After you decide which data you want to summarize using a dashboard, you should take some time to sketch your dashboards layout on paper.
- [Instructor] In many ways, building a dashboard is easy.…All you need to do is open up a worksheet…and start adding elements to it,…and there you have a dashboard.…The best dashboards, however, are the result of planning.…In this movie, I will give you one example…of a process you might follow for planning the outline…or design of a dashboard worksheet.…My sample file is the blank sketch workbook,…and you can find it in the chapter two folder…of your exercise files collection.…
Again, what I would like to do…is to just get a brief outline or idea…of the way that I want my dashboard to be laid out.…Many of you might prefer to do this…with some colored pencils and paper,…and that is a wonderful way to do it.…It's easier for me to demonstrate the process in Excel,…so I'm doing it here with shapes.…Let's say that on the left side of the dashboard,…I want to have specific performance data…so individual values.…If I want to mark where those elements will go,…I can go to the Insert tab and then click the Shapes button…
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- Managing data using Excel tables
- Managing PivotTables and PivotCharts
- Summarizing table and PivotTable data
- Defining conditional formats
- Creating sparklines
- Sketching your dashboard layout
- Creating and managing cell links
- Linking cell contents to a shape
- Linking to a PivotTable cell
- Extending your dashboard using hidden rows