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Excel Guide

Step-by-Step Guide on Creating an Excel Dashboard

A dashboard serves as an effective tool to visualize data and monitor progress. Excel, being a robust platform, enables the creation of visually appealing and informative dashboards. This guide aims to demonstrate the sequential process of crafting an Excel dashboard.

Generating a New Excel Workbook

Initiating the creation of an Excel dashboard begins with generating a new workbook. To commence this process, launch Excel and navigate to the "File" tab, followed by selecting "New."

Upon opening the new workbook, you'll encounter three labeled worksheets: "Sheet1," "Sheet2," and "Sheet3." You have the liberty to rename these by double-clicking on the worksheet tab and entering a new name.

Data Entry within Worksheets

After setting up the new workbook, the subsequent step involves entering your data. Access the worksheet where data input is required, then click on the cell to commence data entry.

You have two primary methods for data entry: direct typing or copying and pasting from another source. For direct entry, simply type in the cell. For copying and pasting, select the desired data, copy with "Ctrl-C," click on the target cell, and paste using "Ctrl-V."

Data Formatting

Once the data is inputted, the emphasis shifts to formatting for clarity and comprehension, offering various approaches.

Number Formatting

Adjusting the number format is one way to format your data. To execute this, select the cells to format, click the "Home" tab, and access the "Number Format" drop-down. Choose the desired number format to apply to the data.

Conditional Formatting

Utilizing conditional formatting permits data formatting based on specific conditions. For instance, you can format cells containing values greater than 100 as green. Select the cells, navigate to the "Home" tab, click "Conditional Formatting," and then select "Highlight Cell Rules."

Generating Your Dashboard

Following data entry and formatting, it's time to assemble your dashboard employing different methods.


Tables serve as an effective means to organize data for better comprehension. To create a table, select the cells for inclusion, click the "Insert" tab, and select "Table." Excel will automatically generate a table, which can be further customized under the "Design" tab.


Charts provide a visual representation of data and trends. Select cells, click the "Insert" tab, choose the desired chart type, and Excel will create the chart. You can customize it further under the "Chart Tools" tab.

Saving Your Dashboard

Upon completion, it's essential to save the dashboard for future access. Click the "File" tab and select "Save As." Choose the saving location, assign a filename, and save the file.

In Conclusion

The process of creating an Excel dashboard presents a convenient way to visualize data effortlessly. This guide has comprehensively outlined the step-by-step process to create an Excel dashboard. Commence by creating a new workbook, inputting and formatting data, building your dashboard, and finally, saving your workbook for convenient access.