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Things to Note When Creating a Dashboard in Microsoft Excel

The process of getting a dashboard in Microsoft Excel can be hard especially if you’ve never used Excel before or you’ve not been adequately educated and how to do it. 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. You’ll also be able to boost the speed that your organization works with because you can manage the jobs that are done and also give communications in a more efficient way. If you want to know how to create a dashboard in Microsoft Excel, it is advisable for you to read this article all through.

The definition of a dashboard is very important before proceeding on the article. A dashboard Microsoft Excel contains charts, graphs, and data that is used four different activities and brings the advantages explained above.You can make different kinds of dashboard depending on the need that you have with the financial, marketing, or even a project dashboard. 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. It is very important for you to know the source of the information or the data that you fit into the dashboard in order to get results.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.

Importing the data into the excel sheets is the first step of creating a dashboard. 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 process of creating a dashboard will then include the creation of graphs, tables, and charts that are going to be used to do the analysis of the data that you’ve put into the Excel worksheet to create information. After doing the above processes, the last processes will be to build the dashboard itself.

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