Excel Dashboards
Reports

An Excel Dashboard is a single page of concise results that helps managers and business leaders to track key KPIs or metrics, and make decisions based on these results.

Analysing Data in Excel

Simply put, a dashboard is a visual representation of your or your client’s data. Dashboards give you a high-level view of work, helping you to make quick decisions and keep everyone up to date.

A dashboard’s visual nature simplifies complex data and provides an at-a-glance view of current status or performance in real-time.

Dashboards are made up of tables, charts, sparklines, gauges, and numerics. They can be used in any industry, for almost any purpose. For example, you could make a project dashboard, financial dashboard, marketing dashboard, and more.

Did you know that the average person will relate quicker to the visual side of things compared to the numerical? This is why Excel has a wide variety of Visual tools, from Charts, Conditional Formatting to Sparklines.

Before creating any Dashboard, always ask yourself these key questions:

Q:  What is the purpose of the Dashboard?
Q:  Where is the data coming from?
Q:  Who will see/use this Excel Dashboard?
Q:  How often does the Excel Dashboard need to be updated?
Q:  What version of Office does the client use?

InvestinU - Data Analysis & Reporting - Excel Dashboard Reports

Top Tips for Designing Your Dashboard

Your Dashboard Should Be:

Able to display the key measures of the time. Work out what is important and use those key items in the dashboard

Symmetrical: Try to work your dashboard into a symmetrical grid where you align sections into blocks of data. Symmetry is important for visual display.

Clearly labeled, each of the charts and tables on the dashboard needs to display a clear message

Interactive so it can be changed to reflect different areas of an organisation

Understandable and easily read

Liberal with white space

Designing Excel Dashboards and Reports