Things to Note When Creating 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.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. 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. The information given below includes a step-by-step guide on how to create a dashboard Microsoft Excel.
It is first important to understand what a dashboard is. A dashboard Microsoft Excel contains charts, graphs, and data that is used four different activities and brings the advantages explained above.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. 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.
Importing the data into the excel sheets is the first step of creating a dashboard.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 a data into the excel sheet, you need to structure the sheets in the way that you want and this can involve creating different sheets that will be used for analysis, having a sheet for raw data and then the workbook. After importing of the data, you need to create a data entry where the data can be entered in a table like 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.The last process in creating of the dashboard will be to build the dashboard itself.