Project Brief

Link to Dataset: https://databudd.com/s/CompanyXsales.xlsx

In this course, I’m going to show you how you build interactive dashboards on Excel. These are simple to set up and can really help you in your job. I’m a data analyst by profession, I know how important data is and I know how important displaying data is. The good thing is that you get to create a dashboard on Excel. Excel is a popular tool, most people have used it before and are familiar with basic functionality. This is great because you can create the dashboard and anyone who has Excel will be able to read it and interact with it.

A Dashboard can be a great tool when it comes to tracking KPIs, comparing data, and generating reports that can help you or your stakeholders make decisions. Dashboards can be interactive where the user can filter data based on their requirements which makes it way better than traditional report.

Requirements

Excel (I'm using version 365 but any recent version is fine)
Data set, link here: https://databudd.com/s/CompanyXsales.xlsx

Objective

You are a data analyst for Company X. They would like to present their Q1 2022 sales to the board however they’re not sure how to display the data. You will be creating a dashboard to display the data.

The main dataset is the sales data. The link to the dataset is below.

Ideally, the board generally like’s to see the following

Sales by certain characteristics such as Month, Branch and City and Payment type
The board would also like it to be interactive where they can choose to filter the data by month, city, branch and customer type.

For your class project, you may do the following:

Create a mockup design of your dashboard.
Create the dashboard on Excel using the steps provided in this course. You can use your own data or the data provided in the course (https://databudd.com/s/CompanyXsales.xlsx)
You can then upload a screenshot/image of your dashboard and mockup as your project!

Good Luck!

Creating Dashboards Process on Excel

Example Mock-up

Lori Byron

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