Steps on How to Create a Dashboard in Microsoft Excel
Creating a dashboard in Microsoft Excel can be a bit of a task if you’re not conversant with the operations of 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. 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. If you want to know how to create a dashboard in Microsoft Excel, it is advisable for you to read this article all through.
The definition of a dashboard is very important before proceeding on the article.A dashboard is made up of charts, graphs, tables, and data in numbers. 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 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 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 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 that, you need to create a table with raw data entries where you can in parts or copy and paste your data and this should be done 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.