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Interactive Dashboards in Excel
From Boring Reports to Insights People Actually Use
Most reports get built, sent, and ignored - the data’s all there, but nobody actually engages with it.
This hands-on 6 hours online masterclass shows you how to fix that by building fully interactive dashboards inside Excel itself: setting up the data, adding controls like drop-downs, checkboxes and slicers, and writing formulas and charts that react live to whatever your audience selects.
You’ll leave able to build a complete interactive dashboard from scratch - and with a look at how AI now speeds up the process, from generating visualization ideas to critiquing your finished build.
What you'll learn?
- How to plan a dashboard around its purpose, audience and the visuals it actually needs before opening Excel
- How to structure your data and file so the dashboard holds up as it grows
- How to build interactive elements - drop-downs, checkboxes, slicers, scroll bars that let your audience filter and explore the data themselves
- How to use dynamic arrays, LET/LAMBDA and the best dashboard-ready functions to build formulas and charts that respond instantly to what’s selected
- How to bring AI into the process, from generating visualization ideas to critiquing your finished dashboard
This training will take place on 7 & 8 Oct (9:00 am - 12:00 pm BST) online via Zoom. It is available as a single Masterclass or as part of our Premium Online Global Excel Summit Blind ticket.
What's included
Who is it for
Suitable for professionals who works with data and has to report on it - analysts, finance professionals, managers, and anyone who builds or reviews reports and wants to make them more useful and easier to digest.
This session is designed for intermediate to advanced Excel users: if you’re comfortable writing basic formulas and finding your way around Excel, you’re ready. You don’t need to be a formula expert - the trickier techniques are built up gradually through the session, so you can follow along even where the material is new.
Download Course Brochure
Course contents
- Planning the dashboard: purpose, audience and the visuals it needs
- Tools for planning dashboards
- Structuring the data and file before you start building
- Dynamic arrays
- The best functions for dashboards, plus LET/LAMBDA in practice
- Interactive controls: checkboxes, drop-downs, scroll bars, spin buttons
- Slicers
- Conditional formatting and icons
- Automating dashboards with VBA
- Building a quick 10-minute dashboard using a PivotTable and slicers
- The best charts for dashboards
- Advanced charting tricks
- KPI cards, sparklines and in-cell techniques
- Building a complete dashboard from scratch
- Using AI to generate visualization ideas
- Why generic AI prompts produce bad dashboards, and how to fix that
- Building a custom dashboarding skill (rules and scripts)
- Building a dashboard with AI, live
- Using AI to critique your dashboards
About your trainer
What people think of
Training requirements
- Level: Intermediate to Advanced
- Software needed: Excel for Microsoft 365, since several of the formulas used (FILTER, SORT, XLOOKUP) require the latest version.
Buy ticket
Buy 365-Day Digital Masterpass
If you continue experiencing issues, you can send it to us via email to info@globalexcelsummit.com
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Join the Master Club
Your exclusive all-access pass to our entire digital learning experience for a whole year.
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