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Basics of Data Dashboards in Excel

The document provides an overview of creating data dashboards in Excel, emphasizing the importance of clean data and structured organization. It outlines essential tools like PivotTables, charts, and slicers, along with steps for dashboard creation and design tips. Additionally, it highlights automation techniques and applications in various business areas such as sales, operations, and finance.

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28 views2 pages

Basics of Data Dashboards in Excel

The document provides an overview of creating data dashboards in Excel, emphasizing the importance of clean data and structured organization. It outlines essential tools like PivotTables, charts, and slicers, along with steps for dashboard creation and design tips. Additionally, it highlights automation techniques and applications in various business areas such as sales, operations, and finance.

Uploaded by

ascebobx
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Basics of Data Dashboards in Excel

Introduction
A dashboard is a tool to summarize and visualize key metrics in one place for quick
decision-making.

Data Preparation

Use clean, structured data.

Organize data into tables with consistent formatting.

Tools in Excel

PivotTables for summarizing.

Charts (bar, line, pie) for visualization.

Slicers for interactivity.

Conditional formatting for highlights.

Steps to Create a Dashboard

1. Import and clean data.

2. Create PivotTables to group and summarize.

3. Insert charts based on key metrics.

4. Add slicers to allow filtering.

5. Arrange everything neatly on one sheet.

Design Tips
Keep it simple and uncluttered.

Highlight important KPIs.

Use consistent colors.

Automation

Formulas (SUMIF, VLOOKUP, INDEX-MATCH).

Power Query for auto-refreshing.

Macros for repeated tasks.

Applications

Sales tracking

Operations monitoring

Finance reporting

HR performance dashboards

Conclusion
Excel dashboards turn raw data into meaningful insights, enabling managers to act quickly and
effectively.

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