What are the few things which should be taken care of, while preparing the dashboards in Microsoft's excel?

An Excel dashboard is a visual interface and will provide views into measures that are relevant to a business process. They’re commonly used in marketing or sales, production, and human resources. Because dashboards are usually designed with a specific goal, they contain preexisting conclusions that relieve the user from performing their own analysis.

They also can display only the data that the user deems relevant for the dashboard, abolishing any unnecessary attributes. It’s quite common to mix up a dashboard with an Excel report, which is the most common application used since it can be a data table or even a subtotaled view with interactive drilling.

There are usually four key things that help create a great dashboard:

• Minimum distractions (don’t overwhelm).
• Simple, projects what the user is trying to say.
• Applies human visual perception to visual presentation of information.
• Using meaningful data, it should help support organized business.

Each dashboard should be based on the unique and creative view of the user and can be a very enjoyable process for those who are familiar with using this tool in Excel. If you find you are overwhelmed with information, or even if you are just looking to brush up on your skills, it’s always best to find a suitable course aimed at your specific needs, such as this Microsoft Excel 2013 Tutorial on Udemy that walks you through the basics of the updated software.

There are many different types of dashboard that you can learn how to create by downloading the file (of the desired dashboard), which will walk you step by step through the process of creating one yourself.

Some of the different types of dashboards:

• KPI Dashboards (Key Performance Indicator)
• Customer Service Dashboard
• Project Management Dashboard
• Sales Dashboards

Dashboard is a technique used to present important information through graphical representation. It is helpful in presenting huge data in a single computer screen so it can be monitored with a glance.

There are few things which should be taken care of, while preparing the dashboards:

1)    Minimum distraction

2)    Simple, easy to communicate

3)    Important data

4)    Few Colors

5)    Relevant graphs

6)    Dashboard should be on single computer screen

source: www.exceltips.com

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For me it's more than enough if I choose the right font, size and color

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I am agreeing with my colleague’s answer Ms. Ghada Eweda 

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Dear Friend,

 I believe that an Excel dashboard is defined by the way it handles the data, and not by the data itself. The three demographic dashboards exemplify how to get the data (connecting to an external data source or creating a spreadsheet table), how to go from there to the chart data sources and how to create the interactive user interface. You can use the demographic dashboard to see how these techniques can be used to work together. Your dashboards will surely be very different, but you can use similar techniques. For example, I’ve been creating employee performance dashboards for several years and they typically use very different sources but don’t need frequent updates (monthly or quarterly basis), while sales would need a single data source but may need daily updates. In the first case, I usually use spreadsheet tables, and in the second case I connect a pivot table to the Oracle database.

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Poonam

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