The 10 Most Unanswered Questions about Dashboards

January 11, 2018

Software

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How to Create a Dashboard in Excel

The process of getting a dashboard in Microsoft Excel can be hard especially if you’ve never used Excel before or you’ve not been adequately educated and how to do it.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. You’ll also be able to boost the speed that your organization works with because you can manage the jobs that are done and also give communications in a more efficient way. The information given below includes a step-by-step guide on how to create a dashboard Microsoft Excel.

Before proceeding further, it is good that you understand what a dashboard is. A dashboard is a board that is created of different charts and graphs and tables that contain data in numbers. You can make different kinds of dashboard depending on the need that you have with the financial, marketing, or even a project dashboard. A dashboard can be as complex and therefore you need to determine the uses that you will be using the dashboard for, and then the kind of features that you can put in the dashboard and those that you cannot put. 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.

Importing the data into the excel sheets is the first step of creating a dashboard.That is what shall be used in creating the analysis from the dashboard and therefore you can feed from the different sources that you have such that as the sources get updated, the executives also updated accordingly to have the changes. 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. After that, you need to create a table with raw data entries where you can in parts or copy and paste your data and this should be done 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 is to build a dashboard itself.

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