Interactive & Dynamic Dashboard in Excel | KPI Data Reporting | Project Tutorial (part 1)

Published: 18 October 2022
on channel: Alex Sington
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Watch Part 2 of this project:
   • Dynamic Chart Ranges in Excel | Inter...  

Learn how to build a fully interactive and dynamic (automated) dashboard in Microsoft Excel from scratch in this tutorial video. The dashboard is designed to be sent to management and report on the performance of the sales team. I highly recommend that you take your time and thoroughly study all of the steps I take to build the dashboard. The goal of this video is not necessarily for you to create the exact same type of report, but rather to be able to apply all the different formulas and features that I go over in the video to your future Excel dashboards.

Download the data set: https://github.com/alexsington/Data-S...

List of formulas and features used in the dashboard:
Tables
XLOOKUP
Dynamic arrays (#)
SUMIFS
Absolute cell & table column references (for copying over formulas)
UNIQUE
IF
FILTER
SORT
Data validation
Form controls (radio buttons, dropdown list, & checkbox)
Conditional formatting
Sheet and workbook protection

Contact me:
[email protected]
  / alex-sington-b7751a181  

Data introduction: 0:00
Raw data preparation: 3:54
Creating the dashboard template: 9:12
Radio buttons: 20:53
Formatting Dashboard sheet: 27:48
Data Validation dropdown list (filter): 36:58
Sort function (Form Control dropdown list & checkbox): 43:25
Conditional formatting: 53:00
Sheet & workbook protection: 1:00:21