Question

list two data visualization feature of Excel used to create dashboards and briefly describe their utility.

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Answer 1

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Excel Tables

The most important component of any dashboard is its data. The data can be from a single source or multiple sources. The data might be limited or might span several rows.

Excel tables are well suited to get the data into the workbook, in which you want to create the dashboard. There are several ways to import data into Excel, by establishing connections to various sources. This makes it possible to refresh the data in your workbook whenever the source data gets updated.

You can name the Excel tables and use those names for referring your data in the dashboard. This would be easier than referring the range of data with cell references. These Excel tables are your working tables that contain the raw data.

Sparklines

You can use Sparklines in your Excel tables to show trends over a period of time. Sparklines are mini charts that you can place in single cells. You can use line charts, column charts or win-loss charts to depict the trends based on your data.

Conditional Formatting

Conditional formatting is a big asset to highlight data in the tables. You can define the rules by which you can vary color scales, data bars and/or icon sets. You can either use the Excel defined rules or create your own rules, based on the applicability to your data.

Excel Charts

Excel charts are the most widely used data visualization components for dashboards. You can get the audience view the data patterns, comparisons and trends in data sets of any size strikingly adding color and styles.

Excel has several built-in chart types such as line, bar, column, scatter, bubble, pie, doughnut, area, stock, surface and radar if you have Excel 2013.

Excel Camera

Once you create charts, you need to place them in your dashboard. If you want to make your dashboard dynamic, with the data getting refreshed each time the source data changes, which is the case with most of the dashboards, you would like to provide an interface between the charts in your dashboard and the data at the backend. You can achieve this with the Camera feature of Excel.

Excel PivotTables

When you have large data sets and you would like to summarize the results dynamically showing various facets of the analysis results, Excel PivotTables come handy to include in your dashboard. You can use either the Excel tables or the more powerful data tables in the data model to create PivotTables.

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