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. 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.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 given below includes a step-by-step guide on how to create a dashboard Microsoft Excel.
The definition of a dashboard is very important before proceeding on the article. A dashboard Microsoft Excel contains charts, graphs, and data that is used four different activities and brings the advantages explained above. There are many different kinds of dashboards that can be made and these include financial dashboards, project kind of dashboards and also dashboards used to market products. 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 process of creating a dashboard will also include checking into factors like how many dashboard elements you need to have, the background color that the dashboard should have and also how hard or easy the user interface should be.
The beginning of creating a dashboard in Excel involves importing the data into the 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 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 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. After doing the above processes, the last processes will be to build the dashboard itself.