The availability of sample dashboards in Excel can be a great way to learn about how you can design the dashboard. This is a very quick and easy process that anyone can do, no matter how much experience you have in using Microsoft applications. Here are some tips on how to get started.
The first thing you need to do is to find a plan that you can follow and make sure it is a good one. There are many sites that offer sample dashboards in Excel as part of their free website plans. These sites generally have a set of instructions that you should follow to create the perfect dashboard. Make sure you use the same ones when you are creating your own.
Once you have a plan you will want to implement the step by step directions into your workbook. It is also helpful to be able to see examples before you begin so you know exactly what is going to happen. You should be able to browse through the sample dashboards in Excel to get an idea of what to expect when you are creating your own.
The next step will be to select the area in which you will be creating the dashboard. You will want to make sure that the dashboard is going to be very simple and straightforward. You do not want something complex or detailed. You may also want to create a folder to store the sample data so you can refer to it easily.
Figure out what type of data you want to include in the dashboard. There are many different types of charts that you can use to display different types of data. Try to create something that shows what you want to see, but is not distracting to the user. You want to ensure that the information is still visible and readable.
The most important piece of the puzzle is the titles of your graphs. These titles will show up in the bottom-left corner of the screen and are where you can specify how your graph is displayed. Create a title that is unique to the information that you are displaying.
You should test your dashboard before you actually put it into your workbook. If you have a preview pane set up, you can place the mouse over the titles and hover over them for a few seconds. Then click the mouse button to see if the mouse cursor moves. If it does, then you can copy the title and paste it into your dashboard.
Your dashboard should now look pretty good. Keep practicing your dashboard by copying and pasting it onto a test sheet. Eventually you will be able to get rid of all the clutter and make the data appear exactly as you want it to.