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Top 25 Excel Dashboard Tips Sheet
Top 25 Excel Dashboard Tips Sheet
1. Talk to the Dashboard Users. Build for their Needs and Decisions.
Identify and interview the dashboard’s primary users. Use a structured interview.
http://www.criticaltosuccess.com/top-25-best-tips-on-excel-dashboards/
4. One Performance Domain. One Dashboard. Minimal KPI(s) and Their Drivers.
On one dashboard put one performance domain, it’s KPI(s) and the metrics that drive it.
5. Put Key Data at Top Left. Group Related KPIs and Metrics.
In the LTR reading world, put important data at top left. Put driver metrics right and down.
9. Keep It Clean
Keep the look clean. Use lots of white space. Click and delete unneeded chart trash.
11. Keep Charts/Reports, Calculations, Menu Items, and Data on Separate Sheets
Layout, formatting, data entry, and protection are all better and safer when on separate sheets.
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12. Don’t Keep Data in the Worksheet
Keep data in the database and link to it so you don’t create “many versions of the truth.”
18. Format with Tables so Excel Charts Expand Automatically to include New Data
Format data as an Excel Table so that when you add data the chart automatically expands.