Basic Steps to Creating a Dashboard

Creating an Excel Dashboard can sometimes be a daunting experience, especially if you are unused to working with business intelligence software. However there are some simple and straightforward steps that can be followed which will make this task considerably easier, especially for novices.

  1. Data
  2. Dashboard Layout


The basic foundation of any dashboard is data. Put simply, you need to have the kind of data that can be plotted on a chart in some manner. This generally means that each data point will need at least two components, corresponding to ‘x’ and ‘y’ points on a simple graph. If you have the kind of data that is listed in a spreadsheet format, then you can create an Excel dashboard with it.

Dashboard Layout:

After you have organised your data sufficiently, you must then decide on the layout of your dashboard. It is a good idea to let your data guide you at this point. Consider the manner in which you want the dashboard to perform, and what kind of information you want to be receive from it. You should then choose a layout and a selection of charts which adequately represent your data in the most efficient and clear manner. Remember that a successful dashboard is one that has neither too much or too little content. It must also be clear and easy to understand.

At this point you may wish to select a template, that will provide you with a readymade dashboard layout. Templates can be useful in helping you to acquire an overview of how your finished product will look, and in helping you to quickly develop a prototype. The dashboard layout can then be tweaked and adjusted according to the specific design requirements, and edited in order to optimize the effectiveness of the dashboard solution.



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