Excel Dashboard School

Excel Dashboard School

Excel Dashboards and Free Excel Templates

This blog and my free 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!

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List of most viewed excel dashboards and templates on YouTube

1. Building KPI Dashboard with Gauge control

My first excel dashboard tutorial on YouTube over 10K+ views. Thank you for watching!

2. Creating Branch Performance KPI DASHBOARD with gauges in Excel

This sales data visualization with speedometer control show you which zones are unprofitable, which product is producing the most sales. We can use lookup functions to find a value based on several conditions.

3. Building KPI dashboard with SQL and Excel 2013 PowerPivot

The goal of this video presentation to creating a visual report using Excel KPI tools. You will see: it is very simple to build a dashboard in Excel 2013.

4. Consolidate Multiple worksheets into one Excel table

The separate worksheet arrays can be in the different workbook as the main worksheet. When we consolidate data, we are collecting it so that we can easily update and combine data on a regular basis or as required.

5. 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.

6. Creating Interactive Excel Report

Interactivity such as filtering, scrolling and drill-down can be used in this example.

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 reportJust play with these examples and you will see: You have several different ways 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.

Excel Dashboard School will teach you the simple and complex techniques to make highly interactive reports and excel kpi templates. Our excel dashboard examples are designed to enhance the reporting capabilities of Excel and can be used to create great looking reports and analysis. We’ll have available many ready to use executive excel dashboard examples to improve your skills. Each spreadsheet has been tested on Excel 2010 and 2013 and you may get different results in other version of Excel.

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 Dashboards and Templates - Dashboard UI 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 Dashboards and excel templates 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 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 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.

Additional tools we must have in your Excel dashboard 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