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. 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. If you want to know how to create a dashboard in Microsoft Excel, it is advisable for you to read this article all through.
Before proceeding further, it is good that you understand what a dashboard is. A dashboard is made up of charts, graphs, tables, and data in numbers. The many different kinds of dashboards that are created include the financial dashboards, project dashboards and marketing ones.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. 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 into the Excel worksheet, you will that be needed to create different pages or sheets for the raw data and the processed data in order to have some good organization on the worksheet. 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 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.