EXCEL SLICER TEMPLATES HOW TO
EXCEL SLICER TEMPLATES SOFTWARE

The creation of a project or sales dashboard Excel template requires 3 separate tabs or sheets within the Excel notebook: This way, you can retrieve the data you started with in case you make a mistake. A quick way to search for duplicates in Excel is to highlight the whole set of data then click the Remove Duplicates button.īefore proceeding, it’s recommended to keep your original data set somewhere else. If you want to use the dashboard feature, each row of data must be unique otherwise, you will be double counting. This is also the perfect time to search for duplicate information that you need to delete. While you’re at it, analyze then check the data for any errors or typos. Organize the information into appropriate columns and rows. If your existing Excel spreadsheet is in a mess, take time to clean it up first.

EXCEL SLICER TEMPLATES HOW TO

If you’re familiar with how to work with data within Excel, you should know that it is very important that each piece of information has its own cell. Research the best method to import your data. There are different ways to do this with varying levels of complexity depending on where your data currently exists. Before you start making your dashboard report template, consider these preparations first:īefore you can create a sales or project management dashboard template, you must first know how to import your data into Excel.

Just imagining the data visualizations you can have when creating Excel dashboard templates will encourage you to get started. The main purpose behind this is to give you access to the most accurate information no matter where you are.

EXCEL SLICER TEMPLATES SOFTWARE

Most dashboard software is both programmed and designed to suit any mobile device. The graphic design allows you smooth and easy navigation throughout the document. Using dashboards doesn’t require exhaustive or complicated training as they are naturally intuitive for users.

These tools go deeper in information as needed by choosing only the object or variable you need.

With the dashboard, you can see at a glance the overall situation report of the information you need.ĭashboards don’t mean the absence of details. Doing this allows each person to see the level of detail needed to get the job done and meet your goals.īefore the advent of dashboards, you would have to spend a lot of time reviewing and analyzing reports before coming to a final decision or conclusion. You can customize each decision level dashboard to present the most useful and valuable information. You can customize your dashboard in terms of expectations and users. You will also be much quicker to respond to opportunities and issues. Since these documents are very easy to read and comprehend, the use of a KPI dashboard Excel to review details and view the status of operations provides a significant opportunity to make your business more efficient.

Key data points and metrics that monitor the health of your business, its departments, or a certain process.Ī performance dashboard Excel is a single-page summary of the analysis of the information, meaning it’s an overview of your system.

Excel dashboard templates are a type of information management tool that you can use to visually monitor, analyze then display:

Excel slicer templates