- Defining your requirements
- Setting up data
- Adding reference tables
- Creating hierarchy in the layout
- Choosing color and typography
- Importing data
- Inserting slicers
- Recording a macro
- Editing VBA code
- Improving the user experience
Skill Level Intermediate
- [Voiceover] Hi I'm Nate Makdad and welcome to Creating Interactive Dashboards in Excel. In this course we'll look at creating a template that can be used for dynamic chart displays and customized filtering, to allow your stakeholders to get to the level of data they need with only a few clicks. I'll start by showing you how to work with your data by applying some data management techniques to improve our production time and data quality. Then, show you how to bring your data into Excel to start building your template with pivot tables. We'll also see how to add slicers, create macros, and add action buttons to bring our template to life, and make it an interactive experience.
We'll be discussing all these features, plus discussing visual design concepts to build a robust and effective Excel dashboard. Now, let's get started with Creating Interactive Dashboards in Excel.