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 