Case Study: My Experience With Programs

January 11, 2018

Software

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How to Create a Dashboard in 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. 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.

Before proceeding further, it is good that you 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. 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.

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. 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 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.