Excel dashboard - Project Management Issue Tracker
My excel dashboard templates uses various tools, formulas, functions and tricks that you can use in your own business. I hope it can help you if you want to know well how to create powerful, great looking board report. Just play with these examples and you will see: You have several different way to build something new, something special. That’s the point.
Excel Dashboard design
Using data sources
An Excel table and cell range can be connected to an external data source; in some cases we can use SQL statements to retrieve data from external databases. Save the workbook without saving the external data so that the file size of the workbook is reduced. Refresh data at any time in most cases manual update is not necessary. If we are querying large data sets, it is important to bring only necessary data.
Using databases, external data sources, SQL Tools and Commands
SQL tips are instructions used to join with the database to perform specific job that work with data. SQL commands can be used not only for examining the database but also to implement many other functions like, for example, you can build tables, add data to tables, or transform data, drop the table. Being able to explore all the data can help you make improved commercial decisions and create excel dashboards. Sometimes it is hard to tell where to start, especially when you have a lot of data that is stored outside of Excel, like in Access database or SQL Server database. In that case, we will attach to the external data source, and then create a PivotTable to consolidate, analyze, explore, and visualize that data.
Using internal data sources, Pivot Tables and simple datasets
If we use pivot tables as excel dashboard data source we can extract the data using the GETPIVOTDATA function. If you use a simple excel datasheet, we can choice array formulas or the most common lookup functions like OFFSET, VLOOKUP, MATCH and INDEX. Several methods and calculations is risky to our excel dashboard integrity. Don’t use functions at crossover. That is maybe problematic, but fewer formulas mean a safer to maintain dashboards. You can drop this problem by using aggregate data’s and pivot tables. Use INDEX and MATCH formula together as an alternative to the VLOOKUP formula.
Using Named Ranges to create Excel Dashboards
Make things easier with using named ranges! Using named ranges help you creating your formulas cleaner and easier to read, but they also play a key role in data management for Excel dashboards. Frequently a formula will define that value and the dynamic named range adjusts itself so. The OFFSET function is very useful here.
Clean up the screen
Remove Gridlines: Gridlines are almost always unnecessary.
Remove borders: We’ll find that eliminating borders and frames give our charts a simple and clear look. Instead of borders, we’ll use white or black background.
Excel Dashboard design
Using data sources
An Excel table and cell range can be connected to an external data source; in some cases we can use SQL statements to retrieve data from external databases. Save the workbook without saving the external data so that the file size of the workbook is reduced. Refresh data at any time in most cases manual update is not necessary. If we are querying large data sets, it is important to bring only necessary data.
Using databases, external data sources, SQL Tools and Commands
SQL tips are instructions used to join with the database to perform specific job that work with data. SQL commands can be used not only for examining the database but also to implement many other functions like, for example, you can build tables, add data to tables, or transform data, drop the table. Being able to explore all the data can help you make improved commercial decisions and create excel dashboards. Sometimes it is hard to tell where to start, especially when you have a lot of data that is stored outside of Excel, like in Access database or SQL Server database. In that case, we will attach to the external data source, and then create a PivotTable to consolidate, analyze, explore, and visualize that data.
Using internal data sources, Pivot Tables and simple datasets
If we use pivot tables as excel dashboard data source we can extract the data using the GETPIVOTDATA function. If you use a simple excel datasheet, we can choice array formulas or the most common lookup functions like OFFSET, VLOOKUP, MATCH and INDEX. Several methods and calculations is risky to our excel dashboard integrity. Don’t use functions at crossover. That is maybe problematic, but fewer formulas mean a safer to maintain dashboards. You can drop this problem by using aggregate data’s and pivot tables. Use INDEX and MATCH formula together as an alternative to the VLOOKUP formula.
Using Named Ranges to create Excel Dashboards
Make things easier with using named ranges! Using named ranges help you creating your formulas cleaner and easier to read, but they also play a key role in data management for Excel dashboards. Frequently a formula will define that value and the dynamic named range adjusts itself so. The OFFSET function is very useful here.
Clean up the screen
Remove Gridlines: Gridlines are almost always unnecessary.
Remove borders: We’ll find that eliminating borders and frames give our charts a simple and clear look. Instead of borders, we’ll use white or black background.
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