Things to Note When Creating 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. The process of creating a dashboard is good because it will boost the speed of your organization also, making the process of managing activities easier and passing communications efficient.The information given below includes a step-by-step guide on how to create a dashboard Microsoft Excel.
It is first important to 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. Another very important question that you should ask yourself before creating the dashboard is where you find the data to feed in to the dashboard. Other points to consider also are they dashboard elements that you need to have, the background color that you’re going to use in the dashboard and also how easy the user interface should be.
Importing the data into the excel sheets is the first step of creating a dashboard.That is what shall be used in creating the analysis from the dashboard and therefore you can feed from the different sources that you have such that as the sources get updated, the executives also updated accordingly to have the changes. 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. 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. The last process is to build a dashboard itself.