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How to Write Dynamic Takeaway Sentences inside Interactive Excel Dashboards

Updated on: Jun 25th, 2024
Dashboards
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I’m a big fan of takeaway text: for reports, for presentations, and even for interactive dashboards.

Sometimes people think that takeaway text isn’t possible for dynamic dashboards in Excel. They worry that they’ll have to write each sentence by hand. False!

In this video, you’ll learn about two ingredients:

  • Concatenation: You’ll use the ampersand (&) to join the content from a few cells together.
  • Helper Cells: There are pivot tables, helper tables (with lookups), and more concatenation to write out the graph labels.

You can write takeaway sentences about:

  • The most or least (the poles)
  • The averages
  • Anything else you think your audience might be interested in

Your Turn

Download this Excel dashboard and follow along: https://depictdatastudio.gumroad.com/l/Demographics-Dashboard

More about Ann K. Emery
Ann K. Emery is a sought-after speaker who is determined to get your data out of spreadsheets and into stakeholders’ hands. Each year, she leads more than 100 workshops, webinars, and keynotes for thousands of people around the globe. Her design consultancy also overhauls graphs, publications, and slideshows with the goal of making technical information easier to understand for non-technical audiences.

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