Excel Agent Mode: Build Dashboards Automatically (Step-by-Step Tutorial)

Tired of struggling with PivotTables, charts, and slicers to build dashboards in Excel? Thanks to Excel’s brand-new Agent Mode (aka Excel’s “AI Beast Mode”), creating an interactive dashboard has never been easier. In this step-by-step tutorial, I’ll show you how to use Agent Mode inside Excel Labs to automatically build a dashboard from raw data — no advanced skills required. You’ll see how to: - Turn your data into an interactive, refreshable dashboard - Add charts, KPIs, and slicers with just a prompt - Refine your dashboard with natural language requests - Understand how Agent Mode compares to Copilot By the end, you’ll know how to transform a wall of numbers into clear insights with just a few clicks. Host: Kevin Stratvert 📚 RESOURCES - All you need is a Microsoft 365 subscription and a Copilot license. - Try it today in Excel on the web at https://www.excel.new - Sample data: https://kevstrat-my.sharepoint.com/:x:/g/personal/admin_kevstrat_onmicrosoft_com/EeHsBt_uSKtAqtzyaxQ7HC8BBkOdFF0Qe51b3bK2z_4kVw?e=y36W00 ⌚ TIMESTAMPS 00:00 - Introduction 00:38 - Turn data into a table for easy handling 01:26 - Enable Agent Mode with Excel Labs add-in 02:01 - Write a prompt to build a dashboard 03:19 - Review formulas, steps, and insights from Agent Mode 04:25 - Explore KPI summary and product breakdown 04:56 - Update source data and watch dashboard refresh 05:45 - Add a slicer to filter dashboard by cookie type 06:50 - Format dashboard: hide gridlines, headings, sheets 07:34 - Share your dashboard with others 07:42 - Closing thoughts 📺 RELATED VIDEOS - Playlist with all my videos on Excel: https://www.youtube.com/playlist?list=PLlKpQrBME6xLYoubjOqowzcCCd0ivQVLY 📩 NEWSLETTER - Get the latest high-quality tutorial and tips and tricks videos emailed to your inbox each week: https://newsletter.kevinstratvert.com 🔽 CONNECT WITH ME - Official website: http://www.kevinstratvert.com - LinkedIn: https://www.linkedin.com/in/kevinstratvert/ - Discord: https://bit.ly/KevinStratvertDiscord - Twitter: https://twitter.com/kevstrat - Facebook: https://www.facebook.com/Kevin-Stratvert-101912218227818 - TikTok: https://www.tiktok.com/@kevinstratvert - Instagram: https://www.instagram.com/kevinstratvert/ 🎁 TOOLS AND DISCOUNTS ✅ 🎙️ Voicemod AI Voice Changer | 5% off | https://link.xsolla.com/KZBi89AY ✅ 🌐 Squarespace Websites | https://squarespace.syuh.net/XYaqYM ✅ 🛍️ Shopify | https://shopify.pxf.io/XY9rPa ✅ 📋 Notion | https://affiliate.notion.so/rffva4tr71ax ✅ 🤖 ElevenLabs Text-to-Speech | https://try.elevenlabs.io/taqepq60mptr ✅ 💵 Quickbooks Online | https://bit.ly/intuitquickbooksonline ✅ 👥 Hubspot | https://hubspot.sjv.io/DKo6jb ✅ 📈 Semrush | https://bit.ly/semrush14dayfreetrial ✅ 🎥 Descript | https://get.descript.com/sf22jb63w2tx 🎒 MY COURSES - Go from Excel novice to data analysis ninja in just 2 hours: https://kevinstratvert.thinkific.com/ 🙏 REQUEST VIDEOS https://forms.gle/BDrTNUoxheEoMLGt5 🔔 SUBSCRIBE ON YOUTUBE https://www.youtube.com/user/kevlers?sub_confirmation=1 🙌 SUPPORT THE CHANNEL - Hit the THANKS button in any video! - Amazon affiliate link: https://amzn.to/3kCP2yz ⚖ DISCLOSURE Some links are affiliate links. Purchasing through these links gives me a small commission to support videos on this channel. The price to you is the same. #stratvert #agentmode #excel