📊 How to Build Excel Interactive Dashboards

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.

📚 RESOURCES

⌚ TIMESTAMPS
00:00 Introduction
00:52 Background on dashboard
01:25 Overview of data
02:15 Create table
02:55 Insert pivot tables
04:10 Pivot table 1
08:43 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

📺 RELATED VIDEOS

📩 NEWSLETTER

🔽 CONNECT WITH ME

🎁 TOOLS AND DISCOUNTS

🎒 MY COURSES

🙏 REQUEST VIDEOS

🔔 SUBSCRIBE ON YOUTUBE

🙌 SUPPORT THE CHANNEL
- Hit the THANKS button in any video!

⚖ DISCLOSURE
Some links are affiliate links. Purchasing through these links gives me a small commission to support videos on this channel. The price to you is the same.

#stratvert

[kuuuyajim]

Before sharing the file with team members, I recommend locking all items on the dashboard - only slicers should be interactive. I once created a dashboard and people messed it up. A tutorial on the recommended settings for "Format Cells>Protection", "Review tab>Protect", and object "Size and Properties" would be nice. These are under the hood settings but are important things to learn. Thank you!

[bhartityagi]

Always keep in mind that ppl who see his tutorials might be new or their first time. Every movement of curser showing how every options work. So much detail. U r always a saviour. And do ur company really sell in India . I want to place order if it is yes. Thank u once again. Our great professor Kevin .

[cherrybaby]

Thank you Kevin. This is so far the best 19 minutes and 20 seconds of my time! Thank you for helping me learn much in such short time!

[tanglengsreng]

I’m literally grateful for this video. My final project requires me to apply what we learned in excel class on that project. This is super helpful.

[simcoe_seadoo]

Your ability to convey a concept and transfer the skill set is outstanding!

[vals.]

It's difficult to believe I managed to do this. You basically saved my presentation. Thank you very much. I have learned so much watching your tutorials. You should have way more subscribers.

[mautasim]

This is by FAR the best comprehensive straightforward video about pivot tables and dashboards. Spending the 19 minutes allowed me to understand everything, which was not possible during my 4-hour class !! Now I feel I should pay you for this haha

[ArchieDuke.]

Of all the multiple channels I subscribe to on YouTube - this has become my favorite channel. My skill levels just improve literally by the day. Many thanks Kevin, and I hope the cookie company business makes you filthy rich.

[davidjsaul]

Great timing, I've been given a project to manage at work and want to build a dashboard to track progress. My excel skills are decent but this kind of stuff is way out my level so really happy you've done this!

[ahavadas]

Your steps are as interactive as the dashboard created. Thanks Kevin for creating videos which makes learning supposed complicated parts of Excel super easy.

[cjherrera]

This video is perfect. I got everything I needed to get started right away. No fluff, no filler. I have upped my excel game thanks to your videos.

[abdikhaliqmohamoud]

Great Teacher, Kevin, EVERYTHING IS SIMPLIFIED.

[petervanwyk]

You have a real talent for communicating loads of information, but making it simple for people to grasp quickly. Not to mention your effortless flow of your videos. Thanks for this video!

[PorshaLaVieBelle]

Kevin, I want you to know that I am so eternally grateful for you! Thank you for all that you do and for sharing your knowledge, you are appreciated.

[irinamicov]

Amazing video! I found it in an Excel playlist from another Youtuber/Data analyst and decided to check it out since I have been wondering how dashboarding works in this tool. I was able to easily follow along and replicate everything from scratch. Thank you for this quick and easy lesson on Excel.

[doctored]

Wonderful lesson! You make it seem so easy to do! Thanks for the easy to follow step-by-step instructions.

[mikeywhitby]

Great work - really makes things much easier to understand and so much easier than trying to read a book. Thanks Kevin

[gizellawaram]

one of the most informative excel tutorials I've watched so far! Simple and straight to the point. Learnt so much, thank you

[Shady_Emnm]

I just found your channel and I just want to say awesome job. You explain and show everything in a very clear way and have helped me improve my excel skills. You don't rush or just flash up a formula. This is great I can't wait to see what I can accomplish with your guides!

[PaulOlaleru]

This tutorial has further exposed me to the power of Excel. Your training is simple to grasp and easy to follow. Thank you!!!