Skills & Tools required to Create Elegant Dashboards using Microsoft Excel
Muhammad Ishtiaq Khan
Driving Advanced Analytics & Digital Transformation in Audit & Assurance | Expertise in Continuous Auditing, Fraud Analytics & Automation | xPTCL & Ufone (e& UAE) | Data Science - Agentic AI - Machine Learning - GenAI
One of the most important skills that you need to learn to create an impact is to learn the art of developing appealing dashboards.
In a world, where automation is the main focus of every organization, Excel is still a valuable tool, particularly when it comes to taking the raw data, transforming it into useful and impactful information.
An Excel dashboard is made up of tables, charts, numbers, shapes and can be used in almost any industry depending upon its purpose. It keeps track of all the KPIs, metrics, and other data points and gives you a high level of work, helping you to make quick decisions and keeping everyone up to date.
Before building the dashboard, you need to keep a few things in mind and answer the following questions before even starting to open the excel sheet.
1-?????Why are you creating the dashboard?
2-?????What is the main purpose of the dashboard?
3-?????What KPI will it track?
4-?????Who will be the audience or who needs to see this dashboard?
5-?????Where will the data come from?
6-?????How up to date this dashboard needs to be? (weekly, monthly or real-time)
7-?????What will be the format of this dashboard? (static or dynamic)
Now there are a few tools to consider while designing dashboards:
1-?????Tables
2-?????Pivot Tables
3-?????Pivot Charts
4-?????Slicers
5-?????Vlookup Formula
6-?????Sparklines
7-?????Shapes
8-?????Textboxes
9-?????Text & Background Color
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Now if you want to learn how to create amazing dashboards in Excel then here are a few youtube channel recommendations for you.
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Founder WIHP (Women in HR-Pakistan)| ClusterHead HRM OB| PhD Survivor??UPM| CIPD graduate | Conference Speaker| YouTuber | lets talk about Organization's Culture & Transformation| Connect with me for AI in HR discussions
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3 å¹´Love this, shows how important soft skill development is.
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