Excel: Creating a Basic Dashboard

Learn how to surface and summarize your data effectively in an Excel dashboard.

Introduction

• Improve decision-making by creating dashboards
• What you should know

1. Setting Up the Supporting Workbook

• Manage data using Excel tables
• Manage PivotTables and PivotCharts
• Summarize Excel table and PivotTable data
• Filter Excel table and PivotTable data
• Define conditional formats
• Define an icon set conditional format
• Streamline charts for dashboards
• Create sparklines

2. Creating a Dashboard Worksheet

• Create and manage cell links
• Link cell contents to a shape
• Use PivotTable data in a formula
• Extend your dashboard using hidden rows
• Hide gridlines and set zoom levels

Conclusion

• Next steps