Things to Note When Creating 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. 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. The information on how to create a dashboard in Microsoft Excel is contained as you read on in this article.
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. The many different kinds of dashboards that are created include the financial dashboards, project dashboards and marketing ones. The purpose of creating the dashboard something very important and that should watch out for when you go out to create a dashboard.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. 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 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 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.