Non-financial Excel Dashboards

Dashboards give a visual snapshot of your business performance. They typically show data spread over time and grouped by category. The most common dashboard examples are based on financial data, so in this video tutorial I’ll show you how to build non-financial Excel dashboards.

I’ll be including some techniques I haven’t demoed in any of my other dashboard tutorials so stay tuned to the end.

This dashboard uses Power Query and Power Pivot which are available in Excel 2010 onward. However, there are some limitations depending on the version of Excel that you have. Click the links below to see if your version of Excel is compatible:

• Versions of Excel supporting Power Query
• Versions of Excel supporting Power Pivot

Watch the Video

Download Workbook and Data

Techniques Used to Build Non-financial Excel Dashboards

• Power Query - get the data from the Text/CSV files
• Power Pivot – model the data and write DAX measures
• PivotTables – to summarise the data for the charts
• Pivot Charts – to visualise your data
• Cross Highlighting and Filtering Charts – like we can with Power BI, but in Excel!
• Slicers – allow filtering of the charts
• Icons – add graphics to help quick interpretation
• Map Charts – Excel Map charts use Bing maps to plot data
• TEXT Function – create dynamic labels that update with your reports
• Custom Number Formatting – to hide the negative values in the People in Space chart
• Microsoft 365 Stock Images – Royalty-free images for use in documents, presentations, workbooks etc.

Learn More

The topics above are a great start, but if you’d like to take your Excel skills further, please consider our courses below:

Excel Dashboards Course – A comprehensive course designed to give you the skills to build dashboards for any industry.

Excel Power Query Course – automate the gathering and cleaning of data with Power Query.

Power Pivot Course - work with big data spread over multiple tables. Create relationships between the tables and write advanced DAX measures that extend the capabilities of regular PivotTables.