In this step-by-step tutorial, learn how to create dynamic and interactive Excel dashboards. With a dashboard, you can showcase the most important information and key performance indicators (KPIs) that your organization cares about. All you need is Microsoft Excel — there’s no need for any VBA or add-ons. When you receive new data, you can easily update your dashboard to reflect the latest. You can adjust the look and feel using various themes and you can even customize the dashboard to match your organization’s color scheme. Once you finish, you can share out your dashboard easily for others to consume. If you’d like to follow along, you’ll find the sample sheet that I used below.
- Additional resources
- Sample spreadsheet to follow along: https://1drv.ms/x/s!AmxrofZZlZ-whMgx8…
- Introduction to Pivot Tables video: https://youtu.be/m0wI61ahfLc
- Advanced Pivot Tables video: https://youtu.be/3g1CSG5zvQ0
- Timestamps
- 0:00 Introduction
- 0:52 Background on dashboard
- 1:25 Overview of data
- 2:15 Create table
- 2:55 Insert pivot tables
- 4:10 Pivot table 1
- 8:43 Pivot table 2
- 10:00 Pivot table 3
- 11:57 Align objects
- 12:31 Set chart height and width
- 12:50 Add timeline & slicers
- 14:42 Connect slicers to all pivot charts
- 15:47 Using slicers to filter
- 16:02 Add new data & refresh dashboard
- 17:13 Adjust view to look less like Excel
- 17:58 Customize theme
- 18:28 Share dashboard
- 18:54 Wrap up
Kevin Stratvert 
Hey Kevin, I watch a lot of your videos and they are GREAT! You are funny and yet move your videos along to get to the point quickly! Thank you! I was wondering if you could help me out… We teach a leadership program made up of 14 sessions. The sessions are derived from 6 main topics and then a few dozen subtopics (we even have some sub-sub topics), but each session discusses either a different main topic, or a different aspect of the topic/subtopic. I would like to make an interactive index so that my trainers and participants could click on a topic and/or subtopic and it would show them which session that topic/subtopic is discussed. Could you do a video on creating an interactive dashboard or pivot table or??? that pulls back multiple matches for the topics chosen… or point me to an existing video that already discusses this? I’m not sure if I don’t have the data in the right layout or not building the dashboard correctly, but I can’t get this to work! Thanks for your help!
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