In this tutorial we will create an interactive dashboard in Excel. We will start with creating dashboard structure using shapes. Then we will work with pivot tables that we will use to create pivot charts for the dashboard. We will add new columns to our raw data that will enable us to calculate distinct (unique) count of customers and orders. Finally, we add all the charts and tables to the dashboard, slicers and adjust its connections.
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Dataset used in this video - https://www.kaggle.com/datasets/rohitsahoo/sales-forecasting
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Timestamps:
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00:00 Intro
00:22 Dashboard Planning
01:13 Convert data to a table
02:10 Creating a Dashboard layout
07:54 KPI Pivot Table
10:29 Helper Columns
14:15 Refresh Pivot
14:45 Calculated Fields in Pivot
15:42 Add KPI to your dashboard
17:10 Add slicers
19:00 Classic Pivot Table layout
21:24 Select top 5 in Pivot
26:16 Filter Connections
🎥 Other videos you might be interested in
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https://youtu.be/qhsQwQAnRIY
https://youtu.be/12vUeVH9dcY
https://youtu.be/HWqS2KRXHcM
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About me
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Hi, my name is Karina and I'm a finance person turned data person.
My mission is to transform intimidating tech into accessible tools. I aim to empower 1 million people to harness the power of AI, Python, SQL, and Excel to work smarter, not harder.
Contact
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Youtube: youtube comments are by far the best way to get a response from me!
email for business inquiries only:
[email protected]
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