Excel Dashboard Reporting: Intro to Dashboards ..

Excel Dashboard Reporting: Intro to Dashboards Using Excel

A dashboard is a way to visually present data in summary form. Chart-rich reports visually compare patterns of performance among many charts, making it easier to remember performance results. In this one-day session, problems will be introduced to help you build your dashboard reporting and troubleshooting skills. The last thirty minutes of the class will be spent addressing specific questions relating to your Excel work, so bring your own files to work on.

Prerequisites

This class is ideally suited for people who have taken the Beginning and Intermediate Excel classes or have at least three years of experience using Excel.

Class Outline

What To Know Before Designing

• understand your requirements
• import and clean your data
• workbook setup

Building a Dashboard

• determine which charts best represent your data
• filter the data and copy subset data to a separate tab
• use Advanced Filter as another means to copy data to a separate tab
• build your charts on the dashboard tab
• incorporate GetPivotData function to build a table
• dashboard design elements to enhance charts and tables

Dashboard Design Principles

• important data
• quadrant priority
• logo placement
• show hierarchy
• provide context
• group related metrics
• consistent formatting
• effective use of white space
• data in foreground, format in background
• chart and table titles
• round numbers

Finalize Dashboard Design

• borders
• hide columns and rows
• turn off display of row numbers
• turn off display of column letters
• hide supporting sheets