3/20/2024 0 Comments Weight tracker excel xlsIf you’re supplied with CSV files or Text files, you can easily convert these in Excel. Your life is easy when your client gives you Data in Excel, however, if that is not the case, you need to figure out an efficient way to get it in Excel. Once you have a good idea of what you need to create, the next steps are to get your hands on the data and getting it in Excel. This led to some rework as the IFERROR function doesn’t work in Excel 2003 version (which I had used extensively when creating the dashboard). I once created a dashboard only to know that my stakeholder was using Excel 2003. It’s better to not assume that the client/stakeholder has the latest version of MS Office. Q: What version of Office does the client/stakeholder uses? If it’s a one-time exercise only, you can leave out some automation and do that manually. If your dashboards are to be updated weekly or monthly, you are better off creating a plug-and-play model (where you simply copy-paste the data and it would automatically update). Q: How frequently does the Excel Dashboard need to be updated? Based on who uses your dashboard, you need to structure the data and the final output. Here are the questions you should ask: Who owns the data? In what format will you get the data? How frequently does the data update?Ī manager would probably only be interested in the insights your dashboard provides, however, some data analysts in his team may need a more detailed view. This completely changed the scope and most of our time was sucked up in manually culling the data. In one of my projects, the data was provided as PDF files in the Spanish language. Asking the right questions would help you understand what data you need and how to design the dashboard.Īlways know where the data comes from and in what format. Is it to track KPIs just one time, or on a regular basis? Does it need to track the KPIs for the whole company or division-wise?. Be clear on what purpose the dashboard needs to serve. The first thing to do as soon as you get the data (or even before getting the data), is to get clarity on what your stakeholder wants. Things to Do Before You Even Start Creating an Excel DashboardĪ lot of people start working on the dashboard as soon as they get their hands on the data.Īnd in most cases, they bring upon them the misery of reworking on the dashboard as the client/stakeholder objectives are not met.īelow are some of the questions you must have answered before you start building an Excel Dashboard: Similarly, if you’re creating a dashboard for Human Resources department to track the employee training, then the objective would be to show how many employees have been trained and how many needs to be trained to reach the target. Also read: Excel Skills (Basic, Intermediate, and Advanced) How to Create an Excel Dashboard?Ĭreating an Excel Dashboard is a multi-step process and there are some key things you need to keep in mind when creating it.Įven before you launch Excel, you need to be clear about the objectives of the dashboard.įor example, if you’re creating a KPI dashboard to track financial KPIs of a company, your objective would be to show the comparison of the current period with the past period(s). Now that we have an understanding of what a dashboard is, let’s dive in and learn how to create a dashboard in Excel. These dashboards could be static or interactive (where the user can make selections and change views and the data would dynamically update).
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