Learning how to make a dashboard in Excel
A dashboard is a set of graphic elements that can connect to various sources, that is, it extracts information from the databases in the organization and displays it in a single page.
The dashboard can be considered for all departments of the organization and is used for graphical reporting of information in such a way that the user can easily monitor the desired indicators and reports at the required time.
Methods of creating a dashboard in Excel
Apart from what reports, indicators and charts should be included in the dashboard, dashboards can be created in Excel in the following four ways.
Use of pivot charts
Use functions, graphs and shapes
Use of macros, charts and shapes
Using the Power View tool
In all the above methods, the information is stored in a database or an Excel sheet, and then it is collected using a considered information technique and graphs are used to display them graphically.
Creating a dashboard using pivot tables
In the first three methods, the way of displaying the information is the same and in all of them you can use charts, gauges and control tools, and the only difference is the way of extracting the information needed for reporting from the raw data set, which in the first method is a powerful tool for this purpose, pivot tables. is used and after extracting the desired information from the raw table using charts, the required information is reported.
Creating a dashboard using functions
In the second method, by using functions, the required information is extracted in each section and by using charts, that information is presented graphically.
Then it is possible to complete the designed dashboard using the controller tools and manage the extracted information in each section and give the user the possibility to choose different states to get different reports on different time frames.
Creating a dashboard using VBA
In the third method,
The way to present the reports is exactly the same as the second method and the only difference is in extracting the required data from the data set.
In this method, macro is used for this purpose. Due to the similarity between methods two and three, in many cases the user uses these two methods in combination.
Creating a dashboard using Power View
The fourth method, which is simple yet very effective, is to use the Power View tool. This tool, which can be used from Excel 2013 onwards, is designed to display data using graphic tools, and it is very simple and efficient to work with, and by using it, you can quickly create the required report in a short time, on the other hand, the flexibility of this The method is less than other methods and in this method the user has more restrictions.
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This post is written by Slmaccounting2112