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Copilot for Dynamic Dashboards
Introduction
Welcome & Download the Materials (4:15)
Figure Out Which Version(s) of Copilot You Have (10:11)
Use Copilot Inside Excel to Make a Dashboard
Mise en Place: Prerequisites (8:57)
Mise en Place: Get High-Level Dashboard Instructions (7:22)
Mise en Place: Brainstorm KPIs (4:12)
Ingredient 1: The Dataset (with Calculated Fields) (6:13)
Ingredient 2: Pivot Tables (to Summarize the Dataset) (13:12)
Ingredient 3: Pivot Charts (to Visualize Key Patterns) (6:00)
Ingredient 4: Slicers (for Interactivity) (9:18)
Plating: Format the Charts (2:58)
Plating: Plan the Dashboard Layout (9:05)
Plating: Move the Charts and Slicers to their Own Sheet (2:10)
Use the Copilot Add-On License to Unlock Even More Features
Prompt Copilot to Write Formulas For You (3:21)
Prompt Copilot to Make Pivot Tables and Pivot Charts For You (2:45)
Prompt Copilot to Do Advanced Analysis in Python For You (2:46)
Prompt Copilot to Apply Conditional Formatting For You (0:49)
Ann vs. AI
Ann's Formulas, Pivot Tables, and Helper Tables (3:58)
Ann's Dashboard Layouts (Time in Graph, or Time in Slicer??) (2:44)
Final Thoughts (3:26)
Next Steps
Recommended Resources
Refer a Friend
Plating: Plan the Dashboard Layout
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