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NEW: How to Build Excel Dashboard (Now with AI Agent Mode!)

#AI Tools
2025-10-28 12:1110 min read

Content Introduction
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In this video, Kevin demonstrates how to create a fully interactive dashboard using Microsoft Excel, leveraging the innovative agent mode feature. He explains the convenience of using this mode, which allows users to describe their desired dashboard, and Excel automatically generates it, significantly streamlining the creation process for those who may find traditional methods overwhelming. Kevin begins with a dataset on cookie sales and guides viewers through making sense of the data by building a dashboard that includes important visuals and metrics such as total revenue and units sold. He emphasizes the flexibility of the dashboard, showcasing how easily it can be updated and refined based on user input. Additionally, Kevin demonstrates the ability to use slicers for data filtering, enhancing interactivity. By the end, he highlights the user-friendly nature of the agent mode, encouraging viewers to explore this feature further as it becomes available on both the web and desktop versions of Excel.

Key Information

  • This presentation teaches how to build a fully interactive dashboard in Microsoft Excel, leveraging the new agent mode.
  • Agent mode allows users to describe the desired dashboard, and Excel will create it for them, making the process accessible even for those with limited Excel experience.
  • To use the new feature, users need a Microsoft 365 subscription and a C-pilot license.
  • The initial setup involves converting data into a table for better usability, followed by enabling agent mode via the Excel menu.
  • Agent mode automates the planning of the dashboard by determining necessary steps and data sources, enabling users to focus on descriptions rather than technical tasks.
  • Users can refine generated dashboards by requesting changes or additional visualizations, and agent mode can adjust them accordingly.
  • The dashboards created with agent mode are dynamic and refresh automatically with any underlying data changes.
  • Like creating custom slicers for filtering data, users can further enhance the dashboard's interactivity without manual adjustments.
  • The presentation highlights the differences between agent mode and co-pilot, emphasizing that agent mode is more suited for comprehensive tasks like building dashboards and complex data presentations.

Timeline Analysis

Content Keywords

Interactive Dashboard in Excel

The video tutorial demonstrates how to create a fully interactive dashboard in Microsoft Excel using the new agent mode, allowing users to describe their desired dashboard and letting Excel handle the construction. It emphasizes the need for a Microsoft 365 subscription and C-pilot license for this feature.

Agent Mode

Agent mode is introduced as a new feature in Excel that allows users to efficiently build dashboards by simply describing their requirements, thus making it accessible for those who may find traditional methods overwhelming.

Data Preparation and Visualization

The tutorial covers organizing sales data into tables, using filtering and sorting, enabling easier data manipulation, and incorporating visuals such as charts and KPIs into the dashboard to enhance data storytelling.

Dashboard Customization

The platform provides options to customize the dashboard layout and interaction, including adding slicers for filtering by attributes like cookie type, and emphasizes the importance of designing an aesthetically pleasing and functional dashboard.

Real-Time Updates

A significant feature discussed is the automatic updating of the dashboard when the underlying data changes, ensuring that users always view the most accurate and current information without manual intervention.

Comparison with C-pilot

The tutorial compares agent mode with C-pilot, highlighting that while C-pilot is suitable for quick, one-time tasks, agent mode helps in building more complex projects collaboratively with AI assistance.

Getting Started with Excel

The video encourages users to start using Excel’s new interactive features, making dashboard creation easier than ever and aims to demonstrate its user-friendly capabilities.

Sharing and Collaboration

It concludes with steps on how to share the created dashboard with others through links, emphasizing the newfound ease of collaboration enabled by the agent mode.

Related questions&answers

What is the new feature in Excel being discussed?

The new feature being discussed is the 'Agent Mode', which allows users to describe the dashboard they want and Excel will build it for them.

Do I need a specific subscription to use this feature?

Yes, you need a Microsoft 365 subscription and a C-pilot license to use the Agent Mode feature.

What are the steps to enable Agent Mode?

To enable Agent Mode, go to the Home tab, navigate to the Add-ins option on the right-hand side, and search for 'Agent Mode'. Then, add the Excel Labs project.

Can I make changes to the dashboard once it's created?

Yes, after the dashboard is generated, you can keep refining it by asking for different charts, new calculations, or extra visuals.

Is the dashboard generated by Agent Mode static?

No, the dashboard is not static. It is built using real Excel tables, formulas, and charts, making it refreshable with any data changes.

How can I share my dashboard with others?

You can share your dashboard by clicking on the share icon in the top right corner of the Excel interface, or by copying a link to send to others.

How does Agent Mode differ from Co-Pilot?

Agent Mode is more advanced than Co-Pilot; it plans and builds with you, taking complex requests for creating dashboards and figuring out the necessary steps.

What should I do to make the dashboard look more like a report?

To make the dashboard look more like a report, you can turn off headings, grid lines, and the formula bar from the View tab.

Can I filter data in the dashboard?

Yes, you can add a slicer to filter the dashboard by cookie type or other categories easily.

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