How To Create An Excel Dashboard Fast
Excel Dashboard Reports
Of course, the need-to-know numbers exist. Raw data can be difficult to verify. A dashboard simplifies that otherwise complex data that you might have in your spreadsheet and transforms it into something visual that is much easier so that you can understand and thus use it.
But all those columns and rows are usually impossible to process and realize. So your best choice would be to analyze how to import your specific data format. There are many different ways to do this with varying complexities depending on where your computer data is currently located.
If your overall spreadsheet is a bit of a mess, take a moment to clean it up and make sure the situations are organized in the correct columns and rows. When working with information in Excel, it is important that every piece of information lives in its own cell. This can also be a good time to look for duplicate information to be removed, as each row of information must be unique in order to use the dashboard feature or you will double count.
Plus, it’s a good idea to briefly analyze your computer data and make sure there are no glaring typos or errors. Granted, that can be overwhelming – which is why it’s necessary to understand the why of the dashboard first. When you familiarize yourself with Excel dashboards, you will quickly find that there are plenty of options.
However, not all of them fit your information that you want to represent. By giving that in the first place, like along with things like who to share this with and what format it should be in, you are able to create a dashboard that meets your needs. We stick to similar budget data that we used above.
For example, a line chart is great for assessing trends, while a pie chart is great for looking in a snapshot over time. Which means that we get separate charts for electricity, gas, telephone, etc. Our goal would be to create column charts that show how much we spend on an individual budget line item each month in the first quarter.
For example, it is good to filter by item type and only see numbers related to electricity costs. The easiest method to do this is to use the filter option in Excel. When you do this, you will notice that small arrows appear next to your column headings.
To do this, we highlight the entire data, click the data ribbon in the toolbar and then click the filter button. Now that you have only the information you need, you should start developing the chart. In the event that you click between those arrows, you will be presented with a drop-down menu that filters your computer data.
In cases like this we will use a clustered column chart. Click around the Dashboard tab of the worksheet, click the Insert button in the toolbar, then select the type of chart you want from your menu. Don’t worry, you didn’t screw up anything.
When you insert a chart, you will see an empty box. Now that you’ve inserted that blank box into your workbook Dashboard tab, it’s time to get some data. We’ll discuss ways you can get your computer data displayed there in the next step.
But you still need to select your computer data for your horizontal axis of the chart. The data you simply selected is for your vertical axis. After that, hit your Enter key, click OK, then go to your Dashboard tab to make sure your chart is populated with this data.
To do this, click the button in the Horizontal axis field in the Select data pop-up window and then highlight the details that you request for the horizontal axis – in this situation the months. Errors can occur. At this point, it’s a good idea to take a quick look at your chart and make sure nothing looks strange.
A real Excel dashboard contains many different charts and gauges to present data. So it’s worth taking the time to make sure your chart is recording your data correctly. So to finish our dashboard in this sample scenario, let’s come back and repeat all these steps for the other budget items like phone, vehicle, gas, etc. We’ve covered a lot about Excel dashboards here, and I hope you have a new confidence to use Excel to enable you to visualize and use the data you have.