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. The benefits of having a dashboard in Excel include giving you visibility of your work, giving you an update of your work status and projects and even give you the details about every job. 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 on how to create a dashboard in Microsoft Excel is contained as you read on in this article.
The definition of a dashboard is very important before proceeding on the article. A dashboard is a board that is created of different charts and graphs and tables that contain data in numbers. There are many different kinds of dashboards that can be made and these include financial dashboards, project kind of dashboards and also dashboards used to market products. 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. Before creating the dashboard also, you need to ascertain the social the data that you feed into 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 first step in creating a dashboard in Excel is importing the data into the Excel 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 next step on creating a dashboard in Excel will be to make analysis of the information or the data that you have and that will involve creation of graphs, tables and charts that can be used to interpret the data to get some information. After doing the above processes, the last processes will be to build the dashboard itself.