Kevin Stratvert Shows How to Build an Interactive Excel Dashboard with Copilot
A step-by-step tutorial that turns a sheet of sales data into a filterable dashboard using two plain-English prompts.
For owners and office managers who keep sales or order data in Excel and want a dashboard without learning charts and formulas. You need Copilot in Excel on your Microsoft plan.
What you'll learn
- Ask Copilot to build a sales dashboard from a workbook
- Use the interactive filters to explore the data
- Check the key metrics Copilot produces
- Restyle the dashboard with a second prompt
- See the dashboard update when a new order is added
According to Kevin Stratvert's tutorial page, the video builds a sales dashboard from sample data, then explores the filters, verifies the key metrics, customizes the design and shows the dashboard updating when a new order is added. He shares both prompts and a sample workbook in the description.
After watching, try the first prompt on a copy of your own monthly sales sheet. Always compare a few of Copilot's totals against your own numbers before you share the dashboard.
- Watch on YouTube: How to Create an Excel Dashboard with Copilot (Kevin Stratvert)
- How to Create an Excel Dashboard with Copilot (video) (Kevin Stratvert (YouTube))
- How to Create an Excel Dashboard with Copilot (Kevin Stratvert)
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