Excel Dashboard

One of my most popular tutorials has been my Excel Project Management dashboard with nearly 2M views to date. However, I often get asked if there’s a way to switch between viewing the projects by day, week or month. The answer is yes and, in this tutorial I’m going to show you how we can …

In this tutorial I’m going to share with you some hidden Excel chart techniques that will make your reports stand out and draw your readers in. These techniques are often used for infographic style reports, but that’s not to say you can’t use them in dashboards or even PowerPoint presentations. Infographics are a one off …

Designing dashboards and reports can be a time consuming task, particularly if you’re not artistically inclined. In 60 seconds, AI generated four dashboard designs for me for free! All I had to do was give it a sentence worth of instructions and it returned the four bicycle sales dashboards you see below. I think you’ll …

If you’re going to build dark themed Excel dashboards, then you need to have some tricks up your sleeve in order to give them that wow factor. In this tutorial I’m going to show you some techniques that work well with dark colours that will have your data popping. In the video below I build …

Custom Excel dashboard backgrounds are super easy to create and can bring a level of polish and professionalism to your reports. Taking your reports from this: To this: And the good news is they’re super easy to create using PowerPoint. Watch the Video Custom Excel Dashboard Backgrounds Step by Step The first step is to …

Embedding Excel dashboards in a web page is a great way to securely share reports. All you need to do is save your file on OneDrive or SharePoint and get the embed code. There are different approaches required depending on whether you have OneDrive Personal, or OneDrive for Business or SharePoint. The latter two offer …

I've used a range of techniques to build the interactive Excel student performance dashboard below, which are covered in the video and there are links to further tutorials beyond. Building dashboards for student data requires different techniques to typical Excel dashboards because there is a lot of data to fit into a relatively small space. …

Design can make or break how well your dashboard communicates your message. Unfortunately, there are some common mistakes I see again and again. At best they make you look like an amateur and at worst they make your report difficult to read and can even be misleading. Thankfully there are some easy things we can …

Manage and monitor where your money goes with this personal finance dashboard. Even if you’re not interested in building your own interactive personal finance dashboard, in this step by step tutorial you’ll learn a load of tips, tricks and techniques you can apply to any dashboard you build. There are no fancy tools or add-ins …

Dashboards give a visual snapshot of your business performance. They typically show data spread over time and grouped by category. The most common dashboard examples are based on financial data, so in this video tutorial I’ll show you how to build non-financial Excel dashboards. I’ll be including some techniques I haven’t demoed in any of …

Building Excel Dashboards doesn't need to be a slow process. When your data is structured correctly you can use the built in tools (that you probably already know), to build dashboards super fast. Let me show you how in the video below. Download Workbook Enter your email address below to download the sample workbook. Get …

Keeping track of your share trading is easy with this personal stock portfolio dashboard. It uses the latest Excel tools* including Data Types and the STOCKHISTORY function to create a report that’s connected to live data and updates at the click of a button. *Note: requires Microsoft 365. Not suitable for Excel 2019 and earlier. …

One of the most common questions I get is: Should I be using Power BI to build dashboards instead of Excel? If the person you ask this of has only used one tool or the other, then you're likely to get a biased answer. I have taught thousands of people how to build dashboards using …

Reporting on plan v actual variances can be a very dry topic and often the audience for these reports are not from a financial background. To aid business management, we can create visually appealing interactive reports like the plan v actual Excel dashboard below. It needn’t be a lot of work either. This dashboard can …

Warning: this is a long post. Get supplies so you don’t dehydrate or suffer from low blood sugar levels before reaching the end 🙂 Don't let the length of this post put you off though. The process is fairly straight forward and there aren't really that many steps...honest. Embedded below is an interactive Excel dashboard …

Phil plays 6 a-side football (soccer) in a Supa-Oldie league. They’re all over 35 and that’s considered supa-old in football! Personally I think it’s an excuse to have a beer with the lads, anyway… Darryl, the fellow who updates the scores, explained to Phil that every week it was taking him 2 hours to prepare …

Inserting text into a text box is one cool trick, but being able to have that text update when your data changes without you having to lift a finger is another. Here's an example below. You can see when the selection in the PivotTable is changed, the labels on the chart automatically update too. Watch …

The dashboard in your car is one of the key tools you use to monitor how it’s running, so it’s appropriate that the business world has borrowed the term and applied it to a series of graphs and key information that fits onto one page. A dashboard view of your business’s performance, if done well, …