There is a story behind your Excel numbers.
The question is: Will you tell it?
Even after all these years, Excel remains a staple for businesses around the world. And why not? If you’re looking for a simple tool into which you can dump data and build formulas, you could do a lot worse.
The problem is that, unless someone drags it out into the open where it can be put to use, the lessons behind those spreadsheets will stay hidden.
At Klipfolio we give you all the tools you need to pull your Excel data out from behind a spreadsheet and into the light of day.
Our dashboards are the ideal tool for transforming the reams of data your company is storing in Excel into beautiful graphs, charts and indicators that give you the tools you need to make key business decisions.
Why use Klipfolio for Excel and Spreadsheet reporting?
How to create an Excel dashboard with Klipfolio
Creating an Excel dashboard with Klipfolio is easy.
- Connect your data: Klipfolio offers a built-in integration with Excel. That means all you need to do is upload your Excel spreadsheet (this can even be done via third-party tools such as Dropbox or Google Drive). Klipfiolio does the rest.
- Select your metrics: Klipfolio makes it easy to get up and running with pre-built dashboards and “Klips”. All you need to do is let Klipfolio know what you want to track.
- Build your dashboard: Even Excel data easy to customize. Move your data around, change colours, add some indicators – pretty much everything is customizable.
- Gain more confidence with our free training videos for Building Excel Dashboards.
Klipfolio enables users to visualize their data in a dynamic and interactive dashboard. Essentially, we allow you to keep your data on the backend, so you only see clean and concise visualizations on the front end.
The simple Excel functions you know, in the interactive dashboard you need
Excel has long been many company's go-to data organization platform. Most people know the basics of the program and for many it’s the easiest way to record data.
So why connect Excel with Klipfolio? Klipfolio enhances Excel's data organization capacity by allowing you to beautifully visualize your data so that you can understand it in a glance and more easily act on what the data is telling you.
I’m not going to lie, there is a learning curve to our product. But the good news is that your experience in Excel will cut that curve in half. Here are some of the things you're already familiar with in Excel that you can look forward to using in Klipfolio.
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. And another cool thing is that if you want to create a pivot table we’ve eliminated almost all of the steps to do it.
Just grab the visualization from the right hand menu in the Editor, and select the data you want to transform.
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 by 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.
You’ve probably spent a lot of time memorizing functions 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—array, count, group, slice and sort, among others.
We've made it easier to make these functions manipulate your data in the exact ways you want. And the best part? You won’t have to keep applying functions; you can setup Klipfolio to automatically update your data or you can simply do it yourself without creating new spreadsheets.
How to share and view your Excel dashboard
I don’t know about you, but static spreadsheets don’t exactly match my office decor. And screenshots of graphs don’t emphasize the important KPIs in my reports and presentations.
What’s essential to remember is that data is meant to be shared. What’s the point of analytics if there are no conclusions drawn from the numbers?
A dashboard is the best way to share your metrics and KPIs. When you can clearly see what’s going on, making important decisions or executing new projects becomes a routine part of your work day, not just another monthly or quarterly meeting on your calendar.
SharePoint, PowerPoint and Keynote
There's a certain joy that comes from being able to pull your data visualizations out of the primary platform and display them in another for others to see. Nothing crushes this joy quite like formatting issues.
Whatever slideshow platform you prefer, Klipfolio offers a way to display your data in a presentable, clean visualization. You can add in a live link of a dashboard to pull up during your board meeting, or you can save each metric individually as an image or PDF to paste right in.
As I’ve said before, data is meant to be shared. Many offices and businesses are displaying their dashboards on a TV to make it accessible to everyone. Doing this means that the same live links you can throw into your PowerPoint, for example, can now double as a nice piece of office art—art that allows you to understand your KPIs in a glance and ensure your team is on the same page.
All you need to do to get your KPIs up on the wall is connect your dashboard with any wireless HDMI device.
What’s awesome is that because your dashboard can update automatically, there is no scramble to be prepared for big conversations. You’re always in the know.
This sharing capability is also super helpful for project management. When you have a big team it can be difficult to keep up with everyone's day-to-day. But with a TV dashboard you can move your project management out of Excel and on to a wall in your department so everyone is aligned and working on what's most important.
Step-by-step tutorials to build your custom Excel dashboard
One of the best benefits of creating a dashboard is that you might be able to escape having to fill your hard drive with .xml and .csv files.
Adding us to your roster eliminates the hassle of exporting your data from third party platforms. We have tons of data connectors, so be sure to check out which ones you'll want to add to your dashboard.
But if you still want your data to live in Excel or can’t find the connector you’re looking for, not a problem! Here are the first three videos in our series on building Excel dashboards with Klipfolio:
1. Introduction to Klipfolio Dashboard Tutorials for Excel
2. Overview of Klipfolio Dashboard Interface and Klip Editor
3. Connecting Excel Data to Klipfolio
If you want to see all of the other videos in our Klipfolio Dashboard Tutorial For Excel series, check out our YouTube playlist.
Why Excel is (still) a great business tool
It doesn’t take much to see why Excel remains so popular.
Microsoft’s tool offers a simple interface with a relatively low barrier to entry for teams to use. It’s great for putting data to work in the form of formulas. And these days, with the rise of the cloud, it’s easier than ever to quickly share your Excel data between employees.
The problem, though, is that storing and playing with numbers isn’t enough. Data needs to be shared. Otherwise you can’t put it to work to help make key decisions, get a gauge on how your business is performing and communicate with the rest of your team.
That’s where a dashboard has such a big role to play.
What is an Excel dashboard?
A dashboard is a business management tool used to visually depict the performance of an enterprise, a specific department, or a key business operation.
Dashboards are, for the most part, built on data that you pull in from other sources and then display in the form of graphs and charts that make clear to your team how your organization is performing.
The data sources can be pretty much anything – your Facebook ads, say, or your Google Analytics data.
It can even be an Excel spreadsheet.
The beauty of an Excel dashboard is that it allows you to keep the confusing mess of data you’ve dumped in a spreadsheet but present it to clients, bosses and team members in a clean, compelling format that makes sense to them.
This helps bring your Excel data out from behind the spreadsheet and into the open, where it can be put to work in helping improve your business.
Why create a dashboard with Excel?
A dashboard is the perfect pair for Excel data. Here’s why:
It gives everyone access to the same information: Dashboards are easily shareable. In the case of Klipfolio they can be transported onto a number of different devices – TVs, email reports, even mobile phones and tablets.
It allows you – and your employees – to visualize your data: Excel has a function that allows you to creates charts and tables. But it’s pretty limited. With a dashboard, the power to customize is yours. Bring your data to life with a variety of bar charts, tables and infographics.
A dashboard updates automatically: If you store your Excel data in the cloud, then you can get real-time reports on it through your dashboard. No more waiting for report time to get an update from your team on what your numbers are. Just have your employees update as they normally would. With dashboards, the results come to you.
Build a custom dashboard with Excel data
Sometimes you need to customize to display the data that matters most to you. That’s the beauty of Klipfolio. Our tool is simple enough that even the most data-adverse teams can use it to get real-time updates on how their business is performing. But it’s also detailed enough that teams that want to customize, can. Klipfolio makes the hard part of building custom dashboards – actually pulling the data in from your channels – easy. We have pre-built integrations with Excel and nearly every tool available. Quickly and easily grab your Google Analytics, Facebook Ads, Salesforce and Xero data (to name a few). Want to build your own API query? You can do that too. Klipfolio gives you the power to build custom queries to pull in the unique data sources for which you’re looking. Then, once your data is imported, you can put the data to work however you want. Build custom charts, tables and graphs, create indicators that show when a value has dropped and needs attention or combine data sources to reveal trends and connections. Klipfolio also has many formulas that are similar to the ones in Excel. So that means you can quickly put your Excel knowledge to work in the service of dashboard building.
The best part? You don’t even need to be an expert on data. Check out our Klipfolio courses and get step-by-step instruction on connecting your data, building custom visualizations and more.