Creating Dashboards in Excel – Dashboard Creation Using Sales Data

Creating dashboards in Excel is very easy and you can create dynamic dashboards. This is a simple dashboard, I have used a dummy store data for illustration purpose.


You can download the example file [Sample Dashboard (Sales Data).xlsx] and have a look into this


Creating dashboards in Excel is easy, follow this step by step tutorial to learn

Home Tab:

This is the main tab of your dashboard, it should explain the objective of creating this dashboards, data using for this dashboards and you can provide links for user navigation. A Typical dashboard includes the following information in the main page:

  • Objective of creating the dashboard : Users can understand the purpose and background of developing this dashboard
  • Data Description: Users can understand what data you are using for developing the dashboard and what are important variables you are considering, you can also describe important variable and its important and why you have considered those variables
  • You can provide the buttons to Navigate the worksheets: It is good idea to provide buttons or links to navigate the worksheet, it will increase the user experience while using the dashboard.
  • You can also include the your observations of the data or summary: You can write your findings in the data, these insights will help executives to better understand the data
    • Creating dashboards in Excel - Main Page



      Sales By Region Tab:

      The objective of this tab is understanding the sales by region, I have provided a pivot table and chart to easily understand the data based on the region. And I have formatted the Pivot table and the Chart to look better

      Creating dashboards in Excel - Sales by region

      Sales By Store Level Tab:

      You can understand the sales performance based on the Category and Sub-category, I have provided pivot table and chart for each and formatted

      Creating dashboards in Excel - sales by store level

      Dashboard:

      It will be the one place where you can keep all important tables and charts which can give the overall understanding of the dashboard at one glance. You can also include the overall observations in this dashboard.

      Creating dashboards in Excel - executive summary



PNRao

PNRao is a passionate business analyst and having close to 10 years of experience in Data Mining, Data Analysis and Application Development. This blog is his passion to learn new skills and share his knowledge to make you expertise in Data Analysis (Excel, VBA, SQL, SAS, Statistical Methods, Market Research Methodologies and Data Analysis Techniques).

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4 Responses

  1. stela says:

    Hi PNRao,

    How do you create this awesome dashboard with the tabs? Any step by step tutorial for this?

  2. Gopichand says:

    Hi,
    Looking for advanced excel 2013 training as new role at work demands lot of reports and dashboard preparation, presentations and applying logical math’s.

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