Make an Interactive Excel Dashboard in 4 Simple Steps!

Make a Dynamic Excel Dashboard in 4 simple steps.
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In this tutorial, we'll make this beautiful, interactive Excel dashboard in four simple steps in just 20 minutes. First, we'll set up the dashboard structure using Excel shapes and images. Then, we'll look at the dataset and analyze it with pivot tables to get the relevant numbers. Third, we'll build the right charts and visuals. These include some KPIs (key performance indicators), tables, and charts such as a combo chart. Finally, we'll create pivot table slicers to make the whole dashboard dynamic.
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Chapters:
0:00​​ - Step 1: Dashboard Structure
4:17​ - Step 2: Data Analysis
9:08​ - Step 3: Visuals (Charts, KPIs and Tables)
16:14​ - Step 4: Make the Dashboard Dynamic with Slicers
Disclaimer: I may receive a small commission on some of the links provided at no extra cost to you.

[@KenjiExplains]

👉 Take our Excel for Business & Finance Course here: www.careerprinciples.com/courses/excel-for-business-finance

[@fatokiadeola8338]

Can i have discount code please

[@EmranAfghan-le8vb]

how I can download the link?

[@KenjiExplains]

happy new year everyone! Thanks for watching these videos :)

[@naquibataee8235]

Thank you Kenji. Love to you from Afghanistan ❤️

[@camlex6310]

Thank you for all the great videos the past year!!

[@tugcev.8992]

Thank you Kenji! I dont know if your Bachelor is engineering but I love how you are structured the flow in tutorials with such clear steps.. Perfect!!

[@Cheeseandchili]

Your tutorials are awesome. I've watched three so far, worked through the exercise files with the explanation videos and learned so much. And - to top it off - what I learned in those videos got me a job as a data analyst! While being experienced in building fancy Salesforce dashboards, I've never needed to do so in Excel, and only used some dropdown menus and simple formulas and pivot tables in Excel. Then an amazing job opportunity popped up and they said - Excel Dashboards are one of their most important tools - so I had to skill up. It worked. It impressed. And now I'm hooked, eager to learn a lot more through your videos. Thank you for making such great and well explained content!

[@KenjiExplains]

That’s amazing congratulations!! Thank you for your lovely comment 👍

[@alecseidman5601]

Your videos have been very helpful for me while starting in analytics, thanks Kenji!

[@LordBransty]

What a great pace video. My mind wanders when waiting for someone who's fannying about. This was "accelerator down" all the way, and I watched from start to end without fidgeting. Perfect!

[@user-oi2rf2dj3z]

Excellent Kenji. Thanks for teaching

[@user-ix4wg7if7w]

Nice. thanks for sharing your knowledge. God bless you Kenji...

[@GoodThrilling]

Thanks, Kenji for your explanations

[@ivystutorial]

You make the most beautiful Excel dashboards 😫❤

[@bounyoothammavong5712]

Great tutorial and helpful for me. Thanks so much Kenji!

[@tejasd1980]

Thank you Kenji, excellent dashboard

[@digvijayreviewsystem]

Thanks for such amazing dashboard with detailed .

[@adilfarhan6704]

THANK YOU KENJI LOTS OF RESPECT FROM KERALA INDIA

[@usmnichols8636]

Kenji Is an Excel *GOD*

[@magdahassib694]

Thanks 👍 you always present new and wonderful information

[@n101fm]

Super and easy explained! Thanks a lot

[@kausarsayyed7552]

nice video

[@Godsown_vessel]

Thank you Kenji.... You have made my journey in the world of analytics very interesting. 😊😊

[@KenjiExplains]

Happy to hear that!

[@alexrosen8762]

Great tutorial in every sense 👌

[@sheethalg]

This was a great dashboard tutorial and just what I needed. Thanks

[@KenjiExplains]

Glad it helped!

[@cooperranu3606]

Excellent. Thank you.

[@Mark-gz9si]

Just what I needed, Kenji! Thanks!

[@KenjiExplains]

lets go!

[@rafayhussain4171]

This Is valuable for Professional bodies like ACCA , CA

[@TheKotsola]

Great stuff! Simplified.

[@antoniop.3586]

Awesome video, as usual. Thank you very much and congratulations!

[@KenjiExplains]

Thank you!

[@tuzaguilar4201]

Wow. That was pretty good. Thank you!

[@bchizzle8094]

Love how clearly you make and present your videos - super informative and useful

[@souviksengupta2873]

Excellent presentation 👌👌👌

[@TengsWorldOfficial]

Thank you so much this is so helpful.

[@patriciapetri4792]

Awesome work. Thank you!

[@KenjiExplains]

Glad you liked it!

[@camlex6310]

Very cool dashboard!!

[@user-gs5wr3wn5f]

excellent tutorial

[@kevindebeer4773]

Thanks, very useful! Is it also possible to have a Slicer set up with a range of 2 dates? If I want to filter all the data between for example 1 jan and 8 jan?

[@user-sf2dd8kn3i]

really helpful thank youu

[@mjmousavin6865]

سلام کنجی عزیز ممنون که فایل اکسل رو برای ویدیوتون گذاشتین.

[@xllearner]

Would you please make a video on combining three workbooks with some additional columns in or two of the files? Thank Kenji.

[@ragulmarley4900]

U did video 20 mins i try this more than one hour to do this dashboard really helpful one

[@therainsoundmix101]

Execellent surely i want to learn more great video

[@tsogtooezs]

Thank you guy

[@contactayyub]

Great dashboard, may I use the dataset for my portfolio project?

[@mohamedtalaat5836]

As usual, awesome content regarding copilot I have office 365 still now didn't appear in the the ribbon

[@gebreeyesusaregawi]

it is very nice and very impressive

[@kimwullems]

Thanks!!! How can i keep updating my dashboard with new data?

[@blessedowo1958]

Thank you. Happy new year :3

[@KenjiExplains]

Happy new year!

[@kramer20032]

that was great!!!! but how do you put that last formula (last updated)?

[@user-ym3gc7bs4c]

nice and thanks

[@user-ix4wg7if7w]

Thanks.

[@mohamedtalaat5836]

Perfect

[@shirlyliu8334]

Thank you so much Kenji for this beautiful dynamic dashboard and I would to like make it perfectly useful for my project analysis. After the dashboard was created, I found that the bottom chart is Quarter's sequence was misarranged and placing 0 for the quarter's name but contains values on the bar chart showing more than 0 in the "Sales and Operating Profit Margin by Quarter". For example, if you filter the rregion to be Northeast, the quarters for the 2022 is listed as Qtr1, Qtr2, Qtr3, Qtr1 again.... It is also labeling the last Qtr4 as "0". I assume it is because there is no Qtr4 2022 data in the chart which confirmed by filtering the original data. How can we make the data look for clean on the dashboard when there is no data? I would be happy to email you a screenshot of what I meant. :) Thank you again!

[@user-qu4hm5qx6s]

can you make a video on how to print dashboard with multiple set of data in one go. . just like what we do into ms word in mail merge. . . data in sheet 1 but printing of dashboard

[@Joyokhomina55]

Nice ❤

[@manuelvega-arango599]

Great as always ! Thanks

[@williampowell3378]

AWESOME

[@KenjiExplains]

Thanks 🤗

[@BNLien]

Hi there. I have an job interview test that I will be given various data to make a data power point report. I am wondering if that includes in your Powerpoint course and there is enough exercise to practise? Thank youuuu

[@KenjiExplains]

hey, thanks for your interest. If you don't mind, please ask any questions to [e-mail]

[@syedarifzaidy]

Bravo

[@Drizzle430]

Hi I need help ☺️ I have a question I don't see all the sheets in report connection My one of the sheet is not linked to dashboard slicer

[@Sushiswap956]

Hi Kenji, Thanks you for this very interesting video. However, I have a question. At 17.44 when you select region "Midwest", I see in the chart below datas, column and the legend of the graph with "0". How to fix that ? Thank you for the answer 😎

[@user-nj1fy1ow7y]

Hey.. I had the exact same question and as a solution I believe this can be fixed by creating charts using the PivotChart Option under the "PivotTable Analyze" tab, rather than referencing data on adjacent cells and then creating a chart using it. The PivotChart will dynamically adjust to the changing pivot table according to the slicer actions. Not sure if this is still relevant to you, but hope it helps you :) Cheers.

[@gebreeyesusaregawi]

i have one question , when i analyzing the data , on pivot analysis on the data invoice how the date and month i remove from the column selected?

[@Beatrice_129]

is the "last update Jan 2024 date" dynamic ? and how did you add it please?

[@afterieffectsi8652]

can i add this in my resume ?

[@ephraimekong6697]

I can't download the data used for this video. Help me out,please.

[@naquibataee8235]

If you see this comment you are not first

[@KenjiExplains]

Lol

[@siimkask14]

I never am

[@altair769]

Hahaha!

[@satyajeet7633]

How u get the last updated month of text box

[@eddieclarke-edwards9939]

Great dashboard Kenji, but how do I update it every time I receive new data?

[@dishant_7]

You need to make the pivot table dynamic to change in data by using the offset formula .

[@2dope4kidzclothing10]

Your video is quite thorough, and I grasp the content well. However, I'm seeking clarification on the section concerning Amazon data transfer, specifically at the 6:25 mark. I'm uncertain about the process involved in that part. Could you provide guidance on how to achieve that step? Your assistance in understanding this aspect would be greatly appreciated.

[@GhostGuitars]

Copy the table but change the field BRAND to RETAILER for the rows

[@lateefameza3958]

@@GhostGuitars thank you that helped me so much!

[@princeheusen3723]

How to put checkbox under insert tab -> cell controls? Mine is not visible in the ribbon?

[@janalgos]

How to deal with allowing the user to refresh pivot table data if the dataset is updated?

[@jboag4631]

Not tried it yet but when you create the graph you use data linked to the pivot table. When you “=“ to a pivot it returns “Getpivotdata….” Then your video changes to “=xx”. I presume you turned off the getpivotdata option (generally not advised - better to link the formula to the cells by replacing the link in quotation marks) Can you confirm that this was done by a bit of editing that we didn’t see how that switched please? If you pause the video you can see it returns the pivot table string for a second before changing TIA

[@ithinkthereforeiam2592]

I can't get a formula to come up in a text box like you did. It just shows the text of " =Data!E104 " that I typed into the text box. How do you get a formula in a text box??

[@elanebabemanganaan1215]

I cannot proceed to the next step you didn't show us how to add another table

[@melatemusic2581]

You did not explain how to add that last update field. You advanced it too fast 😂

[@elanebabemanganaan1215]

how

[@willzinner8813]

HNY!

[@muhammadzulqarnain7717]

waiting for get hired for Accounts or Data Analyst work 😢

[@shukuramartin5495]

I got stuck on the hot keys because they don’t work on my computer

[@lloydmafela8478]

Hmmmm

[@aliyuyahya4352]

Job well done sir! Thank you so much for all these videos, you always makes us proud... Please sir can you help me with either your WhatsApp number or e-mail address for additional details. Once again thank you

[@TikTok-vk5zm]

i will try to make a dashboard tomorrow in my workplace