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

Name: Excel Agent Mode: Build Dashboards Automatically (Step-by-Step Tutorial)
Uploaded: 2025-10-03T10:00:40+00:00
Duration: 8 min 46 s

Kevin Stratvert

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

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