How to Update Your Template
Every Other Levels template is fully customizable. Replace the sample data with yours, refresh, and every chart, KPI and slicer updates automatically. Choose how you want to do it:
Do it yourself5-minute guide below. No formulas to rewrite.
Use the free AI dashboard makerUpload your Excel or CSV and get a dashboard instantly.
Let our team do itSend your data, logo and colors — we deliver the finished file.
Excel dashboards — step by step
- Open the Data sheetYour sample data sits in an Excel Table (one row per record). Keep the column headers exactly as they are.
- Paste your dataSelect the first data row and paste your records under the same headers (use Paste Special → Values). The table grows automatically.
- Refresh everythingGo to Data → Refresh All (Ctrl+Alt+F5 on Windows, Cmd+Option+F5 on Mac). Pivot tables, charts, KPIs and slicers update instantly.
- Check new categoriesNew products, regions or months appear in the slicers after the refresh. If a chart looks empty, clear its slicer filter.
- Make it yoursClick the logo → Change Picture to add your logo. Use Page Layout → Colors, or Format on any chart, to apply your brand colors. Edit any title by clicking it.
- Protected sheetsSome dashboard sheets are protected so layouts don't break. Use Review → Unprotect Sheet; the password is in the PDF guide included with your download.
Google Sheets templates: paste your data into the Data tab — charts update live, no refresh needed.
Interactive HTML dashboards: replace the CSV/Excel file as described in the included guide and reopen the page.
Prefer video? Watch the step-by-step video tutorials or the full dashboard course in 7 languages.
Interactive HTML dashboards: replace the CSV/Excel file as described in the included guide and reopen the page.
Prefer video? Watch the step-by-step video tutorials or the full dashboard course in 7 languages.