Des

ignPr
inc
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hboar
ds&Repor
ts
Des
ignPr
inc
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hboar
ds&Repor
ts

GetY
our
sel
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ateofMi
nd
Bes
tPr
act
icesf
orEx
cel
Das
hboar
ds&Repor
ts

Wit
ha pol
ogi
estoBil
lyJoel,
inExc el
,thediffer
encesbetween
bui
ldi
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hboarda ndcreat
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hal
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BUTFI
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ount
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ti
ons
…
Des
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inc
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hboar
ds&Repor
ts

De ni
ngDas
hboar
dsandRepor
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I
tisn’
tdiffic ulttous erepor t
andda shboa rdintercha ngeabl
y.
I
nfa c
t, t
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s
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r
eport si
na cc uratelyreferredto
as“
da shboa rds ”j
us tbec ause
t
heyi ncludeaf ewc harts.
Des
ignPr
inc
ipl
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elDas
hboar
ds&Repor
ts

Repor
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•Adocumentthatcontai
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aus
edf
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orvi
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udgmentandanal
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Des
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Exampl
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Thi
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cs
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udgmentoranaly
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edda t
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Des
ignPr
inc
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esofExc
elDas
hboar
ds&Repor
ts

AndWhat
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d?
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suali
nter
fac
et hatpr
ovi
desat-a
-glancev
iewsi
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measur
esrel
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arobjec
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eorbusi
nesspr
oces
s.
Des
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inc
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elDas
hboar
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Das
hboar
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NATTRI
BUTES
They
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.

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rd

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r
fom perf
ormi
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sowna na
lys
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enthatda
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a
redesignedwi
thaspec
icpurposeorgoa
l)
Des
ignPr
inc
ipl
esofExc
elDas
hboar
ds&Repor
ts

Here’
sabestpract
icesexampl
e
ofadashboard.

Seet
hediffer
ence?Good!
You’
r
eeasi
ngint
oaDa
shboa
rdS
tat
e
ofMi
nd.Now,PREPAREFORGREATNESS!
Des
ignPr
inc
ipl
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elDas
hboar
ds&Repor
ts

Si
mpl
if
y!
Howma nyt
imeshassomeonetol
dyouthatyourr
epor
tsl
ook“
bus
y”?
St
ephenFew’
sma nt
ra:“
Simpli
fy,
Simpl
ify
, Si
mpli
fy”
Des
ignPr
inc
ipl
esofExc
elDas
hboar
ds&Repor
ts

BeAnt
i-
Clut
ter
Don’
ttur
nyourdas
hboar
dint
oadat
arepos
itor
y!

Admitit.Youi
ncludeasmuc h
i
nforma t
ionontoareportasposs
ibl
e,
pri
ma ri
lytoavoi
dbeinga s
kedfor
addi
tionalinf
ormati
on.Wea l
ldoit
.

Butint
heda s
hboardstat
eofmind,
youhaveto ghttheurgetofor
ce
ever
ypieceofdat
aa v
ail
ableonto
yourdas
hboards
.
Des
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inc
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elDas
hboar
ds&Repor
ts

Keepi
tCl
ean
Avoi
dthef
anc
yfor
mat
ting

Avoidus
ingcol
orsorbac
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ound l
lst
opar
tit
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yourdas
hboards.
De-emphasi
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ounds,
andot
her
el
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dareas
.
Avoidappl
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ssuchasgradi
ent
s,
patt
ernl l
s,shadows,gl
ows,s
oftedges,
andotherf
ormat t
ing.
Don’
ttrytoenhanc
eyourdas
hboar
dswi
thc
lipar
t
orpi
ctures
.
Des
ignPr
inc
ipl
esofExc
elDas
hboar
ds&Repor
ts

LeanonLayout
Us
elayoutandpl
acementt
odr
awf
ocus

I
nsteadofusingbri
ghtcol
orsor
ex
aggerateds i
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ngdiffer
ences,
l
everageloca
t i
onandplac
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t
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wf ocustothemostimporta
nt
c
omponent sony ourdas
hboard.

AF ASCINATINGANDTRUEF ACT:
Studi
ess howthatuser
spa y
parti
cul
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tent
iontothe
upper-l
eftandmi ddl
e-l
eft
ofadoc ument.
Des
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inc
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elDas
hboar
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For
matNumber
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Alwaysus
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iert
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ors
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SHOW THIS:
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Li
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For
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ace.
SHOW THI
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Des
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inc
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hboar
ds&Repor
ts

For
matNumber
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ShowThi
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Onlyus ethedoll
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ortablethatcont
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Des
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inc
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elDas
hboar
ds&Repor
ts

Ti
ght
enTi
tl
es

Al
waysi
ncl
udeat
imes
tamponyourr
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.

Alwaysi
ncl
udesometextindi
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ingwhent
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eswasret
rieved.

Us
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itl
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Des
ignPr
inc
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elDas
hboar
ds&Repor
ts

Label
Effec
tivel
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I
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ount
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ve,
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de-
empha
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zel
abel
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orma
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hem t
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sgiveyourus
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nfor
mation
theyneedwithoutdi
str
acti
ngthem f
rom t
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mation
displ
ayed.

I
dealc
olor
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nnat
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s
oftgr
ays,br
owns,blues,
andgreens
.
Des
ignPr
inc
ipl
esofExc
elDas
hboar
ds&Repor
ts

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