In the figure below, we are showing a layout. Tip: Let us review the effect of the Excel Dashboard UI mockup. Create a layout for your Excel DashboardĬreate a proper draft! You can use paper and pencil, but we prefer Microsoft Excel to create mockups. Why? Keep it in mind: a CEO doesn’t always interested in the details. The core of every Excel dashboard is a one-page layout. Build a scorecard to compare the selected month and the past month, too. Your goal is to show the monthly data on your main charts. This tutorial will help you create an Excel dashboard to track HR activities. How to create an Excel Dashboard?īefore creating a dashboard in Excel, keep in mind your main objective. The result must be helpful for all levels. Let’s see a few questions to ask yourself before you start building your dashboard.Ī co-worker, a manager, or a stakeholder has different information needs. Before building an Excel Dashboard: Questions and Guidelinesīefore you take a deep dive, wait a moment! Spend time on the planning and researching phase. Then, whoever wants to see the essence looks at the dashboard, and if one wants to know the source of the data, they can read through the longer reports. If you would like to utilize both to the max, we recommend creating and publishing them in pairs. The correctly chosen KPI is easily decidable if things are on the right course or not. Which one should I choose? If you want to know where the data comes from, you can find out from the reports. The biggest mistake you can make is to use reports and dashboards as synonyms of each other! No, they are not at all alike. We can decide now on an Excel dashboard while the report supplies the background information. Reports are yours if you want to get into the details and look behind the scenes. The ideal case is when you have a dashboard that only shows the essentials. It is not to show details by default, but you are using the drill-down method in some cases. Its main goal is to display the key performance indicators on one page crucial for making important decisions.
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