Turn Spreadsheets into Future Dashboard Designs

Turn Spreadsheets into Future Dashboard Designs

In this video, you’ll learn how to transform an existing Excel spreadsheet into the foundation of a dynamic, refreshable dashboard. Using a live SharePoint list as the data source, Robin demonstrates how to export data to Excel, refresh it in real time, and explore insights using Analyze Data, pivot tables, and pivot charts. You’ll see how new records automatically flow into visuals, making Excel a powerful prototyping tool for operational dashboards. This approach helps teams validate data usage, refine reporting needs, and gather stakeholder feedback before investing time in full-scale dashboarding tools like Power BI. Ideal for anyone designing data-driven solutions or preparing spreadsheets for future analytics and reporting.

#DataAnalytics #ExcelDashboards #BusinessIntelligence

  • Spreadsheet displaying customer service request data.
  • Excel spreadsheet with pie and line charts.
  • Excel dashboard with charts and data tables.

If you’re a data analyst, you’ve no doubt learned different skills, techniques, and tools pertaining to data. But sometimes it can be difficult to know when and why to apply these tools. In this weekly series, instructor Robin Hunt explains a new skill, secret, tip, technique, best practice, or golden piece of advice in each installment. Robin covers topics that can help you do your job better, such as joining data and data designs, privacy for data, transforming and cleaning data, and making data sets and visualizing data.

Watch the Series Intro Today

Note: Because this is an ongoing series, viewers will not receive a certificate of completion.