Excel Dashboards

Excel Dashboards Blog

Dashboards data visually and reveal patterns and relationships that might not be seen in numeric reports.

Topics in the Excel Dashboards blog include,

  • Creating Excel dashboards controlled by users with drop-down menus
  • Aiding decision making with four-quadrant bubble charts
  • Combining chart types and creating complex charts
  • Controlling and formatting Sparklines (miniature charts)
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Download the Top 25 Dashboard Design Tips Sheet
A lot of readers were interested in the Top 25 Best Dashboard Design Tips article. It had the second highest[...]
Top 25 Tips on Excel Dashboards
This is a collection of tips that will help you create powerful Excel dashboards. This ranked list started by collecting[...]
Would You Like to Spy on Your Neighbor’s Dashboards? Here’s How.
Have you ever wanted to see how others have designed a dashboard? Or what another organization's Balanced Scorecard looks like?[...]
Top 5 Excel Funnel Charts Sales and Marketing Love — One Funnel Chart You Should Never Use — And Two Dynamic Funnel Charts in PowerPoint!
This blog will show you five different ways to make funnel charts in Excel and two ways to link Excel funnel[...]
Use an Excel Pareto Chart to Improve Business Impact and Performance
There are two or three charts that every business person must know. One of those should be the Pareto Chart. This[...]
Top 25 Best Excel Dashboard and Chart Tips for 2015
Tony Robbins and other performance gurus who strive to improve personal performance teach that one of the most powerful ways[...]
Top 30 Best Excel Chart and Dashboard Tips in the “Excel Chart and Dashboard Quick Reference Guide”
Get your free copy now of the Excel Chart and Dashboard Quick Reference Guide. Quick Reference Excel Charts and Dashboards - US[...]
Microsoft Excel 2016 Charts and Analytics: Are You Ready? Can You Wait?
Microsoft Excel 2016 was released September 22, 2015. Do you need its new charts and a few analytics gadgets it[...]
Vertically Scrolling Dynamic Sparklines Alongside a Database
This Excel tutorial combines INDEX and Sparklines to create a window of vertically scrolling data and scrolling Sparklines. The “scrolling[...]
How do Sparklines work with Non-Numeric or Hidden Data?
Make sure you know how Sparklines work when their range includes non-numeric or hidden data. The data in the cell[...]
Scrolling Dynamic Sparklines across a Horizontal Axis
This tutorial combines dynamic range names with Sparklines so your dashboard users can scroll Sparklines through time. This gives your users[...]
Top 7 Sparkline Tips
Here are some tips on working with Excel Sparklines. If you want to... then do this…    Change the size[...]
Sparkline Tutorial – Creating a Miniature Chart in a Cell
This is a quick tutorial on how to create Excel Sparklines, miniature charts that fit within a single cell of[...]
Top 11 Best Dynamic Excel Chart Tips
Dynamic Excel charts automatically customize and update charts, allow users to scroll through time and select data, and give greater[...]
Creating Dynamic Charts in Excel that Resize Using the OFFSET Function and Named Ranges
Dynamic charts using Excel's OFFSET and range names resize when data is added or deleted. Unlike using Tables for dynamic[...]
Creating Dynamic Charts in Excel that Automatically Resize using a Table
It's easy to create dynamic charts in Excel that resize if you use a Table. Excel 2007, Excel 2010, and[...]
Two Ways to Create Dynamic Charts in Excel that Resize – Which is Best for You?
There are two methods of creating dynamic charts in Excel - using Tables or using OFFSET and range names. Which[...]
5 Top Budget vs Actual Excel Charts You Need
Here are five of the easiest to create and cleanest budget vs. actual (target) Excel charts. I spent three hours[...]
Using INDEX to Scroll the X-Axis in Excel Charts
Scroll through time in your Excel charts by combining an INDEX function with a scroll bar. This is a great[...]
Using INDEX to Create a Scrolling Window of Data
Use INDEX to simulate a scrolling box of data in cells anywhere on your worksheet. It gives your spreadsheet users[...]
Using INDEX and MATCH to Retrieve Data and Chart with Multiple Criteria
Use multiple criteria to retrieve data from tables that do not have a unique identifier or index for each row[...]
Using INDEX and MATCH to Retrieve Excel Data
Use INDEX and MATCH to retrieve data from an Excel table when you want the greatest flexibility and speed in[...]
How to Combine Bubble and Column Excel Charts – Creating a Dynamic Four Quadrant – Matrix Model
A static Four Quadrant - Matrix Model is fine if you’re working with something like the Steven Covey - Eisenhower[...]
How to Create a Static Four Quadrant – Matrix Model in an Excel Chart
The Four Quadrant - Matrix Model is a valuable decision making tool. This article will show you how to create[...]
Moving Data Labels on an Excel Bubble Chart
Bubbles and labels can get crowded and hard to read. Make them easier to read by either dragging individual labels[...]
Adding Labels with Multiple Lines to the Bubbles in an Excel Bubble Chart
To make your chart one you can make decisions from it may need more information than normally shows in an[...]
Adding Labels to the Bubbles in an Excel Bubble Chart
You can apply data labels to the bubbles to show the data they represent by right-clicking a bubble so the[...]
Scaling the Size of the Bubbles in a Bubble Chart
If you have only a few bubbles in your bubble chart and do not specify a Z value, the initial[...]
Inserting a Background Picture into the Chart’s Plot Area to Create Static Quadrants
You can insert a picture behind any Excel chart. To create a static four quadrant background you will need to[...]
Excel’s Four Quadrant – Matrix Model Chart : Don’t Make a Decision without It!
The Four Quadrant or Matrix Model is one the most valuable and widely used tools for decision making. The related[...]
How to Create a Dynamic Chart with Drop-Down List
Want a way to quickly create a dynamic Excel chart or dashboard? Your users will be able to select the[...]
How to Create Dynamic Range Names for Automatically Expanding Menus
Range names are words you assign to cell references or formulas. You can use them instead of a cell reference[...]
How to create a dynamic chart using a Data Validation list and VLOOKUP
This could very well be the fastest and easiest way to create a dynamic chart. It’s a great way to[...]
Dynamically Control Excel Chart Trend Lines with Check Boxes and Drop-Down Lists
You can get very creative using check boxes and drop down lists to give users the ability to view different[...]
Dynamically Change Trend’s in a Chart Using Excel’s Drop-Down and INDEX
Another way we can help our Excel dashboard users is to give them the ability to select between two or[...]
Using a Check Box to Dynamically Show or Hide Trend Lines in Excel Charts
Showing or hiding a trendline in Excel charts or dashboards with a check box gives your users more power. Some[...]
Using the TREND Function to Forecast Future Values in Excel Charts and Dashboards
The TREND function will also forecast future points on the trend line. The TREND function format is, =TREND(known-y’s,[known_x’s],[new_x’s],[constant]) In the[...]
Using Excel’s TREND function to Create Trend Lines on Excel Charts or Dashboards
To see the trend data and to create dynamic trend lines you can control with menus you need to use[...]
Creating an Excel Chart to Practice Trend Lines
If you want to follow along, this basic chart will first be used to create an embedded trend line that[...]
Excel Trends Tutorial – Creating Simple and Dynamic Trends on Charts
This Excel tutorial takes you from adding a simple trend line on an Excel chart to creating dynamic trend lines[...]
Changing Trend Line Options on Your Excel Chart
In the previous article, Creating a Trend Line on Your Excel Chart, you could see how easy it is to[...]
Creating a Simple Trend Line on Your Excel Chart
This first method of creating a trend line will add a trend line to a chart without showing any trend[...]
Troubleshooting Problems in Excel Charts: The X- and Y-axis are Reversed
Excel doesn’t always get it right when it automatically assigns one set of labels to the X-axis and the other[...]
Troubleshooting Problems in Excel Charts: Missing Data Creates an Ugly Chart
There’s another tip in this blog, “When data points are bad or missing, how do you create a usable and[...]
Troubleshooting Problems in Excel Charts: Bars or Columns are in the Wrong Order
Excel charts data series in the order they appear in the worksheet. But, sometimes for presentation purposes you want them[...]
Troubleshooting Problems in Excel Charts: X-Axis Doesn’t Chart Correctly
You’re in a little hurry, you knock out a hand-entered table in the worksheet, drag across the data and insert[...]
Save Time and Work by Creating Default Chart Templates for Excel
I’m willing to bet that the Pareto principle, the 80/20 rule, applies to the charts you build. The majority of[...]
Create Additional Chart Templates
You probably use three or four types of charts on a consistent basis. So, the way to save more time[...]
Set the Default Chart Template
Excel’s default template initially creates charts as column charts with a legend. The original default chart is the chart you[...]
Creating a Chart with a Custom Template
When you want to create a chart using one of the templates you’ve previously created with your choice of chart[...]
Deleting Chart Templates and Resetting the Default Chart Type
It’s easy to delete or rename templates by going into the Change Chart Type dialog box and selecting the Manage[...]
A Quick Checklist for Clean, Readable Excel Charts
We all face infoclutter. What we don’t need is infoclutter in the charts we create. The following tips apply to[...]
Creating an Excel Chart with Two Rows of Labels on the X-Axis
When the X-axis is crowded with labels one way to solve the problem is to split the labels for each[...]
When data points are bad or missing, how do you create a usable and decent looking Excel Chart?
You may have faced the problem of having a chart where some of the data doesn’t exist or it’s entered[...]
Creating Dynamic Excel Chart Legends that Link to Worksheet Cells
Want to create Excel chart legends that show additional information? Wouldn’t it be great to have a multiline legend that[...]
Creating Dynamic Excel Chart Titles that Link to Worksheet Cells
You don’t have to settle for Excel’s static chart titles. Your Excel chart titles can be dynamic and link to[...]
Selecting Hard-to-Click Chart Elements
In complex charts it may not always be easy to select the specific chart element you want to delete or[...]
Adding a Data Series to an Excel Chart
It happens to everyone, it’s the reason Excel was created – the data changes and your Excel chart must change.[...]
Quickly Change Excel Chart Styles and Themes
If you’ve been creating charts in Excel 2007 or a newer version for very long you know how easy it[...]
Undoing All or Part of an Excel Chart’s Original Theme
It’s easy to spend a lot of time formatting a chart, but if you’re like me you try different things[...]
Aligning Excel Charts and Objects on a Worksheet
If you want professional looking dashboards you need to make sure that charts and objects you draw align with each[...]
Creating an Actual vs Target Chart in Excel using Floating Markers
Almost everyone in business has heard the maxim, “What you measure is what gets managed.” We know that measuring is[...]
Create Excel Charts and Dashboards with Color Alerts for Actual and Target Values
Your Excel charts should alert you with color differences between actual and target values. Here’s a quick way to create[...]
Hiding Worksheet Data Used in Excel Charts and Dashboards
Recently an associate called me with an Excel 2010 problem. She was asked to create an elegant worksheet that pulled[...]
Show Excel Pie Chart Details with an Exploded Bar Chart
Show the details in a pie chart by exploding sections into a bar chart. To get the big picture of[...]
Creating Cascading Drop-Down Menus in Excel
What do you do when you want to give users the ability to select from 20 or more choices in[...]
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