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Dropdown List | Developing an Interactive Report
Excel for Finance
course content

Course Content

Excel for Finance

Excel for Finance

1. Introduction to Power Query
2. Advanced Data Manipulation with Power Query
3. Power Pivot Handling
4. Dashboard Automation
5. Developing an Interactive Report

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Congratulations on reaching the final section! 🎉 Here, we'll build an interactive report that will automatically calculate various metrics for each bakery individually. As we develop, we'll use AI to speed up and simplify our work. In the video, I'm using Copilot because it's designed for Microsoft 365 Office, but using the paid version of ChatGPT also provides accurate answers. We'll also create a similar dashboard using Power BI—all in just one video! 😊

In this chapter, we will add dates from the table so that they update and extend automatically. Additionally, we will create a dropdown list with extended bakery names and IDs, along with the corresponding managers displayed in a separate cell.

Here's a detailed guide if you need step-by-step instructions with a video.

In this chapter, we use the following functions (each name is clickable and links to the respective chapter with explanations of how the function works):

1. Why is it important to extract unique dates from the table rather than manually entering them?
2. How do you insert a formula in Excel to generate unique values from a column?
Why is it important to extract unique dates from the table rather than manually entering them?

Why is it important to extract unique dates from the table rather than manually entering them?

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How do you insert a formula in Excel to generate unique values from a column?

How do you insert a formula in Excel to generate unique values from a column?

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Section 5. Chapter 1
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