Appending queries in Excel - Dashboard Guide

Dashboard Mode - Appending queries

Goal

Combine sales data from two different months into one list to see total sales together.

Sample Data

Month	Product	Sales
January	Apples	100
January	Bananas	150
January	Cherries	200
February	Apples	120
February	Bananas	180
February	Cherries	210

Dashboard Components

• Combined Sales Table: Shows all sales from January and February in one list.
  Formula: =VSTACK(A2:C4, A7:C9)
  Explanation: This formula stacks the two tables vertically, appending February data below January data.
• Total Sales: Shows total sales for both months combined.
  Formula: =SUM(VSTACK(C2:C4, C7:C9))
  Explanation: Adds all sales numbers from both months together.
• Unique Products List: Lists all products sold in both months without repeats.
  Formula: =UNIQUE(VSTACK(B2:B4, B7:B9))
  Explanation: Combines product names from both months and removes duplicates.

Dashboard Layout

+----------------------+------------------+
| Combined Sales Table  |  Total Sales     |
| (Appended Data)      |  (Sum of Sales)  |
+----------------------+------------------+
| Unique Products List                      |
+-----------------------------------------+

Interactivity

If you add a filter to select a specific product, the Combined Sales Table and Total Sales will update to show only data for that product. The Unique Products List remains the same because it shows all products.

Self Check

If you filter the dashboard to show only "Bananas", which components update and what changes do you see?

• The Combined Sales Table will show only rows with Bananas from both months.
• The Total Sales will show the sum of sales for Bananas only.
• The Unique Products List will stay the same, showing all products.

Key Result

A dashboard that appends January and February sales data into one combined list with total sales and unique products.