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. 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.
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. 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.
The first step in creating a dashboard in Excel is importing the data into the Excel 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 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 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.