📊 How to Build Excel Interactive Dashboards

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  • čas přidán 29. 06. 2024
  • 🔥 Learn Excel in just 2 hours: kevinstratvert.thinkific.com
    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: 1drv.ms/x/s!AmxrofZZlZ-whMgx8...
    - Introduction to Pivot Tables video: • Pivot Table Excel Tuto...
    - Advanced Pivot Tables video: • 🧙‍♂️ Pivot Table Excel...
    ⌚ 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
    - Playlist with all my videos on Excel: • ❎ How to use Excel
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  • Věda a technologie

Komentáře • 1,4K

  • @KevinStratvert
    @KevinStratvert  Před 2 lety +81

    🥷 Go from Excel novice to data analysis ninja in just 2 hours with my Excel for Beginners course: kevinstratvert.thinkific.com
    ⏭ Watch more free Excel tutorial videos: czcams.com/play/PLlKpQrBME6xLYoubjOqowzcCCd0ivQVLY.html
    📊 In-depth Pivot Table tutorial: czcams.com/video/PdJzy956wo4/video.html

    • @banda249
      @banda249 Před 2 lety +2

      Sir plz put excel sheet to download

    • @KevinStratvert
      @KevinStratvert  Před 2 lety +2

      @@banda249 you’ll find it in the description of the video 👍

    • @journeypass5212
      @journeypass5212 Před 2 lety +1

      @@KevinStratvert I am not finding the Excel sheet, it says someone has Deleted it....

    • @rudiansyahsyah9738
      @rudiansyahsyah9738 Před rokem

      classroom speak basic simbol in commonecation sortware year 2022 / 2023 sys data com master personal quality utility 🏛🌍🌎🌏

    • @anhquanle2261
      @anhquanle2261 Před rokem +1

      @@LimpSociety It s right below the VDO description and downloadable

  • @kuuuyajim
    @kuuuyajim Před 3 lety +1026

    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!

    • @AbhishekSanyalTGV
      @AbhishekSanyalTGV Před 2 lety +6

      Thanks, sir!

    • @questionresearch8721
      @questionresearch8721 Před 2 lety +1

      Thank you

    • @adriaanvantonder3599
      @adriaanvantonder3599 Před rokem +8

      Have the same thing. Want to share it but want only the slicer to be selected. People in my organisation like to click arounf on things they should not and dont want them to change the formats and standards i set. Did you perhaps find a work around since the post?

    • @maestro4337
      @maestro4337 Před rokem

      had the same experience and completely agree

    • @playeroflife
      @playeroflife Před rokem

      Ty for that tip.

  • @tanglengsreng9530
    @tanglengsreng9530 Před 3 lety +19

    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.

  • @cherrybaby9061
    @cherrybaby9061 Před 2 lety +47

    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!

  • @ahavadas4672
    @ahavadas4672 Před rokem +17

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

  • @davidjsaul
    @davidjsaul Před 2 lety +36

    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!

  • @petervanwyk4707
    @petervanwyk4707 Před 2 lety +115

    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!

  • @PaulOlaleru
    @PaulOlaleru Před 2 lety +58

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

  • @vals.2721
    @vals.2721 Před rokem +30

    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.

    • @neilgoodman2885
      @neilgoodman2885 Před rokem +1

      I think people think it is too hard and cover their feelings of inadequacy with the word "boredom."
      Too bad, it is very entertaining. =NHG=

  • @abdikhaliqmohamoud3373
    @abdikhaliqmohamoud3373 Před 3 lety +35

    Great Teacher, Kevin, EVERYTHING IS SIMPLIFIED.

  • @simcoe_seadoo3707
    @simcoe_seadoo3707 Před 2 lety +9

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

  • @dabongmaktong9093
    @dabongmaktong9093 Před 13 dny +2

    Honestly this is one of the best excel training I have had in just a few minutes. God bless you sir.

  • @doctored50843
    @doctored50843 Před 3 lety +14

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

  • @ArchieDuke.
    @ArchieDuke. Před 3 lety +9

    Of all the multiple channels I subscribe to on CZcams - 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.

  • @gizellawaram1439
    @gizellawaram1439 Před 2 lety +4

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

  • @PorshaLaVieBelle
    @PorshaLaVieBelle Před rokem +3

    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.

  • @mikeywhitby65
    @mikeywhitby65 Před 2 lety +8

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

  • @bhartityagi8183
    @bhartityagi8183 Před 3 lety +11

    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 .

  • @cjherrera8826
    @cjherrera8826 Před rokem +4

    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.

    • @waynelast1685
      @waynelast1685 Před rokem

      what version excel are you using? I am using the latest 365 version and my appearances are not always the same.

  • @Shady_Emnm
    @Shady_Emnm Před 10 měsíci +2

    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!

  • @brianabadom
    @brianabadom Před 2 lety +4

    Kevin, thank you for the pace and tone you use in your posts. I can't wait to purchase your products.

  • @HellAtlantic
    @HellAtlantic Před 2 lety +7

    This was an amazing video and I basically learned Excel dashboards via pivot tables just by watching this cuz the information was taught perfectly.

  • @mautasim8798
    @mautasim8798 Před rokem +1

    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

  • @rickblunt1780
    @rickblunt1780 Před 2 lety +9

    Awesome presentation, well spoken, thoughtful and easy to understand. I have been using Excel and VBA for years, I knew that I needed to learn pivot tables/charts but I was always afraid to tackle it. This video is making me a lot less hesitant to try it - thank you

  • @kofiAnkraAsareAttrams
    @kofiAnkraAsareAttrams Před 2 lety +4

    I’ve been looking for a way to do this for awhile. Love the simplicity. Thanks man.

  • @suzysasse
    @suzysasse Před 2 lety +16

    Great content, easy pace, no distracting music…thank you!

  • @irinamicov
    @irinamicov Před 2 lety +3

    Amazing video! I found it in an Excel playlist from another CZcamsr/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.

  • @user-jv3hk3dn5z
    @user-jv3hk3dn5z Před 4 měsíci +4

    Kevin, I will agree with one comment here, this is one of the most simple, very easy, and well-explained videos. I could build my first dashboard, THANK YOU!!

  • @strategy_gal
    @strategy_gal Před 3 lety +3

    This is a really great tutorial, Kevin! It was very clear and simple. Keep it up!

  • @cbalian
    @cbalian Před 3 lety +7

    I am such an Excel geek at

    • @collinsk.langat6230
      @collinsk.langat6230 Před 2 lety

      please help with something. The profit calculations are wrong on my pivot table

  • @ktrice11
    @ktrice11 Před 2 lety +1

    Mannnnn, you knocked this one out of the park. I tried watching others and they were too informational and boring. I was very receptive to this video and the way you explained it. You did a great job and I subscribed. Thanks man!

  • @emmanuelmalumedzha5052
    @emmanuelmalumedzha5052 Před 2 lety +1

    Great content. I always pick up simplified methods to get things done quicker. Thank you Kevin.

  • @phucnguyenxuan5227
    @phucnguyenxuan5227 Před 2 lety +4

    Great video, i went through quite some of your videos, as the content was great!
    Thanks a lot for sharing your knowledge and put it into a great educational sequence
    Always something new to learn!

  • @edhorn5640
    @edhorn5640 Před 2 lety +5

    Great video. Your delivery is nice, smooth, and to the point. Thank you for not being one of those "teachers" that rambles on forever about absolutely nothing. One thing that would be amazing in your dashboards is a single command button that would clear all the slicers/timeline filters in the dashboard with a single click. Do you think that is possible?
    Also, I do agree with Jimcarl S. that certain elements of the dashboard should be locked.

  • @mustiaden6409
    @mustiaden6409 Před rokem +2

    I found this as extremely helpful!
    I have just assumed a position that involves data management and I already feel empowered to do smart job! Thanks!

  • @cece82gemini27
    @cece82gemini27 Před 11 měsíci

    Great video! Easy to follow, quick and to the point and I'd probably rewatch for additional knowledge purposes and note taking. Thank you! 😊

  • @debbietownsend1673
    @debbietownsend1673 Před 10 měsíci +7

    You are an excellent teacher, Kevin! You are organized, well-paced and you explain things very well.

  • @gracemark5995
    @gracemark5995 Před 3 lety +3

    these dashboards really helped me a lot , thanks for this awesome video kevin

  • @forumsempronium3084
    @forumsempronium3084 Před rokem +2

    Thanks Kevin! Simply great! I got everything I needed to know about making dashboard for analyzing in my case: all possibile public financing and grants programs for innovation projects in my region. Every detail of your presentation is just perfect (clarity & structuring of content, duration of presentation .......... everything!!!)

  • @jaleesatimberlake5845
    @jaleesatimberlake5845 Před rokem +1

    This video was awesome!! I have been struggling for weeks to figure out how to build a dashboard in Excel. With this video, I got it done in 30 minutes!

  • @DarkDudesAI
    @DarkDudesAI Před 3 lety +15

    Kevin is showing us lots of Excel and by the way you Excel in Excel! Can we all agree we don't think anything when we see a Kevin video pop up? We click on it. Wow, the cookie in the thumbnail just might have got me more reflex to click it! Awesome video

  • @swastikszn1781
    @swastikszn1781 Před 3 lety +13

    "Hi everyone Kevin here"
    Love the intro
    And also Good work Kevin!

  • @harunskywalker4942
    @harunskywalker4942 Před rokem +2

    You are a good teacher who explains difficult concepts easily. Thanks

  • @1AmazedAnne
    @1AmazedAnne Před 4 měsíci +1

    Thank you very much, Kevin for this video. I spent hours yesterday and last night watching videos on how to make interactive dashboards, but I got it when I watched and followed along practically. Much appreciation..💃💃

  • @pushkalvashist3637
    @pushkalvashist3637 Před 3 lety +61

    “Hi everyone Kevin here” ahhhhhh never gets old

  • @msgreen
    @msgreen Před 10 měsíci +3

    By far best demo I've seen for a beginner. Clear, concise and meaningful presentation. Good job Kevin!

  • @Videolover777
    @Videolover777 Před 2 lety +1

    Good job Kevin. You covered a lot of detail in an easy-to-follow video. Thanks!

  • @PuddingMaaan
    @PuddingMaaan Před rokem

    Amazing video. Straight to the point and very simple yet powerful explanation of how to use dashboards and pivot tables. Thank you

  • @CheezerSuper
    @CheezerSuper Před 3 lety +3

    This is brilliant!! Always learn something new :)

  • @bonnievillanueva2441
    @bonnievillanueva2441 Před 3 lety +4

    I always love the intro, hi everyone, Kevin here! ❤️

  • @dimaeljanoudi3178
    @dimaeljanoudi3178 Před rokem

    This was awesome. i followed along and I actually created a dashboard that I'm proud of! Thanks Kevin for the simple explanations

  • @missaltay718
    @missaltay718 Před rokem +2

    You Rock Star you!! This will be the first project I will be publishing. I have done several but this is the prettiest and the easiest project I've completed so far, and it looks like I may know what I'm doing, (I don't!). Thanks a million for this one Kevin🤓🍪

  • @rahulrustagi6119
    @rahulrustagi6119 Před 3 lety +7

    Best tutorial for dashboard. Wish i got my cookie also.

  • @stuartbrown3859
    @stuartbrown3859 Před 3 lety +3

    I learnt a ton with this one. Love the background music at the end

  • @AhmedGamal-mi1ns
    @AhmedGamal-mi1ns Před rokem

    Your voice is so clear. With a few simple steps and beginner tools, we managed to produce a good-looking dashboard. Thanks, Kevin

  • @minhcvu1293
    @minhcvu1293 Před 2 lety +2

    This is a really great training session. I've enjoyed it very much and have learned so much. Thank you!

  • @millionandbell7779
    @millionandbell7779 Před 2 lety +7

    Is Kevin Stratvert an AI that Microsoft is testing, because his videos are perfection

  • @guillaumecourtens9594
    @guillaumecourtens9594 Před 3 lety +7

    Hello, one issue I have is that sheets won’t look exactly the same on various screens. For example you craft a very nice cell, you set width manually to look good on your computer, but when it’s opened on another computer, the text does not fit the cell anymore.
    Any tips on how to keep things looking good ?

  • @d0zxe
    @d0zxe Před 9 měsíci

    wow this was so easy to understand, I like how you were straight to the point and didn't bore us with unnecessary details. Thank you!

  • @rachelbenton4609
    @rachelbenton4609 Před rokem

    This is so helpful. I didn't even know where to start, but now I feel like I can confidently create a dashboard.

  • @BunderChowed
    @BunderChowed Před 3 lety +4

    “Your thEOry of a DOonut shaped YOUknee-verse is inTREEging. I may have to steeeel it.”

  • @SavageGothamChess
    @SavageGothamChess Před 3 lety +4

    Hey Kevin I just wanted to know whether you are on any social media platform where you reply to direct messages?

  • @Tahuti418
    @Tahuti418 Před 6 měsíci

    Nice to get a video that gets right to the point!! No intro, no logo, and exactly what I was looking to get. Thanks.

  • @grilledcheesekid7370
    @grilledcheesekid7370 Před 2 lety

    I came for a refresher on dashboards and left with an answer to a frustrating sorting problem! Wow. Just awesome.

  • @efronnjobvu545
    @efronnjobvu545 Před 2 lety

    Simplified straight to the point. You are a life saver man

  • @conordunne4862
    @conordunne4862 Před 10 měsíci

    This video saved me in my MBA Business analytics course. One of the best videos I have ever seen on youtube and you are so good at teaching!

  • @RadarblokeAnna
    @RadarblokeAnna Před rokem

    Thanks Kevin! May you’ll be blessed more for sharing your knowledge.

  • @AldrieCutamora
    @AldrieCutamora Před rokem +1

    Very informative and precise explanation. Thank you so much!

  • @jesusbvasquezq6597
    @jesusbvasquezq6597 Před rokem

    Excellent tutorial, well passed and direct to the point, many thanks Kevin for sharing this!

  • @BenDieselBasicAutomotive

    I have watched this video a couple of times. Now, I was able to create my own dashboard and my Boss was very glad with my report. Thanks again, Idol.... I'm an avid fan!...

  • @dflick799
    @dflick799 Před rokem

    THANK YOU KEVIN! You make learning Excel so easy and for that I am very thankful. As I have tried to learn form other Excel teachers/demonstrators and only became more confused and very frustrated. I now only watch your tutorials video's.

  • @feridad1928
    @feridad1928 Před rokem

    You've helped millions with your videos. I hope one day a lot of the good you did comes your way. Thank you!

  • @venortancelot9227
    @venortancelot9227 Před rokem +1

    My God, the best lesson i have learnt . Simple - clear and quick

  • @Shan3rdI
    @Shan3rdI Před rokem

    I've really been enjoying and learning a lot from your videos. I love your presentation style and step by step instructions. Most grateful.

  • @mahamad4717
    @mahamad4717 Před rokem

    YOU ARE AMAZING!! i have 30 minutes left to submit my assignment and i know ill be able to do that thanks to you for showing it in such a simple way.

  • @leequist2908
    @leequist2908 Před 2 lety

    No way! Not me learning how to do this in 19 minutes. You must be protected at ALL COST. Thanks a million for this and the other tutorial videos.

  • @danieliskander9680
    @danieliskander9680 Před rokem +1

    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.

  • @ceciliachan2775
    @ceciliachan2775 Před 2 lety

    Kevin, your videos are really excellent!!! Easy to follow and very informative and inspiring!! Can you please also share when we should use Excel dashboard and when to use Power BI? Thank you!

  • @darkcharzard88
    @darkcharzard88 Před 2 lety +2

    Thank you for this! Everybody in the office now thinks I'm an Excel god and all I did is follow your tutorial. I did learn quite a bit about Excel. Connecting multiple sources to the slicers has literally saved me weeks of work.
    10/10 would and will recommend.

  • @nitinbisht1520
    @nitinbisht1520 Před rokem

    Thank you so much Kevin, so nicely explained each and every step. Much appreciated your efforts. I really learned a lot from this video 😊

  • @empoweredintroverts
    @empoweredintroverts Před rokem

    This video was just what I needed to help recreate a dashboard for my Business Analytics class! You gave me back my weekend :)

  • @tazmanboo
    @tazmanboo Před rokem +1

    I absolutely love your video. You are very clear and make learning easy! THANK YOU!!!

  • @ramaxow
    @ramaxow Před rokem

    Thanks Kev. You are an amazing tutor.
    I have made my Dashboard after watching the video just twice.

  • @stuartduncan2772
    @stuartduncan2772 Před 2 lety +1

    Good video. Just in time for me. I've been tasked with sorting out a team performance board that has been cobbled together by no techs and it is a shambles. This has really helped. Thank you.

  • @ros_na
    @ros_na Před rokem

    YOU ARE THE BEST KEVIN!!! SIMPLE, CLEAR AND HELPFUL .

  • @stattechcityanalysts
    @stattechcityanalysts Před 6 měsíci

    As always, kevin doesn't disappoint. Thank you very much

  • @user-uq3ug4zz2z
    @user-uq3ug4zz2z Před 2 měsíci

    Thank you Kevin! You made learning the dashboard creation so easy. I love how you made it look all so easy in this video.

  • @horebeliot7090
    @horebeliot7090 Před rokem

    Just what I've been looking for. Thanks so much for the straightforward tutorial :)

  • @arkzmacaspac7050
    @arkzmacaspac7050 Před rokem

    this is better and easy to follow than the one ive watched from another tutorial. I didnt know that you can sort data directly in Pivot. this will surely lessen my time. thank you.

  • @chilinwithdjmvubu6406
    @chilinwithdjmvubu6406 Před 5 měsíci

    Your training steps are so sample and easy to follow. Great Work - Thanks

  • @yvanyombeu2341
    @yvanyombeu2341 Před rokem

    It's awesome. Aftercall the stress i went through in learning how to create dashboards...I finally got the knowledge for free.

  • @lookingforwardto
    @lookingforwardto Před rokem

    Great excel teacher I have ever see in youtube. Nice presentation & material. Thanks

  • @paulogumisiriza6624
    @paulogumisiriza6624 Před rokem +1

    Kevin you're such a blessed teacher

  • @stephaniehill9097
    @stephaniehill9097 Před 9 měsíci

    Thank you SOOO much! You told me more in 19 minutes than a professor in an hour!!

  • @DewanaStrauder
    @DewanaStrauder Před rokem

    Wonderful tutorial!!!! This was just what I needed to dress up Excel from those boring tables!!! Two thumbs up!!!!

  • @santhoshkumar-ou1iq
    @santhoshkumar-ou1iq Před rokem +1

    your teaching is so good to understand thank you brother

  • @Vickialogy
    @Vickialogy Před rokem

    Well explained, Well presented. Step by step coaching. Amazing work Kevin. Thanks a lot

  • @AnaMaria-om8qw
    @AnaMaria-om8qw Před 4 měsíci +1

    Thank You!! This is one of the best videos that I have ever watch!!

  • @unemployedgraduatesassocia3824

    Thanks, Kevin for impacting me with your knowledge of creating Excel Dashboard

  • @khairol1588
    @khairol1588 Před rokem

    Thank you so much Kevin! Best tutorial! Very clear and concise.