Excel Dashboard Course 5 Using Symbols in Excel Dashboards
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Lessons List | 21 Lesson
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Course Description
Dashboards in Excel
An Excel dashboard is one-pager (mostly, but not always necessary) that helps managers and business leaders in tracking key KPIs or metrics and take a decision based on it. It contains charts/tables/views that are backed by data. A dashboard is often called a report, however, not all reports are dashboards.How do I create a dashboard in Excel?
Here's a step-by-step Excel dashboard tutorial:
How to Bring Data into Excel. Before creating dashboards in Excel, you need to import the data into Excel. ...
Set Up Your Excel Dashboard File. ...
Create a Table with Raw Data. ...
Analyze the Data. ...
Build the Dashboard. ...
Customize with Macros, Color, and More.How do you create a dashboard?
How to design and build a great dashboard
Be clear about what you're trying to achieve – your board's purpose will inform its design.
Only include what's important – everything should support your board's intent.
Use size and position to show hierarchy – make it clear to the viewer what's most important.How do I create a dynamic dashboard in Excel?
Create a dynamic Excel chart and make your own dashboard
Add a dynamic column to the data range using a HLOOKUP() function. This column will be the chart's real source, not the data range.
Insert a simple chart.
Add a scroll bar control that lets the user easily update the chart's source, without really knowing what's going on behind the scenes.
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