Get Access to World’s largest Template Library & Tools

How to Make a Dashboard in Microsoft Excel


Microsoft Excel is not just a tool for managing data; it’s also a powerful platform for creating dynamic dashboards. Learn how to design a dashboard that brings your data to life, whether you’re looking to monitor business performance, track personal finances, or compile academic research.

How to Make a Dashboard in Microsoft Excel

 

Crafting a dashboard in Microsoft Excel allows you to visually aggregate and present your most important data, enabling quick insights and effective decision-making. This guide outlines the fundamental steps to create a dashboard that is both informative and visually appealing.

  • Step 1. Gather and Prepare Your Data

    step 1 gather and prepare your data

    Begin by compiling all the data you want to include in your dashboard. Organize this data in a clear, structured format within Excel, ensuring it’s clean and accurate. This might involve consolidating data from various sources into a single Excel workbook.

  • Step 2. Plan Your Dashboard Layout

    Before diving into the creation process, sketch out a rough layout of your dashboard. Decide which data points are most important and how you want to display them. Consider using a mix of charts, tables, and graphs to show different types of information.

  • Step 3. Create PivotTables for Data Summarization

    step 3 create pivottables for data summarization

    Use PivotTables to summarize, analyze, sort, and present your data in an easy-to-read format. To create a PivotTable, select your data, go to the ‘Insert’ tab, and click ‘PivotTable.’ From here, you can choose the data you wish to analyze and how it should be displayed.

  • Step 4. Use Charts to Visualize Data

    Charts are a key component of dashboards, providing visual representations of your data. Excel offers a variety of chart types, including bar, line, pie, and more. To insert a chart, highlight the relevant data, go to the ‘Insert’ tab, and select the chart type that best represents your data.

  • Step 5. Assemble Your Dashboard

    With your PivotTables and charts prepared, begin assembling your dashboard on a new Excel sheet. Arrange your visualizations according to your layout plan, adjusting sizes and formats for clarity and visual appeal. Ensure your dashboard is easy to read and understand at a glance.

You may also find valuable insights in the following articles offering tips for Microsoft Excel:

note iconNote

Unlock Your Productivity with Over 100,000 Microsoft Excel Templates! Exclusively Available at Template.net – Download Now and Transform Your Data Handling Experience!

FAQs

What is the best way to update my Excel dashboard with new data?

Update the underlying data range or refresh your PivotTables and charts will automatically reflect the new information.

Can I link multiple data sources to a single Excel dashboard?

Yes, you can consolidate multiple data sources into your Excel workbook and use them to create a comprehensive dashboard.

How do I make my Excel dashboard interactive?

Incorporate slicers, dropdown lists, or form controls to allow users to interact with your dashboard, filtering and sorting data as needed.

Is it possible to share my Excel dashboard with others who don’t have Excel?

You can share your dashboard by saving it as a PDF or publishing it to Microsoft Power BI for online access.

How can I ensure my Excel dashboard is easy to understand?

Use clear labels, a consistent design theme, and limit the number of visual elements to avoid clutter, ensuring your dashboard communicates the intended insights effectively.

More in Excel

How to Make a Checkmark in Microsoft ExcelHow to Find and Remove Duplicates in Microsoft Excel
How to Freeze Columns and Rows in Microsoft ExcelHow To Enter to a New Line in Microsoft Excel
How To Do Pie Chart in Microsoft ExcelHow to Calculate Date Difference in Microsoft Excel
How To Multiply in Microsoft Excel FormulaHow To Find Duplicated Rows in Microsoft Excel
How To Compare 2 Columns in Microsoft ExcelHow to Make a Percentage Formula in Microsoft Excel
How to Unsort in Microsoft ExcelHow to Calculate CV in Microsoft Excel
How to Do a Chi-Square Test in Microsoft ExcelHow to Save a Microsoft Excel File
How to Make Microsoft Excel Read-OnlyHow To Put Excel in Alphabetical Order
How To Duplicate an Excel SpreadsheetHow To Add the Total of a Column in Microsoft Excel
How to Remove Auto Filters in Microsoft ExcelHow to Freeze the Second Row in Microsoft Excel
How to Auto-Sum in Microsoft ExcelHow to Unfreeze Microsoft Excel
How to Add Buttons in Microsoft ExcelHow to Set the Print Area in Microsoft Excel
How to Add a Macro in Microsoft ExcelHow to Add a Text Box in Microsoft Excel
How to Convert PDF to Microsoft Excel Without SoftwareHow to Make a Copy of an Excel Sheet
How to Create a Pivot Chart in Microsoft ExcelHow to Use Power Query in Microsoft Excel
How to Do Math in Microsoft ExcelHow to Apply Calculation Styles in Microsoft Excel
How to Make a Header Row in Microsoft ExcelHow to Read an Excel File in Python
How to Move Rows to Columns in Microsoft ExcelHow to Draw Lines in Microsoft Excel
How to Shift Columns in Microsoft ExcelHow to Convert a CSV File to Microsoft Excel
How to Hide a Worksheet in Microsoft ExcelHow to Count Values in Microsoft Excel
How to Use Microsoft Excel for BudgetingHow to Find Duplicate Values in Excel Using a Formula
How to Count the Number of Rows in Microsoft ExcelHow to Add Commas in Microsoft Excel
How to Automatically Number Rows in Microsoft ExcelHow to Return Within an Excel Cell
How to Get Rid of Blank Rows in Microsoft ExcelHow to Freeze Two Rows in Microsoft Excel
How to Make the Top Row in Microsoft Excel StayHow to Freeze Two Columns in Microsoft Excel
How to Adjust Page Breaks in Microsoft ExcelHow to Clear Formulas in Microsoft Excel
How to Make Cells Fit Text in Microsoft ExcelHow to Change Dates in Microsoft Excel
How to Do Descriptive Statistics in Microsoft ExcelHow to Extract a Certain Text from an Excel Cell
How to Enter Data Downward in Microsoft ExcelHow to Use Slicers in Microsoft Excel
How to Rename a Column in Microsoft ExcelHow to Average a Column in Microsoft Excel
How to Do Addition in Microsoft ExcelHow to Sort a Row in Microsoft Excel
How to Convert PDF to Microsoft Excel for FreeHow to Write Macros in Microsoft Excel
How to Add Data on a Microsoft Excel SpreadsheetHow to Change Legend Titles in Microsoft Excel
How To Highlight Duplicates in ExcelHow to Find Sample Variance in Microsoft Excel
How to Unfilter in Microsoft ExcelHow to Convert XML to Excel
How to Unfreeze a Column in Microsoft ExcelHow to Change Column Names in Microsoft Excel
How to Locate Duplicates in Microsoft ExcelHow to Calculate Percentiles in Microsoft Excel
How to Change Chart Style in Microsoft ExcelHow to Apply Formula to an Entire Excel Column
How to Insert a Table in Microsoft ExcelHow to Unlock an Excel Spreadsheet for Editing
How To Pull Data from Another Excel SheetHow to Calculate Months Between Two Dates in Excel
How to Merge 2 Microsoft Excel FilesHow To Interpolate in Microsoft Excel
How to Calculate Correlation in Microsoft ExcelHow to Freeze in Microsoft Excel
How to Clean Up Data in Microsoft ExcelHow to Copy and Paste Formulas in Microsoft Excel
How to Parse Data in Microsoft ExcelHow to Unlock Scroll Lock on Microsoft Excel
How to Keep a Column Fixed in Microsoft ExcelHow to Add a Line in a Cell in Microsoft Excel
How to Make Lines in Microsoft ExcelHow to Open an XML File in Microsoft Excel
How to Change an Excel File from Read OnlyHow to Select a Cell in Microsoft Excel
How to Calculate Ratios in Microsoft ExcelHow to Put Degree Symbols in Microsoft Excel
How to Highlight Multiple Rows in Microsoft ExcelHow to Paste Horizontal Data Vertically in Excel
How to Add Up Cells in Microsoft ExcelHow to Copy File Names into Microsoft Excel
bottom banner