following pieces of information is NOT contained within a reference to a cell in another workbook?

Named range

Which type of conditional format rule uses a static value to decide whether or not to apply the format?

Number

Which visual summary tool would you most likely use when you want to work flexibly with a large data set?

PivotChart

Rozanne used a filter with a second criteria. Now she is changing her mind, and wants to undo the filters in reverse order. Which option is the best approach Rozanne should use to do this?

Press CTRL + Z

You want to create a PivotTable of your own. What is the next step after selecting any cell inside the table you are using?

Select PivotTable on the Insert tab

Izzabella is constrained in the amount of space she has in her dashboard worksheet, but needs to show visual summaries of data. How can she accomplish this effectively?

She can use a sparkline

Melinda is creating a visual summary of her organization's performance. She goes to the Insert tab, and then clicks on the Shapes button to select one that she wants to use in her design. Why is she most likely doing this?

She is planning a dashboard

Indra is creating a link to a PivotTable cell. She selects a cell in worksheet1, what is the next action she should take to initiate the formula as she choose which value in the PivotTable to use?

She needs to type an "=" sign in the worksheet1 cell

You have created a rule-based filter and defined a comparison rule of " >= 50,000 ". Why won't this filter work?

The value should not include commas

You can use a _____ filter to display just the highest or lowest values in a data set.

Top 10

You can include summary formulas as part of an Excel table by displaying the ___

Total row

You are creating a table of data with 30 rows, but you do not have a header. Which step should you take to include a header?

Uncheck the box for headers in the Format As Table dialog box

You need to cleanup a PivotChart that includes a couple of indicators you do not want. How would you remove both?

Use the Hide All Field Buttons on the Chart feature

Which Excel area in a PivotTable provides the details for the data that makes up the PivotTable?

Values area

You are setting the rules for the use of an icon. What should you remember to do first?

When defining an icon set conditional format, always change the Type first because it changes the value back to zero

Paola would like to show a visual presentation of how a particular entity performed as compared to a target. Her space is limited. Which type of sparkline is best for her to use?

a Win/Loss sparkline