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YouTube

How to Create a Stunning Interactive Dashboard in Excel - Sales Excel Dashboard Crash Course

Simon Sez IT via YouTube

Overview

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Dive into a comprehensive video tutorial on creating an interactive sales dashboard in Excel from scratch. Learn step-by-step techniques for data setup, wireframe design, and implementing advanced Excel functions like SUMIFS, MAX, LARGE, INDEX, and MATCH. Master the creation of dynamic filled map charts, stacked column charts with totals, and donut charts with icons. Explore the use of sparklines, conditional formatting, and dynamic titles to enhance your dashboard's functionality. Follow along as the instructor guides you through assembling all components into a polished, professional dashboard over the course of nearly two hours. Download provided files to practice and reinforce your learning throughout this in-depth Excel dashboard crash course.

Syllabus

- Dashboard Overview
- Data Setup
- Wireframce Design
- Combo Box Setup
- Headline Stats - SUMIFS, MAX, LARGE and INDEX and MATCH
- Sales Tables Calculations - IF, SUMIFS and COUNTIFS
- Map Chart - Dynamic Filled Map
- Discount Charts - Setup
- Stacked Column Chart - Dynamic with Totals
- Donut Chart - Dynamic with Icon
- Sparklines
- Conditional Formatting
- Dynamic Titles
- Assemble Dashboard - Part 1
- Assemble Dashboard - Part 2

Taught by

Simon Sez IT

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