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Creating Interactive Excel Dashboards

Excel 2007, 2010, 2013, 2016, 2019 and Microsoft 365

dashboard gif

Transform Your Excel Career With Excel Dashboard Skills

In this webinar I'm going to teach you how to build this interactive Excel Dashboard that you can update in less than 1 minute.

Yes, that's update the whole report with new data in less than 1 minute. Plus you get a copy of the Excel Dashboard file.

Just think what you'll do with all your spare time!

Dashboards Using Power Query & Power Pivot

Excel 2010, 2013, 2016, 2019 and Microsoft 365

excel dashboard using power query and power pivot

When your colleagues see what you can do with Power Query and Power Pivot they'll think you're performing some kind of Excel magic!

In this webinar I'm going to show you how to use Power Query to get data from multiple sources, filter and clean it, send it to Power Pivot and create relationships between data tables.


Then I'll mash it up in PivotTables to create this interactive Excel Dashboard.

Sign up for the webinar and download the Excel Dashboard file to keep.


Note: Power Query is available with all versions of Excel 2010, 2013, 2016, 2019 and Microsoft 365.

Power Pivot is available with the desktop version of Excel 2010 and Excel 2013/2016 Office Professional, Office 2019, Microsoft 365, or in the standalone versions of Excel 2013/2016.

Power Pivot is not available for Mac. Power Query is available for Mac but does not have the same functionality found in Windows.

Power BI Dashboards for Excel Users

Build Stunning Interactive Dashboards and Share Them On Any Device.



Power BI uses the same Power Query and Power Pivot tools available in Excel, and can get data from 60 different sources.

Dashboards are built with Drag & Drop navigation. The interactive visualisations you create allow users to cross highlight and filter by clicking on the charts. Users can drill down to lower levels and even underlying data (with your permission).

You can schedule refreshes so your dashboards are always up to date, and Power BI plays nice with Excel - you can embed your own Excel charts, tables, even whole Excel dashboards.

Presented By :: Mynda Treacy, Microsoft Excel MVP

mynda treacy mvp

Hi, I'm Mynda Treacy.

I'm a CIMA qualified accountant and my first spreadsheet foray was with Lotus 1-2-3 in 1995.

Back then I was working in the City of London and I spent 8 years in investment banking as Global IT Financial Controller.

It wasn't long before we moved to Excel and that was all I did, day in, day out.

I now run several online courses and have trained tens of thousands of people from all over the world and from a vast array of industries.

Every year since 2014 I have received the Microsoft Excel Most Valuable Professional award for my contribution to the Excel community.

What previous attendees have said...


"Amazing, amazing, amazing. Lots to learn but what a brilliant insight into the new methods available with the Power series add-ins.

I am now going to redesign my formula based dashboards using PowerQuery and PowerPivot in order to make them far easier to maintain by non ‘expert’ Excel users.

I would highly recommend your training courses to anyone out there needing to gain access to expert knowledge about meaningful methods of data reporting.

Thanks again Mynda for allowing us access to your Excel knowledge. MVP well earned!

- Chris Marshall

So clear, so good, so practical.

I consider myself pretty good with formulas and VBA programming after using Excel for more than 25 years in my job as a Master in Engineering. Nevertheless, I have learnt in this webinar a bunch of new technical things. You’ve been brilliant, Mynda

- Jose Rodriguez

"I've been using Excel for over 10 years and I'd like to take the time to say thank you.

That was definitely one of the best courses I've ever taken.

It was incredibly informative, insightful and taught me a few tips and tricks that will surely aid me in producing automated dashboards. Thank you for sharing the course materials.

Nothing short of excellent! "

- Amanta

"I consider myself quite good at Excel, but your mastery of it leaves me in the ashes.

The dashboard presentation was dazzling."

- Ben

"This was very, very well done.

Most webinars are thinly veiled info-mercials lacking worthwhile content. This webinar contained tips and helpful information that I can actually use right now. Thank you!"

- Granville

"I have enjoyed the webinar and found it great in its information.

Very dense information that in just one hour you represented what I have spent days reading books about this subject.

I particularly like how to use slicers to make interactive dashboards without using any VBA.

- Khalid

Reader Interactions

Comments

  5. Victor

    Great job you’re doing here Mynda! I’ve watched the free webinars and i couldn’t imagine the kind of wonders you’ve done with Excel. I understand your next Dashboard course session comes up in August. Please subscribe me immediately to your mailing list. I can’t wait to receive the announcement and start the August class. And i hope the early bird discount offer would be available again.

    • Mynda Treacy

      Thanks, Victor! Glad you enjoyed my webinars.

      I’ll let you know when the Early Bird offer opens up.

      Mynda

  6. RAKESH SHARMA

    thanks for your videos. its very very useful in my professional life.

    many many thanks dears

  7. SAVITHA ANANTH

    This workshop was extremely useful. I would love to watch the video again, from time to time.

    Thank you!

    Savitha

  8. D. Rahim

    What is a CIMA? What do the letters stand for and what type of job was it? I love to read about the ‘former’ lives of those who are now doing tech or Microsoft full time.

    • Mynda Treacy

      Hi,

      Thanks for your interest. CIMA stands for Chartered Institute of Management Accountants. You can find out more about CIMA here.

      Mynda

  9. Olga Torres

    Help! I have 6 months worth of data and a list of 1669 medical record numbers (it could be infinite). How do I consolidate the medical record numbers that are duplicate. Ex. 100010, 100057, 100244, 100356, 100458, 100460, 100583, 100658, 100057…..(to equal an infinite number of medical record numbers). In the example above two number match. Can excel group them? How? I have reviewed the Filter lesson but cant seem to figure it out. Thank you, Olga

  10. Curt Hasan

    Mynda,

    Both videos are exceptional and gave great ideas and optimism about future projects. I’m actually developing a dashboard based upon your power pivot and power query webinar. It that video you based the customer interactive capabilities on state. My questions i should be arriving in can your dashboard be developed to enable end-user to utilize criteria i.e. FY and month (s) or FY, month (s), and category?

    I can’t wait to register for your August 2016 session.

    Cheers,

    Curt Hasan

  11. Michael Pierce

    Sadly, I’m a Mac Office 2016 user and it looks like Power Query and Power Pivot aren’t available…great video, though!

  12. wilson

    this is great. eye opening. I will continue following up on your presentations till I master. I hotly desire to learn more of these. no one in my company is using these nice dashboards.

    thank you. thank you indeed

  13. JOSE RODRIGUEZ

    So clear, so good, so practical. I consider myself pretty good with formulas and VBA programming after using Excel for more than 25 years in my job as a Master in Engineering. Nevertheless, I have learnt in this webinar a bunch of new technical things and how do you have to deliver a presentation (You’ve been brilliant, Mynda)
    I am going to track new webinars and ask to my company to enrol in them.
    Thank you.

  15. David Faure

    That was really great. Thanks. I’ve been trying to understand pivot tables for ages, and I think now I get it.
    Really clear, and a nice rapid pace.

    • Mynda Treacy

      Cheers, David. Glad we could help you understand PivotTables. They are the future of Excel and BI reporting.

  16. Mira Patel

    Hi Mynda,

    I entered my e mail address and clicked on submit button to watch replay of Webinar tw but nothing seems to be happening when I click submit

    • Philip Treacy

      Hi Mira,

      Have you got JavaScript enabled? It is required for this to work.

      Can you try another browser?

      Regards

      Phil

  18. Hennie Moggee

    Dear Mynda, Unfortunately, I am already on pension and further to this, the poor exchange rate of the ZAR contributes to my inability to register for your courses.
    The knowledge of you during the webinars which I watched, was absolutely awesome, will almost call it “black magic”!!!

    • Mynda Treacy

      Thanks, Hennie. I’m glad you enjoyed my webinar. Hopefully you can pick up enough from this to create some dashboards of your own.

      Mynda

  19. Shama Chandramohan

    Thank you, I started creating my own Dashboard it seemed easy after your course, I have enrolled for power query as well.
    I got stuck with the slicer and Pivot table as in Australia our Financial year is July to june when I do the pivot in date grouped to month it doesn’t seem to recognise the oldest as July, need help there.

  20. lesley

    Absolutely the best tutorials ever!!!!!!!!!!!!!!!!!!!!!!!! So easy to follow and clearly explained!

  21. john rerucha

    Hi Ms. Treacy,

    I have Excel 2010 at work but the program does not have power query or power pivot. I am not allowed to add it to my excel software.

    Which of your online courses would benefit me the most?

    I enjoyed this dashboard webinar.

    John

    • Mynda Treacy

      Hi John,

      What a shame your work wont’ let you get the free Power Query and Power Pivot add-ins for Excel.

      In that case I recommend my Excel Dashboard course. In it I teach you how to use Slicers and regular PivotTables to build interactive dashboards, as you saw in the webinar.

      Please let me know if I can help with any questions you might have.

      Kind regards,

      Mynda

  22. Sayth

    Would really love information on your power query webinar when dealing with multiple files as an import, especially with things like XML which can represent multiple tables within a file.

    Creating the M functions for multiple files with multiple tables does cause me confusion.

    • Catalin Bombea

      Hi Sayth,
      You can process all XML files from a folder without M functions, just using the “From Folder” option. Power query will list all the files from that folder, with their metadata (filetype, creation date, and so on). You can filter for a specific file type to process, (select all xml files for example), then process the content.
      Cheers,
      Catalin

  23. Linda Ly

    Fantastic Mynda! Excellent presentation – concise and easy to follow! This is the most engaging online video tutorial on Excel. Much better than reading excel books. Just signed up for your bundled courses and I look forward to learning more.

    Cheers!!!

  24. Brian Matschull

    I enjoyed the 2 webinars you presented on May 17th. I have already tried out the Power Query and Power Pivot. Even purchased the Dashboard and Power combo training. I hope to shortly redesign my reports with these tools. I am excited to use these tools.

    Thanks.

    • Mynda Treacy

      Fantastic, Brian. Great to hear you’re getting stuck into Power Query and Power Pivot. Enjoy.

      Mynda

  26. Chris Marshall

    Amazing, amazing, amazing. Lots to learn but what a brilliant insight into the new methods available with the Power series add-inns. Having attended your dashboard course a couple of years ago I am now going to redesign my formula based dashboards using PowerQuery and PowerPivot in order to make them far easier to maintain by non ‘expert’ Excel users.

    I would highly recommend your training courses to any one out there needing to gain access to expert knowledge about meaningful methods of data reporting.

    Thanks again Mynda for allowing us access to your Excel knowledge. MVP well earned!

    • Mynda Treacy

      Thanks for your kind words, Chris 🙂

      It’s great to know you are excited about Power Query and Power Pivot. They really are game changers for Excel.

      Mynda

  27. Emilie

    Hi Mynda,
    Thank you for sharing these. By watching 2h of video I could impress my boss with the new workbook I built for our team’s metrics.
    And, even better, he agreed to pay for additional classes. I will therefore register for your dashboard/power pivot/Power query classes!
    Yay!
    Thanks again!

    • Mynda Treacy

      Congratulations, Emilie. You must have done a great job on your report.

      I look forward to having you join me for the full courses.

      Mynda

  28. Kevin Gill

    is there some kind of certificate i can get signed with the course name to give to my employer showing i took the class thx

    • Mynda Treacy

      Hi Kevin,

      We don’t offer certificates for our free webinars, only our paid courses which you can find a list of under the ‘Pricing’ menu at the top of the website.

      Kind regards,

      Mynda

  30. Naomi

    Hi Mynda,
    I’m really looking forward to doing the dashboard course in May 2016.
    do you know the exact data registration will open?
    Fortunately my company is going to cover the cost of this course and they are asking me to book the course ASAP.

    Thank you in advance
    Naomi

    • Mynda Treacy

      Hi Naomi,

      I’m looking forward to you joining me in May for my Dashboard course. It officially opens May 10 but will likely be available for registration up to a week beforehand, so check back around the 4th or 5th.

      Kind regards,

      Mynda

  31. Raymond Leslie

    Hello,

    Great information! Thanks for sharing. Can you please send me the link to download the Power Query/Power Pivot dashboard webinar and your chart recipe e-Book.

    Thanks,
    Raymond Leslie

    • Philip Treacy

      Hi Raymond,

      Just enter your email address in the ‘Download the Sample Files Used in the Webinar’ section to get the downloads.

      Regards

      Phil

  33. Elba Rodriguez

    Good morning Mynda Treacy:
    I just finished watching the excel dashboard for members.
    Wow I learn so much and what is funny I have data very similar to the data you
    use on the webinar. I have over 68000, rows. I now understand dash board design but the formulas are still
    a little confusing for me. I will review you webinar again.
    Thank you for taking the time to build these training session. It was excellent and I would recommend to anyone.
    Elba

    • Mynda Treacy

      Hi Elba,

      I’m pleased you found my webinar useful and relevant to your own situation.

      You might find this page helpful for learning formulas.

      Mynda

  34. Teri Handrick

    Thank you so much for this excellent video on building dashboards. I am thrilled with this course and cannot wait to implement this at my workplace. Even though the presentation moved rapidly to cover as much content as possible I found your presentation skills were excellent and I was easily able to understand and keep pace.

    • Philip Treacy

      Hi Teri,

      Glad that you found the webinar useful and can put it into practice.

      Regards

      Phil

  35. Vickie Tischendorf

    Awesome. While I’m not familiar with all the tools you utilized, this is a great start!

  36. Rakesh Shethia

    Hi. The webinar was as crisp and refreshing as your tutorials. Can you please send me the link to download the webinars on dashboard and Power Query and Power Pivot. Also, would like to have chart recipe ebook.

    Thanks.
    Rakesh Shethia

  37. Snehal

    Thank you so much for sharing your knowledge with us. It was truly a wonderful and helpful session.
    Please add more sessions for your fans 🙂

  38. Alex

    This is a phenomenal webinar. Truly outstanding quality and level of detail.

    Thank you very much for putting this together!

    Would it be possible to have someone e-mail me the excel files? I would really appreciate it.

    Thanks,
    Alex

  39. Jamie Yan

    This is probably one of the best webinars I’ve found on creating Excel dashboards. Could you email me the ‘Creating Excel Dashboards’ link and other files for download as well? Thanks so much.

  40. Maria

    Hi Mynda, Great video and so happy that this tutorial is still available on line. I was in you webinar early last year and was able to get the file and links but unfortunately all my files got corrupted. Kindly send me the link for the download and also the files that you provided during the webinar, ie, chart recipe e-book and the dashboard sample file. Thanks very much, Maria.

    • Philip Treacy

      Hi Maria,

      Thanks, glad you liked the webinar.

      I’ve sent an email with the docs attached.

      Regards

      Phil

  41. Anne

    Just watched the great dashboard video. Great info! Could I get the links, workbook, and raw data emailed to me?

    Thanks!!

  42. Dana Bunting

    Mynda,

    Just watched the Dashboard video. So many possibilities! Very informative and your explanations so easy to follow.

    Would you please email the link for download? Thank you for such a great website !!!

    Dana

  44. Irving Molina

    Hello Mynda
    Just watched the Dashboard video. It was incredible to see how easy it was for you to create the dashboard. When possible, could you please email me the link to download the videos, workbooks and raw data. Could you please also provide me any schedules you may for upcoming webinars.

    Thank you,
    Irving

    • Philip Treacy

      Hi Irving,

      Glad you liked the webinar. I’ve emailed you the workbook used in the webinar.

      We will be running more webinars in the next few weeks as we prepare to open the dashboard course to new students in February. We’ll email you to let you know when those webinars are available.

      Regards

      Phil

  45. Neil Sutton

    Fantastic webinar, thanks so much, very informative. Could I please get a copy to the DASHBOARDS WITH POWER QUERY & POWER PIVOT workbook?

  46. Abdus Samad

    Hi, Mynda Treacy
    I would like to say that is Awesome training Creating Excel Dashboard and DASHBOARDS WITH POWER QUERY & POWER PIVOT.Could you please sent me the Excel workbooks for practicing. I am grateful to you.

    Regards
    Abdus Samad

  47. Lisa Webb

    Would love to get a copy of the download from the dashboard video.

    Awesome instructions and very informative video.

    Sincerely,
    Lisa

  49. Nike Ozoh

    Hello Mynda
    Just watched the Dashboard video. It was awesome! Thanks for breaking it down and making it look so easy. How can I download the raw data so I can practise how to create dashboards?
    Thanks
    Nike