Steps on How to Create 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. After creating a dashboard in Microsoft Excel, you’ll be able to get benefits like getting visibility of your work, getting a status update on your projects and also the details about the different jobs that you’re doing.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.
It is first important to understand what a dashboard is. A dashboard is made up of charts, graphs, tables, and 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. The process of creating a dashboard will also include checking into factors like how many dashboard elements you need to have, the background color that the dashboard should have and also how hard or easy the user interface should be.
The beginning of creating a dashboard in Excel involves importing the data into the sheet. 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 process of creating a dashboard will then include the creation of graphs, tables, and charts that are going to be used to do the analysis of the data that you’ve put into the Excel worksheet to create information. The last process is to build a dashboard itself.