How to Build Interactive Excel Dashboards: The Ultimate Guide

📊Excel dashboards are visual displays of important information consolidated on a single screen for easy monitoring.

🏆By making dashboards interactive, Excel allows users to explore data and make informed decisions.

💡The webinar covers the mechanics of building a dashboard using Excel's built-in tools, with no add-ins or programming required.

🗓️The data used for the dashboard is in a tabular format, ideally organized in separate sheets for data analysis and the dashboard itself.

📈Excel features like tables, pivot tables, and pivot charts are utilized to create interactive and dynamic dashboards.

Can I follow along step-by-step during the webinar?

—The webinar is fast-paced, but a video replay and files will be provided for you to follow along at your own pace.

Will I learn both dashboard building and dashboard design?

—The focus of the webinar is on the mechanics of building a dashboard using Excel's built-in tools. Dashboard design principles are not covered in depth.

What data and workbook structure should I use?

—Using Excel tables and proper workbook layout, such as separate sheets for data analysis and the dashboard, ensures a fast and smart build.

Which versions of Excel are compatible?

—The techniques taught in the webinar work in all versions of Excel from 2007 onwards, with some features specific to newer versions.

Do I need programming skills to create interactive dashboards?

—No programming skills are required as the webinar focuses on utilizing Excel's built-in tools and functions.

00:14Introduction to the webinar

00:36Definition of a dashboard and its purpose

01:23Introduction to the instructor's background and experience with Excel

01:42Overview of what to expect from the webinar

05:39Demonstration of how to format and structure data in Excel

07:40Building a line chart for sales by chain

09:58Creating a pivot table and bar chart for sales by category

11:31Creating a pivot table and pie chart for sales by manager

13:59Creating sparkline pivot tables on a separate sheet