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What are Excel
Interactive Dashboards?
1
I am Agustín Durquet
I am here because I love Excel Dashboards.
You can find me at @durquetsarubbi
Hello!
2
2
Definition
What are they?
3
1
3
“
Excel Dashboards are interactive data
visualization tools which connect
perfectly with all Excel tools and give
you a graphical overview of your whole
dataset.
4
What can be found in an Excel Dashboard?
◉ Several Charts & Graphs
◉ Slicers or Timelines
◉ Pivot Tables
Remember to give an overview of your dataset
and present mostly summarized information.
5
5
Which tools can with an Excel Dashboard?
◉ Power Query
◉ Hyperlinks
◉ Custom & Conditional Formatting
Hyperlinks to other sheets are the best way to
move around your Excel Dashboard.
6
6
Charts & Graphs
Create an overview of your Dataset using a
combination of these Data Visualization tools
7
7
Charts
”A drawing that shows
information in a simple way,
often using lines and curves
to show amounts”
What are they?
Graphs
”A picture that shows how
two sets of information or
variables (…) are related,
usually by lines or curves”
8
*Definitions from Cambridge Dictionary
8
Charts let you present your Data
Set in a modern and easy to
understand way
Add Slicers to make your Excel
Dashboard interactive
9
9
Graphs let you present forecasts & tendencies
10
4000
3000
2000
1000
0
You can create Maps
11
Always keep it Simple
Intuitive
The main objective of
an Excel Dashboard
is that the Data has to
be presented in an
user friendly
interface.
Overview
Remember that each
piece of the Excel
Dashboard has to be
synchronized with
the overall
ecosystem.
Conclusions
Venture into drawing
conclusions and
highlighting the most
relevant information.
12
12
Roadmap
13
1 3 5
6
4
2
Import Raw Data Set
Define your 3 Main
Concepts for you 3 Main
Sheets
Insert Graphs, Charts,
Slicers, Timelines and
other awesome tools
Clean Data using Power
Query, Pivot Tables &
Formulas
Create the Excel Dashboard
Template maintaining a
Color Palette
Finish all the details
(Update date, Profile
picture, etc.) and focus on
Coherence
13
Desktop version
14
Dock with
Hyperlinks to
Sheets
Data Sheets &
Dashboard Sheets
Update date
Interactive Slicer
14
Final Product
15
Always remember
Protect
your
Workbook
Correct
mistakes
over time
Check
Hyperlinks
16
16
Any questions ?
You can find me at
◉ LinkedIn
◉ Or by Email
Thanks!
17
17
Extra resources
18
Jeff Su
Product Marketer & Productivity
Master
LinkedIn
Youtube
Leila Gharani
Founder of XelPlus & Microsoft
MVP
LinkedIn
Youtube
Kevin Stratvert
Youtube Creator & Microsoft
MVP
LinkedIn
Youtube

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Learn about Excel Dashboards

  • 2. I am Agustín Durquet I am here because I love Excel Dashboards. You can find me at @durquetsarubbi Hello! 2 2
  • 4. “ Excel Dashboards are interactive data visualization tools which connect perfectly with all Excel tools and give you a graphical overview of your whole dataset. 4
  • 5. What can be found in an Excel Dashboard? ◉ Several Charts & Graphs ◉ Slicers or Timelines ◉ Pivot Tables Remember to give an overview of your dataset and present mostly summarized information. 5 5
  • 6. Which tools can with an Excel Dashboard? ◉ Power Query ◉ Hyperlinks ◉ Custom & Conditional Formatting Hyperlinks to other sheets are the best way to move around your Excel Dashboard. 6 6
  • 7. Charts & Graphs Create an overview of your Dataset using a combination of these Data Visualization tools 7 7
  • 8. Charts ”A drawing that shows information in a simple way, often using lines and curves to show amounts” What are they? Graphs ”A picture that shows how two sets of information or variables (…) are related, usually by lines or curves” 8 *Definitions from Cambridge Dictionary 8
  • 9. Charts let you present your Data Set in a modern and easy to understand way Add Slicers to make your Excel Dashboard interactive 9 9
  • 10. Graphs let you present forecasts & tendencies 10 4000 3000 2000 1000 0
  • 11. You can create Maps 11
  • 12. Always keep it Simple Intuitive The main objective of an Excel Dashboard is that the Data has to be presented in an user friendly interface. Overview Remember that each piece of the Excel Dashboard has to be synchronized with the overall ecosystem. Conclusions Venture into drawing conclusions and highlighting the most relevant information. 12 12
  • 13. Roadmap 13 1 3 5 6 4 2 Import Raw Data Set Define your 3 Main Concepts for you 3 Main Sheets Insert Graphs, Charts, Slicers, Timelines and other awesome tools Clean Data using Power Query, Pivot Tables & Formulas Create the Excel Dashboard Template maintaining a Color Palette Finish all the details (Update date, Profile picture, etc.) and focus on Coherence 13
  • 14. Desktop version 14 Dock with Hyperlinks to Sheets Data Sheets & Dashboard Sheets Update date Interactive Slicer 14
  • 17. Any questions ? You can find me at ◉ LinkedIn ◉ Or by Email Thanks! 17 17
  • 18. Extra resources 18 Jeff Su Product Marketer & Productivity Master LinkedIn Youtube Leila Gharani Founder of XelPlus & Microsoft MVP LinkedIn Youtube Kevin Stratvert Youtube Creator & Microsoft MVP LinkedIn Youtube