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This wikiHow teaches you how to create a dashboard in Microsoft Excel. You can do this on both the Windows and Mac versions of Excel.
Steps
Create Table
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Open the Excel document. Double-click the Excel document or program icon and select the document name from within the home page.
- You can also open a new Excel document by clicking Blank Workbook on the Excel home page, but you’ll need to enter data before you can continue.
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Select table data. Click the cell in the upper-left corner of the data group that you want to include in the table, then hold down the ⇧ Shift key while clicking the cell in the lower-right corner of the data group.
- For example, if the data stretches from cells A1 down A5 to D5 , you need to click A1 and D5 while holding down the ⇧ Shift key.
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Click the Insert tab located in the green ribbon at the top of the Excel window. The Insert toolbar will appear below the green ribbon.
- On a Mac, you need to make sure you don’t click the Insert item in the Mac’s menu bar.
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Click the Table option in the “Tables” section of the toolbar. A window will pop up.
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Click the OK button at the bottom of the pop-up window. The table will be created.
- If the data group has top cells for column names (such as headers), check the “My table has headers” checkbox before clicking OK .
Table redesign
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Click the Design tab located in the green ribbon near the top of the Excel window. The table designer toolbar will appear directly below the green ribbon.
- If you don’t see this card, you’ll need to click on the table for the option to appear.
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Select the table design diagram. Click one of the color boxes in the “Table Styles” section of the Design toolbar to apply the color and design to the table.
- You can click the down arrow to the right of the color boxes to scroll through a variety of design options.
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Check out other design options. In the “Table Style Options” section of the toolbar, you can check or uncheck any of the following options:
- Header Row – Check this box to put the column name in the top cell of the data group. If you uncheck this box, the title will be deleted.
- Total Row – When checked, this option will add a row to the bottom of the table to display the total value of the rightmost column.
- Banded Rows – Check this box to alternately color the rows, or uncheck so that all rows in the table have the same color.
- First Cpumn and Last Cpumn – When checked, these options will bold the title and data in the first and/or last column.
- Banded Cpumns – Check this box to color alternate columns, or uncheck so that all columns in the table have the same color.
- Filter Button – When checked, this box adds a drop-down box next to each header in the table and allows you to change the data displayed in that column.
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Click the Home tab again to return to the Home toolbar. Table changes will be preserved.
Filter table data
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Open the filter menu. Click the drop-down arrow to the right of the header of the column containing the data you want to filter. A menu will drop down.
- To do this, both the “Header Row” and “Filter” boxes in the “Table Style Options” section of the Design tab must be checked.
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Select filter. Click one of the following options from the drop-down menu:
- Sort Smallest to Largest (Sort smallest to largest)
- Sort Largest to Smallest
- Depending on the data in the table, you may see additional options like Sort by Cpor or Number Filters . In this case, you can choose one of these options and then click a filter in the pop-up menu.
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Click OK when the option appears. Depending on the filter selected, you may need to select a different range or data type before continuing. This filter will be applied to the table.
Advice
- If you don’t need to use the table anymore, you can delete the entire table or return it to a range of data on the worksheet. To delete the entire table, select the table and then press the “Delete” key. To return a table to a range of data, right-click any cell in the table, choose “Table” from the pop-up menu, then click “Convert to Range” from within Table submenu. The sort and filter arrows will disappear from the column header along with all table name references in the cell formulas. However, the column header names and table formatting are retained.
- If you position the table so that the first column header is in the upper-left corner of the worksheet (cell A1), the column headings will replace the worksheet column headings as you scroll up. If the table is placed anywhere else, the column headers will slide out of view when you scroll up, at which point you will need to use the Freeze Panes option to keep the information visible. throughout.
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This article is co-authored by a team of editors and trained researchers who confirm the accuracy and completeness of the article.
The wikiHow Content Management team carefully monitors the work of editors to ensure that every article is up to a high standard of quality.
This article has been viewed 2,142 times.
This wikiHow teaches you how to create a dashboard in Microsoft Excel. You can do this on both the Windows and Mac versions of Excel.
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