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=TOPIC

5 subtopics in this path

Dashboards & Reporting

Dashboard layouts, KPIs, visual hierarchy, slicers, report refreshes, printable summaries, and executive-ready workbook design.

=SUBTOPICS

What to learn inside Dashboards & Reporting

Each item pairs the learning structure with curated public YouTube resources where available, so learners can move from outline to video practice quickly.

01Intermediate

Dashboard planning

Define audience, questions, KPIs, refresh rhythm, and the story before building visuals.

YOUTUBE
video / Mixed

Secrets to Building Excel Dashboards in Under 15 Minutes & UPDATES with 1 CLICK!

MyOnlineTrainingHub

Open on YouTube (opens in a new tab)
MyOnlineTrainingHub

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02Intermediate

KPI cards and summary blocks

Create clear headline metrics with variance, target, and trend context.

YOUTUBE
video / Intermediate

The Ultimate Excel Accounting Dashboard - Full Course

Excel For Freelancers

Open on YouTube (opens in a new tab)
Excel For Freelancers

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03Advanced

Interactive dashboards

Use slicers, timelines, dropdowns, and linked charts to let users explore safely.

YOUTUBE
04Intermediate

Dashboard layout and polish

Control spacing, alignment, color, typography, and print/PDF output.

QUICK NOTES
  • Hide gridlines (View > uncheck Gridlines) on a dashboard sheet -- a clean canvas reads as intentional design rather than a spreadsheet.
  • Hold Alt while dragging a chart or shape to snap it to the underlying cell grid, keeping edges aligned without a ruler.
  • Limit the palette to 2-3 colors plus a neutral gray -- consistent color use across cards/charts reads as one dashboard, not several unrelated pieces stitched together.
05Advanced

Refresh-ready reports

Connect tables, queries, pivots, and formulas so reports update without rebuilding.

QUICK NOTES
  • Data > Refresh All updates every query, connection, and PivotTable in the workbook in one click, instead of refreshing each piece separately.
  • Query Properties > 'Refresh data when opening the file' handles Power Query connections; PivotTables have their own separate 'Refresh data when opening the file' option under PivotTable Options.
  • Build formulas off Table references (structured references) rather than fixed ranges so the report keeps working as rows are added or removed.
=PREVIEW

Excel in action: Dashboards & Reporting

Real Excel screenshots showing what this topic looks like in practice.

Excel dashboard with charts, KPIs, and slicers
Interactive Slicer filtering a report
=VIDEOS

YouTube resources for Dashboards & Reporting

playlist / Intermediate

Dashboards

MyOnlineTrainingHub

Public playlist focused specifically on Excel dashboard builds and reporting workflows.

Open on YouTube (opens in a new tab)
MyOnlineTrainingHub

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video / Intermediate

Interactive Excel Dashboards & ONE CLICK Update!

MyOnlineTrainingHub

Strong full dashboard build with refreshable reporting emphasis.

Open on YouTube (opens in a new tab)
MyOnlineTrainingHub

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video / Mixed

Secrets to Building Excel Dashboards in Under 15 Minutes & UPDATES with 1 CLICK!

MyOnlineTrainingHub

Practical fast-build dashboard lesson for learners who need the end-to-end flow.

Open on YouTube (opens in a new tab)
MyOnlineTrainingHub

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video / Advanced

Become an Excel PRO with this complete Dashboard Project

Chandoo

Complete dashboard portfolio project covering KPIs, model-based measures, slicers, and dashboard presentation.

Open on YouTube (opens in a new tab)
Chandoo

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video / Intermediate

How to Build Excel Interactive Dashboards

Kevin Stratvert

Practical dashboard-building lesson focused on interactive reporting in Excel.

Open on YouTube (opens in a new tab)
Kevin Stratvert

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video / Beginner

How To Build Excel Dashboards and Spreadsheets Tutorial

Simon Sez IT

Tutorial-style course for learners who want to build dashboards from spreadsheet data.

Open on YouTube (opens in a new tab)
Simon Sez IT

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video / Intermediate

How to Create the Perfect Dashboard in Excel - The Most Detailed Guide

Learning MsOffice

Detailed dashboard focus makes it useful for end-to-end Excel report design practice.

Open on YouTube (opens in a new tab)
Learning MsOffice

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video / Beginner

Beginner's Guide to Excel Dashboards

Technology for Teachers and Students

Straightforward starting point for learners building their first dashboard.

Open on YouTube (opens in a new tab)
Technology for Teachers and Students

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video / Intermediate

The Ultimate Excel Accounting Dashboard - Full Course

Excel For Freelancers

Full-course accounting dashboard angle is relevant for KPI and finance-reporting paths.

Open on YouTube (opens in a new tab)
Excel For Freelancers

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video / Intermediate

The Ultimate Excel Dashboard: Visualize Data Like a Pro

Chandoo

Emphasizes professional dashboard visualization for dashboard and reporting learners.

Open on YouTube (opens in a new tab)
Chandoo

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video / Mixed

How to create a Simple Dashboard Report in Microsoft Excel

Ajay Anand

Extracted from saved YouTube search results - titled "How to create a Simple Dashboard Report in", filed under Dashboards & Reporting for its dashboards coverage.

Open on YouTube (opens in a new tab)
Ajay Anand

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video / Mixed

Make an Interactive Excel Dashboard in 4 Simple Steps!

Kenji Explains

Extracted from saved YouTube search results - titled "Make an Interactive Dashboard in 4 Simple Steps!", filed under Dashboards & Reporting for its dashboards coverage.

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Kenji Explains

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