title
📊 How to Build Excel Interactive Dashboards

description
🔥 Go from Excel novice to data analysis ninja in just 2 hours with my Excel for Beginners course: https://kevinstratvert.thinkific.com In this step-by-step tutorial, learn how to create dynamic and interactive Excel dashboards. With a dashboard, you can showcase the most important information and key performance indicators (KPIs) that your organization cares about. All you need is Microsoft Excel -- there's no need for any VBA or add-ons. When you receive new data, you can easily update your dashboard to reflect the latest. You can adjust the look and feel using various themes and you can even customize the dashboard to match your organization's color scheme. Once you finish, you can share out your dashboard easily for others to consume. If you'd like to follow along, you'll find the sample sheet that I used below. 📚 RESOURCES - Sample spreadsheet to follow along: https://1drv.ms/x/s!AmxrofZZlZ-whMgx8bXq-2uARjf45Q?e=VU4CPy - Introduction to Pivot Tables video: https://youtu.be/m0wI61ahfLc - Advanced Pivot Tables video: https://youtu.be/3g1CSG5zvQ0 ⌚ TIMESTAMPS 00:00 Introduction 00:52 Background on dashboard 01:25 Overview of data 02:15 Create table 02:55 Insert pivot tables 04:10 Pivot table 1 08:43 Pivot table 2 10:00 Pivot table 3 11:57 Align objects 12:31 Set chart height and width 12:50 Add timeline & slicers 14:42 Connect slicers to all pivot charts 15:47 Using slicers to filter 16:02 Add new data & refresh dashboard 17:13 Adjust view to look less like Excel 17:58 Customize theme 18:28 Share dashboard 18:54 Wrap up 📺 RELATED VIDEOS - Playlist with all my videos on Excel: https://youtube.com/playlist?list=PLlKpQrBME6xLYoubjOqowzcCCd0ivQVLY 🙌 SUPPORT THE CHANNEL - Hit the THANKS button in any video! - Amazon affiliate link: https://amzn.to/3kCP2yz (Purchasing through this link gives me a small commission to support videos on this channel -- the price to you is the same) 🔽 CONNECT WITH ME - Official web site: http://www.kevinstratvert.com - LinkedIn: https://www.linkedin.com/in/kevinstratvert/ - Discord: https://discord.gg/kHuujY2pZf - Twitter: https://twitter.com/kevstrat - Facebook: https://www.facebook.com/Kevin-Stratvert-101912218227818 - TikTok: https://www.tiktok.com/@kevinstratvert - Instagram: https://www.instagram.com/kevinstratvert/ 🎒 MY COURSES - Excel for Beginners in under 2 hours: https://kevinstratvert.thinkific.com/ 🙏 REQUEST VIDEOS https://forms.gle/BDrTNUoxheEoMLGt5 🔔 SUBSCRIBE ON YOUTUBE https://www.youtube.com/user/kevlers?sub_confirmation=1 #stratvert

detail
{'title': '📊 How to Build Excel Interactive Dashboards', 'heatmap': [{'end': 190.477, 'start': 173.987, 'weight': 0.705}, {'end': 425.353, 'start': 372.021, 'weight': 0.763}, {'end': 490.833, 'start': 474.628, 'weight': 0.772}, {'end': 816.666, 'start': 766.403, 'weight': 0.714}], 'summary': 'Learn to create interactive dashboards and pivot tables in excel without vba or add-ins, including steps for pivot table creation and formatting for visualization, building pivot charts and tables for data analysis, and making static dashboards interactive with slicers and timelines, facilitating dynamic data filtering.', 'chapters': [{'end': 380.764, 'segs': [{'end': 75.625, 'src': 'embed', 'start': 0.029, 'weight': 0, 'content': [{'end': 1.31, 'text': 'Hi everyone, Kevin here.', 'start': 0.029, 'duration': 1.281}, {'end': 8.634, 'text': 'Today, I wanna show you how you can create an interactive dashboard in Microsoft Excel.', 'start': 1.53, 'duration': 7.104}, {'end': 15.419, 'text': 'With a dashboard, you can showcase the most important information to your organization.', 'start': 9.275, 'duration': 6.144}, {'end': 19.281, 'text': "And best of all, it's actually really easy to set up.", 'start': 15.919, 'duration': 3.362}, {'end': 23.664, 'text': "You don't have to know any VBA and you don't have to install any add-ins.", 'start': 19.742, 'duration': 3.922}, {'end': 27.627, 'text': 'All you need is the base version of Microsoft Excel.', 'start': 24.384, 'duration': 3.243}, {'end': 35.65, 'text': "Once you finish creating your dashboard, as new data comes in, it'll automatically update to reflect the latest data.", 'start': 28.667, 'duration': 6.983}, {'end': 42.072, 'text': "Also, once you're ready to share it out with other people in your organization, you can very easily share it,", 'start': 36.45, 'duration': 5.622}, {'end': 44.713, 'text': 'so they can get insights from your dashboard.', 'start': 42.072, 'duration': 2.641}, {'end': 50.195, 'text': "If you wanna follow along today, I've included a sample spreadsheet in the description.", 'start': 45.734, 'duration': 4.461}, {'end': 51.856, 'text': "All right, let's check this out.", 'start': 50.215, 'duration': 1.641}, {'end': 59.44, 'text': 'Here I am in Microsoft Excel and I want to create a performance dashboard for the Kevin Cookie company.', 'start': 52.296, 'duration': 7.144}, {'end': 66.705, 'text': 'Leadership is always asking me questions about things like our profit, unit sales, and that type of business stuff.', 'start': 60.241, 'duration': 6.464}, {'end': 72.164, 'text': 'Now I figured I could create a dashboard to answer all of those different questions.', 'start': 67.423, 'duration': 4.741}, {'end': 75.625, 'text': 'That way I can continue focusing on my YouTube videos.', 'start': 72.624, 'duration': 3.001}], 'summary': 'Create interactive dashboard in excel for kevin cookie company, no vba/add-ins needed, automatic updates, easy sharing.', 'duration': 75.596, 'max_score': 0.029, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/MTlQvyNQ3PM/pics/MTlQvyNQ3PM29.jpg'}, {'end': 170.264, 'src': 'embed', 'start': 141.074, 'weight': 3, 'content': [{'end': 147.676, 'text': 'To turn it into a table, simply click anywhere in your data and then go up to the top ribbon and click on insert.', 'start': 141.074, 'duration': 6.602}, {'end': 151.497, 'text': 'Right here, you have the option to turn it into a table.', 'start': 148.356, 'duration': 3.141}, {'end': 155.038, 'text': 'You can also press the shortcut key control T.', 'start': 151.997, 'duration': 3.041}, {'end': 155.718, 'text': "Let's click on this.", 'start': 155.038, 'duration': 0.68}, {'end': 164.161, 'text': 'In this prompt, it asks me for where my data is and here it automatically identified all of the different data that I want to bring into this table.', 'start': 156.179, 'duration': 7.982}, {'end': 170.264, 'text': 'Here, it also asks me if my table has headers and this is my header right up here.', 'start': 164.901, 'duration': 5.363}], 'summary': 'Convert data to a table, using shortcut key control t or ribbon insert option.', 'duration': 29.19, 'max_score': 141.074, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/MTlQvyNQ3PM/pics/MTlQvyNQ3PM141074.jpg'}, {'end': 202.614, 'src': 'heatmap', 'start': 173.987, 'weight': 0.705, 'content': [{'end': 175.448, 'text': "Next, let's click on OK.", 'start': 173.987, 'duration': 1.461}, {'end': 181.051, 'text': 'All of my data is now included in a table and it has this nice table formatting.', 'start': 176.008, 'duration': 5.043}, {'end': 183.693, 'text': 'Next, I want to insert a pivot table.', 'start': 181.652, 'duration': 2.041}, {'end': 190.477, 'text': "So, once again, I'll click into my table and then, up on the top ribbon, let's click on insert and all the way over.", 'start': 184.253, 'duration': 6.224}, {'end': 193.78, 'text': 'on the left hand side there is the option to insert a pivot table.', 'start': 190.477, 'duration': 3.303}, {'end': 200.072, 'text': 'When you click on that, that opens up a prompt and it asks us what table or range do we want to use.', 'start': 194.568, 'duration': 5.504}, {'end': 202.614, 'text': "I'll simply select this table three.", 'start': 200.612, 'duration': 2.002}], 'summary': 'Data included in table with pivot table inserted', 'duration': 28.627, 'max_score': 173.987, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/MTlQvyNQ3PM/pics/MTlQvyNQ3PM173987.jpg'}, {'end': 232.988, 'src': 'embed', 'start': 209.238, 'weight': 4, 'content': [{'end': 215.643, 'text': 'This now drops me into a new worksheet, sheet one, and I can now start building my pivot table.', 'start': 209.238, 'duration': 6.405}, {'end': 225.086, 'text': "For my dashboard, I want to have three different charts, so I'm going to need three different pivot tables, and right now I only have one.", 'start': 216.423, 'duration': 8.663}, {'end': 232.988, 'text': 'If I go down below over to all of my different sheets, I can press the control key, click on sheet one, and then drag it over.', 'start': 225.966, 'duration': 7.022}], 'summary': 'Creating pivot tables for three different charts in a dashboard.', 'duration': 23.75, 'max_score': 209.238, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/MTlQvyNQ3PM/pics/MTlQvyNQ3PM209238.jpg'}, {'end': 281.665, 'src': 'embed', 'start': 256.05, 'weight': 5, 'content': [{'end': 263.734, 'text': "Here, I'll right click on this tab and I'll select rename and let me call this just what it is, profit by country and cookie.", 'start': 256.05, 'duration': 7.684}, {'end': 268.717, 'text': "Now that I've renamed the sheet, I'm ready to pull together my first pivot table.", 'start': 264.295, 'duration': 4.422}, {'end': 273.02, 'text': 'And once again, I want to know profit by country and cookie type.', 'start': 269.217, 'duration': 3.803}, {'end': 277.823, 'text': 'Over on the right hand side, I have all of my different pivot table fields.', 'start': 273.98, 'duration': 3.843}, {'end': 281.665, 'text': "First, I'll select country and I'll pull that down into rows.", 'start': 278.463, 'duration': 3.202}], 'summary': 'Creating pivot table to analyze profit by country and cookie type.', 'duration': 25.615, 'max_score': 256.05, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/MTlQvyNQ3PM/pics/MTlQvyNQ3PM256050.jpg'}], 'start': 0.029, 'title': 'Creating interactive dashboard and pivot tables in excel', 'summary': 'Demonstrates how to create an interactive dashboard in microsoft excel without vba or add-ins, with automatic updates and a provided sample spreadsheet. it also covers creating pivot tables and building a dashboard, including steps to turn data into a table, insert pivot tables, and format data for visualization, with the goal of creating three different pivot tables.', 'chapters': [{'end': 97.213, 'start': 0.029, 'title': 'Creating interactive dashboard in excel', 'summary': 'Demonstrates how to easily create an interactive dashboard in microsoft excel to showcase important information to an organization without the need for vba or add-ins, and how it automatically updates with new data, with a sample spreadsheet provided for practice.', 'duration': 97.184, 'highlights': ['Creating an interactive dashboard in Microsoft Excel allows showcasing important information to the organization, without requiring VBA or add-ins, and it automatically updates with new data.', 'The dashboard can answer questions about profit, unit sales, and other business aspects, offering a streamlined way to share insights with others in the organization.', 'A sample spreadsheet is provided in the description for practicing along with the tutorial.']}, {'end': 380.764, 'start': 97.534, 'title': 'Creating pivot tables and building dashboard', 'summary': 'Covers the process of creating pivot tables and building a dashboard, including steps to turn data into a table, insert pivot tables, and format the data for visualization, with the goal of creating three different pivot tables for the dashboard.', 'duration': 283.23, 'highlights': ['The process of turning data into a table is demonstrated, including the option to turn it into a table using the top ribbon or the shortcut key control T, ensuring that the table has headers. The process of turning data into a table is explained, offering the option to turn it into a table using the top ribbon or the shortcut key control T, and emphasizing the need to ensure that the table has headers.', 'The step-by-step process of inserting a pivot table is detailed, including selecting the data range, placing the pivot table on a new worksheet, and duplicating pivot tables for multiple views on the dashboard. The step-by-step process of inserting a pivot table is detailed, encompassing selecting the data range, placing the pivot table on a new worksheet, and duplicating pivot tables for multiple views on the dashboard.', "The method of pulling together the first pivot table for 'profit by country and cookie type' is explained, involving the selection and arrangement of fields like country, product, and profit, with a focus on formatting changes and sorting for visualization. The method of pulling together the first pivot table for 'profit by country and cookie type' is elucidated, involving the selection and arrangement of fields like country, product, and profit, with a focus on formatting changes and sorting for visualization."]}], 'duration': 380.735, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/MTlQvyNQ3PM/pics/MTlQvyNQ3PM29.jpg', 'highlights': ['Creating an interactive dashboard in Microsoft Excel allows showcasing important information to the organization, without requiring VBA or add-ins, and it automatically updates with new data.', 'The dashboard can answer questions about profit, unit sales, and other business aspects, offering a streamlined way to share insights with others in the organization.', 'A sample spreadsheet is provided in the description for practicing along with the tutorial.', 'The process of turning data into a table is demonstrated, including the option to turn it into a table using the top ribbon or the shortcut key control T, ensuring that the table has headers.', 'The step-by-step process of inserting a pivot table is detailed, encompassing selecting the data range, placing the pivot table on a new worksheet, and duplicating pivot tables for multiple views on the dashboard.', "The method of pulling together the first pivot table for 'profit by country and cookie type' is elucidated, involving the selection and arrangement of fields like country, product, and profit, with a focus on formatting changes and sorting for visualization."]}, {'end': 770.949, 'segs': [{'end': 428.555, 'src': 'embed', 'start': 403.917, 'weight': 0, 'content': [{'end': 409.941, 'text': "This opens up the insert chart dialog and right here I'm going to select the stacked column chart.", 'start': 403.917, 'duration': 6.024}, {'end': 411.923, 'text': "Next, let's click on OK.", 'start': 410.462, 'duration': 1.461}, {'end': 417.167, 'text': 'And here now you can see a pivot chart representing all of this data.', 'start': 412.924, 'duration': 4.243}, {'end': 419.308, 'text': 'Now when we did the sorting here.', 'start': 417.607, 'duration': 1.701}, {'end': 425.353, 'text': "here you'll see all of the different markets are sorted, from the largest over on the left, all the way down to the smallest on the right.", 'start': 419.308, 'duration': 6.045}, {'end': 428.555, 'text': 'Also with the stacked bar chart.', 'start': 426.073, 'duration': 2.482}], 'summary': 'Demonstrating creating a stacked column chart and sorting markets in pivot chart.', 'duration': 24.638, 'max_score': 403.917, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/MTlQvyNQ3PM/pics/MTlQvyNQ3PM403917.jpg'}, {'end': 468.845, 'src': 'embed', 'start': 443.648, 'weight': 2, 'content': [{'end': 450.214, 'text': "Let's go up to the top tabs, click on design, and all the way over on the left hand side, click on add chart element.", 'start': 443.648, 'duration': 6.566}, {'end': 454.576, 'text': "Right here we'll go down to chart title and I'll add it above the chart.", 'start': 450.894, 'duration': 3.682}, {'end': 457.738, 'text': "For the chart title, I'll simply describe what it is.", 'start': 454.956, 'duration': 2.782}, {'end': 459.819, 'text': "It's profit by market and cookie type.", 'start': 457.818, 'duration': 2.001}, {'end': 464.562, 'text': 'Before I bring this chart back to my dashboard, I want to clean up a few things.', 'start': 460.28, 'duration': 4.282}, {'end': 468.845, 'text': 'Here I have all of these different field items included on my chart.', 'start': 465.162, 'duration': 3.683}], 'summary': 'Adding a chart title above the profit by market and cookie type chart in the design tab.', 'duration': 25.197, 'max_score': 443.648, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/MTlQvyNQ3PM/pics/MTlQvyNQ3PM443648.jpg'}, {'end': 530.305, 'src': 'heatmap', 'start': 474.628, 'weight': 3, 'content': [{'end': 480.37, 'text': "Here I could right click on the item and I'll select to remove or hide all field buttons on this chart.", 'start': 474.628, 'duration': 5.742}, {'end': 483.291, 'text': 'And when I select that, it really helps clean it up.', 'start': 480.99, 'duration': 2.301}, {'end': 486.652, 'text': "I'm now ready to move this chart to my dashboard.", 'start': 483.951, 'duration': 2.701}, {'end': 490.833, 'text': "Here I'll select the chart and I'll press control C.", 'start': 487.112, 'duration': 3.721}, {'end': 494.535, 'text': "Next, I'll click over to my dashboard and I'll paste it onto this sheet.", 'start': 490.833, 'duration': 3.702}, {'end': 499.316, 'text': 'And check that out, I now have my first visual on my dashboard.', 'start': 495.375, 'duration': 3.941}, {'end': 503.518, 'text': "Here I'll zoom out just a little bit so I can see how it sits on my dashboard.", 'start': 499.796, 'duration': 3.722}, {'end': 511.56, 'text': "Here I can select the chart item and if I press the alt key at the same time, it'll snap into different positions,", 'start': 504.398, 'duration': 7.162}, {'end': 515.101, 'text': 'so this way I can organize my dashboard a little bit more easily.', 'start': 511.56, 'duration': 3.541}, {'end': 522.163, 'text': "Here I'll position this first item right here, and I'll extend it down just a little bit, maybe right down to this point.", 'start': 515.801, 'duration': 6.362}, {'end': 523.504, 'text': 'I think that looks pretty good.', 'start': 522.523, 'duration': 0.981}, {'end': 530.305, 'text': "Next, I want to create two more pivot tables for my dashboard and I'll do these a little bit more quickly.", 'start': 524.384, 'duration': 5.921}], 'summary': 'User adds a chart to the dashboard and organizes it using keyboard shortcuts. then plans to add more pivot tables.', 'duration': 43.193, 'max_score': 474.628, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/MTlQvyNQ3PM/pics/MTlQvyNQ3PM474628.jpg'}, {'end': 576.451, 'src': 'embed', 'start': 549.969, 'weight': 5, 'content': [{'end': 557.515, 'text': "To help with the formatting, here I'll highlight all of the numbers and I'll insert the comma style and I'll also remove the decimal points.", 'start': 549.969, 'duration': 7.546}, {'end': 563.34, 'text': "Just like we did before, I'll click on pivot table analyze and here I'll insert a pivot chart.", 'start': 558.256, 'duration': 5.084}, {'end': 568.184, 'text': 'For unit sales over time, I think a line chart will work really well.', 'start': 563.84, 'duration': 4.344}, {'end': 570.446, 'text': "I'll select this one and then click on OK.", 'start': 568.404, 'duration': 2.042}, {'end': 576.451, 'text': "This now inserts my chart and here I'll update the title to say units sold each month.", 'start': 571.086, 'duration': 5.365}], 'summary': 'Creating a pivot chart for unit sales over time, updating title to units sold each month.', 'duration': 26.482, 'max_score': 549.969, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/MTlQvyNQ3PM/pics/MTlQvyNQ3PM549969.jpg'}, {'end': 638.835, 'src': 'embed', 'start': 611.473, 'weight': 6, 'content': [{'end': 618.101, 'text': "To create a pivot table with profit by month, it's going to be very similar to the last pivot table that we created.", 'start': 611.473, 'duration': 6.628}, {'end': 621.444, 'text': "Here I'll select months and I'll drag it down into rows.", 'start': 618.681, 'duration': 2.763}, {'end': 628.049, 'text': "Next, I'll select profit and I'll pull it down into values, and here we see our profit by month.", 'start': 622.125, 'duration': 5.924}, {'end': 631.391, 'text': "Like I've always said, there is money in the cookie business.", 'start': 628.509, 'duration': 2.882}, {'end': 634.653, 'text': 'Next, I want to set it so it appears as a currency.', 'start': 632.011, 'duration': 2.642}, {'end': 638.835, 'text': "I'll highlight all of these values, and here I'll select the currency view.", 'start': 634.853, 'duration': 3.982}], 'summary': 'Pivot table shows profit by month; set as currency.', 'duration': 27.362, 'max_score': 611.473, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/MTlQvyNQ3PM/pics/MTlQvyNQ3PM611473.jpg'}, {'end': 743.657, 'src': 'embed', 'start': 718.453, 'weight': 7, 'content': [{'end': 723.638, 'text': 'To make sure everything aligns very nicely on this page, I have a few different alignment tools.', 'start': 718.453, 'duration': 5.185}, {'end': 729.625, 'text': "Here I'll select this chart, I'll select this one, and I'll go up to the top tabs called shape format.", 'start': 724.159, 'duration': 5.466}, {'end': 735.951, 'text': "Over on the right hand side, here I have my alignment tools, and here I'll make sure that I align them to the top.", 'start': 730.285, 'duration': 5.666}, {'end': 740.396, 'text': "And they were already aligned at the top, but if they weren't that would help me achieve that.", 'start': 736.412, 'duration': 3.984}, {'end': 743.657, 'text': "Next, I'll select these two different charts right down here.", 'start': 740.876, 'duration': 2.781}], 'summary': 'Using alignment tools to ensure charts are neatly placed on the page.', 'duration': 25.204, 'max_score': 718.453, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/MTlQvyNQ3PM/pics/MTlQvyNQ3PM718453.jpg'}], 'start': 381.364, 'title': 'Dashboard creation and data analysis', 'summary': 'Focuses on creating pivot charts, tables, and aligning them in a dashboard to analyze units sold and profit by month, with a demonstration of formatting and chart placement.', 'chapters': [{'end': 530.305, 'start': 381.364, 'title': 'Creating pivot chart and dashboard visuals', 'summary': 'Focuses on creating a pivot chart to represent data, organizing the chart, adding a title, and positioning it on a dashboard, followed by the plan to create two more pivot tables for the dashboard.', 'duration': 148.941, 'highlights': ['Selecting the stacked column chart and inserting it as a pivot chart. The process involves selecting the stacked column chart and inserting it as a pivot chart to represent the data.', 'Sorting the markets from largest to smallest and representing the data in the pivot chart. The chapter discusses sorting the markets from largest to smallest and representing the data in the pivot chart for easier data consumption.', "Adding a chart title 'Profit by market and cookie type' and adjusting the chart layout. The step involves adding a chart title 'Profit by market and cookie type' and adjusting the chart layout for clarity and neatness.", 'Positioning the chart on the dashboard by pasting and organizing it. The process includes positioning the chart on the dashboard by pasting it and organizing its position for a visually appealing dashboard.', 'Planning to create two more pivot tables for the dashboard. The chapter concludes with the plan to create two more pivot tables for the dashboard to enhance data representation.']}, {'end': 770.949, 'start': 530.985, 'title': 'Dashboard creation and data analysis', 'summary': 'Demonstrates the creation of pivot tables, pivot charts, and alignment of charts in a dashboard to analyze units sold each month and profit by month, with a focus on formatting and chart placement.', 'duration': 239.964, 'highlights': ['Units sold each month pivot table and chart creation The chapter demonstrates the process of creating a pivot table and pivot chart to track units sold each month, allowing visualization of the quantity of units sold.', 'Profit by month pivot table and chart creation The process of creating a pivot table and pivot chart to analyze profit by month is detailed, with a focus on representing the data as a currency and addressing the observed decrease in profit during November and December.', 'Alignment of charts in the dashboard The chapter illustrates the use of alignment tools and specifying the dimensions of charts to ensure precise and organized placement of charts within the dashboard.']}], 'duration': 389.585, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/MTlQvyNQ3PM/pics/MTlQvyNQ3PM381364.jpg', 'highlights': ['Selecting the stacked column chart and inserting it as a pivot chart to represent the data.', 'Sorting the markets from largest to smallest and representing the data in the pivot chart for easier data consumption.', "Adding a chart title 'Profit by market and cookie type' and adjusting the chart layout for clarity and neatness.", 'Positioning the chart on the dashboard by pasting it and organizing its position for a visually appealing dashboard.', 'Planning to create two more pivot tables for the dashboard to enhance data representation.', 'Demonstrates the process of creating a pivot table and pivot chart to track units sold each month, allowing visualization of the quantity of units sold.', 'Details the process of creating a pivot table and pivot chart to analyze profit by month, with a focus on representing the data as a currency and addressing the observed decrease in profit during November and December.', 'Illustrates the use of alignment tools and specifying the dimensions of charts to ensure precise and organized placement of charts within the dashboard.']}, {'end': 1147.027, 'segs': [{'end': 795.274, 'src': 'embed', 'start': 771.449, 'weight': 0, 'content': [{'end': 777.857, 'text': 'So far, we just have a static dashboard and I want to make sure that people can interact with this dashboard.', 'start': 771.449, 'duration': 6.408}, {'end': 783.924, 'text': "To make it dynamic, let's select one of the items and then go up to pivot chart analyze.", 'start': 778.358, 'duration': 5.566}, {'end': 788.929, 'text': "On this ribbon, there's the option to insert slicers and also a timeline.", 'start': 784.785, 'duration': 4.144}, {'end': 791.17, 'text': "First, let's insert a timeline.", 'start': 789.369, 'duration': 1.801}, {'end': 795.274, 'text': "Within the timeline prompt, I'll select date and then click on OK.", 'start': 791.691, 'duration': 3.583}], 'summary': 'Enhancing static dashboard to enable user interaction by inserting slicers and a timeline for dynamic analysis.', 'duration': 23.825, 'max_score': 771.449, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/MTlQvyNQ3PM/pics/MTlQvyNQ3PM771449.jpg'}, {'end': 931.808, 'src': 'embed', 'start': 910.689, 'weight': 1, 'content': [{'end': 920.399, 'text': "Within report connections, I can specify what pivot tables this slicer controls, and currently it's only set to the profit by market and cookie type.", 'start': 910.689, 'duration': 9.71}, {'end': 926.365, 'text': "I want to make sure it updates all of my different pivot tables, so here I'll check all of these boxes and then click on OK.", 'start': 920.779, 'duration': 5.586}, {'end': 930.047, 'text': "I'll do the same for the other two slicers as well.", 'start': 927.486, 'duration': 2.561}, {'end': 931.808, 'text': 'And check this out.', 'start': 930.688, 'duration': 1.12}], 'summary': 'Configuring slicer to update multiple pivot tables for profit by market and cookie type.', 'duration': 21.119, 'max_score': 910.689, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/MTlQvyNQ3PM/pics/MTlQvyNQ3PM910689.jpg'}, {'end': 1021.82, 'src': 'embed', 'start': 994.231, 'weight': 3, 'content': [{'end': 1001.056, 'text': 'This is the table that we used to construct all of our pivot tables and here simply paste in all of the new data.', 'start': 994.231, 'duration': 6.825}, {'end': 1007.577, 'text': 'Because we turn this into a table, it automatically incorporates this new data into that same table.', 'start': 1001.616, 'duration': 5.961}, {'end': 1015.719, 'text': "Next, on the bottom, let's click back into our dashboard and we want to make sure that the dashboard now reflects all of the latest data.", 'start': 1008.197, 'duration': 7.522}, {'end': 1021.82, 'text': "To do that, let's click into one of these pivot charts and then go up to pivot chart analyze.", 'start': 1016.239, 'duration': 5.581}], 'summary': 'Construct pivot tables, update data, and ensure dashboard reflects latest data.', 'duration': 27.589, 'max_score': 994.231, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/MTlQvyNQ3PM/pics/MTlQvyNQ3PM994231.jpg'}, {'end': 1061.399, 'src': 'embed', 'start': 1034.845, 'weight': 4, 'content': [{'end': 1043.93, 'text': 'This dashboard now is starting to look pretty nice, but it still has the look and feel of Excel, and I want it to look more like a proper dashboard.', 'start': 1034.845, 'duration': 9.085}, {'end': 1053.096, 'text': "To do that, let's go up to the View tab up on top and with the sheet selected right here you have the option to turn off the grid lines.", 'start': 1044.411, 'duration': 8.685}, {'end': 1055.518, 'text': "so there you don't have those typical cells in Excel.", 'start': 1053.096, 'duration': 2.422}, {'end': 1061.399, 'text': "Also, here I could turn off the headings, so now it's really starting to feel more like a dashboard.", 'start': 1056.258, 'duration': 5.141}], 'summary': 'Enhancing dashboard appearance by removing grid lines and headings to create a proper dashboard look.', 'duration': 26.554, 'max_score': 1034.845, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/MTlQvyNQ3PM/pics/MTlQvyNQ3PM1034845.jpg'}, {'end': 1141.943, 'src': 'embed', 'start': 1114.527, 'weight': 5, 'content': [{'end': 1117.869, 'text': 'you probably want to share it out with other people in your organization.', 'start': 1114.527, 'duration': 3.342}, {'end': 1122.01, 'text': 'Up in the top right hand corner, you can click on the share icon.', 'start': 1118.509, 'duration': 3.501}, {'end': 1129.133, 'text': "This opens up the share dialog and here you could decide whether people can edit the sheet or if it's only view only.", 'start': 1122.49, 'duration': 6.643}, {'end': 1135.177, 'text': 'Back here you can select people you want to share it with or you can simply copy a link and then share it out.', 'start': 1129.713, 'duration': 5.464}, {'end': 1136.038, 'text': 'All right.', 'start': 1135.538, 'duration': 0.5}, {'end': 1141.943, 'text': 'well, let me know down below in the comments, were you able to successfully create a dashboard?', 'start': 1136.038, 'duration': 5.905}], 'summary': 'Share your sheet with others, choose edit or view-only access, and share via link.', 'duration': 27.416, 'max_score': 1114.527, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/MTlQvyNQ3PM/pics/MTlQvyNQ3PM1114527.jpg'}], 'start': 771.449, 'title': 'Creating interactive dashboards in excel', 'summary': 'Explains how to make a static dashboard interactive by inserting and customizing slicers and timelines, allowing for dynamic data filtering and updating multiple pivot tables. it also covers creating an interactive dashboard in excel, incorporating new data, customizing the appearance, and sharing it with others, ensuring the latest data is reflected and allowing for customization.', 'chapters': [{'end': 951.279, 'start': 771.449, 'title': 'Creating interactive dashboard with slicers', 'summary': 'Explains how to make a static dashboard interactive by inserting and customizing slicers and timelines, allowing for dynamic data filtering and updating multiple pivot tables.', 'duration': 179.83, 'highlights': ['Inserting and customizing slicers and timelines The process of inserting and customizing slicers and timelines to make the dashboard interactive, allowing for dynamic data filtering.', 'Connecting slicers to multiple pivot tables Demonstrating how to connect slicers to multiple pivot tables to ensure that filtering with slicers updates all connected pivot tables.', 'Filtering data using slicers Illustrating the functionality of filtering data using slicers to view specific information, such as data for a particular country, and updating connected pivot tables accordingly.']}, {'end': 1147.027, 'start': 951.279, 'title': 'Creating interactive dashboards in excel', 'summary': 'Explains how to create an interactive dashboard in excel, incorporating new data, customizing the appearance, and sharing it with others, ensuring the latest data is reflected and allowing for customization.', 'duration': 195.748, 'highlights': ['The dashboard allows for easy selection and visualization of data from different markets and products, making it convenient to view and analyze data as desired.', 'The process of incorporating new data into the dashboard is simple, involving copying the new data into the existing table, automatically updating the dashboard to reflect the latest data.', "The customization options for the dashboard include turning off grid lines and headings, hiding unnecessary sheets, and changing the color scheme to match the organization's branding, providing a more professional and customized appearance.", 'The sharing feature allows for deciding whether people can edit or view the dashboard, enabling easy distribution within the organization while also offering customization options for the appearance.', 'The video concludes by encouraging viewers to create their own dashboard and subscribe for more content, promoting engagement and learning from the tutorial.']}], 'duration': 375.578, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/MTlQvyNQ3PM/pics/MTlQvyNQ3PM771449.jpg', 'highlights': ['Inserting and customizing slicers and timelines to make the dashboard interactive', 'Connecting slicers to multiple pivot tables to ensure filtering updates all connected pivot tables', 'Filtering data using slicers to view specific information and updating connected pivot tables', 'Incorporating new data into the dashboard by copying it into the existing table', 'Customization options for the dashboard include turning off grid lines and headings, hiding unnecessary sheets, and changing the color scheme', 'Sharing feature allows for deciding whether people can edit or view the dashboard']}], 'highlights': ['Creating an interactive dashboard in Microsoft Excel allows showcasing important information to the organization, without requiring VBA or add-ins, and it automatically updates with new data.', 'The dashboard can answer questions about profit, unit sales, and other business aspects, offering a streamlined way to share insights with others in the organization.', 'A sample spreadsheet is provided in the description for practicing along with the tutorial.', 'The process of turning data into a table is demonstrated, including the option to turn it into a table using the top ribbon or the shortcut key control T, ensuring that the table has headers.', 'The step-by-step process of inserting a pivot table is detailed, encompassing selecting the data range, placing the pivot table on a new worksheet, and duplicating pivot tables for multiple views on the dashboard.', "The method of pulling together the first pivot table for 'profit by country and cookie type' is elucidated, involving the selection and arrangement of fields like country, product, and profit, with a focus on formatting changes and sorting for visualization.", 'Selecting the stacked column chart and inserting it as a pivot chart to represent the data.', 'Sorting the markets from largest to smallest and representing the data in the pivot chart for easier data consumption.', "Adding a chart title 'Profit by market and cookie type' and adjusting the chart layout for clarity and neatness.", 'Positioning the chart on the dashboard by pasting it and organizing its position for a visually appealing dashboard.', 'Planning to create two more pivot tables for the dashboard to enhance data representation.', 'Demonstrates the process of creating a pivot table and pivot chart to track units sold each month, allowing visualization of the quantity of units sold.', 'Details the process of creating a pivot table and pivot chart to analyze profit by month, with a focus on representing the data as a currency and addressing the observed decrease in profit during November and December.', 'Illustrates the use of alignment tools and specifying the dimensions of charts to ensure precise and organized placement of charts within the dashboard.', 'Inserting and customizing slicers and timelines to make the dashboard interactive', 'Connecting slicers to multiple pivot tables to ensure filtering updates all connected pivot tables', 'Filtering data using slicers to view specific information and updating connected pivot tables', 'Incorporating new data into the dashboard by copying it into the existing table', 'Customization options for the dashboard include turning off grid lines and headings, hiding unnecessary sheets, and changing the color scheme', 'Sharing feature allows for deciding whether people can edit or view the dashboard']}