How to excel dashboard tutorial. If you are a microsoft office user with reasonably good mastery. An excel dashboard can be an amazing tool when it comes to tracking kpis comparing data points and getting data backed views that can help management make decisions. In this first episode of the ultimate excel dashboard tutorial series you will learn how to create a modern basic interactive excel dashboard from scratch. You can copy and paste the data or if you use commcare you can create an excel connection to your export.
Youll want to click over to the dashboard worksheet before clicking to insert a chart. Odbc can connect your apps to excel passing real time data from your app to excel. Once your dashboard is created well show you how to share it with people by creating a microsoft group. This tutorial series will cover how to by completing this tutorial series you will learn how to visualise your data and bring it to life in a completely stunning way.
Download the excel dashboard tutorial workbook. Besides pivot tables pivot charts and slicers this is an amazing lesson on how to use progressive charts types and create state of the art dashboard designs. Dashboards are popular visual displays of data mostly comprising of charts graphs with striking attention seeking components. There are various tools available in the market to create dashboards.
But the best way is to use odbc or live data connector. This is usually the second option in the bar chart icon drop down menu in the 2 d menu. Before creating dashboards in excel you need to import the data into excel. To create a dashboard youre going to need three separate sheets or tabs within your excel workbook.
Pdf version quick guide resources job search discussion. We also have an interactive excel workbook that you can download and follow these steps on your own. Typically dashboards are only one page but you can easily create a multi page dashboard as well. To learn how to do this see our free excel tutorial free xl tutorial this xl tutorial will give you all the training you need for excel its.