Creating My First Excel Dashboard

personia

New Member
Joined
Mar 19, 2010
Messages
29
I am an intermediate user of Excel 2010 on Windows 7. I'm very comfortable with vlookups, pivot tables and the macro recorder.

I'm interested in creating a dynamic excel dashboard with various metrics from different segments of my company that I can present to upper level managers as an analysis tool.

The biggest requirement is that the dashboard must be easy to update. What's the best way to store the data that the dashboard will pull from? Access?

I've done a little research online regarding the subject but figured I would come to this forum for some expert guidance. I'm looking for books and any other materials that will help me in this process.

Thanks!

Ian
 

Excel Facts

Remove leading & trailing spaces
Save as CSV to remove all leading and trailing spaces. It is faster than using TRIM().
To create my Dashboard I use this small ebook: Create a Dashboard using PivotTable - Roger F. Silva

https://www.amazon.com/Create-Dashboard-using-PivotTable-Excel-ebook/dp/B01EO923M0/ref=sr_1_3?s=digital-text&ie=UTF8&qid=1486600546&sr=1-3

Good Luck :)
 
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