Steps on How to Create a Dashboard in Microsoft 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. 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. You’ll also be able to boost the speed that your organization works with because you can manage the jobs that are done and also give communications in a more efficient 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. The purpose of creating the dashboard something very important and that should watch out for when you go out to create a dashboard. 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.
Importing the data into the excel sheets is the first step of creating a dashboard. The data can getting through importing of the data from the different sources that you have or having a live feed that can bring in the data as it comes in meaning the data is updated automatically on the excel sheet.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. 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. After doing the above processes, the last processes will be to build the dashboard itself.