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

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  • Опубліковано 21 сер 2024

КОМЕНТАРІ • 51

  • @sdr5593
    @sdr5593 Рік тому +6

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

  • @CeliaAlvesSolveExcel
    @CeliaAlvesSolveExcel Рік тому +4

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

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  Рік тому +1

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

  • @JeffreyJeffersonUK
    @JeffreyJeffersonUK 7 місяців тому +1

    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
      @ExcelOffTheGrid  7 місяців тому +1

      Amazing news. Thanks for letting me know 😁

  • @sintuyadav8405
    @sintuyadav8405 3 місяці тому +1

    Fantastic presentation mark

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  3 місяці тому

      Thank you, I appreciate you sharing that 😁

  • @operamaniak81
    @operamaniak81 6 місяців тому +1

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

  • @ida4250
    @ida4250 Місяць тому +1

    Great tips. Thanks!

  • @IvanCortinas_ES
    @IvanCortinas_ES Рік тому +1

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

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  Рік тому

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

  • @Bashir_Kano
    @Bashir_Kano Рік тому +1

    This is all I need. Thanks Mark.

  • @irishirvinrico3602
    @irishirvinrico3602 Рік тому +1

    This is a cool idea! Thanks Mark!

  • @ismaelkourouma5558
    @ismaelkourouma5558 Рік тому +1

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

  • @fernandosilva8062
    @fernandosilva8062 Рік тому +1

    Great for video. Hugs from Brasil!

  • @The1ShyButterfly
    @The1ShyButterfly Рік тому

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

  • @krzysztofmmichaluk
    @krzysztofmmichaluk Місяць тому

    super!

  • @grahamparker7729
    @grahamparker7729 Рік тому +1

    I really like that, great tip.

  • @EricHartwigExcelConsulting
    @EricHartwigExcelConsulting Рік тому +1

    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
      @ExcelOffTheGrid  Рік тому +2

      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

  • @solomondaniels8083
    @solomondaniels8083 Рік тому +1

    Great

  • @xezelwer
    @xezelwer Рік тому +2

    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
      @ExcelOffTheGrid  Рік тому +1

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

    • @johnmichaelbolanos4229
      @johnmichaelbolanos4229 5 місяців тому

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

    • @mloverine
      @mloverine 3 місяці тому

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

  • @RameezMannil
    @RameezMannil 11 місяців тому

    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

  • @yuhooh
    @yuhooh Рік тому +1

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

  • @sharkyspencer
    @sharkyspencer 5 місяців тому +1

    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
      @ExcelOffTheGrid  5 місяців тому

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

  • @kunaljagtap330
    @kunaljagtap330 2 місяці тому

    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

  • @arungupta8444
    @arungupta8444 Рік тому

    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

  • @kandathumkettathumm
    @kandathumkettathumm 8 місяців тому

    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
      @ExcelOffTheGrid  8 місяців тому

      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.

    • @kandathumkettathumm
      @kandathumkettathumm 8 місяців тому

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

  • @talha946
    @talha946 Рік тому +1

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

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  Рік тому

      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.

  • @deebr7766
    @deebr7766 11 місяців тому +1

    Is there an option similar to this for google sheet?

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  11 місяців тому

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

  • @RonDavidowicz
    @RonDavidowicz Рік тому

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

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  Рік тому +1

      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).