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Graham Walker | Healthee Design. How to Create an Excel Dashboard - The Excel Charts Blog The Excel Charts Blog. Excel dashboards and executive reports are powerful, fairly easy to design and a great way to improve your Excel and data visualization skills. Because of its flexibility, you can virtually design any dashboard in Excel exactly the way you, or the users, imagined. And, best of all, you may want to implement it yourself or consider it a prototype and ask IT to implement it. Once you know what will the Excel dashboard be used for and what kind of metrics users expect, there are three major areas that you must address when creating it: how to bring data into your spreadsheets;how to manage the data and link it to the dashboard objects, like charts and tables;how to design the dashboard report.

Let’s take a look at each of them. How to bring data into your Excel dashboard Yes, Excel is a very flexible tool, but to create an Excel dashboard you can’t just paste some data and add a few charts, can you? Usually, the data should not be entered directly into the spreadsheet. Named Ranges Macros.


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Don’t Be Afraid of a Pencil. — Design Bits. Sure, you could probably justify using Balsamiq or SketchUp or Omingraffle, or any other wireframing app, to compensate for your perceived lack of ability to sketch. People who think they can’t draw but who need to present an idea visually will often resort to these, telling themselves that since they can’t draw, the app will do that hard work for them. But what usually happens instead is that they spend twice as much time moving pixels around, getting boxes and fonts to look right, as they would have spent just sketching the idea out on paper in a visually imperfect but time-saving matter.

When you pick up a set of shiny hammers, nails, professional power tools, and high-end lumber, you feel — even if it’s only subconsciously — that the only valid end result is a very expensive, polished house. Anything else would just make you look (and feel) like a substandard builder. But when you sketch, you have only a pencil and paper.