Creating an Excel Dashboard is a multi-step process and there are some key things you need to keep in mind when creating it. Even before you launch Excel, you need to be clear about the objectives of the dashboard. Check out more than 200 example dashboards, workbooks & ideas for you. Play with the files and learn more. Examples include KPI dashboard, project. Dashboard reports allow managers to get high-level overview of the business. Excel is an excellent tool to make powerful dashboards that can provide analysis, insight and alert managers in timely manner. In this page (and others linked here) you can find a lot resources, templates, tutorials, downloads and examples related to creating dashboards using Microsoft Excel. Use the below links to quickly access various sections of this page.
What is a Dashboard?Dashboard reports allow managers to get high-level overview of the business and help them make quick decisions. Dashboards are often called as management dashboards or information dashboards or dashboard reports. How to Make a Dashboard?You can create dashboards using a lot of different tools. However, in my opinion, Microsoft Excel is an excellent choice for creating and distributing dashboards due its ease of use and universal availability. Read the following tutorials to understand how to make Excel Dashboards: Creating KPI Dashboards in Excel [6 part tutorial]In this 6 part tutorial, you will learn how to create a KPI (Key Performance Indicator) Dashboard ground up using MS Excel. You can download the example files with full details at each step so that you can practice the techniques and fine tune your dashboard development skills. The final dashboard looks something like this: Customer Service Dashboard in Excel [4 part tutorial]In this 4 part tutorial, learn how to create a fully interactive & dynamic customer service dashboard using Excel & VBA. We will be using features like form controls, picture links, conditional formatting, advanced formulas& tables in this. The final outcome is shown below, Project Management DashboardThis tutorial is part of our project management using excel series. In this article, I explain the process of dashboard creation along with a free downloadable template for you. This is how the final dashboard looks: More Dashboard Tutorials:Over time I have written a lot about Excel Dashboards on this blog. Here is a sample of the tutorials on Excel Dashboards. You can find all the dashboard articles under excel dashboards tag.
Dashboard Demos, Examples & ReviewsYou can learn a lot about dashboard design by just observing dashboards designed by others. In this section, you can find links to various dashboard reviews I have done over time.
You can also find a great variety of dashboard demos & examples at Dashboard Spy. Dashboard Do’s and Don’ts:Dashboard design is a complex process. It is very easy to make mistakes and choose wrong alternatives along way. In this section, you can find practical advice that can be immediately applied to your next dashboard project. Should you use Gauges / Speedometer charts in Dashboards?Gauge or Speedometer chart is a very popular way to display a single metric in dashboard. In my opinion, they are a bad choice for depicting the status of one metric (or KPI). You can use a better alternative like bullet chart or thermo-meter chart to show the same information with more context. Also, read the discussion on best charts to depict actual vs. target performance. How to show Budget vs. Actual, Target vs. Actual performances?A common feature in most dashboards is the budget vs. actual performance charts. We have discussed and explained various alternatives on this here at Chandoo.org. How to Select the Right Chart based on your Data?Selecting right chart is very important as right charts lead to quicker decisions. Please go thru the below links on advice related to chart selection: General Dashboard Advice & Tips:
Ready to use Dashboard Templates, Dashboard Excel WorkbooksUse the following links to download ready to use dashboard templates and complete workbooks so that you can practice dashboard making and become even more awesome.
More dashboard templates can be found in the dashboards tag page. Dashboard ExamplesClick here to explore more than 200 dashboard examples. Additional Resources on DashboardsIf you make dashboards or you are about to enter the exciting world of dashboard visualizations, then the following links should greatly help in improving your knowledge: Dashboard & Charting Related Resources on Chandoo.orgDashboard Resources in the WebThere are tons of website talking about dashboards. These are my favorites:
You can find the latest posts from these blogs in the sidebar area too. PS: If you know a great resource for dashboard design & implementation please share it with me thru e-mail. I would be very glad to include that site here. Books on Dashboard Design & ImplementationI recommend the following books, Information Dashboard Design by Stephen Few Recommended Training ProgramsI conduct an online course on Excel dashboards where you call learn how to create world class Excel dashboards. All the tricks & ideas you see here are explained in that program. Please consider joining our course to learn more. Click here to know more. Recommended Tools for Dashboard Design in ExcelI am very glad to tell you about my Ready to use Excel Dashboard Templates, which can help you create beautiful, awesome, informative & elegant dashboards in just a few minutes. Take a look at below 3 minute video to understand how they work. If interested, click here to know more Project Management Dashboard Excel Template Free Download helps to manage projects using Microsoft Excel. Free Project Plan and Gantt Chart Templates helps you to plan a project time-lines and resource. You can change the default data and formula to meet your needs. Project Management Dashboard Excel TemplateYou can manage multiple projects using this Simple Project Management Excel Dashboard Template. We plan our resource and time-lines based on the requirements, deliverables and available team and bandwidth. Project Management Dashboard template helps you to track all the projects, tasks and its progress and status of each task and project. You can daily add the data to update the Dashboard. And share with your teams and customer/stakeholders to update the project status and progress in the Project meetings. This is the must have tool for every project Manager. Project Management Dashboard Template in Excel – Free DownloadHere is Project Management Dashboard Template in Excel, free template to manage multiple projects more effectively. You can add as many projects which you want in this template. This template contains 10 Projects and 40 Tasks for illustration purpose of Dashboard and Other sheets. You can clear the existing data in the PM Dashboard Excel Template and add your own data. English is fun tank trouble. Excel Project Management Dashboard Template is developed using Microsoft Excel 2007 using Macros to handle multiple projects in a single workbook. And we have provided simple interface and controls to navigate the template items. This PM Dashboard Template is in .xlsm format and works on Excel 2007, 2010, 2013, 2016 in both Windows and Mac. And here is the .xls format of the Project Management Dashboard Template for Excel 2003 Version users. This works in Excel 2003 and above. Please Check Our Premium Project Management TemplatesProject Management Dashboard – DesignWe have provided four worksheets for different purposes. Two worksheets to enter the data and two sheets for representing the data in graphical manner. Below is the pictorial representation of the Project Management Dashboard Design. We have covered the detail explanation of each worksheet and its functionality. Understanding of purpose of each sheet helps to easily manage your projects and update the dashboards. Elements in Project Management Dashboard Excel TemplateHere are the different elements and objects used in this worksheet. We have used tables, charts, shapes and form objects to develop this Dashboard Template. Pie Charts: to represent the %progress of the project. This helps to understand the completion of the project and its status. Gantt Chart: Helps to understand the status of each task. Actual Plan vs completion and Pending work. Zee5 video downloader app for android. Bar Chart: Helps to indicate the number of tasks in progress, new and completed with % of progress. Tables or List Objects: Provided to enter the information with predefined format. For example, Tasks in Data Sheet. Sheets in Project Management Dashboard TemplateWe have created this template using 4 important worksheets. Here are the details about each sheet and its use in creating Project Management Dashboard Excel Template. Project Summary and Data Sheet Worksheets are the Data Entry Sheets where you can enter your Project details and Tasks Details. Dashboard and Project Plan sheets are used to represent the data in graphical format. Project Summary Sheet: Enter the list of your projects here. This sheet is provided to enter the list of projects in the Projects field of the Table. All other fields (Tasks, Start and End date, Duration days and %Progress) will be calculated based on the respective project tasks. Data Sheet: You can enter the task details of the projects in this sheet. You can add all your tasks, responsible person, Start Date, Days required and %progress in the Data Table. You can add all the tasks of a project and add the all the tasks of the next project. You can also enter the data in any order and sort the table by Project Field. Project Plan: This is the worksheet where you can select a project from the drop-down to see it details and Gantt Chart. We have provided different controls to use the sheet. And other information helps you understand the project schedules and progress. Dashboard: Dashboard Sheet is the high-level Project Management Dashboard contains the important information. Overall Progress: This is the Overall %Progress of the Selected Project. You can quickly understand % tasks completed and remaining. Objective: You can enter the objective of the Project and importance of the project with a brief project background. Milestones: You can enter key milestones of the project and its start and end dates. Resource: This helps you to enter the people allocated to this project and their roles and hours spending on this project. Due This Week: You can show all task which needs to be completed in this week. Top 3 Risks: You can also mention the top 3 risk which are facing while developing the project. Key Notes: Enter all other important notes which you would likes to communicate with you senior management and teams. Steps to Manage the Projects using Excel Project Management Dashboard TemplateHere are the step by step instructions to manage your projects using Project Management Dashboard Templates in Excel.
Features in Project Management DashboardHere are the main features of the Project Management Dashboard Excel Template.
Please let us know your feedback and suggestion on our Project Management Dashboard Template. We will add new features and update this template regularly. so that you can download and have latest template. Please do not forget to like. Please share this template with you peers, mangers, employees and other colleagues. Related Project Management Templates50+ Project Management Templates Pack Advanced Project Plan & Portfolio Template Ultimate Project Management Template 20+ PowerPoint Project Management Pack Related Resource
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