Before you start building your dashboard, first take some time to reflect on why you need a dashboard, what purpose it will serve, where the data will come from, and what you capabilities you do and don’t need. It might also be helpful to mockup your Excel dashboard on a piece of...
In this article, we will show how to create interactive dashboards with form controls in Excel. Consider a sales dataset to show the necessary Form Controls to create an interactive dashboard. Step 1: Prepare the Dataset Convert the sales data into an Excel table. Select the data range. ...
1. How to create date ranges in Excel 1.1. What are dates in Excel? First, what are dates in Excel? They are actually numbers and I will prove it to you, try these steps: Type a date in a cell Select the cell Press CTRL + 1 to open the "Format Cells" dialog box Select "Gener...
You can easily view and explore data by using the scorecards and reports that are on a dashboard. You can drill down (or up) in scorecards and analytic charts and grids to see lower (or higher) levels of detail and to change your view of the data in th...
If you change the source file“Physics Marks”, the target file“Update Excel Link”doesn’t change. Steps: To update the value, open the target fileUpdate Excel Link. Go to theDatatab and selectEdit Links. In theEdit Linksdialog box, choose the source file and then click theUpdate Value...
Unpivoting data in Excel is a key function, as Excel remains a standard data tool in many industries. Learn how to unpivot data easier and faster.
How to bring data into your Excel dashboard Yes, Excel is a very flexible tool, but to create an Excel dashboard you can’t just paste some data and add a few charts, can you? You must maintain and update it and, if you want to decrease the cost associated with those tasks, you ...
In recent years, dashboard software has replaced static database programs (such as Microsoft Excel) to offer lightweight, real-time platforms on which to build dashboards. Software solutions enable you to track and monitor up-to-the-minute data so that you always have a clear picture of bus...
1. How to create an interactive Excel chart This section describes how to create an interactive chart, the user may press with left mouse button on a button or multiple buttons and the chart shows corresponding data based on the selected buttons. Slicers were introduced in Excel 2010, see im...
Excel treats “MMM-YYYY” (e.g., Jan-2021) as text, which can result in alphabetical sorting. To fix this: 1.Add a helper columnin the Data Model to create a numeric “stamp” for sorting: Go to the calendar table and clickAdd Column. ...