Best Practices for Designing Excel Dashboards for Clients
If you're designing Excel dashboards for clients or managers, presentation is as important as data accuracy. Here's how to make dashboards that not only look good — but also deliver value fast.
1. Know the End Goal
Ask clear questions before designing. What KPIs should be displayed? What's the decision to be made?
2. Use Tables as Data Source
Always convert raw data to tables (Ctrl + T) for dynamic charting and clean structure.
3. Minimize Manual Edits
Use dynamic formulas, drop-downs, slicers, and automated refresh to reduce human error.
4. Keep it Simple
Avoid visual overload. Use clear charts, 1–2 fonts, and neutral colors.
5. Add Interactivity
Use slicers, timelines, and buttons to let users drill down on demand.
6. Standardize Themes
Keep your brand colors, spacing, and chart types consistent across all reports.
7. Protect Backend Data
Lock your formulas and raw data to avoid accidental changes. Use sheet protection with caution.
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