Spreadsheet-Based Dashboard Build Guide
Create a live dashboard in a spreadsheet.
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Create a live dashboard in a spreadsheet. Spreadsheet app: [SPREADSHEET_APP]. Audience and decisions: [AUDIENCE_AND_DECISIONS]. Data sources and refresh method: [DATA_SOURCES]. Metrics wanted: [METRICS]. Give a build guide as a checklist with the formulas and settings for each step: [ ] Data tab: raw data stored as a table, one row per record, no merged cells, consistent types, dates as real dates [ ] Calculation tab: named ranges or table references; metrics computed with SUMIFS, COUNTIFS, AVERAGEIFS, or lookup formulas; no hardcoded numbers inside formulas [ ] Inputs: date range and filters in labeled cells (dropdown validation) driving all formulas [ ] Checks: totals tie to the raw data; a red flag cell if checks fail [ ] Dashboard tab: KPI tiles at the top (current value, change versus the previous period, target), trend chart, breakdown chart, and a table of exceptions [ ] Chart choices: line for trends, bar for comparison, no 3D or pie charts with many slices; sensible axes [ ] Layout: grid alignment, limited colors, color used for meaning, readable fonts, print setup [ ] Interactivity: slicers or dropdowns; locked formulas with sheet protection [ ] Documentation: definitions, data source, last refresh date, owner [ ] Performance: avoid volatile and whole-column formulas where slow Provide sample formulas for my app, a layout sketch in text, sample data with expected results, and a refresh routine.
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