Beautiful! So glad you put so much thought into the explanation and the timing of this video. I enjoyed the zooming in too. Thanks so much for sharing!
@@skillnatorif I want to share this dashboard without master file and dashboard is working properly how to be do that please help because my data is huge
I was looking for totally different video about formating. I am so very tired of this enormously heavy buttons/shapes setups with VBA, while looking for something simple and elegant. Thank you so much. Greetings from Germany.
you are most amazing and brilliant teacher I have ever seen.You give the explanation so clearly.I understand all of steps.Thank you so much.I am really grateful.
Greetings Sir! Great Tutorial, I must say! I watched this tutorial and my feedback on this is that, who so ever wanted to [a. learn to write queries] or to [b. filter information from the data] or [c. write special functions], on MIS or day to day reporting will get all in this single tutorial, I bet they will survive! PS the best part was the positive and negative indicators, Fantastic.
Greetings from Turkey, I follow even though I am not fluent in English. I commend you too, Fantastic example!! Very interesting and informative. Easy to follow ❤ I can’t wait to build my own dashboard using these techniques!! 🎉
TLDR: The key idea of the video is to demonstrate how to create an interactive Excel dashboard using pivot tables, custom formatting, dynamic charts, filter buttons, and slicers. 1. 00:00 📊 Create an interactive Excel dashboard with a logo, six boxes, and a separator line using pivot tables, custom formatting, and dynamic charts. 1.1 Learn how to create an interactive and visually appealing Excel dashboard in five steps, including working with pivot tables, custom formatting, and dynamic charts. 1.2 Create a logo in the top left corner, six boxes, and a separator line in an Excel dashboard. 2. 03:13 📊 Set up tables, charts, and filter buttons for an interactive Excel dashboard displaying sales, profit, and growth data, with the ability to filter by category, segment, or ship mode. 2.1 Set up four tables, a separator line, two charts, and filter buttons for an interactive Excel dashboard, with data points including sales numbers for the latest and last year, growth, profit numbers for the latest and previous year, and profit growth, all connected to buttons. 2.2 Enable user to filter boxes by category or segment, with four tables showing sales data for top subcategories and states, and two charts displaying sales and price by quarter and top states, all filterable by category, segment, or ship mode. 2.3 Rename wireframe sheet as dashboard wireframe, make a copy called dashboard final, rename sheet1 as source data, set up a pivot table showing sales and profit data for the top 6 boxes for the latest two years, and format sales and profit values as numbers. 3. 08:12 📊 Create interactive Excel dashboard by setting up filter buttons with slicers for category and segment fields, creating pivot tables for sales by subcategory and cities, and linking them to slicers for filtering. 3.1 Set up filter buttons for the dashboard by creating slicers for the category and segment fields in the pivot table. 3.2 Create a pivot table that shows sales by subcategory for 2017 and 2016, filtered by category, and another table filtered by segment, as well as sales by cities, with the top 10 values displayed in descending order of sales. 3.3 To create an interactive Excel dashboard, add a filter or slicer for each pivot table and use the filter connections option to determine which slicer is impacting each table. 3.4 Set up a second table showing sales by cities for the top 10 cities, either by creating a new pivot table and linking it to the slicer or by copying an existing pivot table and linking it to the slicer. 4. 14:15 📊 Replace City field, filter top 10, sort sales descending, and copy tables. Disconnect/connect pivot tables to slicers. Set up table for sales and price trends by quarter for last 4 years. 4.1 Replace the field with City, apply a value filter of top 10, sort in descending order of sales, and copy identical tables to save time. 4.2 The speaker explains how to disconnect and connect pivot tables to different slicers in order to impact specific tables, and mentions the need to set up a table for the trend of sales and price by quarter for the last four years. 5. 17:13 📊 Create an interactive Excel dashboard by selecting and organizing source data, adding sales and quantity values, calculating price, choosing between pivot or bar charts, linking data outside of pivot tables, setting up filter buttons, and connecting slicers to pivot tables. 5.1 The speaker explains how to select and organize source data in Excel to create an interactive dashboard. 5.2 Add sales and quantity to the values for the chart, calculate the price based on sales and quantity, change the table layout to tabular format, choose between a pivot chart or a general bar chart, and link the data outside of the pivot table using formulas. 5.3 Add a price column by calculating sales divided by quantity, format the numbers as currency, set up a column chart with a second series for pricing, change the series type to line, and plot the pricing series on a secondary axis. 5.4 Create a copy of the last pivot table to display the states with the highest and lowest sales, set up filter buttons (slicers) for ship mode, category, and segment, and connect the slicers to the appropriate pivot tables. 6. 22:54 📊 Insert a logo and customize colors for an interactive Excel dashboard, then format shapes, align elements, and add transparent text boxes for headings. 6.1 To create an interactive Excel dashboard, insert a logo, set up color customization, and all elements in the workbook will adopt the same color. 6.2 Basic formatting is done to create a shape, remove outline and add shadow, align multiple shapes in the middle, and add a text box with transparent background for the heading of each card. 7. 25:53 📊 Create an interactive Excel dashboard by using self-referencing formulas, formatting techniques, and linking table ranges to pivot tables, and format positive numbers as green and negative numbers as red using custom formatting with color codes. 7.1 To create an interactive Excel dashboard, the speaker demonstrates how to use self-referencing formulas, formatting techniques, and linking table ranges to pivot tables on the working sheet. 7.2 Calculate and format positive numbers to appear green and negative numbers to appear red in an Excel dashboard by using custom formatting with color codes. 8. 29:55 📊 Set up tables and charts, format slicers and charts, fix errors and remove grand totals, add option button for sorting, and dynamically change chart title based on user selection. 8.1 Set up tables and charts, cut and paste them onto the dashboard sheet, format the slicers to look like buttons, increase the number of columns, remove slicer borders, and uncheck the display header for all slicers. 8.2 Format the charts by increasing the gap width of the bars, adding shadow, converting the axis to thousand units, adding data labels to the pricing line, making all fonts black, and removing borders; insert triangles for positive and negative numbers using the Arial font and custom formatting, and copy and paste the formatting on other columns. 8.3 To fix errors and remove grand totals, apply an if-then-else logic to the relevant cells and pivot tables in Excel. 8.4 Add an option button to allow users to select either the top or bottom 10 states by sales, and use a combination of switch and sort formulas to sort the values in ascending or descending order based on the user's selection. 8.5 The chart title can be dynamically changed to show either the highest or lowest option selected by utilizing a switch formula and concatenating the result to create the title.
This is the best excel training i had ever had in years. It was so easy to follow and direct. However, in a case where you have large filter list, how then do you work that out. Also, i observed this could only be done when you have enough data. However, this is a great lesson. Thank you @skillnator.
amaaaaaaaaaazing ! very easy to follow and detailed enough to get lost while following along. i wish to see a video on creating a dashboard of multiple data sets (to connect multiple tables).
Awesome!! We have some reports that are currently displayed in raw pivot tables, which i aesthetically dislike. Though with your tutorial i think i'll be able to display the data in a flexible but waay better looking way! Thanks alot!😊
Additional tip: change the property of the size/position of the slicers to diabling from moving or resize to prevent the user from accidentally messing them up Update: I tried to create the switch button option but my version of Excel is 2010, so it has no "SWITCH" function nor "SORT" function to use. Instead I use macros. Works fine.
Thank you for sharing the knowledge, really appreciate that, but still having #spill error on the switch formula, could you possibly sent me more steps explaining the switch formula? Thank you
Not using Tables as your source data means the PivotTables aren't dynamic. Is there a reason why you decided to forego setting up the source data in a Table container? Otherwise, nicely done. (from an Excel trainer of 35 years ;-))
