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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. 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. 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. If you want to know how to create a dashboard in Microsoft Excel, it is advisable for you to read this article all through.

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. Another very important question that you should ask yourself before creating the dashboard is where you find the data to feed in to 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.

Importing the data into the excel sheets is the first step of creating a dashboard. The uses of the data in the excel sheet are the analysis in order to bring information and therefore you can import your data from the different sources that you have or have a live feed that updates the data even as the data get in. After adding the data, it is important for you to create different sheets or pages that are going to cause some organization on your workbook to make things easier. 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 is to build a dashboard itself.