Follow along with our co-founder Allan Wille as he describes how to transform your Excel spreadsheet financial data into metrics.
Learn how to:
- Upload an Excel spreadsheet
- Prepare and simplify the spreadsheet in the modeller
- Unpivot columns to turn your pivot table into a list table. (Metrics refer to single columns of data and, as such, require data to be in a list table format.)
- Give column headers meaningful names
- Modify data formats per column, for example, set date, text, and currency formats
- Enter a formula (using SELECT and OR statements) to pinpoint the data you want to track and display in your metrics
- Create a Revenue metric, segmented by revenue type
- Explore the Revenue metric, using different visualization types
Watch the video demo: