Using Shapes for Stylish Excel Dashboards

Creating an Excel Dashboard for data visualization is one of the key skills analysts in vast majority of organizations require. The good news is that Microsoft Excel has continued to make improvements that allow the process and available visualizations (charts) easy to generate. For instance, with Excel 2016, you have a Waterfall chart as a standard chart. With Excel 2013 and prior versions, creating a waterfall chart would require some tweaking, but yes, it is achievable (follow the link to learn the 4 steps). I will discuss some key concepts among the undermentioned. You can download a copy of the file used in this example at the bottom of this article.

  1. Custom calculations in Pivot Tables
  2. Adding interaction to dashboards with slicers
  3. Custom number formats and conditional formatting
  4. Using shapes for a prettier excel dashboard
  5. Applications of VLOOKUP + MATCH and named ranges

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