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How to Create a Dashboard Using Pivot Tables and Charts in Excel (Part 3)

2,659,856 views November 2, 2015 15:19

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ChannelExcel Campus - Jon

In brief

Build an interactive Excel dashboard by turning raw data into dynamic charts and tables. You’ll group dates and amounts, add slicers for filtering, and apply formatting tricks to visualize trends and distributions—ideal for anyone analyzing data in spreadsheets.

Key steps

  1. Group dates into months/years for a time-series trend chart
  2. Group numerical amounts to generate a distribution (histogram) chart
  3. Insert slicers to let users filter pivot tables and charts interactively

Description from the creator

Sign up for our Excel webinar, times added weekly: excelcampus.com/blueprint-registration/

excelcampus.com/charts/pivot-tables-dashboards-…
This is part 3 in the series on Pivot Tables and Dashboards. In this video we bring it all together to create the interactive dashboard.

You will learn how to:
- Group dates into months and years to create a time series trend chart.
- Group amounts to create a distribution (histogram) chart.
- Add slicers to your pivot tables and charts to make them interactive.
- Lots of tips and shortcuts for formatting your charts.

You can download the file to follow along at the following link.

excelcampus.com/charts/pivot-tables-dashboards-…

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WATCH PART 1: youtube.com/watch?v=9NUjHBNWe9M
WATCH PART 2: youtube.com/watch?v=g530cnFfk8Y

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About this tutorial

Excel Campus - Jon published this 15:19 video tutorial on November 2, 2015. It has been watched 2,659,856 times on YouTube.

Duration
15:19
Published
November 2, 2015
Views
2,659,856
Likes
27,004

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