Interactive Excel Dashboard Tutorial in 3 Steps (+ FREE Template)

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  • Опубліковано 27 січ 2025

КОМЕНТАРІ • 195

  • @MyOnlineTrainingHub
    @MyOnlineTrainingHub  11 місяців тому +5

    ❓What's one unique dataset you're eager to visualize using the techniques from this tutorial?
    Master Excel now with 20% off all courses until Feb 15, 2024: bit.ly/excelcourses130224

    • @Marwatkk
      @Marwatkk 10 місяців тому

      Nice ma'am

  • @abumaramable
    @abumaramable 11 місяців тому +4

    You have an amazing ability to adapt data to appear in this beautiful, harmonious and useful form.

  • @TP014563
    @TP014563 11 місяців тому +7

    Last conditional formatting trick was new to me, very handy indeed! Thanks for sharing...

    • @MyOnlineTrainingHub
      @MyOnlineTrainingHub  11 місяців тому +1

      Glad you discovered something new 😁

    • @liumahir
      @liumahir 11 місяців тому

      @@MyOnlineTrainingHubWould an And Function make sense here? Like AND($D10=Analysis!$A$10;Analysis!$A$12="") With this function the purple frames will only be shown, if you select a name from the slicer.

    • @SimplyDigitalLK
      @SimplyDigitalLK 10 місяців тому

      @@MyOnlineTrainingHub for some reason, when i update the data, this formating trick get modified and will only work for the first column. no idea why is that. Also when i dont have any name selected - its still showcasing the selection - while there is none.

    • @SimplyDigitalLK
      @SimplyDigitalLK 10 місяців тому +1

      @@liumahir yes, that function works better i think. fix the issue when you do not have anything selected in the slicer.

  • @romeothehavanese
    @romeothehavanese 10 місяців тому +1

    Fantastic! Just what i was looking for!

  • @SergioAlejandroCampos
    @SergioAlejandroCampos 11 місяців тому +1

    Hi Mynda. I love your video editing.

    • @MyOnlineTrainingHub
      @MyOnlineTrainingHub  11 місяців тому +1

      Thank you so much! I must admit that I’ve outsourced it nowadays 🤫

    • @SergioAlejandroCampos
      @SergioAlejandroCampos 11 місяців тому

      @@MyOnlineTrainingHub Well, you picked a good editor. But look, the essence of the video is you, that's what's important.

  • @mohamadkuk
    @mohamadkuk 11 місяців тому +3

    This is awesome! thank you for this

  • @DiamondRock2
    @DiamondRock2 11 місяців тому +4

    Amazing work Mynda, thanks for all the effort ❣

  • @chevadamrepique1609
    @chevadamrepique1609 5 місяців тому +1

    I love your work! thank you so much!

  • @aliniosif13
    @aliniosif13 11 місяців тому +2

    learned a lot, you're a star!

  • @sherylleduna5367
    @sherylleduna5367 9 місяців тому

    I've been a huge fan! Thank you for making this video. :) God bless!

  • @mcarvalhocarvalho1873
    @mcarvalhocarvalho1873 11 місяців тому +2

    Precious. Thanks.

  • @vick3379
    @vick3379 11 місяців тому

    Simply amazing! Thank you for sharing this with us

  • @shoppersdream
    @shoppersdream 8 місяців тому +2

    Nice, Mynda! Thank You!

  • @TheJoshtheboss
    @TheJoshtheboss 11 місяців тому +2

    Top quality content as usual! Excellent dashboard.

    • @MyOnlineTrainingHub
      @MyOnlineTrainingHub  11 місяців тому +1

      Glad you like it! 🙏

    • @TheJoshtheboss
      @TheJoshtheboss 11 місяців тому

      Hi Mynda, sorry to be so bold but I have content suggestion for 1 video which I think many people would find very useful.
      I would like to create a quick comparison spreadsheet for buying a car, where you compare costs of HP, PCP and PCH (leasing). I am not sure where to start.
      1. I think just creating 3 separate tables perhaps. And then using charts
      2. Another approach, maybe having 1 table and then use pivot charts. But for this task I don't think this approach is the most suited, probably 3 separate tables still best.
      3. I am thinking if the What if analysis tools are suitable for this?
      I am a bit confused where to start with this. I think a video on this would be fantastic, as many people are faced with tough budgetary questions when buying a car.

  • @MaureenPesch
    @MaureenPesch 10 місяців тому

    Great dashboard as always! I especially love the trick to conditionally format the selected name.

  • @SothearithKONGMrMuyKhmer
    @SothearithKONGMrMuyKhmer 11 місяців тому +2

    Thanks so much for this tutorial. 🥰

  • @michaelmaharlika8569
    @michaelmaharlika8569 11 місяців тому

    So very awesome and thank you for sharing, this dashboard says a lot about your understanding of data and how to visualize them correctly.

  • @m2badri
    @m2badri 11 місяців тому

    Amazing! I didn't realize that such good looking and insightful dashboards can be built using Excel data. Thanks for making this YT video. Truly appreciate your time and efforts!👍

  • @chrism9037
    @chrism9037 11 місяців тому +2

    Awesome dashboard Mynda!

  • @fishingispleasure2232
    @fishingispleasure2232 Місяць тому

    Thanks Mynda you made my day 😊

  • @PareshGujarati
    @PareshGujarati 8 місяців тому +1

    Thank you very much for the in-detail explanation. Best explanation on dashboard so far.

  • @awesh1986
    @awesh1986 11 місяців тому +1

    Awesome video as usual.

  • @ScottTeenier
    @ScottTeenier 6 місяців тому

    You are the one and only leader. You excel. Love it.

  • @viksabharwal2811
    @viksabharwal2811 7 місяців тому

    Thanks, Mynda
    You are too kind. I wish you all the best, now and always
    I just love learning from you, a plethora of knowledge that you impart in an impeccable fashion, easy to comprehend

  • @anillpatel
    @anillpatel 7 місяців тому +1

    Very well-created Dashboard.
    Brilliant Colour Scheme.
    Excellent use of Data Bars and subtle use of Gradient to highlight figures.
    The Conditional Formatting to highlight the Sales Agent is fantastic. Simple, yet very effective.
    Thanks Mynda....,

  • @gamizuco
    @gamizuco 8 місяців тому

    You are simply amazing. Thank you!

  • @infamousprince88
    @infamousprince88 3 місяці тому

    Hi - thanks for this. Very very helpful walkthrough that I’ll be coming back to for future use!

  • @mausiemoo
    @mausiemoo 6 місяців тому

    Out of all the tutorials I have been watching, this one is straight to the point and easy to understand. Thank you!

  • @heinzthedutch
    @heinzthedutch 11 місяців тому

    awesome stuff again! greetings from the netherlands.

  • @ems_emil2299
    @ems_emil2299 10 місяців тому

    This is Awesome! thank you.

  • @ashishshiriskar123
    @ashishshiriskar123 10 місяців тому

    awsome job... simply superb

  • @sseemm
    @sseemm 11 місяців тому +3

    Thanks Mynda,
    One tiny tiny remark : it would be better to drop the name in the filter section of the pivot table and use it for the conditionnal formatting instead of using another pivot table with names in the rows.
    bcz, if the prson didn't select any name from the slicer, we will still have "Alex" being highlighted in the table,
    but if we add a filter to the first Pivot table, we can use it as the base of our conditionnal formatting. The filter will either show "All"" or "the active name in the slicer"

    • @MyOnlineTrainingHub
      @MyOnlineTrainingHub  11 місяців тому +1

      Love that idea 👍 I sometimes build an error message into the dashboard if people select multiple names none of the charts display, but I was on a time constraint with this video 😉

    • @kathimills7699
      @kathimills7699 11 місяців тому

      Taking that idea a little further -- the conditional formatting after Refresh only shows it being applied the the name, not the other PT fields in the video. Sorry I haven't had time to play with the download yet but I've been bitten by that quirk before and so I was specifically looking for it. Would using the name as a filter instead address that also?

    • @liumahir
      @liumahir 11 місяців тому +1

      I have tried to solve this issue with the AND function in the Conditional Formatting. My second logical condition would be to see that A12 in the analysis sheet is empty, which happens only if you select one name. It works fine for me.

  • @BasitDurodola
    @BasitDurodola 5 місяців тому

    Your creativity is TOP notch👍

  • @soundaryasuresh1845
    @soundaryasuresh1845 11 місяців тому

    I tried this in my excel and enjoyed the results. Thank you mam

  • @hanisalehal-ssenai1431
    @hanisalehal-ssenai1431 11 місяців тому +1

    Thanks so much

  • @DavidKlenkFurniture
    @DavidKlenkFurniture 11 місяців тому

    This is great, thanks Mynda.

  • @shannaandersonzongo8128
    @shannaandersonzongo8128 9 місяців тому

    This was amazing! I’ve been really wanting to do something like this for my board reports, but didn’t realize it could be done so nicely in Excel. I was thinking we’d need another subscription to a different tool.

    • @MyOnlineTrainingHub
      @MyOnlineTrainingHub  9 місяців тому

      Wonderful to hear you'll be able to make use of it and save a load of money 😁

  • @محمدعلي-ف7خ2ر
    @محمدعلي-ف7خ2ر 10 днів тому

    last trick is amazing

  • @robloxellicuti6002
    @robloxellicuti6002 9 місяців тому

    SO good and very useful.🌹🌹🌹

  • @StoicLifeHackss
    @StoicLifeHackss Місяць тому +1

    i followed your video step by step for 4 hours and i got it right the first time😊😊...thank you very much

  • @saadaljohani6565
    @saadaljohani6565 11 місяців тому

    Thank you so much ❤

  • @yulinliu850
    @yulinliu850 11 місяців тому

    Excellent!!!👍❤

  • @tfortanvir1336
    @tfortanvir1336 3 місяці тому

    Just super 😮

  • @IamTheReaper911
    @IamTheReaper911 11 місяців тому +1

    That dashboard is................
    ........EPIC 😎

    • @MyOnlineTrainingHub
      @MyOnlineTrainingHub  11 місяців тому +1

      😅 wondered where you were going for a moment! Thanks so much 🙏😁

  • @EnmostMashcom
    @EnmostMashcom 11 місяців тому

    Superb video.
    Kindly share one for sales vs purchases and usage.
    Thank you.

  • @alandrewgibson
    @alandrewgibson 9 місяців тому

    Wow thanks!

  • @Shaft0
    @Shaft0 11 місяців тому

    Good to see you fixed the account issue 👍

  • @tihomirhristov77
    @tihomirhristov77 11 місяців тому

    Excelsia is a Wizard 💚👌🏻

  • @MrDhunpagla
    @MrDhunpagla 11 місяців тому

    Amazing 😊

  • @UstedTubo187
    @UstedTubo187 11 місяців тому

    I like that name highlight trick using the conditional formatting and the slicer! I don't quite understand why picking that top cell makes it check the entire column for the name though. I'll have to look at that more closely.

    • @MyOnlineTrainingHub
      @MyOnlineTrainingHub  11 місяців тому

      Great to hear. This video explains conditional formatting in more detail and will answer your question: ua-cam.com/video/Rzz9PyfwiVQ/v-deo.html

    • @UstedTubo187
      @UstedTubo187 11 місяців тому

      @@MyOnlineTrainingHubNice! Thanks for sharing that Mynda!

    • @UstedTubo187
      @UstedTubo187 11 місяців тому

      @@MyOnlineTrainingHubFollow up. Just watched the video you shared. You explained it perfectly, as usual. Thanks again Mynda!

  • @olaoyeolayinka5394
    @olaoyeolayinka5394 7 місяців тому

    Struggling to really understand the dashboard . Thank for this video. I will try and practise and watch it over and over again

  • @robertchetty5880
    @robertchetty5880 26 днів тому

    Hi would you be so kind to produce a demonstration of dashboard containing trajectory chart in percentage please. Thank you for your help

    • @MyOnlineTrainingHub
      @MyOnlineTrainingHub  25 днів тому

      Perhaps this is what you're after: www.myonlinetraininghub.com/excel-project-management-burn-down-and-burn-up-charts

  • @aprilirvin4216
    @aprilirvin4216 9 місяців тому

    Do you have any videos on exporting expiries from multiple sheets onto a dashboard. I’m looking for a traffic light system that summarises upcoming expiries, expired and current stock holdings

    • @MyOnlineTrainingHub
      @MyOnlineTrainingHub  9 місяців тому

      You can use Power Query to first append the data from the sheets together into one table, then you can extract the data you want with either Power Query or a PivotTable, and use Conditional Formatting for the traffic lights. I don't have one video covering all these steps, but I do have individual videos on these topics. Here's the Power Query video: ua-cam.com/video/YOC-pEIuHpA/v-deo.html
      Here's the PivotTable video: ua-cam.com/video/vQlFiLUaw4k/v-deo.html
      Here's the Conditional Formatting video: ua-cam.com/video/Rzz9PyfwiVQ/v-deo.html

  • @Magiczone-tv
    @Magiczone-tv 6 місяців тому

    My boss is just doing a great job here, refreshing my head

  • @antoniocurri910
    @antoniocurri910 4 місяці тому

    Hi Mynda,
    I saw your video on how to make a dashboard in 3 steps: really very useful and educational. But I have a problem when I update the pivot table with formatting both with data bars and with icons (you know I tried to put the traffic lights ...) the formatting of the columns with the icons is lost. I use the Mac version 16.90. How can I keep this formatting even after updating the data?
    Many thanks for all the suggestions you want to give me.
    Best regards Antonio

    • @MyOnlineTrainingHub
      @MyOnlineTrainingHub  4 місяці тому

      Hi Antonio, I answered this duplicate question on the blog page already. Please see my answer there.

  • @mamunahmed892
    @mamunahmed892 6 місяців тому

    How can I show month on month changes in staff absence for each department in my organisation in a nice chart? What would you recommend?

    • @MyOnlineTrainingHub
      @MyOnlineTrainingHub  6 місяців тому

      Depends how many departments you have. If there's only a few, you could use a simple line or clustered column chart. If there's a lot, then maybe sparklines.

  • @vtanz
    @vtanz 9 місяців тому +1

    Could you please create a simple project gantt chart. Thanks

    • @MyOnlineTrainingHub
      @MyOnlineTrainingHub  9 місяців тому

      Like this: ua-cam.com/video/ANzRp-y-iW8/v-deo.html or a project management dashboard with Gantt chart like this: ua-cam.com/video/5qtSioTE2wY/v-deo.html

  • @b326yr
    @b326yr Місяць тому

    Please do an inventory management dashboard

  • @nazarkamal8831
    @nazarkamal8831 11 місяців тому

    How you wre able to do like dis !! This is incredible 💕

  • @Sanja1234-y5e
    @Sanja1234-y5e 6 місяців тому

    Hi dear can you do a video for simple book keeping

  • @chenheyuan87
    @chenheyuan87 11 днів тому

    Hi, could you guide me on how to rename the column header so that the updates are reflected on the dashboard.. I tried changing it but the data went missing in the graph

    • @MyOnlineTrainingHub
      @MyOnlineTrainingHub  11 днів тому +1

      If you change the column header, you have to rebuild the PivotTable that used the previous column header. This will then update the chart.

  • @BrendaSteyn
    @BrendaSteyn 11 місяців тому

    Hi Mynda, I'm wondering if you have dashboards, pivot tables, etc. that are used with screen readers and would be accessible for people with disability?

    • @MyOnlineTrainingHub
      @MyOnlineTrainingHub  11 місяців тому +1

      great question. I don't have anything specifically for this, sorry. I'm not sure how good Excel is at reading charts. You could always download one of my files and test it out.

    • @BrendaSteyn
      @BrendaSteyn 11 місяців тому

      Thanks for your reply, I sincerely appreciate it.
      We've recently had some internal training regarding accessibility and well it's complicated.
      Nothing we do on a day-to-day basis will currently work. More chances to learn tho 👍

  • @andinh8835
    @andinh8835 9 місяців тому

    Can I have the data sheet to practice? Thanks a lot!

  • @sveachristensen1796
    @sveachristensen1796 9 днів тому

    Love your videos, thank you. When you mention a special, could you please add the year that the specials are good for in the video, that way if we're watching this in 2025, we know we passed the special. 😊Thank you.

  • @Winniebakerz
    @Winniebakerz 9 місяців тому

    Thanks you for sharing. I tried and faced a problem, It doesn't work when I cut the slicer and paste to another sheet. The slicer cannot paste on the dashboard sheet. Could you advise how to solve the issue?

    • @MyOnlineTrainingHub
      @MyOnlineTrainingHub  9 місяців тому

      That sounds very odd. I wonder if the dashboard sheet is protected? You're welcome to post your question and sample Excel file on our forum where someone can help you further: www.myonlinetraininghub.com/excel-forum

  • @arfanrasheed9941
    @arfanrasheed9941 11 місяців тому

    What if the new data is in coulmn instead of row, means if new data will go to next columns? I am asking it as I deal with attendance and test performance of a college students having different subjects.

    • @MyOnlineTrainingHub
      @MyOnlineTrainingHub  11 місяців тому +1

      I would use Power Query to unpivot those columns because your data needs to be in a tabular layout. See this video on unpivoting: ua-cam.com/video/-IMqkg35adA/v-deo.html

    • @arfanrasheed9941
      @arfanrasheed9941 11 місяців тому

      @@MyOnlineTrainingHub excellent video. But 1 thing is missing you didn't discuss multiple headers (more than two headers)

    • @MyOnlineTrainingHub
      @MyOnlineTrainingHub  11 місяців тому

      I cover that here: ua-cam.com/video/-IMqkg35adA/v-deo.html

  • @chezza720
    @chezza720 11 місяців тому

    Does this work if you are looking at median data for the month, not average?

    • @MyOnlineTrainingHub
      @MyOnlineTrainingHub  11 місяців тому

      You can apply these techniques to any data. As for summarising median values, you could find the min, max, average or median of the medians 😊

  • @deedubdolphinsdialogue9058
    @deedubdolphinsdialogue9058 9 місяців тому

    How can I put a map of the US in the dashboard and be interactive with a slicer?

    • @MyOnlineTrainingHub
      @MyOnlineTrainingHub  9 місяців тому

      I cover that scenario in this video: ua-cam.com/video/McLQ3gEGbHQ/v-deo.html

  • @JohnYoo-ge6mn
    @JohnYoo-ge6mn 8 місяців тому

    the interactive slicers does not seem to work when opened in the Mac version of Excel is there a fix for that

    • @MyOnlineTrainingHub
      @MyOnlineTrainingHub  8 місяців тому

      There’s no reason why the slicers wouldn’t work on a Mac 🤔 they won’t work on an iPad, but a Mac should be fine.

  • @abdelkaioumbouaicha
    @abdelkaioumbouaicha 11 місяців тому

    📝 Summary of Key Points:
    📌 The presenter demonstrates how to create an interactive dashboard in Excel using fictional outbound sales call data. They follow three steps: cohesive design elements, analysis and visualization of metrics, and adding interactive elements for data exploration.
    🧐 The presenter sets up the dashboard canvas, changes the color theme, and adds headings. They insert shapes for key performance indicators (KPIs), icons for metrics, and a slicer to filter data based on salesperson names.
    🚀 The presenter formats the data as an Excel table, creates a pivot table for analysis, and adds number formatting and slicers for filtering. They also insert text boxes to display KPI values and labels, and format them accordingly.
    🚀 The presenter creates pivot tables and column charts to visualize the data. They format the charts, add titles, and adjust the axis settings. They also add conditional formatting to highlight selected salesperson names in the KPI table.
    🚀 The presenter demonstrates how to update the dashboard with new data by copying and pasting it into the data table and refreshing the dashboard.
    💡 Additional Insights and Observations:
    💬 "The dashboard is designed to analyze and visualize key metrics from fictional outbound sales call data."
    📊 The presenter emphasizes the importance of cohesive design elements and visually appealing charts to create an informative dashboard.
    🌐 The video provides a step-by-step guide and practical tips for creating an interactive dashboard in Excel.
    📣 Concluding Remarks:
    The video offers a comprehensive tutorial on creating an interactive dashboard in Excel. By following the presenter's three-step process, viewers can learn how to design, analyze, and visualize key metrics effectively. The use of fictional sales call data makes it easier to understand and apply the concepts demonstrated in the video. Overall, this tutorial is a valuable resource for anyone looking to create informative and visually appealing dashboards in Excel.
    Generated using TalkBud

  • @RhetoricalLanguage
    @RhetoricalLanguage 11 місяців тому

    Hello Mynda, I have come across a query and hope you can suggest some solution to it. I have a list of Stock names in a table (which obviously has Exchange & Stock Code in bracket at the end). I can't seem to get the text in a new cell (outside table) in anyway, tried, TEXT, SEARCH, LEN.. nothing seem to be working. Do you have any workaround? Thank You

    • @MyOnlineTrainingHub
      @MyOnlineTrainingHub  11 місяців тому

      Should be straight forward. Please post your question and sample Excel file on our forum where someone can help you further: www.myonlinetraininghub.com/excel-forum

  • @user-fv9to3ip1k
    @user-fv9to3ip1k 9 місяців тому

    We need to know how to calculate a field. This is a great video but you skipped an important step = Values in the columns sections of pivot field. If you don't show that then no one is getting passed minute 7:50.

    • @MyOnlineTrainingHub
      @MyOnlineTrainingHub  9 місяців тому

      The PivotTable calculates/sums the field/column when you check the box to include the field in the PivotTable. This data is already in the source table you see at 8:00 (see the column headers of the table are the same that you see in the PivotTable field list at 8:08).
      As I check the boxes to include the 'Total Calls', 'Calls Reached' etc. the PivotTable knows these columns/fields contain numbers to it automatically adds them to the Value fields area and sums them for me. All this is shown in the video. There are no hidden steps I do outside of the video.

  • @viksabharwal2811
    @viksabharwal2811 7 місяців тому

    Your mode of instruction is so easy to understand . Thanks, Mynda. Can we, please, get the sample Excel file to practice like the other videos.

    • @MyOnlineTrainingHub
      @MyOnlineTrainingHub  7 місяців тому

      Thank you. As usual, the file link is in the video description. 😉

    • @viksabharwal2811
      @viksabharwal2811 7 місяців тому

      Thanks, Mynda, for such a prompt response. Much appreciated. you are "THEEEE BEST" tutor for these courses. I do not see any other videos from anyone if I am serious about REALLY learning a concept.
      Mynda, I cannot see the sample file , after checking again. What am I doing wrong?

    • @MyOnlineTrainingHub
      @MyOnlineTrainingHub  7 місяців тому

      I think the link was missing. It's here: bit.ly/3-step-dashboards

  • @karaholliday185
    @karaholliday185 2 місяці тому

    I’m making sure the outer text box is selected and doing everything you said but it’s not putting a value in the text box. It looks like it accepts the formula but the text box remains empty what am I doing wrong?

    • @MyOnlineTrainingHub
      @MyOnlineTrainingHub  2 місяці тому

      The text box will only accept a reference to another cell. You cannot put a formula in the formula bar, so maybe that's the problem...or maybe the text in the text box is white, and you cannot see it? If you're still stuck, post your question and sample Excel file on our forum where someone can help you further: www.myonlinetraininghub.com/excel-forum

  • @Sanja1234-y5e
    @Sanja1234-y5e 6 місяців тому

    Can we do it by using jeda ai 😢

    • @MyOnlineTrainingHub
      @MyOnlineTrainingHub  6 місяців тому +1

      Possibly, but AI is really only good for one off analysis. If you want to use the report again next month, it's more efficient and robust to build it in Excel or Power BI.

    • @Sanja1234-y5e
      @Sanja1234-y5e 6 місяців тому

      @@MyOnlineTrainingHub Thank you so much 💓

  • @steven.h0629
    @steven.h0629 11 місяців тому

    👍😎✊

  • @CaribouDataScience
    @CaribouDataScience 11 місяців тому

    3 steps?

    • @MyOnlineTrainingHub
      @MyOnlineTrainingHub  11 місяців тому

      1. Prepare your canvas
      2. Analyse/visualise
      3. Add interactive elements

  • @orhanozturk1183
    @orhanozturk1183 11 місяців тому

    Broken link alert, i dont download

  • @tanveerabbas3271
    @tanveerabbas3271 4 місяці тому

    mynda plz marry me so i can become an expert like you😅

  • @wardsmaill8973
    @wardsmaill8973 10 місяців тому

    😝 Promo'SM

  • @MrLynch-ei4dc
    @MrLynch-ei4dc 11 місяців тому

    Awesome video lecture as always. Thank you. Also, will you marry me?

  • @sherifelgazar4089
    @sherifelgazar4089 11 місяців тому

    This is awesome! thank you for this

  • @marilubadillo8108
    @marilubadillo8108 11 місяців тому

    Thanks very much