Дашборды 2.0
Scott Brant
0:00 / 0:00
Дашборды 2.0
10 354 просмотра · 16 ч назад
Scott Brant
79,3 тыс. подписчиков
10 354 просмотра · 16 ч назад
In this video, we will see how we can build interactive HTML dashboards from Excel and Microsoft Lists using Microsoft 365 Copilot, without writing any code or purchasing additional apps.
This tutorial walks through creating HTML dashboards with charts, headline figures, filters and interactive reporting. It also explores the important differences between dashboards generated from Excel data and dashboards connected directly to a Microsoft or SharePoint List.
You’ll see why the way you connect your data matters, particularly when dashboards are downloaded or shared. The video explains potential security risks, live data connections, permissions and the checks you should complete before making a dashboard available to your wider team.
🔍 What You'll Learn in This Video
✅ How to create an interactive dashboard from Excel data with Copilot
✅ How to describe the charts, figures and filters you want using a prompt
✅ Where Copilot saves the generated HTML dashboard
✅ How to update an existing dashboard using simple Copilot instructions
✅ Why Excel-based dashboards do not automatically include new source data
✅ How embedded data could be extracted from a downloaded HTML dashboard
✅ How to build a live dashboard from a Microsoft or SharePoint List
✅ How list permissions control who can view the underlying dashboard data
✅ Why you should test every Copilot-generated dashboard before sharing it
✅ How colleagues can use a shared dashboard without a paid Copilot licence
⭐ Additional Resources
Get started with Copilot and Microsoft 365 the right way
👉 https://www.your365coach.co.uk
Join the Your 365 Coach Academy for ongoing Copilot updates and training
👉 https://www.your365coach.co.uk/your-3...
Stay up to date with the latest Copilot changes and productivity tips
👉 https://www.your365coach.co.uk/newsle...
📰 Stay Connected
📸 Instagram 👉 / your365coach
🎵 TikTok 👉 / your365coach
🔗 LinkedIn 👉 / scottbrant2018
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⏱ Video Chapters
00:00 Build dashboards outside Excel with Copilot
00:54 Preparing the Excel invoice data
01:32 Creating an HTML dashboard with a prompt
02:43 Exploring the interactive dashboard
03:36 Editing the dashboard using Copilot
04:24 Excel dashboard limitations and data refreshes
04:48 Important HTML dashboard security risks
06:13 Choosing a safer live data connection
07:04 Building a dashboard from Microsoft Lists
08:35 Testing the live dashboard refresh
09:09 Data access and dashboard permissions
10:00 Final tips before sharing your dashboard
#Microsoft365 #MicrosoftCopilot #Your365Coach #AI #Copilot #SharePoint #Excel