25 Mar
Executive Excel Dashboard Reporting
Excel dashboards are some form of visual reporting mechanism. Excel dashboards are completely different from your default spreadsheet report that is usually created in excel.
Most organisations will have aims and objectives or a balanced scorecard with their performance indicators. Developing an excel dashboard creates an opportunity for managers to have all their most important success factors that are relevant to be shown on an executive dashboard. You can also have more detailed operational dashboards that focus on a certain aspect of performance.
A single page
Don’t clutter your excel dashboard with unnecessary visual elements and data. If it looks too busy, then it will fail to communicate the data effectively. We are trying to communicate a message about the data. Don’t include every bit of data in a dashboard. The information should show progress towards key objectives and priorities. The other point here is that if something is out with your line of sight, then it can’t be viewed quickly or possibly missed altogether. When you print your dashboard, it should also fit to a single page.
Not complicated
An excel dashboard should help to visually identify trends and patterns quickly without confusion. This means that there should not be any visual competition or chart junk present. Fancy formatting distracts users from the key messages. This includes fancy 3D charts, logos, pictures and gauges, which don’t communicate key messages well and take up too much space. Visual reports should help managers decide if any further action or drilling down is required. The use of visual attributes should be used to aid visual perception.
Use visual attributes
The position of your excel dashboard components will vary in importance to your reader. Usually, the upper-left and middle-left of a page generally gathers more attention than the bottom right. It is a bit like a web page.
Find out about the latest guide and examples about developing your own excel dashboard. Read more about creating an executive dashboard.
