How to Create an Interactive Excel Dashboard in 4 Simple Steps

TLDRLearn how to create a dynamic Excel dashboard in just four steps: set up the dashboard structure, analyze the data using pivot tables, create key KPIs visuals and tables, and make everything dynamic using slicers.

Key insights

📊Creating an interactive Excel dashboard can be done in just four simple steps.

🔍The first step is to set up the dashboard structure, including headers and visuals.

📈The second step is to analyze the data using pivot tables to gain insights and create KPIs.

🖼️The third step is to create key visuals and tables to display the KPIs in a visually appealing way.

🔄The final step is to make the dashboard dynamic using slicers, allowing users to filter and explore the data.

Q&A

How long does it take to create an interactive Excel dashboard?

It can be done in just four simple steps, taking approximately a few hours, depending on the complexity of the data and visuals.

Do I need advanced Excel skills to create an interactive dashboard?

Basic knowledge of Excel and pivot tables is required, but advanced skills are not necessary. The tutorial provides step-by-step guidance.

Can I customize the design and layout of the dashboard?

Yes, you have full control over the design and layout of the dashboard. You can customize colors, fonts, visuals, and tables to fit your preferences.

Can I update the dashboard with new data?

Yes, the dashboard is designed to be dynamic. By refreshing the pivot tables and updating the data source, the dashboard will reflect any changes in the data.

Are there any additional resources for further learning?

Yes, there are additional Excel courses available that cover advanced topics such as formatting, building financial models, and creating visual dashboards.

Timestamped Summary

00:00This video demonstrates how to create an interactive Excel dashboard in just four simple steps.

00:08Step one is to set up the dashboard structure by adding headers and visuals.

00:40Step two involves analyzing the data using pivot tables to gain insights and create key performance indicators (KPIs).

01:57In step three, you will create key visuals and tables to display the KPIs in a visually appealing way.

06:31The final step is to make the dashboard dynamic by adding slicers, allowing users to filter and explore the data.