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Build an interactive Excel sales dashboard with Copilot in two prompts
Kevin Stratvert turns a 500-order sales sheet into an interactive dashboard with one Copilot prompt, checks the totals by hand, then restyles it with a second prompt.
Kevin Stratvert · YouTube · published Oct 29, 2026 · Work & Operations
▶ Watch on YouTubePrompt
Create a professional, interactive sales dashboard using the data in this workbook. Include key sales metrics, charts showing sales trends and performance, and interactive filters so I can explore the data. Put everything on a new worksheet. Then: Redesign the dashboard with a modern dark theme using navy blue backgrounds, gold accents, and high-contrast white text. Keep the existing layout, charts, metrics, and interactive filters fully functional. Make sure all labels and charts remain easy to read.
Visual breakdown
Kevin gives Copilot in Excel one prompt and gets a full interactive sales dashboard: key metrics, charts and filters on a new sheet. He verifies the totals against the raw data, restyles it with a second prompt, and shows it updating when a new order is added.
The problem: Building charts, calculations and interactive filters by hand in Excel takes a lot of manual work.
From a sales sheet to a live dashboard
- Sales workbook500 orders: cookie type, quantity, price, order date, sales region
- Open CopilotClick the Copilot icon and keep Allow Editing selected
- Prompt 1: buildCopilot picks metrics and charts and builds a dashboard sheet
- Verify numbersFilter the orders to fulfilled and compare the total by handDropped: Nothing, the metrics matched
- Prompt 2: restyleDark theme with blue and gold accents, layout and filters kept
- Live dashboardUpdates automatically when new orders are added
InputsManual stepCopilotResult
What Copilot put on the dashboard
- Key metrics: total revenue, fulfilled orders, average order value, units sold
- Charts: monthly sales trend, revenue by cookie type and by region, order status mix, top customers
- Interactive filters with a reset button
By the numbers
500orders in the sample data
$41,586revenue from 424 fulfilled orders
$10,000test order added (5,000 cookies at $2)
Do it yourself
You need Copilot in Excel; available features may vary by Microsoft 365 subscription.
- Open your workbook and click the Copilot icon at the bottom right
- Leave Allow Editing selected (Plan and Chat Only are the other modes)
- Paste prompt 1 to create the dashboard on a new worksheet
- Try the filters, then check the key metrics against your raw data
- Paste prompt 2 to apply a dark theme
- Add a new row to the data and confirm the dashboard updates
Both prompts are in the video description.
Tips from the video
- Always double-check AI-generated numbers, especially before business decisions.
- The dashboard sheet is a special type: you can't edit cells or move charts directly, so ask Copilot to make changes.
- Restyling doesn't require a rebuild; one prompt changed the whole look.
- Choose Plan if you want to review what Copilot intends to do first.
Chapters
Distilled from the video’s captions
How to try it
- Open Microsoft Copilot.
- Copy the prompt and fill in the [placeholders].
- Watch Kevin Stratvert's video for the full walkthrough and setup.
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