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Things to Note When Creating a Dashboard in Microsoft Excel

Creating a dashboard in Microsoft Excel is not a very easy process especially if you’re not educated in how to use Excel. A dashboard created in Excel can help in many ways liking giving you visibility of your work giving you an update of your work status and the projects that you’re running and also every detail about jobs. The process of creating a dashboard is good because it will boost the speed of your organization also, making the process of managing activities easier and passing communications efficient. The information on how to create a dashboard in Microsoft Excel is contained as you read on in this article.

The definition of a dashboard is very important before proceeding on the article.A dashboard is made up of charts, graphs, tables, and data in numbers. 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. Other points to consider also are they dashboard elements that you need to have, the background color that you’re going to use in the dashboard and also how easy the user interface should be.

The beginning of creating a dashboard in Excel involves importing the data into the sheet. The data can getting through importing of the data from the different sources that you have or having a live feed that can bring in the data as it comes in meaning the data is updated automatically on the excel sheet. After adding the data, it is important for you to create different sheets or pages that are going to cause some organization on your workbook to make things easier.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 next thing will be analyzed the data meaning that you need to have the data into the graphs, tables, charts that now will be used in the analysis of the data. The last process is to build a dashboard itself.

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