How to build Excel Dashboards – 9

Previous – Excel Dashboard Tutorial – 8

Finish the Dashboard Design and Development

By now, your dashboard is quite chaotic. You have objects all around your dashboard canvas with different sizes. We will start the process of finishing our design.



Before proceeding, we save a copy of the dashboard.

Navigate to menu File ‘ Save As



Give a name to the file so that you can identify the raw dashboard definition file.

Click on Save.

Next, go to menu File => Close All



Note that there are no dashboards to view.

If you need more backup copies to be created or create different versions of the same dashboard definition, then go to the File Explorer, select the file and type – Ctrl-C, and then Ctrl-V


Now, Click on the File ‘ Open
Select the file “Order Management Analytics.icv”

Note that we are not touching the – Initial Copy file.
Click on Open

Get rid of objects you don’t need
We don’t need the initial table portlet, so we will delete that.

Select the “Name” portlet and then click on the “Scissor’ icon on the toolbar




Click “Yes” to confirm.

Note, we created the backup copy of the dashboard so don’t worry if you mess up the dashboard. You can always go back to the original and start again.

Similarly remove all objects that you don’t need it.

Next – Excel Dashboard Tutorial – Arrange objects in sizing and alignment

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