How to Create a Dynamic Excel Dashboard in Just 5 Steps

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Microsoft Excel is a great tool for creating business dashboards. Recently, I made the below dashboard using Excel in just 5 steps.

Step 1: Figure out what you need

The first step for any successful dashboard is to understand what information your users want and how they want it.

dashboard-sketch

  • Talk to your users and ask them “what and why” they need the information.
  • Prepare a mock-up sketch of the dashboard and get the buy-in.
  • Identify data sources and refresh options.

At the end of STEP 1, you should have a clear idea about where you data is, how it should be gathered, analyzed and presented.

Step 2: Clean & Set up data

If you look long and hard, you can find the Loch Ness Monster, the truth about Bermuda Triangle before you locate the Perfectly Clean Business Data.

The next step is to clean & structure your data in a tabular format.

  • Use Power Query to connect to the data source(s) and fetch the data.
  • Set up necessary data cleaning processes with in Power Query.
  • Load the data to Excel either as tables or to the data model.
At the end of this step, you should have one or more tables of data in Excel.
Clean and set up data in a tabular format in Excel

Step 3: Calculate the KPIs with Pivots

Load the cleaned data into “data model” based pivot tables in Excel. Now, using Power Pivot DAX measures, calculate the necessary KPIs.

For example, for the above business dashboard, I’ve calculated:

  • Total Sales =SUM(sales[Sales])
  • Total Boxes = SUM(sales[Boxes])
  • Total Expenses = SUM(sales[Expenses])
  • Total Profit = [Total Sales] – [Total Profit]
  • Profit % = [Total Profit] / [Total Sales]

Create the pivot tables using these measures.

Related: Learn more about Power Pivot & DAX in Excel.

Calculate the necessary metrics / KPIs using DAX

Step 4: Make Interactive Charts

First create the necessary pivot charts (refer to the mock-up you made in step 1). 

Then, make them interactive using Slicers, Timelines or Report Filters.

Learn how to create a slicer here.

We can create interactive charts with pivot charts & slicers

Step 5: Bring Everything Together & Format

We are ready for the big finale!

Bring all the charts, KPIs and slicers you have created so far to a new sheet. (Cut & Paste).

Arrange them neatly and format as needed.

Viola, your dashboard is ready!

Final dashboard is a collection of various KPIs, pivots, pivot charts & slicers

Video Tutorial - How to create a dynamic business dashboard

I’ve created a 30 minute tutorial on how to create the above dashboard with all the necessary steps. Watch it below or on my Youtube channel.

Sample Workbooks

Please download the blank template file from here.

If you want the full dashboard (with al the workings), you can find it in my Excel School Online Course.

More Dashboard Tutorials & Examples

I have a confession to make. Dashboards are kind of my thing. So I have been writing about them for almost 15 years now. Here are some of my best Excel & Power BI dashboards.

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21 Responses to “How to Filter Odd or Even Rows only? [Quick Tips]”

  1. Vijay says:

    Infact, instead of using =ISEVEN(B3), how about to use =ISEVEN(ROW())

    So it takes away any chance of wrong referencing.

  2. Hui... says:

    I like Daily Dose of Excel

  3. vimal says:

    I like it.

  4. Luke M says:

    Just a heads up, you do need to have the Analysis ToolPak add-in activated to use the ISEVEN / ISODD functions. An alternative to ISEVEN would be:
    =MOD(ROW(),2)=0

  5. Debbi says:

    rather than use a formula, couldn't you enter "true" in first cell and "false" in the second and drag it down and than filter on true or false.

  6. Paul S says:

    Just for clarification, is Ashish looking to filter by even or odd Characters or rows?

  7. Fred says:

    so many functions to learn!

  8. Istiyak says:

    Nice support by chandoo and team as a helpdesk. Give us more to learn and make us awesome. Always be helpful.......

  9. Arps says:

    In case you want to delete instead of filter,

    IF your data is in Sheet1 column A
    Put this in Sheet2 column A and drag down
    =OFFSET(Sheet1!A$1,(ROWS($1:1)-1)*2,,)
    (This is to delete even rows)

    To delete odd rows :
    =OFFSET(Sheet1!A$2,(ROWS($1:1)-1)*2,,)

  10. Pippa says:

    If your numbered cells did not correspond to rows, the answer would be even simpler:
    =MOD([cell address],2), then filter by 0 to see evens or 1 to see odds.

  11. Matthew D. Healy says:

    I sometimes do this using an even simpler method. I add a new column called "Sign" and put the value of 1 in the first row, say cell C2 if C1 contains the header. Then in C3 I put the formula =-1 * C2, which I copy and paste into the rest of the rows (so C4 has =-1 * C3 and so forth). Now I can just apply a filter and pick either +1 or -1 to see half the rows.

    Another way, which works if I want three possibilities: in C2 I put the value 1, in C3 I put the value 2, in C4 I put the value 3, then in C5 I put the formula =C2 then I copy C5 and paste into all the remaining rows (so C6 gets =C3, C7 gets =C4, etc.). Now I can apply a filter and pick the value 1, 2, or 3 to see a third of the rows.

    Extending this approach to more than 3 cases is left as an exercise for the reader.

  12. Paulo says:

    Another way =MOD(ROW();2). In this case, must to choose betwen 1 and 0.

  13. Makhan Butt says:

    very different style Odd or Even Rows very easy way to visit this site

    http://www.handycss.com/tips/odd-or-even-rows/

  14. Terhile says:

    Thanks for the tip, it worked like magic, saved having to delete row by row in my database.

  15. majid says:

    Thankssssssssssssssss

  16. Bhanu says:

    Hi Chandoo- First of all thanks for the trick. It helped me a lot. Here I have one more challenge. Having filtered the data based on odd. I want to paste data in another sheet adjacent to it. How can I do that?
    For Example-
    A 1 odd
    B 3 odd
    C 4 even
    D 6 even
    I have fileted the above data for odd and want to copy the "This is odd number" text in adjacent/next sheet here. How can I do that. After doing this my data should look like this
    A 1 odd This is odd number
    B 3 odd This is odd number
    C 4 even
    D 6 even

  17. Adriana says:

    Hi! Could you please help me find a formula to filter by language?
    Thank you!

  18. avinash says:

    Chandoo SIR,

    I HAVE A DATA IN EXCEL ROWS LIKE BELOW IS THERE ANY FORMULA OR A WAY WHERE I CAN INSTRUCT I CAN MAKE CHANGES , MEANS I WANT TO WRITE ONLY , THE FIG IS FRESH, BUT IN BELOW ROW IT WILL AUTOMATICALLY TAKE THE SOME WORDS FROM FIGS AND MAKE IN PLURAL FORM , WHILE USING '' ARE'' LIKE BELOW

    The fig is fresh - row 1
    Figs are fresh - row 2
    The Pomegranate is red - row 3
    Pomegranates are red - row 4

  19. Arshad Hussain Shah says:

    =IF(EVEN(A1)=A1,"EVEN - do something","ODD - do something else") with iferron (for blank Cell)

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