Saving and file formats (xlsx, csv) in Excel - Dashboard Guide

Dashboard Mode - Saving and file formats (xlsx, csv)

Goal

Understand how to save Excel files in different formats and when to use XLSX or CSV.

Sample Data

Product	Region	Sales
Apples	North	100
Bananas	South	150
Cherries	East	200
Dates	West	175
Elderberries	North	125

Dashboard Components

• KPI Card: Total Sales
  Formula: =SUM(C2:C6)
  Result: 750
• Table: Sales by Region
  Formula:
  =SUMIF(B2:B6, "North", C2:C6) for North (225)
  =SUMIF(B2:B6, "South", C2:C6) for South (150)
  =SUMIF(B2:B6, "East", C2:C6) for East (200)
  =SUMIF(B2:B6, "West", C2:C6) for West (175)
• Info Box: File Formats Explanation
  Text: "XLSX saves all Excel features like formulas and formatting. CSV saves only raw data without formulas or formatting."

Dashboard Layout

+----------------------+----------------------+
|      Total Sales      |  File Formats Info   |
|        (KPI)          |  XLSX vs CSV         |
+----------------------+----------------------+
|       Sales by Region Table               |
|                                          |
+------------------------------------------+

Interactivity

Adding a filter by Region updates the Sales by Region table and the Total Sales KPI to show only selected regions. The File Formats Info box remains static as it explains concepts.

Self Check

If you add a filter for Region = North, which components update?

• Total Sales KPI updates to show 225.
• Sales by Region table updates to show only North region sales.
• File Formats Info box does not change.

Key Result

Dashboard showing total sales, sales by region, and explanation of XLSX vs CSV file formats.