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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. 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. The information given below includes a step-by-step guide on how to create a dashboard Microsoft Excel.

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. Before creating the dashboard also, you need to ascertain the social the data that you feed into the dashboard. 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 the data, it is important for you to create different sheets or pages that are going to cause some organization on your workbook to make things easier.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 step on creating a dashboard in Excel will be to make analysis of the information or the data that you have and that will involve creation of graphs, tables and charts that can be used to interpret the data to get some information. After doing the above processes, the last processes will be to build the dashboard itself.