1. How to Bring Data into Excel Before creating dashboards in Excel, you need to import the data into Excel. You can copy and paste the data, or if you use CommCare, you can create an Excel Connection to your export. But, the best way is to use ODBC (or Live Data Connector). ...
While merging cells in Excel works reasonably well, it’s essential to be aware of certain potential drawbacks and issues: Data loss:If you have data in cells that you’re merging, that data will be overwritten or lost unless you’ve taken steps to preserve it (e.g., by copying and pa...
ByJessica Lau·April 3, 2025 Get productivity tips delivered straight to your inbox Subscribe We’ll email you 1-3 times per week—and never share your information. Jessica Lau Jessica Lau is a senior content specialist at Zapier. Outside of writing, she likes to snuggle her dogs, and prov...
The type of graph you pick will depend on the data you have and the number of different parameters you want to track. You’ll find the different graph types under the ExcelInsert tab, in theExcel Ribbon, arranged close to one another like this: Note:The Excel Ribbon is where you can f...
What is an Excel SPEEDOMETER Chart? An Excel SPEEDOMETER Chart is just like a speedometer with a needle which tells you a number by pointing it out on the gauge and that needle moves when there is a change in the data. It’s a single-point chart which helps you to track a single...
KPIs, metrics, and OKRs serve distinct purposes in guiding and evaluating business performance. KPIs are tied directly to strategic goals and are meant to show where you need to improve and where you excel. They’re a measurable value that helps organizations track and evaluate their progress tow...
Key Sales Metrics to Track Leading and Lagging Indicators in Sales SaaS Sales Metrics Sales KPIs by Team Type Sales KPI Template What are sales metrics? Sales metrics are data points that represent an individual's, team's, or company's performance. They help track progress toward ...
Key Sales Metrics to Track Leading and Lagging Indicators in Sales SaaS Sales Metrics Sales KPIs by Team Type Sales KPI Template What are sales metrics? Sales metrics are data points that represent an individual's, team's, or company's performance. They help track progress toward goals, prepar...
Track Progress As weeks progress, focus stays on the OKRs, but moves to the “how” stage. What will individuals do in order to move progress each week? Two components of OKR that are useful for the execution (output) stage are:
Export the data that was used to create a visualization to Excel Move, resize, and pop out a visual in a report Change how visuals interact in a report Customize x-axis and y-axis properties Card visuals Column charts Basic area charts Combo charts Doughnut charts Funnel charts KPI visuals ...