📊 How to Build Excel Interactive Dashboards

May 14, 2023

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
– Sample spreadsheet to follow along:
– Introduction to Pivot Tables video:
– Advanced Pivot Tables video:

⌚ 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

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| Tags: basics, console, dash board, dashboard, dashboards, Data, Design, dynamic, dynamic dashboard, easy, excel, EXCEL dashboard, excel dashboard for beginners, excel interactive dashboard, filter, how to, interactive, interactive dashboard, interactive dashboard excel, kevin stratvert, kpi, kpis, labels, Learn, microsoft, ms, MS Excel, pivot, pivot chart, pivot table, pivottable, refresh, Report, simple, slicer, slicers, spreadsheet, table, tables, template, templates, timeline, timelines, training, tutorial, worksheet

42 thoughts on “📊 How to Build Excel Interactive Dashboards”

Hello Kelvin. You are a magician. Thank you for this wonderful presentation. Your work is clean and simple and I am going to make this video my go-to video every time I have to work on tables and charts. Thank you big time.

Woww….you made it so easy to understand….thanks its really gonna help to create dashboard quickly

Simply amazing and you made it look real easy!! Thanks for your edforts

Thank you, extremely useful, got a job interview coming up and this skill is core

I have been looking for this for ages, thank you Kevin

Great and easy explained. Thank you

nice.. never knew that pivot table can be used this way too

Great content and easily expressed the power of MS Excel

This was excellent

Amazing amazing amazing…. It was very interactive and easy to understand. Thanks ❤

This was super cool and easy for me to understand. Thank you.

It was great session.

Excellent guidance

Informative ❤

I was watching one of your old videos. Very monotone. Pretty charring coming from that video to this video. Looks like you had voice coaching. It’s clearly a better speaking improvement especially for speech recognition. I need to emulate this next time I have a speech.

Loved this session. Thanks Master K.

Hi Kevin, your explanation is always great 🙂 I've learned a lot!
I tried to do the same as you, but I have 3 data sheets and my slicers can't find the other PivotTable connections 🙁

thanks kevin for this great video…my boss was impressed but i need more…he wants me to show in weekly basis too…can you please teach how to display in timeline slicer in weekly basis? thanks

Can anyone share the data ASAP, I am not able to open the link.

I learned so much by watching your video, it is so easy to follow and it has helped me greatly, thank you so much!

Wow!
This is so helpful and easy to understand
Thank you
God bless you.

Thank you so much Kevin! I love it.

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.

LEGEND FR!

Thanks a million, very good job.

Hey Kevin! I'm new to pivot tables. When I click profit it gives values of the items like 40, 42 , 20 etc not the total profit by the countries… What should be done?

Construction of pivot table using the data was difficult
The sum was giving zeros

Is it the format of the data?

Extremely simple and easy to follow presentation. Very useful

Really, it's nice tutorial God save you <3

Great video. Thank you for the easy pace. Learned alot. Also subd

This is just absolutely fantastic

Hi Kevin, great video, i just wanted to know how you made the top banner of your dashboard and made it so that it changes color when you change the theme?