Create interactive excel dashboard in 5 simple steps
In this video we will set up an amazing dashboard in microsoft excel from scratch. We will learn lots of concepts in this video. Some key concepts we will learn are:
- Pivot tables / slicers
- Data Analysis
- Custom formatting
- Working with shapes.
- Design and colors.
Timestamps:
00:00 - Intro
02:00 - Wireframing the dashboard
04:15 - Determine data points required
06:17 - Setting up workings and pivottables
22:00 - Building up the dashboard
31:30 - Final touches and formatting
Instagram: / skillnator0
Full youtube excel playlist: • Microsoft Excel
Link to the file: drive.google.com/drive/folder...
#exceltipsandtricks #exceldashboard #pivottables #excelcharts #excelmacros
Пікірлер: 251
Excellent presentation
Beautiful! So glad you put so much thought into the explanation and the timing of this video. I enjoyed the zooming in too. Thanks so much for sharing!
you are most amazing and brilliant teacher I have ever seen.You give the explanation so clearly.I understand all of steps.Thank you so much.I am really grateful.
Absolutely mind blowing! Thank you for such an informative video. Looking forward to building my own Dashboard now 🙂
Have just created my first ever dashboard after watching your video - absolutely brilliant, thank you so much!! My boss was impressed too 🙂
Excellent expression to create a dashboard with data.
Fantastic example!! Very interesting and informative. Easy to follow ❤ I can’t wait to build my own dashboard using these techniques!! 🎉
You are a life saver, amazing and so simple to follow
Thank you very much. I do wish you have good healthy and wealthy forever!!!
This was a PHENOMENAL VIDEO!!! Thank you so much. Will absolutely be using this at my new job!! 💖
Best dashboard video tutorial. Thanks so much.
Greetings from Turkey, I follow even though I am not fluent in English. I commend you too, Fantastic example!! Very interesting and informative. Easy to follow ❤ I can’t wait to build my own dashboard using these techniques!! 🎉
Thank you very much. I am starting a career in Data Analysis and I have been getting my excel skills up to speed. This is very informative. Blessings
You teach well. All the relevant aspects are included in your video. Brilliant!!!
This is bloody brilliant! Thanks SO MUCH!
I was looking for totally different video about formating. I am so very tired of this enormously heavy buttons/shapes setups with VBA, while looking for something simple and elegant. Thank you so much. Greetings from Germany.
Your approach is systematic and very neat!
So clean, easy to follow through. Just earned yourself a subscriber mate.
@skillnator
Жыл бұрын
Thanks for the sub!
This is the best excel training i had ever had in years. It was so easy to follow and direct. However, in a case where you have large filter list, how then do you work that out. Also, i observed this could only be done when you have enough data. However, this is a great lesson. Thank you @skillnator.
Great video with excellent examples and techniques
Amazing video. Thank you for putting in the time for others.
simply to understand and easy to follow, thank you very much
wooo thanks very much specials thank for sample file I can follow your video step by step
Thank you so much! Clear explanation and steps.
Loved the video and deep discussion about each step and concept. Thank you so much for sharing!!
@skillnator
Жыл бұрын
Thank you!
Thanks for Creating us outstanding exposure to dashboard
Absolutely amazing.
Love it!!! Thank you for sharing. You are amazing 🎉
Very informative and useful video i have ever seen so far on excel dashboard
if only i could like this video a million time! Appreciate the effort to guide us through, it is fantastic and absolutely helpful.
Gracias por compartir tus conocimientos
Amazing content, learnt a lot. Thanks
You have created an excellent dashboard, thanks a lot for this informative video.
@skillnator
Жыл бұрын
Thank you!! Glad you liked it!!
Awesome!! We have some reports that are currently displayed in raw pivot tables, which i aesthetically dislike. Though with your tutorial i think i'll be able to display the data in a flexible but waay better looking way! Thanks alot!😊
Absolutely brilliant
Very Cool teacher!!!!! from Thailand.
You are a lifesafer. Thank you
Learnt a lot from this. Thank you.
Lifesaver!! Thank you!
It is very useful lesson. Thanks
I have been watching your video and it is excellent. Thank you so much for sharing this knowledge. I appreciate it.
This is so useful, thank you for sharing
Very Nice.... interestingly and informative video
I watched some others too, but this one is excellent!
Thank you so much. This is mind blowing video
Thanks for this video .. very useful and we can practice now,
TLDR: The key idea of the video is to demonstrate how to create an interactive Excel dashboard using pivot tables, custom formatting, dynamic charts, filter buttons, and slicers. 1. 00:00 📊 Create an interactive Excel dashboard with a logo, six boxes, and a separator line using pivot tables, custom formatting, and dynamic charts. 1.1 Learn how to create an interactive and visually appealing Excel dashboard in five steps, including working with pivot tables, custom formatting, and dynamic charts. 1.2 Create a logo in the top left corner, six boxes, and a separator line in an Excel dashboard. 2. 03:13 📊 Set up tables, charts, and filter buttons for an interactive Excel dashboard displaying sales, profit, and growth data, with the ability to filter by category, segment, or ship mode. 2.1 Set up four tables, a separator line, two charts, and filter buttons for an interactive Excel dashboard, with data points including sales numbers for the latest and last year, growth, profit numbers for the latest and previous year, and profit growth, all connected to buttons. 2.2 Enable user to filter boxes by category or segment, with four tables showing sales data for top subcategories and states, and two charts displaying sales and price by quarter and top states, all filterable by category, segment, or ship mode. 2.3 Rename wireframe sheet as dashboard wireframe, make a copy called dashboard final, rename sheet1 as source data, set up a pivot table showing sales and profit data for the top 6 boxes for the latest two years, and format sales and profit values as numbers. 3. 08:12 📊 Create interactive Excel dashboard by setting up filter buttons with slicers for category and segment fields, creating pivot tables for sales by subcategory and cities, and linking them to slicers for filtering. 3.1 Set up filter buttons for the dashboard by creating slicers for the category and segment fields in the pivot table. 3.2 Create a pivot table that shows sales by subcategory for 2017 and 2016, filtered by category, and another table filtered by segment, as well as sales by cities, with the top 10 values displayed in descending order of sales. 3.3 To create an interactive Excel dashboard, add a filter or slicer for each pivot table and use the filter connections option to determine which slicer is impacting each table. 3.4 Set up a second table showing sales by cities for the top 10 cities, either by creating a new pivot table and linking it to the slicer or by copying an existing pivot table and linking it to the slicer. 4. 14:15 📊 Replace City field, filter top 10, sort sales descending, and copy tables. Disconnect/connect pivot tables to slicers. Set up table for sales and price trends by quarter for last 4 years. 4.1 Replace the field with City, apply a value filter of top 10, sort in descending order of sales, and copy identical tables to save time. 4.2 The speaker explains how to disconnect and connect pivot tables to different slicers in order to impact specific tables, and mentions the need to set up a table for the trend of sales and price by quarter for the last four years. 5. 17:13 📊 Create an interactive Excel dashboard by selecting and organizing source data, adding sales and quantity values, calculating price, choosing between pivot or bar charts, linking data outside of pivot tables, setting up filter buttons, and connecting slicers to pivot tables. 5.1 The speaker explains how to select and organize source data in Excel to create an interactive dashboard. 5.2 Add sales and quantity to the values for the chart, calculate the price based on sales and quantity, change the table layout to tabular format, choose between a pivot chart or a general bar chart, and link the data outside of the pivot table using formulas. 5.3 Add a price column by calculating sales divided by quantity, format the numbers as currency, set up a column chart with a second series for pricing, change the series type to line, and plot the pricing series on a secondary axis. 5.4 Create a copy of the last pivot table to display the states with the highest and lowest sales, set up filter buttons (slicers) for ship mode, category, and segment, and connect the slicers to the appropriate pivot tables. 6. 22:54 📊 Insert a logo and customize colors for an interactive Excel dashboard, then format shapes, align elements, and add transparent text boxes for headings. 6.1 To create an interactive Excel dashboard, insert a logo, set up color customization, and all elements in the workbook will adopt the same color. 6.2 Basic formatting is done to create a shape, remove outline and add shadow, align multiple shapes in the middle, and add a text box with transparent background for the heading of each card. 7. 25:53 📊 Create an interactive Excel dashboard by using self-referencing formulas, formatting techniques, and linking table ranges to pivot tables, and format positive numbers as green and negative numbers as red using custom formatting with color codes. 7.1 To create an interactive Excel dashboard, the speaker demonstrates how to use self-referencing formulas, formatting techniques, and linking table ranges to pivot tables on the working sheet. 7.2 Calculate and format positive numbers to appear green and negative numbers to appear red in an Excel dashboard by using custom formatting with color codes. 8. 29:55 📊 Set up tables and charts, format slicers and charts, fix errors and remove grand totals, add option button for sorting, and dynamically change chart title based on user selection. 8.1 Set up tables and charts, cut and paste them onto the dashboard sheet, format the slicers to look like buttons, increase the number of columns, remove slicer borders, and uncheck the display header for all slicers. 8.2 Format the charts by increasing the gap width of the bars, adding shadow, converting the axis to thousand units, adding data labels to the pricing line, making all fonts black, and removing borders; insert triangles for positive and negative numbers using the Arial font and custom formatting, and copy and paste the formatting on other columns. 8.3 To fix errors and remove grand totals, apply an if-then-else logic to the relevant cells and pivot tables in Excel. 8.4 Add an option button to allow users to select either the top or bottom 10 states by sales, and use a combination of switch and sort formulas to sort the values in ascending or descending order based on the user's selection. 8.5 The chart title can be dynamically changed to show either the highest or lowest option selected by utilizing a switch formula and concatenating the result to create the title.
@JohnYoga
3 ай бұрын
Thank you for taking the time to write this. Very Helpful.
Awesome video and I learned a lot of Excel tricks 🙌🏼
Wow. Thanks for sharing bro. Very informative.
Thank you so much, Very helpful.
Awesome explanation!
Thanks for the video. It was really helpful.
terrific job, thank you.
Awesome job
Perfect! Well done.
awesome tutorial
Excellent teacher
This is awesome !! Thank you for sharing!
@skillnator
Жыл бұрын
Thanks for watching!
Excellent Job!
Nicely done.
Great work
Thanks a lot for a great video.
amaaaaaaaaaazing ! very easy to follow and detailed enough to get lost while following along. i wish to see a video on creating a dashboard of multiple data sets (to connect multiple tables).
Great Job, great job and, again, great job! 🙏
so talented. respect
Additional tip: change the property of the size/position of the slicers to diabling from moving or resize to prevent the user from accidentally messing them up Update: I tried to create the switch button option but my version of Excel is 2010, so it has no "SWITCH" function nor "SORT" function to use. Instead I use macros. Works fine.
thank you very much for the information 👍
That really work POGchamp
Thanks a lot for this video. Great inspiration.
@skillnator
Жыл бұрын
Glad you enjoyed it!
great work!
deserve subscribe bro ! your dashboard video course was absolutley great easy to follow ! thanks
@skillnator
Жыл бұрын
Thank you so much!!
Thank u so much for your effort.
Fantastic
Thank you for smart work
thanks for the useful knowledge. May God give you health and blessings
@skillnator
Жыл бұрын
Thank you so much!!
Very interesting.I like very much, thank you, I will tray to make a dashboard.
Fantastic!
Awesome video - just earned yourself a subscriber.
This is so awesome
You're awesome bro❤
Great
very nice !!!! thank you
Very good!
Could you please a video explaining the last part of adding button to dashboard and linking them in a little more detail. It would be really useful.
thank you so much for this very helpful video ♥
@skillnator
Жыл бұрын
Glad it was helpful!
You just got a new subscruber. Your tutorials ate the best
Excellent job
@skillnator
Жыл бұрын
Thank you! Cheers!
Great! 🎉
Thank you very much!! ❤
@skillnator
Жыл бұрын
You are Welcome!!
amazing!
THANK YOU!!!!
Super!!🤩
THANKS FOR SHARING
thanks a lot sir
A great dashboard creatıon vıdeo. Congratulatıons. 🙂
@skillnator
Жыл бұрын
Thank you! Cheers!
Too Good! Very easy to understand and follow! Thank you. I was wondering if something similar can be created for Google Sheets? I will really appreciate your help on this. Thanks
Shared...
Good
Thank You
Thank you 🙏
@skillnator
Жыл бұрын
Welcome!!