How I Achieved Maximum Success with Technology

January 11, 2018


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How to Create a Dashboard in Excel

Creating a dashboard in Microsoft Excel is not a very easy process especially if you’re not educated in how to use Excel. The benefits of having a dashboard in Excel include giving you visibility of your work, giving you an update of your work status and projects and even give you the details about every job. In addition to the above benefits, you also be able to increase the speed that your organization works with because you can manage activities better, and communicate in a better way. The information on how to create a dashboard in Microsoft Excel is contained as you read on in this article.

Before proceeding further, it is good that you understand what a dashboard is. A dashboard is made up of charts, graphs, tables, and data in numbers. The many different kinds of dashboards that are created include the financial dashboards, project dashboards and marketing ones.As with all other projects, before creating a dashboard you need to understand the reason why you’re creating the dashboard, the features that the dashboard should have including what you need and don’t need. It is very important for you to know the source of the information or the data that you fit into the dashboard in order to get results. The ease-of-use of the user interface of the dashboard, they number of elements to be used on the dashboard and also the background color to be used in the dashboard are other factors that should be considered before you creating a dashboard in Excel.

The beginning of creating a dashboard in Excel involves importing the data into the sheet. The data can getting through importing of the data from the different sources that you have or having a live feed that can bring in the data as it comes in meaning the data is updated automatically on the excel sheet. After adding the data into the Excel worksheet, you will that be needed to create different pages or sheets for the raw data and the processed data in order to have some good organization on the worksheet. Creating a data table is very important that you can have entries that you can paste in a tabular format.

The next thing will be analyzed the data meaning that you need to have the data into the graphs, tables, charts that now will be used in the analysis of the data. The last process in creating of the dashboard will be to build the dashboard itself.