: Help specific teams understand "why" certain trends are happening through deep data slices. 2. Prepare Your Data
Before touching any data, determine exactly what the dashboard needs to achieve. Dashboards for excel
: Create a separate PivotTable for each visual you plan to have on your dashboard. 4. Visualise with Pivot Charts : Help specific teams understand "why" certain trends
Here is a step-by-step guide to building a professional, interactive dashboard in Excel. 1. Define Your Purpose and Audience Dashboards for excel
PivotTables are the "backbone" that summarises your raw data for the dashboard. Go to and choose "New Worksheet".
The foundation of a good dashboard is clean, structured data.
Drag your categories (like "Product") into and your metrics (like "Revenue") into Values .