Excel Dynamic HR DASHBOARD - Part 6 SLICERS

In PART 6 of how to create a dashboard in Excel, we'll now insert the slicers to make the dashboard truly dynamic and interactive. I show you how to insert a slicer to filter the pivot data, custom format your slicer styles, use timeline slicers, link up to the pivots through 'report connections' and much more along the way to aid your workflow.

https://excelattheoffice.com/buy-coffee

It's a long-ish video but this stuff takes time to do right and be assured you can learn dashboards within a morning in this series. You can check out the chapters to skip to particular content of interest.

For this Excel dashboard, I've used an HR dataset from the fictional company 'Dunder Mifflin', which you may know from 'The Office' TV show. I believe it's good to use familiar and fun data while learning, rather than the generic or bland 'dummy data' used in such tutorials. I find it more engaging and the concepts seem to flow easier.

Download the follow-along dataset should you wish to learn by creating this exact thing from my blog below. But using the concepts and learning, you'll be able to create your own dashboard from ANY dataset!

https://excelattheoffice.com/2024/04/...

This is Video 6 in my mini-series all about how to make stunning and dynamic dashboards of charts and graphs in Excel. Video 1 gave you an introduction and demo of the HR dashboard I've created. In Video 2 I showed you how to set up the worksheets and refine the data with formatting and calculations. Video 3 went deep on creating the pivot tables to summarise the raw data. In Video 4 we created the dashboard canvas, then created the pleasing charts and graphs in Video 5. Stay tuned for the finale, where we'll put the finishing touches on the report workbook!

____________________________

Chapters

0:00 - Intro, demo of slicers
1:37 - Overview of steps
2:45 - Insert the slicers
4:30 - How slicers apply to pivot tables
5:10 - Create custom slicer format style
9:20 - Apply format style to slicers
10:15 - Rename & position onto dashboard space
13:25 - Select multiple items on slicer to filter
14:30 - Show slicer as columns, lock on page
17:30 - Tips on usability & ergonomics
19:30 - Connect slicers to all data sources
23:40 - Create TIMELINE slicer for dates
25:50 - Recap of points, pivot slicers vs. filters
27:25 - Testing, close and outro

_________________

See my other videos or blog with more excel tips:

https://excelattheoffice.com/blog

I hope you've found this helpful. Please like and subscribe for more handy content. I do this around a day job at at own expense (the main one being £300 per year website fees), so any contributions are most welcome - you can buy me a coffee below, or get in touch if you want training of for me to help make sense of your data with bespoke dashboards:

https://excelattheoffice.com/buy-coffee

Kind Regards,
Adrian