Advanced Excel · Beginner level

Beginner level · Module 5: Dashboard Fundamentals in Excel · Lesson 3 of 3

Building and Presenting the Dashboard

Assemble the dashboard, test it with new data and present it.

In this lesson you will

  • Assemble a dashboard from PivotTables, charts and figures
  • Test and present the dashboard

Key concepts

assemblyrefresh testprotecting layoutpresentation

The lesson

Assemble the elements on one sheet, align them on a grid, use consistent colours and remove gridlines and unnecessary labels.

Test with a new month of data: add it to the tables, refresh all and check every number.

Protect the dashboard sheet against accidental edits, and present it by walking through the owner's questions one by one.

Step by step

  1. Assemble and align the dashboard.
  2. Add a new month of data and refresh.
  3. Check every figure.
  4. Present to the 'owner'.

Practice activity

Complete and present the Monthly Sales and Stock Dashboard.

Expected result: A dashboard that updates correctly and answers the owner's questions.

Check your understanding

  1. How should a dashboard be tested?

    Show answer

    Add new data, refresh and check every number.

  2. Why protect the dashboard sheet?

    Show answer

    To prevent accidental changes to the layout and formulas.

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