This document discusses how to create dashboards in Excel to visualize key metrics. It defines a dashboard as displaying important information on a single screen for monitoring. Benefits include better data presentation, visibility of systems, and highlighting exceptions. Common dashboard types include strategic, analytical, operational, and informational. Components used are tables, pivot tables, pivot charts, charts, slicers, and conditional formatting. The steps provided create pivot charts from sample data, insert slicers to filter charts, link slicers to pivot tables, and arrange the visuals on a single sheet for interactive analysis.
This document discusses how to create dashboards in Excel to visualize key metrics. It defines a dashboard as displaying important information on a single screen for monitoring. Benefits include better data presentation, visibility of systems, and highlighting exceptions. Common dashboard types include strategic, analytical, operational, and informational. Components used are tables, pivot tables, pivot charts, charts, slicers, and conditional formatting. The steps provided create pivot charts from sample data, insert slicers to filter charts, link slicers to pivot tables, and arrange the visuals on a single sheet for interactive analysis.
This document discusses how to create dashboards in Excel to visualize key metrics. It defines a dashboard as displaying important information on a single screen for monitoring. Benefits include better data presentation, visibility of systems, and highlighting exceptions. Common dashboard types include strategic, analytical, operational, and informational. Components used are tables, pivot tables, pivot charts, charts, slicers, and conditional formatting. The steps provided create pivot charts from sample data, insert slicers to filter charts, link slicers to pivot tables, and arrange the visuals on a single sheet for interactive analysis.
“A Dashboard is a visual display of the most important
information needed to achieve one or more objectives; consolidated and arranged on a single screen so the information can monitored at a glance.“ BENEFITS OF DASHBOARDS: TYPES OF DASHBOARDS: Better visual presentation of data. Strategic Dashboards Instant visibility of all systems in total. Analytical Dashboards Easy to highlight exceptional data point. Operational Dashboards Help in alignment of strategies and Informational Dashboards organisational goals. COMPONENTS CAN BE USED IN DASHBOARDS Tables Conditional Formatting Slicers Pivot Tables Sparklines Charts Interactive Controls Pivot Charts
CREATING A DASHBOARD
Step 1: Taking example
of data. Step 2: Creating multiple PivotCharts of given data. (Insert>Tables>PivotCharts)
Step 3: Inserting Slicers
for multiple charts (Insert>Filter>Slicer)
Step 4: Linking of Slicers
with Pivot Table by using PivotTable Connections. Step 5: Cut all the charts and and take to a new single sheet in such a way that all fits in single window.