Create Shareable, Interactive, View Only Dashboards from Excel | Excel Off The Grid

[@sdr5593]

This is one of the best excel tips I have seen in ages

[@ExcelOffTheGrid]

Glad it was helpful!👍

[@operamaniak81]

This one is pure gold. THANK YOU!!

[@CeliaAlvesSolveExcel]

Thank you for taking us to revisit this tip, Mark! That meetup session is packed with gems. And beautiful dashboard, BTW!😊

[@ExcelOffTheGrid]

It was a great session one of my favourites. Thankfully, I already had the dashboard from a training course :-)

[@JeffreyJeffersonUK]

Thank you for the great videos. Found your channel today and you have already solved two issues I'd been struggling with for ages!

[@ExcelOffTheGrid]

Amazing news. Thanks for letting me know 😁

[@IvanCortinas_ES]

Excellent and surprisingly positive tutorial. Very good research Mark. Thanks for sharing.

[@ExcelOffTheGrid]

Thanks Ivan - it’s a useful technique in the right scenarios.

[@Bashir_Kano]

This is all I need. Thanks Mark.

[@ExcelOffTheGrid]

Thanks 👍

[@operamaniak81]

It goes directly to my Excel Gold, thank you!!

[@ExcelOffTheGrid]

Great to hear! 😁

[@gphcdata1849]

Brilliant! Just what I've been looking for. Thank you.

[@ismaelkourouma5558]

This is really cool and is giving me some interesting idea Mark. Awesome, thanks

[@ExcelOffTheGrid]

Glad to hear it!

[@irishirvinrico3602]

This is a cool idea! Thanks Mark!

[@ExcelOffTheGrid]

Thanks Irvin. 😀

[@sintuyadav8405]

Fantastic presentation mark

[@ExcelOffTheGrid]

Thank you, I appreciate you sharing that 😁

[@LarryOBrienDigitalNow]

Great Tutorial. The stripped down URL works perfectly from a visual point of view but I am having trouble getting Excel Slicers to work on the new Chrome page. Any suggestions. Thanks

[@The1ShyButterfly]

BRILLIANT 👏 👏 👏 Thank you 😊Excellent Presentation 👏 (as usual) 👏

[@ExcelOffTheGrid]

Thank you! 😁

[@fernandosilva8062]

Great for video. Hugs from Brasil!

[@ExcelOffTheGrid]

Thank you! 😃

[@xezelwer]

Thank you But when you click on the "View full-size workbook" at the bottom right of the page, the original file will open .

[@ExcelOffTheGrid]

Yes, unfortunately, every work around has it's limitations.

[@johnmichaelbolanos4229]

this was my problem too iwonder what what we can do to limit them from opening the file

[@mloverine]

@@johnmichaelbolanos4229 - could you limit permissions as to who can make revisions to the original document? would that address the concern?

[@AliPrieta]

I am so very grateful. Thanks.

[@ExcelOffTheGrid]

You are welcome.

[@AndiAsdar-j8u]

Thank you for the Tips, appreciate, good share thank you

[@yuhooh]

Thanks , Would you make a guide for build financial dashboard video as this sample ?

[@ExcelOffTheGrid]

Good idea. I'll put it on the list

[@EricHartwigExcelConsulting]

That is really awesome! I am defiantly going to look into this further! Thank you so much for creating/sharing this video! Is it just sharing that one worksheet and does it prevent the viewer from gaining access to other sheets or data?

[@ExcelOffTheGrid]

The user can (a) change the URL string to get more access (b) there is a small icon on the right bottom corner which may allow more access if they have the access rights already. It's not fool proof, it definitely requires testing to see if it works for your scenario

[@arungupta8444]

Hi, if there is a set of different Excel files and there are data transformation steps applied to each of them them individually and then all the files are further connected with steps like merge, combine and group. Now there is an update in one/all Excel files in terms of data (columns remains same)and it is not possible to update each and every column value, in this case how toreplace the original Excel file/files (keeping the same file name) so that the all the steps can/will be applied as it is after file replacement on the new file and the outcome will be based new files

[@RameezMannil]

What are the best practices while sharing a file which has data fetched from one drive folders? Should the link to the folder be copied from web or is local cache folder path enough. Would it work for shared users? If link has to be used, where should the link be copied from? TIA

[@ida4250]

Great tips. Thanks!

[@kunaljagtap330]

Best way to secure the date modified, but my dashboard have a filled map chart and this chart isn't supported on my excel version, is a message while checking online. Do you have any solution for it Thanks Kunal

[@sharkyspencer]

Great video, how can this link be shared externally to clients as it doesn't seem to for me, even after allowing access in the outlook email. Thanks Paul

[@ExcelOffTheGrid]

I'm not sure. I've only used it internally.

[@NithinMatam-x2l]

It's one of the easiest and most useful excel tips I've seen, however is there any way this can be real-time? I can see it only shows the data that was updated previously while using the link.

[@ExcelOffTheGrid]

Everything I know about this is in the video. So, I’m not sure.

[@deebr7766]

Is there an option similar to this for google sheet?

[@ExcelOffTheGrid]

No idea, I haven’t used Google Sheets in over 8 years.

[@talha946]

Will the dashboard data update if the data in the original file is updated?

[@ExcelOffTheGrid]

Generally Yes. When somebody opens the report it will get a new read-only version of the data. However, I'm not sure what happens if somebody is viewing the dashboard at the same time as the update occurs. I'm guessing it won't, but I've not tried it.

[@grahamparker7729]

I really like that, great tip.

[@ExcelOffTheGrid]

Glad it was helpful!

[@leticiasalas884]

I need to take a step further and only give them access to a specific line ( line would include an ID# creating a “password” or identifier)

[@jithcube]

Hi Mark! this was a great tip for me too. But my dashboard contained pwer query elements, which is not supported in the online version, i think. Any other way to share interactive dashboards with those who don't use these features?

[@ExcelOffTheGrid]

Which elements are you using Power Query for? Presumably it is just getting data into the report? Excel Online doesn't support that particularly well at the moment. But you can set up a scheduled PQ refresh in a desktop file (using Task Scheduler) provided the file is saved OneDrive/SharePoint and synced to desktop.

[@jithcube]

@@ExcelOffTheGrid👍 I would like to know more about the refresh thing.

[@ΔημήτρηςΚοργιανίτης-σ5μ]

Not working anymore

[@RonDavidowicz]

Do you need to have access to OneDrive/Sharepoint location, or can anyone with the link access the report?

[@ExcelOffTheGrid]

Some authentication is required. I don't believe OneDrive / SharePoint allow Excel connections for anybody with the link, so it's restricted to inside the organization. (Don't hold me to that).

[@krzysztofmmichaluk]

super!

[@solomondaniels8083]

Great

[@ExcelOffTheGrid]

Glad you liked it.

[@lukerobeson9957]

If you change the original file, does it update the data in the url view?