Creating An Excel Dashboard Examples And Templates

Excel Dashboard Reporting

In this tutorial, you are sure to discover ways to create an Excel dashboard, guidelines to adhere to when creating a dashboard, functions and tools to use in Excel, things to follow anyway prevent and recommended training materials. An Excel dashboard is definitely a great tool in terms of tracking KPIs, comparing data points, and getting data-based views that help management make decisions. Creating an Excel dashboard is basically a multi-step process and there are some important things to keep in mind when setting it up.

Now that we understand exactly what a dashboard is, let’s get involved and find out how to create a dashboard for Excel. Likewise, if you are creating a dashboard for the HR department to track the employee’s training, your goal is to show how many employees have already been trained and how many must be cross-trained to reach the candidate. Even before you decide to start Excel, be clear about the dashboard’s ambitions.

A manager may only be curious about the information your Excel dashboard provides, but some data analysts on his team may need a much more detailed overview. Many people go to the Excel dashboard every time they get their hands on the data. Once there is a good concept of what to produce, the next steps are to get the information and set it up in Excel.

Depending on who is using your Excel dashboard, you need to structure both the information and the final output. If you have CSV files or text files, you can easily convert them in Excel. Your life is simple when the consumer provides you with data in Excel, but if not, you need to judge an efficient way to have it in Excel.

Once you find the data in Excel, you will know exactly what you can and cannot use in your Excel dashboard. If you can get a database in which the information is stored, you can establish a connection and modify it indirectly. It also helps because the stakeholder can indicate changes that increase value to them.

At this stage, it’s a smart idea to get a description of the Excel dashboard together with your stakeholders. There are plenty of interactive tools that will help you make your Excel dashboard dynamic and easy to use. To convert table data into an Excel table, select the information, go to the Insert tab, and then click the Table icon.

These are some of the things I recommend that you avoid when creating an Excel dashboard. Charts not only help make your Excel dashboard visually appealing, but also make it easier to eat and interpret. You can use this dashboard to track KPIs of a variety of companies and then use bullet charts to dive deep into individual business performance.

Again, these would vary based on your own project and stakeholder, but they are valid in most cases. From this dashboard, it is easy to discover ways to create combo charts, how to focus on specific data points in charts, how to organize with radio buttons, etc. You can use this dashboard to track the call center’s key KPIs.

Within this dashboard, the facts from the games are updated when you double through the cells on the left. In this dashboard, you will understand the use of VBA in Excel dashboards. In addition, it uses VBA to display a help menu to direct a person when using this dashboard.

Manufacturing Metrics Scorecards KPI Management Dashboard Reporting In Excel