Creating Dashboards in Excel – Dashboard Creation Using Sales Data

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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

About the Author:

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).

10 Comments

  1. stela November 18, 2013 at 9:31 AM - Reply

    Hi PNRao,

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

    • PNRao November 18, 2013 at 10:07 AM - Reply

      Hi Stella,

      Thanks for your comments, I am working on it and can add step by step tutorials to create dashboards in few weeks.

      Thanks-PNRao!

  2. Gopichand July 17, 2014 at 8:50 PM - Reply

    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.

    • PNRao July 18, 2014 at 6:59 PM - Reply

      Hi Gopichand,

      We are going to launch the Excel Dashboard course in September 2014, you can join in that course.

      Thanks-PNRao!

  3. Leah Potter September 10, 2014 at 12:28 AM - Reply

    Any guidelines on how to use the dashboard builder on the add in. can’t seem to pull through data to create a dashboard- not sure if im doing sometihng wrong!

    Help!

    • PNRao September 11, 2014 at 8:29 PM - Reply

      Hi Leah Potter,
      I am working on the video tutorials, this will take couple of weeks.
      Thanks-PNRao!

  4. Ramya December 18, 2014 at 4:25 PM - Reply

    Hi,
    It would be really helpful if we can get step by step guide to use the dashboard builder. Right now, I cannot make head or toe of how do I populate the fields after I click on the dashboard builder.

    thanks,
    Ramya

  5. murali February 17, 2015 at 9:40 PM - Reply

    super creation my dear..!

  6. Arup September 2, 2015 at 12:29 PM - Reply

    Dear Sir,

    First of all thank you so much for sharing this beautiful dashboard. I would be obliged if you teach me how can I add buttons to navigate the worksheets.

    Thank you.

    Regards,
    Arup

    • PNRao September 2, 2015 at 11:18 PM - Reply

      Hi Anup,
      Please follow the below steps to create a button with hyperlink:

      1. Go to Insert Tab
      2. Insert a shape
      3. Right click on the shape
      4. Click on the Hyperlink.. command
      5. Now link to desired sheet in this document place

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