Excel Dashboard Templates – Dashboard School

Excel Dashboard Templates – Dashboard School

Excel Dashboard Templates

Excel dashboard templates will show you, how to build from a clean white spreadsheet to a totally efficient report. All the resources listed on this page are yours for FREE! I hope you find this blog useful and learn something new. Visit our brand new ready to use excel maps!

excel dashboard templates

List of most viewed tutorials on YouTube

1. How to create Excel KPI Dashboard with Gauge control

This video helps you to create Excel KPI Dashboards and Excel Dashboard Templates with gauges. No VBA code used to build!

2. Creating KPI Dashboard with gauges

In this tutorial explains the geometry and trigonometry used to create a new rotating gauge needle to replace the static one.

3. Building KPI dashboard with SQL and Excel 2013 PowerPivot

Build SQL Connect to Dashboard. Building KPI dashboard with SQL and Excel 2013 PowerPivot. In this example, We’ll use AdventureWorks DW2008 sample data and we’ll create a KPI dashboard.

4. Creating a Map Visualization in PowerView

Maps in Excel show our data in the environment of geography. We can use Bing maps and we can create a great looking real-time analysis. We can add scenes and fields places dots on the chart.

5. Building Excel Dashboard with Pivot Timeline and Gauge

Building Excel 2013 Dashboard with Gauge control. This video helps you to create dashboards with gauges in Excel 2013. In my first KPI dashboard tutorial we created a gauge to our dashboard. In this video we’ll learn how to connect a gauge to Pivot table. We’ll learn how to create a KPI (Key Performance Indicator) Dashboard ground up using MS Excel.

6. Creating Interactive Excel Dashboard

Creating Interactive Excel Dashboard and executive reports with Gauge – Speedometer control

Excel dashboard templates

Our free excel dashboard templates uses many different tools, formulas, functions and tricks that you can use in your own business. We hope it can help you if you want to know well and properly how to create powerful, impressive and great looking board reports and analysis in Microsoft Excel.

Just play with these dashboard examples and you will see: You have several different techniques to build something new, something special. That’s the point.

Finally thanks for your interest in my excel dashboard templates and projects!

You can also browse all free excel reports and templates, visit my YouTube channel.

Excel dashboard examples allow you to see trends and key performance indicators. Excel is a great tool for creating visual reports. The goal of this blog is to show you how to build better reports. My site gives you a full overview of the process used to create Excel dashboard examples.

What is excel dashboards?

A dashboard is a data visualization tool that displays the current status of metrics and KPIs. Dashboards consolidate and arrange numbers, metrics and sometimes performance scorecards on a single screen.

Excel Dashboard Templates – GUI Design

Features of an effective Excel dashboard include:

  • one page layout and clean design
  • customizable, detailed and intuitive user friendly interface
  • ability to pull real-time data from several bases (database, OLAP cube, excel sheet, pivot table)
  • a logical structure behind the scene
  • displays actual data, forecast or key trends – key performance indicators

Excel Dashboard Templates and Data sources

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 datasets to create excel dashboard

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.

We do not recommend using functions at crossover.  Maybe that is sometimes 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 Dashboard Templates

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.

Additional tools we must have in your Excel dashboard templates toolbox are:

  • Using data validation

To build the list of options is to type them on a worksheet. We can do this method on the sheet that will have the dropdown lists, or on a different worksheet. In most cases the excel list will be stored on a sheet named ‘Lists’.

  • Conditional formatting
  • Sparklines
  • Form Controls
  • Shapes

A great chart can radically improve the way you use and get sense of your information. Generally use the best techniques and visualization guidelines when creating your dashboards.