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Assignment 11

The document outlines the process of planning, building, and enhancing Excel dashboards, emphasizing the importance of defining the purpose, understanding the audience, and organizing data. It details how to add dynamic content, tables, and charts using tools like Pivot Tables, Slicers, and Data Validation. Best practices for dashboard design include maintaining a consistent color theme, avoiding clutter, and ensuring ease of use.

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kayyummulani333
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83 views3 pages

Assignment 11

The document outlines the process of planning, building, and enhancing Excel dashboards, emphasizing the importance of defining the purpose, understanding the audience, and organizing data. It details how to add dynamic content, tables, and charts using tools like Pivot Tables, Slicers, and Data Validation. Best practices for dashboard design include maintaining a consistent color theme, avoiding clutter, and ensuring ease of use.

Uploaded by

kayyummulani333
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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✅ Assignment 11: Excel Dashboard

🎯 Objective:

Learn to plan, build, and enhance dashboards with dynamic content, tables, and charts in Excel.

🔹 **1. What is an Excel Dashboard?

A dashboard** is a visual interface that displays key metrics and trends using charts, tables, KPIs,
and interactive controls like slicers and drop-downs. It helps summarize large datasets for quick
decision-making.

🔹 2. Planning a Dashboard

📌 Steps to Plan:

1. Define the purpose: What decisions will it support?

2. Know your audience: Who will use it? (Sales managers, finance team, etc.)

3. Identify key metrics (KPIs): e.g., Total Sales, Profit, Top Products.

4. Organize your data: Clean and structure raw data in a separate sheet.

5. Sketch the layout: Use a whiteboard or paper to design dashboard zones (KPIs, Charts,
Filters).

🧠 Tip: Use separate sheets:

 Raw Data

 Pivot Tables/Helper Data

 Dashboard (visuals)

🔹 3. Adding Dynamic Content to Dashboard

Dynamic content means interactive and automatically updating elements.

✅ Key Tools:

 Pivot Tables for summarizing data

 Slicers for interactive filters

 Drop-downs using Data Validation

 Named ranges or dynamic ranges using OFFSET or INDEX

📌 Examples:

 Use Slicers to filter by Region, Month, or Product.

 Use =INDEX/MATCH or =XLOOKUP to dynamically display KPI values.


 Use Conditional Formatting to highlight values that exceed targets.

🔹 4. Adding Tables and Charts to Dashboard

Steps:

1. Create Pivot Tables from your dataset.

2. Insert Pivot Charts (Bar, Column, Line, Pie, etc.).

3. Use Tables to show raw or filtered data summaries.

4. Insert charts in the Dashboard sheet, position them clearly.

5. Link charts to slicers to make them interactive.

📌 Best Practices:

 Use consistent color themes.

 Use sparklines for trend visuals.

 Avoid chart clutter—label only key points.

 Lock cells and protect the sheet to prevent accidental edits.

✅ Common Dashboard Elements

Element Purpose

KPI Cards (Total Sales, Profit) Show key values

Slicers Allow filtering

Pivot Charts Visualize trends

Tables Display details

Drop-downs Dynamic views

🛠 Sample Tools/Functions Used

 =SUMIFS(), =AVERAGEIFS(), =INDEX(), =MATCH()

 Conditional Formatting

 Pivot Tables & Charts

 Slicers

 Data Validation for dropdowns

✅ Final Tips for Your Dashboard


 Use Grid Layouts: Divide dashboard into sections (KPIs, Charts, Filters).

 Update Data Automatically: Use Excel Tables or Power Query.

 Keep it Simple: Easy to read, limited colors, meaningful charts only.

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