Creating Excel dashboardsSkillshare

PRESENTED BY

Sheena Carmel Opulencia-Calub

School of Data Fellow 2015

Outline

1. Introduction

2. Target Audience

3. Creating your dashboard

4. Using Slicers and Timeline

5. Sources and references

INTRODUCTION

Why an Excel dashboard?WORST CASE SCENARIO!

> You want to visualize and

show the progress of an

emergency response but you

don’t have:

- Internet access

- a printer

...and the only thing you have is

your LAPTOP!

Why an Excel dashboard?> You can easily share it with anyone who is using Excel for

monitoring and presenting data.

> It can be easily set-up for printing and saving into printable

formats.

> Also very useful if you want to create simple visualization of

survey results.

> Basic Excel skills required! :) - Creating charts in Excel,

Creating Pivot tables

Limitations

> Slicer and Timeline used in the dashboard do not work with charts in Excel for Mac.> It only works with MS Excel version 2010 and up.

TARGET AUDIENCE

Who is it for?> Anyone who needs to present data in an interactive

manner

> Best suits the needs of monitoring officers, information

management officers, journalists, students

> This is ideal for those who want to create easy-to-use

dashboards or simple visualization of survey results

CREATING YOUR DASHBOARD

What to prepare?> Prepare your dataset in Excel

> Make sure that you have all the data headers and that none

of your cells are merged.

> If you have a date data, put “DATE” as the header name.

Create Pivot tables and charts1. First, create Pivot tables based on your dataset.

2. You may create several Pivot tables depending on the

variables which you want to present.

3. MS Excel allows you to create Pivot charts from the Pivot

tables that you have created.

4. Create charts based on your tables.

There’s a School of Data blog on how to create Pivot Tables! Visit http://schoolofdata.org/handbook/courses/gentle-introduction-exploring-and-understanding-data/

Select the table that you want to use to create your Pivot table.Go to INSERT and click PivotTable.You will be prompted to create a new sheet for your Pivot table.

Select the fields that you want to use for your Pivot table. Create as many Pivot tables as you need for your visualization.

Create your dashboard1. Your dashboard can be a mix of tables and charts.

2. Ideally, you should have a maximum of 5 charts in one

dashboard page.

3. Lay out your charts and tables accordingly as you would

have them in your report or dashboard.

Select the Pivot Table and go to INSERT.

Choose the chart that you want to use for your visualization.

Create as many charts as you need.

USING SLICERS AND TIMELINE

What is a Slicer?Slicers are visual filters. Using a slicer, you can filter your data

(or pivot table, pivot chart) by clicking on the type of data you

want.

You can find the Slicer tool under the PivotChart tools, then

ANALYZE.

What is a Slicer?

You can change the color of your Slicers, change the number of columns according to the number of your header choices.

What is a Timeline slicer?

Timeline slicer works the same way as the regular

slicer. The only difference is that it filters dates.

You can find the Timeline under PivotChart tools,

then ANALYZE.

What is a Timeline slicer?You can filter periods, exact dates, years depending on your

dataset. It is very important to put a header name “DATE” on your

dataset to be able to use Timeline with your Pivot tables.

ConnectionsYour Slicers and Timelines are all connected with your Pivot tables and

charts. Select your Slicer and go to Slicer Options to view

CONNECTIONS.

Once you have selected your Slicer, Connections will show you which Pivot Tables are connected to your Slicer. It is very important to select the Pivot Tables that are linked to your charts.

Why not just filter?

The good thing about Slicer and

Timeline is that you can already see your

options to filter.

SOURCES AND REFERENCES

Want to learn more?https://support.office.com/en-us/article/Use-slicers-to-filter-PivotTable-data-249f966b-a9d5-4b0f-b31a-12651785d29dhttp://www.excel2013.info/timeline/

Thank you!