There's a story behind every Excel spreadsheet. Be your data storyteller.
How to build an Excel dashboard
- Connect your data
- Select your metrics
- Design your dashboard
- Share your masterpiece
Upload your Excel spreadsheet with our built-in Excel integration.
All you need to do is figure out what’s most important for you and your team to track.
Move your data around to create a dashboard that makes sense to you. Change colours, and add some vibrant graphs, charts, or indicators.
Emails. PDFs. Web links. Presentations. TV dashboards. There’s no shortage of ways you can share and view your dashboard with your colleagues.
Why create an Excel dashboard?
Accurate data for you and your team, anywhere.
An Excel dashboard gives everyone access to the same information. Your team will know where they stand and can make decisions in seconds, backed by data. From TVs, to email reports, to mobile phones and tablets, look up numbers on-the-go.
Understand your spreadsheets with colourful visualizations.
Excel has a function that allows you to creates charts and tables. But it’s limited. With a dashboard, the power to customize and design is yours. Bring your data to life with a variety of visual bar charts, tables and infographics.
Automatic updates to stay on top of your game.
An Excel dashboard updates automatically: With your Excel data stored in the Cloud, your results come to you with real-time reports whenever you need.
How Klipfolio Works With Excel Reporting
Use what you know from Excel
You’ve probably spent a lot of time memorizing the functions process in Excel. We have good news, your time has not gone to waste.
Klipfolio manipulates your data with similar functions to the ones you know and love already: array, count, group, reference, slice and sort formatting, among others.
Klipfolio has also made it easier to make these functions manipulate your data in the exact ways you want them to. The best part? You won’t have to provide and apply functions over and over again; you can setup Klipfolio to automatically update your data or simply do it yourself without creating new spreadsheets.
The cells you’re familiar with using to organize your data in an Excel spreadsheet are virtually the same as the ones you’ll be using in Klipfolio’s Editor.
When you connect Excel to Klipfolio, your data stays the same - right where you left it. Oh and did we mention that if you want to create a pivot table, we’ve eliminated almost all of the steps to do it.
Navigating through your data isn’t always easy, especially when you have multiple spreadsheets in one file.
Since you already know how to setup your data with tabs, Klipfolio takes this capability one step further allowing you to organize each component of your KPIs in three simple tabs: data, properties, and indicators.
This way you won’t find yourself in a sea of functions, but can still get around the way you know best.
How to create an Excel dashboard, step-by-step
1. Connect your data
Upload your Excel spreadsheet with our built-in Excel integration. Or try another integration such as Dropbox or Google Drive, the choice is yours. Once you upload your data, Klipfolio does the rest.
2. Select your metrics
All you need to do is let Klipfolio know what you want to track so figure out what’s most important for you and your team to track. If you need a push to get started, Klipfolio makes it easy to get up and running with pre-built dashboards and Klips.
3. Build your dashboard
Pretty much everything is customizable in Klipfolio. Even Excel data easy to customize. Move your data around to create a dashboard that makes sense to you, change colours, and add some vibrant graphs, charts, or indicators.
4. Share your masterpiece
Emails. PDFs. Web links. Presentations. TV dashboards. There’s no shortage of ways you can share and view your Klipfolio dashboard with your colleagues. Sharing your metrics and KPIs becomes a routine part of your workday with no need to scramble in preparing for conversations, big and small.
5. Gain more confidence
Practice makes perfect right? With tons of resources (see below) and a friendly Support team, Klipfolio is here for you every step of the way.
Klipfolio + Excel Resources
We have a wealth of pre-built content for Google Analytics, Facebook, and more that can get started and building fast. With Excel data, because of how unique it is, building dashboards require more customization. But don’t worry! Read, watch, and learn. Klipfolio gives you everything you need to get up and running so you can feel like a reporting expert in no time.
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- Audrey Hardou, Strategic IT Procurement Manager, Air Canada
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