How to Create an Interactive Excel Dashboard with Copilot
Learn how to create an interactive Excel dashboard with Microsoft Copilot. In this step-by-step tutorial, we build a sales dashboard from sample data, explore interactive filters, verify key metrics, customize the design, and see the dashboard automatically update when a new order is added. Host: Kevin Stratvert 📚 RESOURCES - Sample Excel workbook: https://1drv.ms/x/c/b09f9559f6a16b6c/IQBfflBBTT40QogwtC2-DZyCAdXLGSFSJjE1NbP4yFntwPc?e=eAR7Mu Prompt 1: Create the dashboard Create a professional, interactive sales dashboard using the data in this workbook. Include key sales metrics, charts showing sales trends and performance, and interactive filters so I can explore the data. Put everything on a new worksheet. Prompt 2: Customize the theme Redesign the dashboard with a modern dark theme using navy blue backgrounds, gold accents, and high-contrast white text. Keep the existing layout, charts, metrics, and interactive filters fully functional. Make sure all labels and charts remain easy to read. ⌚ TIMESTAMPS 0:00 - Introduction 0:29 - Sample data and Copilot access 1:02 - Create the dashboard with Copilot 1:55 - Explore sales metrics and charts 2:28 - Use interactive filters 3:04 - Verify the dashboard results 4:14 - Customize the dashboard theme 5:00 - Add new data and see automatic updates 5:57 - Wrap up 📺 RELATED VIDEOS - Traditional Excel dashboard tutorial: https://youtu.be/MTlQvyNQ3PM 📩 NEWSLETTER - Get the latest high-quality tutorial and tips and tricks videos emailed to your inbox each week: https://newsletter.kevinstratvert.com 🔽 CONNECT WITH ME - Official website: http://www.kevinstratvert.com - LinkedIn: https://www.linkedin.com/in/kevinstratvert/ - Discord: https://bit.ly/KevinStratvertDiscord - Twitter: https://twitter.com/kevstrat - Facebook: https://www.facebook.com/Kevin-Stratvert-101912218227818 - TikTok: https://www.tiktok.com/@kevinstratvert - Instagram: https://www.instagram.com/kevinstratvert/ 🎁 PARTNERS & DISCOUNTED OFFERS 💻 Hostinger | https://hostinger.kevinstratvert.com 📋 Notion | https://notion.kevinstratvert.com 💵 Quickbooks Online | https://qbo.kevinstratvert.com 🎙️ Voicemod AI Voice Changer | https://voicemod.kevinstratvert.com 🕵️ VidIQ | http://vidiq.kevinstratvert.com 🎒 MY COURSES - Go from Excel novice to data analysis ninja in just 2 hours: https://kevinstratvert.thinkific.com/ 🎓 TRAINING - Take your skills, or your team's, to the next level by partnering with us for expert training: https://kevinstratvert.com/training 🙏 REQUEST VIDEOS https://forms.gle/BDrTNUoxheEoMLGt5 🔔 SUBSCRIBE ON YOUTUBE https://www.youtube.com/user/kevlers?sub_confirmation=1 🙌 SUPPORT THE CHANNEL - Hit the THANKS button in any video! - Amazon affiliate link: https://amzn.to/3kCP2yz ⚖ DISCLOSURE Some links are affiliate links. Purchasing through these links gives me a small commission to support videos on this channel. The price to you is the same. #stratvert #excel
