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. You’ll also be able to boost the speed that your organization works with because you can manage the jobs that are done and also give communications in a more efficient 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. The many different kinds of dashboards that are created include the financial dashboards, project dashboards and marketing ones. A dashboard can be as complex and therefore you need to determine the uses that you will be using the dashboard for, and then the kind of features that you can put in the dashboard and those that you cannot put. 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 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.
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 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. After doing the above processes, the last processes will be to build the dashboard itself.