How to Create a Purchasing Dashboard in Excel | Free Spreadsheet
🟢LEARN EXCEL WITH ME IN THE COMPLETE EXCEL COURSE WITH CERTIFICATE: http://excelentejoao.com.br/sejaexcel...
🔵FREE SPREADSHEET: https://excelentejoao.com.br/wp-conte...
In this free Excel video lesson, we'll learn how to create a modern, beautiful, and interactive Excel dashboard from an Excel purchasing spreadsheet.
You can create a dashboard from several different spreadsheets, such as: sales spreadsheets, cash flow spreadsheets, financial control spreadsheets, timesheets, timesheets, HR spreadsheets, logistics spreadsheets, etc. So, the important thing is to learn how to create a dashboard so that we can then apply this knowledge to other areas.
To create an Excel dashboard, we'll use important Excel tools and functions, such as formatting as an Excel table, Excel PivotTable, Excel PivotChart, Excel data segmentation or dynamic filters, and cards to display only a specific value.
A dashboard, also known as a control panel, is a visual management tool that clearly and objectively presents everything you need to monitor the progress of your business results and ensure you achieve your goals.
With a dashboard, you can analyze results in a simple and interactive way, in addition to helping you make decisions in your daily life and in the job market.
To create a dashboard in Excel, we can follow the steps below.
1. Have a database.
2. Transform the database into a table using the format as a table tool.
3. Create a pivot table from the table.
4. Create a data segmentation.
5. Create the dashboard background image with objects, figures, or icons. 6. Creating Pivot Charts and Value Charts.
1. Having a database in Excel is the first step, as we need information to create graphs, tables, pivot tables, and pivot charts. A database is necessary to create a dashboard.
2. Creating a table in Excel involves using the tool called format as a table. So, let's take our database and transform it into a table with a very important Excel feature.
3. Creating a pivot table in Excel can greatly help us create a dashboard, as it allows us to create dynamic charts. This means that whenever we apply any filters or data segmentation, the information in the charts will update automatically. A pivot table is also known as a pivot table, and a pivot chart is known as a pivot chart.
4. Data segmentation, also known as checkboxes, drop-down lists, filter buttons, selection buttons, dynamic filters, etc., will be very important to make our Excel spreadsheet interactive. Every time information is selected from the data segmentation box, all values in the spreadsheet and all values in the Dashboard will be automatically updated. This way, we can make our Excel spreadsheet interactive and dynamic. With just a few clicks, we can filter the information we need to view.
5. Creating the Dashboard background is very important because we can make the dashboard modern and attractive using just the image we choose for the Excel spreadsheet's background.
We can use shapes and objects such as rectangles, squares, circles, rectangles with rounded corners, etc. We can also use icons or images from our computer.
6. Dynamic charts, or pivot charts, will make our Excel dashboard more beautiful and interactive. Every time any value is filtered and a segmentation of information is made, the charts update automatically, showing only the selected information.
#ExcellentJoão #Excel #Dashboard