How to Create Dashboards in Powerpoint
Executive information system dashboards (similar to a car's dashboard) provides a user interface to monitor and control business functions. Typically dashboards track corporate functional activities of departments such as sales, human resources or customer support using financial data represented as charts and often stored in Excel spreadsheets. Creating dashboards in PowerPoint involves deciding what metrics (or key performance indicators) you want to report, designing the page layout and providing additional details if necessary.
Things You'll Need
- Microsoft Office 2007
Decide which data you want to include on your dashboard so that provides an accurate representation of your organization's health.
Select your information. For example, if your data is stored in an Excel worksheet, you can select a region and press CTRL/C to copy it. Displaying summary data in a visual presentation (often using traffic light colors of red, yellow and green to indicate a status) allows managers to identify trends and make better business decisions which align to corporate strategies and goals.
Open a new PowerPoint document. Create a set of pages with a table of contents containing hyperlinks to the individual pages. Click the "Insert New Slide" button to add a new slide into your presentation.
From the Paste menu, select the "Paste Special" option, and then select the "Paste Link" option to insert the Microsoft Office Excel Worksheet Object. Now, when you make changes to your Excel worksheet, the changes are updated in your PowerPoint presentation as well.
Add a text block over the words you want to add a pop-up text area with explanatory text.
Right-mouse click on the text block and select the Hyperlink option. Select the "Place in this Document" option and select the current slide. Click the "Screen tip..." button. Type your text and click "OK." Click the next "OK" button. To view this text, click the "Slide Show" button. Move your mouse over the area you just created, and the text you typed will appear.
Distribute your dashboard via email on a regular (such as monthly) basis. Archive your dashboards in a repository on your company Intranet site.
References & Resources
- "Beyond Bullet Points: Using Microsoft® Office PowerPoint® 2007 to Create Presentations That Inform, Motivate, and Inspire;" Cliff Atkinson; 2007
- "Microsoft Office PowerPoint 2007 Step by Step;" Joyce Cox and Joan Preppernau; 2007
- "Balanced Scorecards & Operational Dashboards with Microsoft Excel;" Ron Person; 2008
- Microsoft: Office Professional 2007