Excel Dashboard: From Raw Data to Professional Visualization in 5 Steps

TLDRLearn how to create a professional Excel dashboard from raw data in 5 easy steps. Visualize key metrics, project timeline, satisfaction scores, expenditure, and staff evolution using charts and graphs.

Key insights

📊Create a project timeline using a Gantt chart to visualize key milestones and tasks.

📈Use column charts to compare actual expenses with budgeted amounts for better financial management.

👥Track staff evolution over time with a waterfall chart to analyze turnover, hires, and layoffs.

⚖️Measure customer and employee satisfaction using gauge charts to monitor company performance.

📉Create a trend line using sparklines to visualize sales performance by country over time.

Q&A

How can I create a professional Excel dashboard from raw data?

You can create a professional Excel dashboard from raw data in 5 steps: create a project timeline, compare actual expenses with budgeted amounts, track staff evolution, measure satisfaction scores, and visualize performance trends.

What charts and graphs should I use to visualize key metrics?

Use a Gantt chart for project timelines, column charts for expense comparison, waterfall charts for staff evolution, gauge charts for satisfaction scores, and sparklines for performance trends.

How can I analyze turnover, hires, and layoffs?

You can analyze turnover, hires, and layoffs using a waterfall chart in Excel. The chart shows the starting and ending values, as well as the changes in between, helping you track staff evolution over time.

How do gauge charts help monitor company performance?

Gauge charts are useful for monitoring company performance as they provide a visual representation of satisfaction scores. By setting a range of good, okay, and bad values, you can easily assess how well the company is doing in terms of customer and employee satisfaction.

What is the importance of trend lines in data visualization?

Trend lines are important in data visualization as they help identify patterns and trends in the data. By using sparklines, you can easily visualize sales performance by country over time, allowing you to make informed decisions based on the trends.

Timestamped Summary

00:00Learn how to create a professional Excel dashboard from raw data in 5 easy steps.

02:25Create a project timeline using a Gantt chart to visualize key milestones and tasks.

04:40Use column charts to compare actual expenses with budgeted amounts for better financial management.

07:20Track staff evolution over time with a waterfall chart to analyze turnover, hires, and layoffs.

08:55Measure customer and employee satisfaction using gauge charts to monitor company performance.

10:55Create a trend line using sparklines to visualize sales performance by country over time.