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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 given below includes a step-by-step guide on how to create a dashboard Microsoft Excel.

The definition of a dashboard is very important before proceeding on the article. A dashboard Microsoft Excel contains charts, graphs, and data that is used four different activities and brings the advantages explained above. 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. 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 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 beginning of creating a dashboard in Excel involves importing the data into the sheet. The uses of the data in the excel sheet are the analysis in order to bring information and therefore you can import your data from the different sources that you have or have a live feed that updates the data even as the data get in. 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 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 in creating of the dashboard will be to build the dashboard itself.

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