Excel Dashboard Templates
Excel dashboard templates will show you, how to build from a clean white spreadsheet to a totally efficient report. You are in the right place at the right time if you need a fresh idea to creating excel dashboards. All the resources listed on this page are yours for FREE! Our free tutorial programs and excel dashboard examples focus on excel newbies for the world. We hope you find this blog useful and learn something new. Visit our brand new ready to use excel maps!
Excel dashboard templates – About Us
Our free excel dashboard examples uses many different tools, formulas, functions and tricks that you can use in your own offline or online business. We hope our free excel dashboard lessons will help you if you want to know well and properly how to create powerful, impressive and great looking board reports and analysis.
Just learn and play with these dashboard examples and you will see: You have a lot of magic eye-catching solutions to build something new, something special. That’s the point.
Finally thanks for your interest in our free excel dashboard templates and projects!
You can also browse all free excel dashboard examples, visit our YouTube channel. If you need further information feel free to contact us!
Excel dashboard templates allow you to see trends and key performance indicators. It’s an awesome tool for creating visual reports.
The goal of our website is to show you how to build better reports. We gives you a complete overview of the process used to create free excel dashboard templates.
What are excel dashboards?
Dashboard is a data visualization tool that demonstrates the current status of metrics and key performance indicators. Dashboards consolidate and arrange numbers, metrics and sometimes kpi scorecards on a single screen.
Excel dashboard templates – Fundamentals
Here are five features that can make a real-time dashboard effective:
- The one page layout and clean design are necessary to check the summary status. A summary status that shows how details stand overall.
- Customizable, detailed and intuitive user friendly interface. We have to define clear characteristics of success measures. It’s a very important factor to catch your business goal.
- Ability to pull real-time data from several bases. Use the following data sources: databases, OLAP cubes, sheets, complex pivot tables.
- Logical structure behind the scene: The dashboard should point directly to the possible source of the issue.
- Displays actual data, forecast or key trends – key performance indicators
Excel dashboard templates – Databases
Using data sources
Table and cell range can be linked to an external data source; in some cases we can use SQL statements to collect data from external databases. Save the workbook without saving the external data so that the file size of the workbook is reduced. Refresh the external connection at any time! In most situations manual update is not necessary. If we are querying large records, it is important to provide only necessary data.
Using databases, external data sources, SQL Tools and Commands
SQL tips are instructions used to join with the database to perform targeted job that work with data. The 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 located outside of spreadsheet, 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 Pivot Tables and datasets to create excel dashboard templates
If we use pivot tables as excel dashboard data source we can extract the data using the GETPIVOTDATA function. If we use a simple datasheet, we can choice array formulas or the most popular lookup functions like OFFSET, VLOOKUP, MATCH and INDEX. Several ways and calculations are dangerous to our excel dashboards integrity.
We do not recommend using functions at crossover. Maybe that is sometimes difficult, but fewer formulas mean a safer to maintain dashboards. We can drop this problem by using aggregate data’s and pivot tables. Use INDEX and MATCH formula together as an really efficient alternative to the VLOOKUP formula.
PowerPivot in Excel 2010 and 2013
PowerPivot is a new add-in that extends Excel 2010 (now is a native feature in 2013) to support huge datasets that you create public dashboards on the web, or local data. More power is available by using a separate PowerPivot window that you open from within spreadsheet software. The final result is a new data source embedded within the workbook that gets the basis for interactive PivotTables and PowerPivot dashboards.
Excel dashboards – Must have tools
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, yo have to use simple white or black background.
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’.
Using conditional formatting you can create a rule (or rules) based on the selected cell’s contents. For example set conditional formatting, so that a cell turns green if the cost is low, and turns red if cost is high. It’s very useful if you develop a sales performance report, balanced scorecard or a simple kpi template.
Sparklines aka mini chart (or in cell chart) is a standard dashboard element. We suggest to use sparklines to present time series data or visualizing trends. Here is an example to try it!
Active report elements like form controls or pivot table slicers suggest to play with the chart. We recommend that to create interactive excel dashboards. If you can play download our form controls example!
Gauges and speedometers are my personal favourites in Excel. We have some free dashboards for you, visit the gauges area!
We’ll use traffic signals as a status for actual KPI value. If the green traffic light is active that the performace is great, the red light indicate the weak performance. Our latest template using these tools. Check the template and download for free. A common way to choose KPIs is to apply a balanced scorecard or a sales dashboard.
Shapes and VBA programming
Programming shape objects using VBA is a hard situation but if you have time for exercise you can create excellent sales maps and kpi maps. Visit our free and full examples!
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.
Excel Dashboard Templates on YouTube!
This video helps you to create Excel KPI Dashboards and Excel Dashboard Templates with gauges. No VBA code used to build!
In this tutorial explains the geometry and trigonometry used to create a new rotating gauge needle to replace the static one.
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.
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.
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.
Creating Interactive Excel Dashboard Templates and executive reports with Gauge – Speedometer control