Skip to content

Three Steps to Design a Dashboard

When attempting to create a dashboard in Excel or Google Sheets, it can be easy to get overwhelmed.

What do you do? What steps do you take? How do you go about it in the first place?

Although I can’t cover everything about building a dashboard in just a single blog post, I can at least offer three simple steps to help get you started.

Step 1 – Store the Data in Your Spreadsheet

The first step is to get your data into Excel or Google Sheets.

Once you have your data stored within your spreadsheet, you can begin building your dashboard.

Although this step may seem simple, it is necessary.

Step 2 – Summarize Your Data

Getting the raw data into your spreadsheet may be the first step, but it won’t do you any good in that form alone.

You must transform your data by summarizing it and performing the necessary calculations.

You can do this using functions, formulas, and pivot tables. Ultimately, the tools you use are up to you; however, you need to summarize your data so that it is meaningful and less detailed than just raw data.

I also recommend you summarize your data on another worksheet within the same spreadsheet file you are working with.

Step 3 – Visualize the Data

Once you’ve stored and summarized your data, then you are ready to visualize it.

The final step is to turn your summarized data into charts and graphs that tell a story. I also recommend you place these charts on a new worksheet within your spreadsheet.

And this final worksheet will be your dashboard.

In Summary

As you can see, there really isn’t too much to it when you break everything down into simple steps.

Of course, there are a lot of small details not mentioned here. But ultimately, these three steps will lead you to success when building a dashboard.

So just remember:

  1. Store the data within your spreadsheet.
  2. Summarize the data.
  3. Visualize the data.

At its core, these are the three steps you need to design and build a dashboard.

This Post Has 0 Comments

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.

Back To Top