How To Create Dashboard In Excel — Microsoft Excel

Section F

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In this article, we will walk you through the fantastic journey of learning, how we create a dashboard using microsoft excel and along with this approach, we also cover the important points that as a finance professional need to remember.

Steps To Create a Dashboard

1. Selection of Data: First of all, we need to learn which data to show in our dashboard.
2. Layout of Data: The next step is to create a visualization of the data’s layout.
3. Use of Pivot Table: Pivot tables are vital in creating a dashboard in MS Excel, we must use it carefully.
4. Creation of Pivot Chart: After selecting data and visualizing it after inserting a pivot table, we can create pivot charts. Some data can be shown in the
   
   form of a chart.
5. Insertion of Slicer: Insertion of Slicer in Dashboard is the next step as it gives the Dashboard an amazing look.
6. Cleaning the Dashboards: Cleaning the Dashboard is the next step.
7. Finalization of Dashboards: Now, we are ready to view/show the dashboard.
8. How to show a Dashboard: It’s now up to us to demonstrate the Dashboard to the stakeholders.

Let us execute this now.

The first thing to do is select the data to initiate the dashboard.

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Table format for given data.

Conclusion

Finally, we will discussing the basics of creating a dashboard and we also learn, how we beware of data formatting while creating the dashboard, dashboard creation is not a cumbersome task in excel but we as a human be aware to make complex mistakes.