Business Data Analytics & Advanced Excel · Beginner level

Beginner level · Module 3: Excel Dashboards and Business Reports · Lesson 2 of 3

Building an Excel Dashboard

Combine key figures, PivotCharts and slicers into a one-page dashboard.

In this lesson you will

  • Lay out a one-page dashboard
  • Connect slicers to several PivotTables

Key concepts

key figure cardsPivotChartsslicerslayout

The lesson

A dashboard shows the most important figures at the top — total sales, growth, best branch — followed by two or three charts.

Slicers let managers filter by branch or product; connect one slicer to all PivotTables so everything filters together.

Keep it to one screen, align elements on a grid and use colour only to highlight.

Step by step

  1. Create key figure cards with formulas.
  2. Add PivotCharts.
  3. Add connected slicers.
  4. Arrange and tidy the layout.

Practice activity

Complete the quarterly Excel dashboard.

Expected result: An interactive one-page dashboard.

Check your understanding

  1. What belongs at the top of a dashboard?

    Show answer

    The most important key figures.

  2. How can one slicer filter several PivotTables?

    Show answer

    By connecting it to all of them through Report Connections.

Taught live by an instructor — online or in person. Free course lessons are for self-study and do not lead to a certificate — see registration options.