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How to Create a Dashboard in Excel

Creating a dashboard in Microsoft Excel can be a bit of a task if you’re not conversant with the operations of Excel. A dashboard created in Excel can help in many ways liking giving you visibility of your work giving you an update of your work status and the projects that you’re running and also every detail about jobs. 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.

It is first important to 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. Before creating the dashboard also, you need to ascertain the social the data that you feed into the dashboard. Other points to consider also are they dashboard elements that you need to have, the background color that you’re going to use in the dashboard and also how easy the user interface should be.

The first step in creating a dashboard in Excel is importing the data into the Excel 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. After importing of the data, you need to create a data entry where the data can be entered in a table like format.

The process of creating a dashboard will then include the creation of graphs, tables, and charts that are going to be used to do the analysis of the data that you’ve put into the Excel worksheet to create information. The last process is to build a dashboard itself.