Discovering The Truth About Dashboards

February 12, 2018

Software

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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. After creating a dashboard in Microsoft Excel, you’ll be able to get benefits like getting visibility of your work, getting a status update on your projects and also the details about the different jobs that you’re doing. The process of creating a dashboard is good because it will boost the speed of your organization also, making the process of managing activities easier and passing communications efficient. 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 a board that is created of different charts and graphs and tables that contain data in numbers. The many different kinds of dashboards that are created include the financial dashboards, project dashboards and marketing ones. 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. 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 first step in creating a dashboard in Excel is importing the data into the Excel sheet. 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 a data into the excel sheet, you need to structure the sheets in the way that you want and this can involve creating different sheets that will be used for analysis, having a sheet for raw data and then the workbook. After importing of the data, you need to create a data entry where the data can be entered in a table like format.

The next step on creating a dashboard in Excel will be to make analysis of the information or the data that you have and that will involve creation of graphs, tables and charts that can be used to interpret the data to get some information.The last process in creating of the dashboard will be to build the dashboard itself.