Excel: Making of Dashboard (Part 3)

In this video tutorial, we are going to make a Dashboard with the help of Pivot Table. We make two types of charts, one for items in sales and another for salesman performance. Basically, Dashboards are made up of tables, charts, gauges, and numbers. They can be used in any industry for almost any purpose. For example, you could make a project dashboard, financial dashboard, marketing dashboard, and more. Before you start building your dashboard, first take some time to reflect on why you need a dashboard, what purpose it will serve, where the data will come from, and what capabilities you do and don’t need.

It might also be helpful to mock up your Excel dashboard on a piece of paper. Draw boxes for each data type to get a sense of the layout and add quick sketches of the type of graphs you want to include. This mock up will help get everyone on the same page and let you get approval from stakeholders before you start spending time and money on the actual dashboard. Before building the dashboard, take some time to look at your data and figure out what you want to highlight. Once you have an idea of your dashboard’s purpose, think about the different tools you can use.