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Before you start building your dashboard, first take some time to reflect on why you need a dashboard, what purpose it will serve, where the data will come from, and what you capabilities you do and don’t need.It might also be helpful to mockup your Excel dashboard on a piece of paper.

You can fix this by clicking on a date at the top of your Gantt chart and click on the box that appears around the dates. You can copy and paste the data, or if you use Comm Care, you can create an Excel Connection to your export.

There are two tabs in the template; one tab for the dashboard and one tab for the raw data.

In the Raw Data sheet, you can add your own project information and the charts will automatically update. You’ll have to input numbers incrementally to adjust the spacing and get it to look the way you want.

You could also make an interactive dashboard with Power Point.

Adding interactivity to a pure Excel dashboard can be challenging, and usually requires Macros (or VBAs), the programming language used within Excel.

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