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Interactive dashboards & analytics in Excel

Learn to build interactive Excel dashboards with PivotTables and GROUPBY, add slicers and timelines, and choose the right charts, including map, waterfall and Pareto.

FormatRecorded sessionWatch any time
Length60 minutes
David Benaim Speaker David Benaim Excel trainer and consultant · XLconsulting · Microsoft MVP (Excel)
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Overview

A good Excel dashboard answers questions at a glance and keeps working when the data changes. This demo-led 60-minute webinar, presented by an Excel MVP, shows you how to build one.

You'll see what makes a dashboard effective, which chart suits which question, and how to aggregate data with PivotTables and the newer GROUPBY function. You'll then add interactivity with slicers and timelines so viewers can filter the whole dashboard with one click.

The session also covers Excel's built-in AI tool, Analyze Data, charts inside cells (sparklines), and newer chart types worth knowing, such as map, waterfall, box and whisker, and Pareto charts. It suits users at every level, from first dashboard to advanced.

Why attend: Most organizations store plenty of data but rarely analyze it. This session shows you how to use Excel's built-in tools to analyze your data, turn it into clear charts and make those charts interactive, so users can click to choose a date period or region and the whole dashboard updates. You'll also see how to set up your source data so it works well in a dashboard. Even regular PivotTable users will pick up tips and tricks, plus newer tools such as AI auto-analysis and the GROUPBY and PIVOTBY functions, which can do things PivotTables can't.

What’s covered

  • What makes a good dashboard
  • Which chart to use for which question
  • Charts inside cells
  • Aggregating data with PivotTables and GROUPBY
  • PivotTable tips and tricks
  • Adding interactivity with slicers and timelines
  • Using Excel's AI to auto-analyze data

Who should attend

Senior and middle managersSales staffHR staffMarketing staffFinance staffOperations staff

What you get

CertificateEmailed to each attendee after the session.
HandoutsSlides and checklists to reuse with your team.

About the speaker

David Benaim
David Benaim
Excel trainer and consultant · XLconsulting

David Benaim is considered by Microsoft to be in the top 100 or so Excel users worldwide by holding the Microsoft MVP award, he has a YouTube channel with tech tutorials with over 18,000 subscribers under his name David benaim and does 50+ webinars/presentations per year on Excel/public speaking. 

David keeps up to date with new Excel features so much that he contributes to every official Microsoft Excel monthly blog post and he also runs Xlconsulting where he assists with process automation and analytics via Excel.

All webinars by David Benaim →
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