Step 1
A spreadsheet containing all data
Located in the sheet tab named Data table
Step 2
Create pivot table from the spreadsheet
Located in the sheet tab named Pivot Tables
Step 3
Insert chart from the pivot table or outside Pivot table
Located in the sheet tab named Dashboard
And/Or
Insert Text Boxes linked to cells inside Pivot table or outside Pivot table using a formula
🔧Method Description: Building Your Excel Dashboard Step-by-Step
Step 1: Prepare the Data Table
Begin with a structured spreadsheet that contains all your raw data.
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Location: Data table sheet tab
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Ensure the data is clean, well-organized, and formatted as a proper Excel table if needed (using Ctrl + T).
Step 2: Create Pivot Tables
Use the dataset to generate pivot tables that summarize and analyze key metrics.
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Location: Pivot Tables sheet tab
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Go to Insert > PivotTable, select your data range, and place the pivot tables in this dedicated sheet.
Step 3: Build the Dashboard
Design a visual dashboard using charts and linked text boxes based on your pivot tables.
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Location: Dashboard sheet tab
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Use Insert > Charts and select chart types that best fit your metrics (e.g., Column, Line, Pie).
Charts: Insert charts either directly from pivot tables or use summarized data from outside the pivot.
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Text Boxes: Insert dynamic text by linking text boxes to cells:
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Example: Select a text box, type =PivotTables!B5 in the formula bar to show real-time values.
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This can be done either from within the pivot tables or from helper cells outside.
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