Creating a dashboard in Microsoft Excel is not a very easy process especially if you’re not educated in how to use Excel. 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. 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 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 made up of charts, graphs, tables, and 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.
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 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 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. After doing the above processes, the last processes will be to build the dashboard itself.