Creating metrics from Excel spreadsheets (video)

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:

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