{"id":266076,"date":"2024-03-13T20:06:45","date_gmt":"2024-03-13T19:06:45","guid":{"rendered":"https:\/\/www.sheetgo.com\/?p=266076"},"modified":"2026-11-10T16:14:09","modified_gmt":"2026-11-10T15:14:09","slug":"criar-dashboard-excel","status":"publish","type":"post","link":"https:\/\/www.sheetgo.com\/pt\/blog\/excel-features\/how-to-create-excel-dashboard\/","title":{"rendered":"Como criar um dashboard no Excel: guia para iniciantes"},"content":{"rendered":"

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Dashboards are a great way to keep track of important metrics without having to search through mountains of data. Microsoft Excel features many tools and features that allow you to quickly and easily create simple interactive dashboards, as well as highly complex and automated dashboards. You can get and transform data from multiple sources of different types and analyze it using a variety of tools like built-in functions, pivot tables, and charts. Slicers and timelines allow the user to interact with the dashboard and choose what they want to focus on. Additionally, you can record macros<\/a> and use VBA scripts to automate tasks and create more advanced interactions between the dashboard and its users.<\/p>\n

In this guide, you will learn how to create a simple, interactive Excel dashboard in four main steps. First, spend as much time as you need planning the dashboard. Second, import the data you need to your spreadsheet, and don\u2019t forget to clean it up. Third, choose the type of visualization that best illustrates your chosen metrics. Finally, put it all together in your dashboard.<\/p>\n

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What is an Excel dashboard?<\/h2>\n

An Excel dashboard is a single sheet that shows the most important metrics from your data at a glance. Instead of raw rows, it summarizes the numbers with pivot tables, charts, and headline figures, such as total sales for the quarter. Slicers and timelines let the reader filter the view, for example by product or sales team, without touching the source data.<\/p>\n

The dashboard usually sits on its own sheet in the same workbook as the data, or pulls the data in through Power Query. When the source table changes, refresh the pivot tables and the dashboard shows the new numbers.<\/p>\n

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How to create a dashboard in Excel?<\/h2>\n

Follow the steps below to create a simple interactive dashboard in Microsoft Excel.<\/p>\n

1. Plan your Excel dashboard<\/h3>\n

The first and most important step is to plan the dashboard carefully. Time invested in this step will help you avoid mistakes and wasted time when putting your dashboard together. The key is to focus on the purpose of your dashboard and its intended audience. What kind of KPIs is your audience interested in? What data can you use to visualize your chosen KPIs, and where is it located? There are so many cool tools and features in Excel that it\u2019s tempting to overload the dashboard. However, remember that your dashboard needs to be uncluttered and easy to understand.<\/p>\n

For this example, I will create a simple, high-level sales dashboard. The focus will be on total sales for the first quarter of this year. However, stakeholders also want to see total sales by month, by product, and by sales team.<\/p>\n

2. Import data to your Excel dashboard<\/h3>\n

One of the things you need to decide is whether you want to import the data or connect to it. By creating a connection, you ensure that updates to the source are reflected in your dashboard. Fortunately, connecting data to Excel is very easy. With Power Query, you can query and import data from practically any source you like, including different document types, folders, databases, websites, and apps. The \u2018Data from Picture\u2019 feature even extracts data directly from images.<\/p>\n

For this example, the data I need is already in an Excel workbook. If it isn\u2019t already, remember to convert your data to an Excel table, as this greatly facilitates a dynamic dashboard that changes as soon as data is updated in the table. Additionally, ensure that the data is clean and correctly formatted to avoid unpleasant surprises later on.<\/p>\n

To learn more about importing data to Excel, check out these guides:<\/p>\n