How To Create A Modern & Dynamic Dashboard In Excel | FREE Download

[@nurulhaffiza26]

Hi. I have a question. In this video, u used data of 2018. How about if i want to add a new set of data ? For example, i want to add 2019 data into this excel. Do i have to do the dashboard again from the beginning ? Or the dashboard will auto update based on the latest data that i've already added ?

[@Pinexl]

Hello and thanks for the question! You can definitely add new data without having the build the dashboard from the beginning. Some small changes may be required for the charts data sets, but you can overwrite current data and add new information without a problem!

[@KenTou01]

Very useful material, many thanks.

[@MrManish261000]

Excellent tutorial - easy to understand and make use in practical life

[@Pinexl]

Glad you liked it

[@phandongexcel]

I like this video ❤❤❤❤

[@SanjeevKumar-cn8fh]

Thanks a lot for this Video.... I followed step by step and made similar sheet ...your way of explanation is very clear....Nice work keep it up.....

[@thenewdataguy]

Thanks for this inspirational dashboard!

[@Pinexl]

Thank you for your comment!

[@nitinbansal1600]

I have made the dynamic dashboard exactly the way you taught. I have learnt a lot in this video, thank you sir.

[@Pinexl]

Thank you very much for your comment! We're happy you found the video useful!

[@nofearinc]

this is epic - thank you so much!

[@Pinexl]

Glad you like it!

[@AnalyticsInDetails]

Worth watching video. Beautifully explained and good use of advanced formulas.

[@Pinexl]

Thanks a lot! Glad you liked it!

[@Christian22605]

9:14 Axis Position 15:50 Overlap graph 23:56 Doughnuts 30:22 Pivot chart (with slicers)

[@victortambafarma4489]

thanks very much for this tutorial. just that you did not show how you entered raw data supposed I want to start mine from the scratch. and also the screen is not zoomed to view some formula how you went about them. however it really amazing

[@Pinexl]

Hi and thanks for the comment. The raw data is randomly generated, so you can easily create your own. We'll keep in mind your suggestions for future videos.

[@leroyguillot481]

I really enjoyed this video. You must be an avid Excel user in order to follow along, but that is why I enjoyed it so much. You did a lot of work creating this dashboard, but because you were very focused and striaght forward you were able to demonstrate a fair amount of advanced technics in only 30 minutes. Thanks!

[@Pinexl]

Thank you very much! We really appreciate your comment and very happy you're finding the video so useful!

[@ashutoshpandey183]

BY THE WAY ACCENT OF YOURS IS WONDERFUL

[@Pinexl]

Thank you very much!

[@SPORTSCIENCEps]

Thank you for the video!

[@Pinexl]

Thank you for watching!

[@carolsong1593]

I followed your steps, but the donut color change is not correct, do you know why? Thanks in advance!

[@Pinexl]

Hi and thanks for the question! The donut chart here is shown a bit quick. You can check our detailed tutorial on how to create a donut chart with dynamic colors here: kzbin.info/www/bejne/b2KzZ3iAppejmtE

[@carolsong1593]

@@Pinexl Thanks for your reply, I got it myself after practicing with it.

[@jamespyle6398]

Pretty cool, hoping to learn how to use the box of dates instead of week slicers.

[@pastorygumiye6388]

This is amazing fantastic, thank you very much ! Is there any dashboard video for Revenue ?

[@Pinexl]

Not yet, but thank you for the suggestion and for watching!

[@DridhaNishchay]

Hats off to you Sir!!

[@Pinexl]

Thank you!

[@ihediwaprosper9530]

I just finished watching the video. Looks helpful and resourceful, if you don't mind helping me with raw data I would like to try my hands on this work. Thank u!

[@Pinexl]

Hello! The raw data and the whole dashboard is available to download for free from our website. Just follow the link in the description of the video.

[@SilverShine22]

this is the third video of yours that I find to be really spot on on what I'm searching for in these youtube tutorials! Glad I subbed :) keep up the good work!

[@Pinexl]

Thank you very much, really appreciate it!

[@renuka641]

This is an amazing dashboard & really helpful one sir. Please create a dashboard for share market analysis. Thanks.

[@Pinexl]

Thank you for your comment and suggestion!

[@XpowerII]

Very useful... thanks very much

[@Pinexl]

Glad it was helpful!

[@rezaarraffibirahmatika854]

Thanks a lot sir, Really helpful. The example you explain are very useful.

[@Pinexl]

You are most welcome!

[@devnami]

Awesome. This was an easy way to make dashboard. Is it possible to do the same with the Google Spreadsheet in Drive?

[@saurabhdoha]

can you share or prepare a similar file for health n safety dashboard for construction safety

[@Pinexl]

Hello and thank you for your comment! We'll certainly keep your request in mind for future videos. In the meantime, you can base a health and safety dashboard on the one demonstrated here. The idea is to show what are the best practices in structuring Excel reports and dashboards, which can be applied in all situations.

[@sanjaymane5742]

It's amazing video. Thanks a lot. We learnt lot of things

[@Pinexl]

Thank you very much! Glad to hear that!

[@chhenglykheng4930]

SO amazing sir

[@Pinexl]

Thanks a lot!

[@viveks289]

This is really worth for those who work in Excel, Data analysis. I had worked with BI applications and developed a plethora of dashboards however never thought about Excel. Your video inspires me a lot and will definitely jump into Excel dashboarding. I'm expecting useful videos from you in future. As a request, do some predictive analysis, forecasting, planning and budgeting. Thanks

[@Pinexl]

Really appreciate your comment! I'm very happy the video inspired you and managed to give another perspective of what is possible in Excel. Also, thanks a lot for the suggestions. More videos are definitely coming soon, so stay tuned!

[@abirafdi1353]

me too i hope videos from u in future

[@kashyapdamodar7338]

This video has been super helpful, and it enabled me to build my own comprehensive dashboard for Personal Finance.

[@Pinexl]

Glad we could help!

[@abodeema4672]

No Word to say thanks u very much

[@josephbarredo3]

great idea thank for sharing

[@Pinexl]

Thank you!

[@deepk82]

Which screen recording tool are you using?

[@Pinexl]

Hello! This video was recorder with FlashBack Express Recorder.

[@dayanandize]

This is really great representation .Superb bro

[@Pinexl]

Thank you very much!

[@jafarhussain6606]

Excellent.

[@Pinexl]

Many thanks!

[@acruthi]

Super Super helpful. Thank you! Is there a way to create a total on the bar graphs if multiple months are chosen?

[@Pinexl]

Good question! With the current form controls it would be hard to do. The best way would be set the layout in such a way, that it is filtered with a slicer (or simply use a Pivot Chart). This way you could have average/total values (depending on what you are showing) if multiple months are selected.

[@acruthi]

@@Pinexl Great - thank you.

[@norberthodges3138]

Nice video sir

[@Pinexl]

Thank you!

[@jsiordia0310]

Very nice thank you. Index/Match may save you some time when tying the object list to the budgets.

[@Pinexl]

Thanks! This is indeed an alternative way of going about it.

[@rishikeshshiradkar8201]

Can you send sample data for practice

[@Pinexl]

Hi! The raw data is available to download for free on our website. Just follow the link in the description.

[@prashanthpoojary2496]

17:40 mins, when i relinked the cell in the list box, my vlookup formula disappears..how to fix it

[@prashanthpoojary2496]

please ignore i was linking to wrong cell number it worked now

[@Pinexl]

Happy it worked!

[@imaneachaib9]

This is very interesting, I definitely love your tuto Can i please ask you how to automate this dashboard, means once the data base changes in the first worksheet the dashboard should change as well?

[@Pinexl]

Thank you for your question! Since everything is built with tables and formulas, if the raw data is updated, everything else will be too!

[@imaneachaib9]

@@Pinexl Thank you very much for your answer!

[@musthagmohamed]

Hi, Thank you very much for reading this comment. This tutorial is very very easy to understand and extremely helpful. I have a query and here is my situation. I have an excel file of size more than thirty MB and it can be accessed using the network and it keeps growing in size, every day. More than five users are actively using the file, on most of the day. Some of my users complain that when the file is opening and saving it is slow due to the network being slow. Hence, I need a solution for this. I have two solutions in my mind. Firstly, create a local file to each remote user and let them add their data and sync with the main file in the network when they close or click a button to update the main file. Secondly, add data to excel file in the network without fully opening the file. Do you have any suggestions? Thank you in advance and have a wonderful day.

[@Pinexl]

Thank you for your question! It really depends on your specific case and how would you plan adding data to file without opening it. If you chose the first option, the Excel database file would again be opened, if you use VBA for example, in order to copy the data, so it might not make the process any faster. Have you considered using Access to create a database? Alternatively, you could save the big Excel file as a CSV, which should dramatically lower the size. Hope this helps!

[@roxyeibergen4833]

I learned a lot by watching this video! I hope I can replicate it. However, I tried the link for the free download and while I could get to the page the download doesn't appear to work. Does anyone know what I would do if the budget was not the same for each employee?

[@Pinexl]

Hello and thank you for the comment! Can you please let me know what is the problem you're having when trying to download the file? At the moment, it seems to work find. And to answer your comment - if the budget is different for each employee, the visualizations will work fine. The percentage will reflect the actual vs. budget for each different employee.

[@computerbasicstoadvanced7421]

Superb!

[@Pinexl]

Thanks a lot!

[@pandharinathjoshi6565]

Superb sir

[@Pinexl]

Thank you!

[@Drkalaamarab]

Very useful 👏🙂

[@Pinexl]

Glad you think so!

[@sw33t3stkid]

one single suggestion: use conditional formatting for those donut charts. using conditional formatting makes the charts dynamic without the need to format 50 different charts. other than that, nice video, good ideas and inspiration. keep up the good work.

[@Pinexl]

Thanks for the kind words, really appreciate it! Could you please let me know what you mean by conditional formatting in a donut chart or give an example? Maybe I am missing something...

[@borstenpinsel]

@@Pinexl you colored them by hand. if in the next month the result will be over the threshold, you need to color it differently. by hand, again. "conditional formatting" is not the right term here, as you can't change the color of a graph based on a formula (which is obviously something you can with cells). you need to create a ring chart with 3 values. If you set them all to the same value, you should get 3 segments that each fill up 1/3 of the ring. now you color them red, green and yellow. what you now need to do is replace the values you just entered with a formula that puts either the value, if the color should be green, or #NV if the color should be yellow or red. repeat this for yellow and red. now you have 3 formulas, two of which always result in #NV, while one is the actual value. and of course you still need your "empty" segment as well (max value - actual value) as you did in your video.

[@Pinexl]

@@borstenpinsel Thanks for the comment! However, these charts achieve just that - if next month the result is over the target, the color will automatically change, because in the mechanics of the chart a different data series will be displayed. You can see it in action at 33:52, when the actual results are being changed through the month filter. The coloring by hand is only needed in the initial setup. After that, everything is taken care of by the formulas and the color of the donut will change automatically based on the actual result vs. the target. You can check our detailed video on how to create this chart for additional info: kzbin.info/www/bejne/b2KzZ3iAppejmtE

[@casper3842]

Do you have Inventory Variance Analysis sir?

[@Pinexl]

Hello! Currently, we don't have a template on this topic. However, we'd be happy to support you in creating one! Feel free to write to us through the consulting contact form on our website.

[@casper3842]

Thank you for your support.

[@TheOle1969]

I need RecurEr

[@Chakir_Aidli]

I'm good with Excel , but When I watched this video , It's big Wow. Thanks for sharing this . I will apply it for my work.

[@Pinexl]

Really happy you are finding the video useful!

[@arslanmalik3165]

Can you share the excel sheet for practice. It will actually help.

[@Pinexl]

Hello, the workbook is available for free download on our website: www.pinexl.com/post/new-video-how-to-create-a-dashboard-in-excel

[@abodeema4672]

I tried to change cost type names but its not working it will be gratefully if u could help me

[@AbdulJabbar-lf5vt]

Could you please prepare a Dashboard to show daily sales and daily sales & profit for Top Management

[@AbdulJabbar-lf5vt]

Daily Cashflow, Daily Sales, Daily Profit, Recivables & Payables

[@Pinexl]

Thank you for the suggestion, Abdul! We already have an Income vs Expenses Template in the working and will definitely keep will keep this in mind!

[@AbdulJabbar-lf5vt]

@@Pinexl Thank you very much for your reply :) ...My manager want to see daily sales & profit for a week at-least and cash flow, payable & receivables - it would be great help if you could create some dash board showing daily financial performance

[@AznFireFox]

I will definitely check this out when I get home. Thank you!

[@Pinexl]

Awesome, Let us know what you think when you check it out!

[@mohamedadjal8502]

hi, Professor , I have a question: If we have numbers in different formats, for example: kg, liters, meters ... When we do research (we use search functions) in the cells that contain these numbers, can we get numbers with their different formats? Thank you .😃👍

[@Pinexl]

Hi and thanks for the question! I think the easiest way to implement this would be to add conditional formatting in the cells with the formulas. For example, the condition could look at the target value format, or could lookup a cell, which contains the format value. But it really depends on your spreadsheet is set up... Hope this helps!

[@rangayudara]

Wow... Thank you

[@Pinexl]

You are welcome!

[@finidamesstechnik]

After watching your videos, everything seems so easy. And indeed: it is! 🙂 Thanks for your great work and for sharing!

[@Pinexl]

Thank you very much for your kind words!

[@jaydenkece9221]

This video is amazing. Your excel skill is superb. Can i download it for free?

[@Pinexl]

Hi and thank you for your comment! Yes, this workbook is available to download for free on our website. Just follow the link in the description.

[@acruthi]

Hi! Would you know why this does not work on a Mac?

[@Pinexl]

Hello and thank you for your comment! Depending on which Excel version are you running, Excel for MAC can have different supported features, than the one for Windows. I suspect the reason here may be that your version does not support the Form Controls. If this is the case, you can still find a way to go around it to control for which month the information is displayed. For example a dropdown list could work here.

[@safasbai9329]

how this curves and statics can be dynamic in real time ?

[@Pinexl]

Hi and thank you for your comment! All charts are dynamic, since they are based on the underlying data. If it changes, then the charts will be updated as well. Only for the pivot charts, you'll need to hit the refresh button, as this is how pivot charts/tables work.

[@safasbai9329]

@@Pinexl thank you very much

[@arunkumarnellur]

Greatly explained... Thank you..!!!

[@Pinexl]

Thank you very much!

[@littleidea5456]

Well done

[@Pinexl]

Thank you!

[@AbdulAziz-bn4kk]

I like ur dash board, Do you have any ( project Management) construction excel dashboard.

[@Pinexl]

Thank you for your comment! We have a Project Management Template, which is available to purchase on our website. You can find more information on the following link: www.pinexl.com/product-page/project-management-template It is not specifically for construction, however as it is completely unlocked, you can edit it and adjust it according to your needs.

[@nagdevabhijit8306]

Superb Sir, Even I also prepare dashboards but never thought in this way. Truly marvellous not words to say Once again Thank you for sharing a wonderful idea & knowledge.

[@Pinexl]

Thank you very much for your kind words!

[@parampmd]

Superb Thanks for sharing this to us.

[@Pinexl]

Thank you for your comment! It's our pleasure!

[@sihab468]

Simply Awesome. I am preparing dashboards on excel but very hard always. Today I got really very easy way. God always bless you with great health and wealth to share your knowledge free. Amazing

[@Pinexl]

Thank you very much! I'm very happy you are finding the video so useful! All the best to you as well and many successful dashboards!

[@martinmorris521]

Hi, I'm new to excel and have found your videos super useful! I was wondering how you get your editing tabs next to your charts?

[@Pinexl]

Hello and thank you for your comment! I'm not really sure what you're referring to. If you click the right mouse button, you can then select the Format Chart Area button. This will open the editing tab. Alternatively, you can just double click on the a part of the chart. If you meant the menu with the different chart styles on the right, if you select a chart three buttons will appear on the top right - for chart elements, charts styles and filter. Hope this helps!

[@egambicarzola572]

How do I get a link to the excel

[@duffmanbfo]

Your videos and websites are very helpful. The templates are worth their value!

[@Pinexl]

Thank you very much, Brendan! We really appreciate your comment and are thrilled that you are happy with our services and products!

[@sabithck2008]

this is nice, could you create for the receivable and payable budget it will grate for business man

[@Pinexl]

Hi and thank you for the comment! We'll keep this in mind for future videos!

[@shailendraneema6593]

Superb, Actually I am also trying with same kind but in case of Month putting @Month in Cell reference Eg. SUMIF(Table2[Month],[@Month],Table2[Amount]) getting errors for @Month. Could you please help me?

[@Pinexl]

Try adding Table2 infront of [@Month], just like in the other conditions.

[@ConcordReality]

this is a great way to learn, i wish to congratulate you for really showing your talent and teaching various people the really way on working on analyses, but a small request ..please go a bit slow as the formulas are very important to be known i hope am personally going to spending some time on your teachings as this is a very important part of my analyses job... thank you mate ...

[@Pinexl]

Thank you for the great comment! We are really happy you are finding our videos useful! Regarding the speed, we will keep it in mind or even create a separate video specifically for the most important formulas for Dashboards! Until then, you can just pause the video at any time in order to review the formulas.

[@pethumyarrow1886]

Hi , Good day ! I would like to ask can you send me that " If " formula you used in all the sheets, please ?

[@Pinexl]

Hello and thanks for your comment! You can download the whole workbook for free from our website. Just follow the link in the description.

[@jeseeansari3222]

Thanks a lot man, Nailed in making us understand this !!! It was very very good!!

[@Pinexl]

Thank you for your comment! Glad you liked it!

[@mohamedfarook6406]

Wow... Amazing... This would really help me a lot in my new role... Thanks a lot... looking forward to more such creative dashboards...

[@Pinexl]

Thank you very much for the comment! Really happy you are finding the video so useful!

[@giuliosteff]

Fantastic work. Really helpful and spot on. All for free. You, sir, are awesome. Subscribed and will share with my network. People like you need more recognition! :)

[@Pinexl]

Oh wow, thank you very much for your incredible feedback! Really appreciate it! Make sure to check out our channel and website for more tutorials and templates! :)

[@teymyneytor]

Cheers for the Video! Sorry for butting in, I would love your initial thoughts. Have you heard the talk about - Weydaniel Organized Dominator (google it)? It is a smashing exclusive guide for getting 7000 plus project management and business templates without the normal expense. Ive heard some unbelievable things about it and my friend at very last got great success with it.

[@tasfia5904]

Hi, What is the meaning of maximum/minimum bound??

[@Pinexl]

Hi and thank you for your questions! To which part of the video you are referring?

[@ariefeng5844]

could you give us toutorial defect report analysis.

[@Pinexl]

Thanks for the comment! We'll definitely add this to our future plans.

[@islamelchama3827]

thanks

[@EnglishRain]

Fabulous work! Thank you so much!

[@Pinexl]

Happy you liked it!

[@dotastillthebest5474]

I cant find the free download anymore. Did you take it offline?

[@Pinexl]

Hello, the file is still available to download for free. Just follow the link in the description to our website.

[@dotastillthebest5474]

@@Pinexl Oh well my bad lol. I didnt see that the X is for download. Thanks. Will it also be possible to use it with other table programs like open office calc?

[@milzamsz]

Thx man

[@RohitSharma-wy4tl]

Hi.thanks for the wonderful video. This one is really helpful and amazing dashboard with new learning. can you please share some Customer Service Dashboard. will be waiting for your revert. Thanks

[@pirata13]

great video - thanks

[@ksathishkumar835]

Sir really super 👌👌👌 please provide me project dashboard video

[@Pinexl]

Thank you for your comment! You can check our website, where we offer a Project Management Template, as part of our premium products.

[@simuislam5752]

Nice

[@Pinexl]

Thanks

[@davidtucker5825]

Amazing, and thank you very much for making this available for a free download. Two very minor points: Accommodation is missing its second "m" and you have incorrectly spelled Premium

[@Pinexl]

Happy you like it and thanks for letting us know!

[@kateboonma]

Hello Pinexl, i tried until sumif on Total budget and actual amount when the total amount is okay but when change to monthly, it turn "false" Can you please give me the solution?

[@Pinexl]

Make sure that the cells containing the months in both tables are in the same format and have the same values. You can test that separately just with a VLOOKUP() or with EXACT().

[@kateboonma]

@@Pinexl Thank you so much, appreciate it

[@abhilashaahlawat8677]

It's really help me, thanks so much 🙂

[@Pinexl]

Thank you for watching!

[@aleksandaryanev7793]

Thanks! I am getting into excel, because of my job and that was super helpful. Explained carefully ! Very intuitive! Keep it up. Subscribed :))

[@Pinexl]

Thanks a lot! Glad you find it helpful!

[@shalomgodson6459]

I tried doing this, it is not easy as like you shown.

[@tolufatoberu7305]

any link to the raw data, so one can practice along, rather than buying the ready-made template? Thanks, you are far too kind for this tutorial.

[@Pinexl]

Hello! This dashboard is available for free download on our website: www.pinexl.com/post/new-video-how-to-create-a-dashboard-in-excel

[@javadbacker481]

nice one. Also, employee names are STARKS. The north will remember their daily allowances.

[@Pinexl]

It better, with all those working trips! We're happy you liked the video!

[@abjdhc2211]

Free download option isn't available

[@Pinexl]

Hello, you can download the file for free from our website. Just follow the link in the description.

[@awadhbinamro948]

sorry i can't see the screen it's a bit far away, would it be possible to zoom out

[@Pinexl]

Thank you for the feedback! Unfortunately other then watching the video full screen on a computer, I don't think it is possible to zoom more in it. I will keep this in mind for future videos and try and make the screen look bigger. However, you can download the dashboard for free, so you can review it in more detail on your own computer.

[@awadhbinamro948]

@@Pinexl thank you Sir. definitely i ll do it

[@gladiadordoexcel2358]

I need the data source, please!

[@Pinexl]

Hello! The whole workbook, along with the raw data, is available to download for free on our website: www.pinexl.com/post/new-video-how-to-create-a-dashboard-in-excel

[@unnikrishnan9983]

Cannot find the link to reach the website...

[@Pinexl]

Hello, the link can be found in the video description. Here you go: www.pinexl.com/post/new-video-how-to-create-a-dashboard-in-excel

[@aliffarhan3627]

Does anyone know how to remove duplicates month? I have tried to remove duplicates month but it still there.

[@shivanipatel6662]

Is there a file available with just the raw data?

[@Pinexl]

Hello, the raw data is available in the workbook, which you can download for free on our website. Just follow the link in the description.

[@ashfaqhussain1232]

Hey.. there is no download option when I click description link for downloads.. Plz help me out

[@Pinexl]

Hello and thank you for you interest! The link is at the end of the description. Here it is again: www.pinexl.com/post/new-video-how-to-create-a-dashboard-in-excel

[@syedasadahmednaqvi9137]

Kindly share this excel file

[@Pinexl]

Hi and thank you for your comment! You can find the link to download the file in the description.

[@ksbharat3806]

you should have mentioned raw data link to download