How to Use Excel Dashboard

Written by thomas ash
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Excel Dashboard software is a program separate from Excel. When used in conjunction with Excel, it enables the creation of graphic representations of reported data to help you make better business decisions. While Excel reports simply display the data collected in a tabular form, dashboards have a predefined goal and interpret the data accordingly. Dashboards typically include only the data relevant to their goal, and they present conclusions to alleviate the need for analysis by the end user.

Skill level:
Moderately Easy

Things you need

  • Excel
  • Excel Dashboard

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  1. 1

    Open Excel.

  2. 2

    Download or create your data as an Excel spreadsheet, with the first row containing the column names. Select "Save As" in the "File" menu, name your file, and click "Save." Select "Exit" on the file menu to close the Excel program.

  3. 3

    Open the Excel Dashboard program. Select the "Excel" button. The driver field will auto-fill. Select the "Access/Excel File" button. Select the file name, and the "Connect Name" will auto-fill.

  4. 4

    Select "New Blank Dashboard" in the "Choose Action" box. Name the dashboard. Select "OK." Expand the menu in the "Table Browser" window. Double-click on the file to be opened. Select the top alias box to select all of the column titles. Select a column to change its name, if required. Select "Create table."

  5. 5

    Right-click the first item of data in a column. Select "Create" and "Create Calculation" to add calculations to the raw data. Select the first column to be used in the calculation. Select the operation symbol. Select the second column to be used in the calculation. Select a name for the "Total" column. Select "Use This Formula."

  6. 6

    Right-click the title of a column. Select "Create Chart" from the pop-up menu.

  7. 7

    Select the type of chart from the drop-down menu in the "Chart Factory" window. Select the columns to be used for the X and Y axes. Select the Y aggregation type. Select "Create Chart." Right-click the "Get Name" in the "Chart Editor." Select "Full Apply." Repeat this process to create further charts.

  8. 8

    Select "Save As" in the Dashboard "File" menu. Select the file to be saved or type it into the "File Name" box. Select "Close All" from the "File" menu.

  9. 9

    Select "Open" from the "File" menu. Select the required file. Select "Open." Select the "Name" portlet, and select the scissors to delete the data relating to the charts, if required. Select "Yes" in the "Warning" box to delete the table. Repeat this process for other charts that are no longer required.

  10. 10

    Select "Save As" in the Dashboard "File" menu. Type the new file name to be saved in the "File Name" box. Select "Close All" from the "File" menu.

  11. 11

    Right-click and change the "Get Name" in the "Chart Editor." Select the "Edit" option, and retype the name.

  12. 12

    Drag the corners of each portlet to resize the charts. Select "Edit." Select "Resize Mode." Select "Align" and the alignment option to do a group alignment.

  13. 13

    Select "Save As" in the Dashboard "File" menu. Type the new file name to be saved in the "File Name" box. Select "Close All" from the "File" menu.

Tips and warnings

  • Always keep a copy of the raw data to allow future reporting of different parameters.
  • The reporting through Excel Dashboard is coloured by the conclusions you draw prior to its reporting.

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