Using filtering tools (slices and timelines)

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Excel provides tools for interactively filtering data on a dashboard. Slicers and timelines allow the user to quickly switch between different categories of data or time periods. Example: Use slicers to filter data by region, product, or customer, and timelines to display information for a specific time period.

Step 5. Automate data updates
Using Power Query and macros in Excel, you can automate data refresh. This is especially useful if the report needs to be updated with new data every day, week, or month. Example: Setting up automatic dashboard el salvador email list refresh when new data is loaded from a CRM system.

Step 6. Configuring the interface
Once all the elements (graphs, charts, pivot tables) are ready, you can customize the appearance of the report. It is important to create an intuitive interface with easy navigation, distributing elements on different tabs and designing them with color schemes and captions.

Example of a dashboard in Excel
Data: A table with sales information by product and region over several months.
Pivot table: Sales grouping by region and date.
Charts: Column chart for analyzing sales by region and line chart for tracking sales growth.
Slices and Timelines: Ability to select specific regions or time periods for analysis.