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This wikiHow teaches you how to create a dashboard in Microsoft Excel. You can do this on both the Windows and Mac versions of Excel.
Steps
Create Table
- You can also open a new Excel document by clicking Blank Workbook on the Excel home page, but you’ll need to enter data before you can continue.
- For example, if the data stretches from cells A1 down A5 to D5 , you need to click A1 and D5 while holding down the ⇧ Shift key.
- On a Mac, you need to make sure you don’t click the Insert item in the Mac’s menu bar.
- If the data group has top cells for column names (such as headers), check the “My table has headers” checkbox before clicking OK .
Table redesign
- If you don’t see this card, you’ll need to click on the table for the option to appear.
- You can click the down arrow to the right of the color boxes to scroll through a variety of design options.
- Header Row – Check this box to put the column name in the top cell of the data group. If you uncheck this box, the title will be deleted.
- Total Row – When checked, this option will add a row to the bottom of the table to display the total value of the rightmost column.
- Banded Rows – Check this box to alternately color the rows, or uncheck so that all rows in the table have the same color.
- First Cpumn and Last Cpumn – When checked, these options will bold the title and data in the first and/or last column.
- Banded Cpumns – Check this box to color alternate columns, or uncheck so that all columns in the table have the same color.
- Filter Button – When checked, this box adds a drop-down box next to each header in the table and allows you to change the data displayed in that column.
Filter table data
- To do this, both the “Header Row” and “Filter” boxes in the “Table Style Options” section of the Design tab must be checked.
- Sort Smallest to Largest (Sort smallest to largest)
- Sort Largest to Smallest
- Depending on the data in the table, you may see additional options like Sort by Cpor or Number Filters . In this case, you can choose one of these options and then click a filter in the pop-up menu.
Advice
- If you don’t need to use the table anymore, you can delete the entire table or return it to a range of data on the worksheet. To delete the entire table, select the table and then press the “Delete” key. To return a table to a range of data, right-click any cell in the table, choose “Table” from the pop-up menu, then click “Convert to Range” from within Table submenu. The sort and filter arrows will disappear from the column header along with all table name references in the cell formulas. However, the column header names and table formatting are retained.
- If you position the table so that the first column header is in the upper-left corner of the worksheet (cell A1), the column headings will replace the worksheet column headings as you scroll up. If the table is placed anywhere else, the column headers will slide out of view when you scroll up, at which point you will need to use the Freeze Panes option to keep the information visible. throughout.
This article is co-authored by a team of editors and trained researchers who confirm the accuracy and completeness of the article.
The wikiHow Content Management team carefully monitors the work of editors to ensure that every article is up to a high standard of quality.
This article has been viewed 2,142 times.
This wikiHow teaches you how to create a dashboard in Microsoft Excel. You can do this on both the Windows and Mac versions of Excel.
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