How to Create a Dashboard in Google Sheets [Step-by-step Guide]

Hello everyone, Today, we will learn how to create a dashboard in Google Sheets. Understanding and analyzing complicated information depends heavily on data visualization. Google Sheets offers a flexible and user-friendly framework for building dynamic and interactive dashboards. Whether you’re a student, a business professional, or a data enthusiast, using Google Sheets’ dashboard function can help you show data in a clear and engaging way. We’ll walk you through the process of making a dashboard in Google Sheets step-by-step in this article so you can easily gain useful insights and make data-driven decisions.

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Therefore, the purpose of this article is to teach you how to make a dashboard in Google Sheets. In this article, we’ll walk you through the step-by-step process that makes things simpler to comprehend and enables you to build a dashboard that will enable you to assist your teammates, employees, and stakeholders in routinely reviewing any kind of information. Continue reading this article and carefully follow the directions provided in order to learn how to create a dashboard in Google Sheets.

Why Would You Use Google Sheets for a Dashboard?

Google Sheets is a popular option for making dashboards for a number of reasons. Here are a few major benefits:

Accessibility and Collaboration: Google Sheets is a cloud-based tool, so you can see your dashboards from any location with an internet connection. This promotes accessibility and collaboration. It is also perfect for teams or projects that need real-time updates and feedback from various stakeholders, as it enables numerous users to work on the same dashboard concurrently.

Data Integration: Google Analytics, Google Forms, and Google Finance are just a few of the Google products that may have their data integrated into Google Sheets in a variety of ways. This enables you to combine information from numerous platforms into a single dashboard, giving you a comprehensive picture of your data.

Automation and Real-time updates: features are available in Google Sheets, including formulas, conditional formatting, and data validation. These features can be used to automate calculations, update data in real time, and produce dynamic dashboards that change in response to the addition or modification of new data.

Cost-effective solution: Google Sheets, which is a part of the Google Workspace suite and has liberal storage limits in its free edition. For individuals and small teams who do not have the funds for specialized dashboarding tools or software, this makes it an economical choice.

You can take advantage of Google Sheets’ accessibility, collaboration features convenience of use, data integration capabilities, data visualization options, automation possibilities, and cost-effectiveness by using it to create your dashboard. This will allow you to evaluate and display your data-driven insights in an efficient manner.

 

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How to Create an Amazing Dashboard in Google Sheets

There are various types of dashboards; the type you may require or the type of data it contains depends on your data. Dashboards are mostly used to analyze sales and purchases. Here is another example of a dashboard for sales data.I am going to show you how to create a dashboard in Google Sheets immediately.

Step 1>

Assume the data collection includes the prices, total sales, and cities of some of the products shown below in the image.

Step 2>

Characterizing the information that will be used to create a dashboard in Google Sheets is made incredibly simple by the pivot table.

Go to the “Insert” tab of the menu bar to access the pivot table in Google Sheets and then click to insert it.

Step 3>

A pop-up window will display when you select “Pivot table” and ask you if you want to create a pivot table on a “new sheet” or “existing sheet“. We are going to choose “new sheet” since we also need to create a dashboard.

Step 4>

The output is shown in the following image, where our pivot table has been added. We will now update it with data in accordance with the pattern.

Step 5>

As is common knowledge, values in the pivot table are filled in with some values like profit, total sales, etc. Therefore, we will first enter our “total sales” into “values” in this case.

Step 6>

The remaining data will then be added one at a time because it must be displayed in rows, so we will do so here. The insert for the product appears below.

Step 7>

We don’t need the subtotal in this part, which can also be eliminated from the following option.

Step 8>

Copy the identical table and place it next to the first one in order to add additional values.

 

Step 9>

When you click on this table, a side menu with options will show up from which you can edit the table’s product values with cities. as shown in the image below. Likewise, eliminate this table’s total.

 

Step 10>

In a similar manner, duplicate the table and replace “Dates” with the last row.

We don’t require selling volume or unit price to create a dashboard.

Step 11>

Date tables typically have several rows, therefore we’ll categorize them here into months and years.

Choose “create pivot data group” from the context menu when you right-click on the table. Where I am choosing “Year-month” among the several domains.

Step 12>

We have the values in all three tables, as you can see below. Making a dashboard in Google Sheets will be a major part of this.

Step 13>

Let’s add a word art to create the dashboard’s title before creating the dashboard in Google Sheets.

Use the Google Sheets drawing tool by selecting it from the “insert” tab in the menu bar.

Step 14>

If you look at the drawing tool’s window’s left-top corner, you will see an “Action” menu item where “Word art” is located.

Step 15>

Write the title as I have shown it below in the image. You can format your content further by choosing one of the highlighted options below. By customizing the text’s font, size, etc.

Step 16>

This is the dashboard’s title, which has been added. Now let’s make a dashboard in Google Sheets.

Step 17>

Put your cursor on the first product table, then select the “Chart” option under the “Insert” tab on the menu bar of Google Sheets to insert a chart with your data.

 

Step 18>

As you can see, a chart has been added so you can readily check which product generates the most revenue.

Step 19>

When you enter a chart in Google Sheets, the name of the chart is automatically assigned; if you want to customize it, click on the name as shown below.

Step 20>

I have a chart for the “Cities” now that I have added it to our dashboard, however, I want to change the type of chart I have for cities. Since I have chosen a 3D pie chart for cities’ revenue to determine which city is selling the most items, you can also change the chart type from the highlighted option that follows.

 

Step 21>

Similar to the second chart, the third one is for the month and year. In this case, I chose a line chart to show when we had the most sales. You can utilize charts however you’d like.

Step 22>

Here, I’m inserting a further chart to monitor the overall amount of sales, by choosing the following style of chart.

Step 23>

Here, we will start by removing all the values from our chart because we need to keep track of overall sales. I have eliminated the baseline value, just as in this step.

Step 24>

The key value will also be removed, but since we need to display the whole sum there, let’s change it.

 

Step 25>

It will ask you what to display on the chart when you click on the three dots. select “Sum of total sales“.

As you wish to track statistics, keep positioning all the charts in accordance with your preferences.

Step 26>

The addition of a slicer to our dashboard is the final step before it is complete. To use the “add slicer” option in Google Sheets, select the “Data” tab from the menu bar. To add a slicer to our dashboard, click on it.

 

Step 27>

Google Sheets is going to ask for the data range on which we will use the slicer before allowing us to add it to our dashboard. Enter your entire row data range here and click “Ok” to proceed.

Since “Product” and “Cities” make up our two main criteria, our dashboard might require at least two slicers. In the same manner, add one more slicer to your document.

Step 28>

This is how a Google Sheets dashboard appears in its entirety. You may keep an eye on all the data using any criterion you like, including total income. And a quick examination of the data showing which cities sell which products, how many, and how much money each city or product brings in.

Step 29>

Let me give you a tutorial and fill the slicer with data. I’m adding things to the first slicer.

Step 30>

You can use this to pick the products you want to research more, check those products, and then click the “Ok” button.

Step 31>

You will observe the outcome of particular elements that you have chosen in the slicer. According to the domain you specify using a slicer, all analyses will update immediately.

 

Step 32>

Similarly to this, if you wish to track data from various or particular cities, add city data to the second slicer.

Step 33>

We will choose the city we want to study with the use of a slicer. I’ve checked “Houston” as a result.

Step 34>

You can only see the statistics for Houston City on the dashboard in front of you.

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Conclusion

Therefore, today’s tutorial focused on how to create a dashboard in Google Sheets. I hope I’ve provided you with a brief overview of several dashboard hacks. Although it takes a little longer to create a dashboard in Google Sheets, the end result is really comfortable. Within a second, we can assess a long list of data. Follow the instructions in the article linked above to construct a dashboard in Google Sheets if you also need one for your data. Keep learning with OfficeChaser for more amazing tips and tutorials.

Thanks!