How to Create an Excel Dashboard

How to Create Excel Dashboard Report

Excel is one of the most used programs in the business environment. Ever since it was created the business community did catch on to it quite easily, opened its Pandora Box and find a wide range of features. One of the most useful tools you can create in Excel is the dashboard.

You can use the dashboard to give you an overview of your different business operations. The great thing about Excel is that you can use charts and other diagrams to help you in visualizing your dashboard. This will give you the freedom to make better sense of the information at hand. Additionally it will enable you to make better and more confident business decisions.

Despite the fact Excel is a very useful software. There is no doubt that it can be complicated to use and can look a bit confusing for beginners. Don’t let that discourage you because a lot of persons have gone through that period and come out on top.

Once you’ve learn the basics and you began to practice by trying out new tools and experiment a lot you will get a hang of it quite easily. You can see below a tutorial on how to create an Excel dashboard. If you are a beginner this is a very simple tutorial you can follow.

Another benefit is that you can cross over this simple skill into other areas of Excel.

How to Create an Excel Dashboard Tutorial, Examples and Templates

This step is not necessary but it can be useful and a lot of persons have found a lot of value by doing this. What you are going to do is before you even think about loading up your Excel data.

You can draw up on a piece of paper. The layout of your charts and diagrams of how you want it to look in Excel. This will give you an idea of how you want your dashboard to look. So you can try to replicate it in Excel.

For more examples and templates see Excel dashboard templates

How to Create an Excel Dashboard Basic Steps:

Step 1

You are going to either import the data that you are going to use or insert it manually into Excel. Also make certain that your data is properly organized to prevent confusions later on.

Step 2

Choose and select all the data you are going to include on your dashboard. These are going to be from the rows and columns.

Step 3

Next you are going to click on home, select conditional formatting and create a new rule

Step 4

A new rule formatting window will then be prompt up, choose the default rule that is at the top.

Step 5

You can now customize your information on the new formatting rule section. You are practically done finish and that’s how simple this tutorial is. On the formatting rule window you can also try out a lot of other features and just experiment.

Over time you will notice how easy this technique can be. If you want to you can download formulas off of the internet that will help you with your data. If you have the skill you can create them as well.
In summary this is a simple tutorial you can follow to kick start your Excel career.

You can also download dashboard tools for Excel online. These tools can then be integrated into Excel and help you create a better dashboard more easily.