Creating a Survey Dashboard in Excel with Charts and Filters

If you’ve collected survey data and want to turn it into a clean, interactive dashboard—Excel is your best starting point. Here’s how to do it step by step.

📊 Step 1: Prepare Clean Survey Data

Your raw data should be organized in tabular format, with headers like:

• Name
• Gender
• Age Group
• Rating (1–5)
• Feedback Category

🔁 Step 2: Create a Pivot Table

Insert a Pivot Table and place:

• “Gender” or “Category” in Rows
• “Rating” in Values (Average or Count)
• “Age Group” in Filters (optional)

📈 Step 3: Add Pivot Charts

Choose a Pie, Bar, or Column Chart to visualize feedback distribution. You can copy these charts to a new sheet labeled Dashboard.

🧩 Step 4: Use Slicers for Filtering

Click inside your Pivot Table → Insert → Slicer → Choose fields like Gender or Category. This lets users filter visuals dynamically.

🎨 Step 5: Format the Dashboard

• Remove gridlines for a clean look
• Use consistent chart colors and bold titles
• Group charts and slicers into sections

✅ Done! You now have a complete Excel-based survey dashboard that can be shared or embedded into reports. Want a FREE sample? Download from our Gumroad or get the premium Power BI version!