How To Create A Dashboard In Excel

Name your first tab the one that has all of your raw data on it with something you ll readily recognize such as data or raw data.

In order to create an effective excel dashboard we recommend the following steps. Timeline options click on the timeline and go to timeline tools options and select options like style header and caption. Then create a second tab labeled chart data. When you make a selection from a drop down list or use a scroll bar or select a checkbox there are formulas that update based on the results and give you the updated data view in the dashboard.

After inserting a comma select the array from j3 to n3. Then set up an excel table with the raw data on another tab. Before you begin your dashboard creation in excel it s critical to have your data well organized. You can create a lot of good interactive excel dashboards by just using excel formulas.

Step 1 organize your data. To create a dashboard you re going to need three separate sheets or tabs within your excel workbook. For this dashboard we selected order date. In your dashboard sheet click insert and select the kind of chart you d like to make.

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With an excel table you will be able to name your rows columns and cells however you like. Import your raw data to a sheet. Select the data you want in a chart. For this first example we ll create a column chart.

Add a timeline select any pivottable and go to pivottable tools analyze filter insert timeline then check each item you want to use. You can either copy and paste the data directly or use an external app to pass the data in real time. Set up your page. Download file used in the video with step by step instructions and links to more tutorials.

Click add in legend entries series. We can create this excel dashboard by making tables and slicers but we will use charts as they are more illustrative. Tell a story. Open an excel project and create 2 worksheets.

Right click on the chart and click select data. Calculate the employee performance score in cell q2 write the formula select the array from b3 to f3. Set up your workbook.