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Effective Data Visualization: How to Create a Dashboard in Excel

Learn how to create a dashboard in Excel and impress your colleagues with your brilliant data visualization skills
Course from BitDegree
 23 students enrolled
 en
How to create dashboard layout
How to add and format text boxes in the dashboard
How to insert formulas in the text boxes to extract data from the data source
How to add and format charts in the dashboard
How to create drop-down lists in the dashboard

Excel is the leading software application for visualizing data. Dashboards in Excel are one of the options for coherently representing metrics. In this course on how to create a dashboard in Excel, I will show you how to create a dashboard layout, add a drop-down list, donut charts, text boxes, etc. This Excel dashboard tutorial is extremely beneficial to business owners. Why? I will be revealing options for building sales performance and financial dashboards. 

By visualizing data in Excel, you should take advantage of powerful features Excel offers. It is possible to create stunning visualizations that are not only straightforward but also more engaging than raw data. Data analysis in Excel will become less of a struggle for your employees or partners if you choose to represent data in dashboards. 

What should you consider before creating dashboards in Excel? 

The first step of learning how to create a dashboard in Excel is to understand the dashboard’s purpose. Will the dashboard be used only once, or will you update it regularly? Do you visualize the data for your company as a whole or just your team? 

Additionally, you should consider whether your dashboard will be detail-oriented or will focus on the specific results or useful insights. This generalization or specification depends on the target audience. If you are presenting data to your bosses, they might require you to be precise. However, if you need to provide a dashboard for people who appreciate a detail-oriented approach, you need to take that into consideration when choosing how to create a dashboard in Excel. 

Options for data analysis in Excel 

There are different options for learning how to create a dashboard in Excel. One of the dashboard styles is referred to as the KPI dashboards. This indicator is used to measure the development of a company and its overall performance. Additionally, data analysis in Excel can visualize the financial metrics, meaning that it will present how a business is performing, the potential risks, and opportunities. 

What will you find in this course? 

In this course on how to analyze data in Excel, we will be aiming to master one of the best visualization options. Dashboards are sources of insights, results, and overall performance metrics. Here are the main reasons why you should choose dashboards as your go-to data visualization option:

  • With their help, managers and business owners can keep track of their activities in a very timely manner. 
  • For instance, after you learn how to create a dashboard in Excel, it will be a breeze to continue to update it daily, weekly, or monthly. 
  • People can analyze dashboards rather quickly since they traditionally only take one page. 
  • Dashboards are frequently interactive, letting the user filter data to see specific results. 
  • Shows the main changes, trends, and comparisons in a very organized way. Want more could you want for your data? 

Register for this Excel dashboard tutorial and learn how to create killer dashboards that will leave your audiences well-informed and stunned by your efficient time management!

Effective Data Visualization: How to Create a Dashboard in Excel
$ 5
per course
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