How to Create a Dashboard in Google Sheets in 5 Minutes - 2024 Edition 📈

Introduction

Creating a dashboard in Google Sheets can transform your data into a visually engaging and interactive tool. Whether you're tracking KPIs or summarizing project data, this tutorial will guide you through the process of designing a functional dashboard in just five minutes.

Step 1: Set Up Your Dashboard

• Open Google Sheets and create a new spreadsheet.
• Import your sample data set by following this link: Sample Data Set.
• Organize your data in a structured format, ensuring that each column is clearly labeled.

Step 2: Create Your First Chart (Scorecard)

• Select the data you want to visualize.
• Go to the menu and click on Insert > Chart.
• Choose a Scorecard chart type to display key metrics.
• Customize the chart by selecting the appropriate data range and adjusting the chart style in the Chart Editor.

Step 3: Extract Month from Date

• To analyze data by month, you need to extract the month from your date column.
• Use the formula:

  =MONTH(A2)
  

  (Assuming A2 contains the date.)
• Drag the fill handle down to apply this formula to the entire column.

Step 4: Add a Line Chart

• Highlight the data you want to represent in a line chart.
• Click on Insert > Chart again and select Line Chart.
• Customize the line chart in the Chart Editor to improve its appearance and clarity.

Step 5: Create a Table Chart

• Select the relevant data for a table view.
• Insert a table chart by clicking Insert > Chart and selecting Table.
• Adjust the formatting to enhance readability.

Step 6: Add Slicer Filter

• To make your dashboard interactive, add a slicer.
• Click on Data > Add a slicer.
• Choose the column you want to filter by (e.g., Month).
• This will create a filter that allows users to select and view specific data segments.

Step 7: Import Data Automatically

• For ongoing projects, you can automate data imports.
• Use Coupler.io to set up automatic data transfers from various sources into Google Sheets.
• Sign up for Coupler.io and follow the instructions for integrating your data sources.

Conclusion

You've successfully created a dashboard in Google Sheets that includes scorecards, line charts, table charts, and filters. By utilizing automation tools like Coupler.io, you can keep your data up to date effortlessly. Experiment with different chart types and styles to enhance your dashboard further. Happy analyzing!