Home > Skills > Dashboards > Tips Excel Dashboard TipsAn Excel dashboard is a single page that summarizes and displays the most important information and metrics for your business performance. It can help you visualize and analyze that data, and make it easier to monitor, measure, and improve your results. When you build an Excel dashboard, be sure to show key information clearly, and highlight important data. The examples below show common dashboard mistakes, and how to fix them. |
More Dashboard ProblemsTo see a list of problems that people have when building Excel dashboards, go to the Excel Dashboard Problems Survey Results page. It's the results of a dashboard survey that I posted on my Contextures blog, and compiled to share with you. First, I asked if people build Excel dashboards, and for those who said Yes, the follow up question was "What problems do you have with dashboards?" A tutorial on that page shows how I built a report from the survey results data. |
Video: Show Chart or Data on DashboardThis will save some space on your dashboards. Select "Chart" or "Chart Data" from a drop down list, to show either a Microsoft Excel chart or the chart's data on your dashboard. There are no macros in the workbook -- this tip uses named ranges and a linked picture. This video shows you the simple setup steps, and there are written details on the Contextures Blog. |
Dashboard TemplatesYou can download my sample Excel dashboard templates, for more inspiration and ideas.
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More Dashboard ResourcesNote: I am an affiliate for the products mentioned below, and earn a commission on the sales. Excel Dashboard Course offered by Mynda Treacy from My Online training Hub -- an amazing course that will take you from the beginning steps, up the advance dashboard techniques Excel Charting Tools by Jon Peltier-- great tools for quickly creating complex charts |
Last updated: May 25, 2023 2:41 PM