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The guide covers choosing an appropriate chart type, selecting the matching source data table, linking charts to table values (including horizontal axis months), and adjusting number formats. It also provides guidance for adding picture fills for icons, ensuring the dashboard looks consistent and decision-ready for consultants, analysts, and internal Excel power users.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/how-to-use-the-excel-dashboard-template-step-by-step-guide/239632/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/how-to-use-the-excel-dashboard-template-step-by-step-guide/239632.png","ImageObject",442,249,{"name":88,"@type":89},"Logic","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-11-04","2026-09-11",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",25,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"Who is this Excel dashboard template guide intended for?","Question",{"text":109,"@type":110},"It is designed for consultants, freelancers, business intelligence professionals, analysts, and in-house Excel experts who need to present or persuade stakeholders with polished reports.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"How do you choose the right chart for the dashboard?",{"text":114,"@type":110},"Open the “Dashboard Template Guide.xlsx”, review the chart tabs (Blue, Green, Purple, Red, Bronze), then copy the chart you want and paste it into a new workbook.",{"name":116,"@type":107,"acceptedAnswer":117},"How do you link the chart to the table so changes update the dashboard?",{"text":118,"@type":110},"Go to the tab “Tables – Source Data for Charts”, select the table matching your chosen chart type, paste it alongside the chart, then use the chart’s data settings to link the values so the chart reflects updates.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},239632,1791388316,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":8,"category_name":11,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":25,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":47},1099513958762,"https://ap-avatar.wpscdn.com/avatar/1000023916a998db790?x-image-process=image/resize,m_fixed,w_180,h_180&k=1784791008015729253","D R . A L V I N ’ S P U B L I C A T I O N S  \nHOW TO USE THE EXCEL DASHBOARD TEMPLATE  \nDR . ALVIN ANG  \nCONTENTS  \nIntroduction ................................................................................................................3  \nStep 1: Selecting Your Chart Type ................................................................................4  \nStep 2: Selecting The Table to Go With It .....................................................................7  \nStep 3: Select Your Data .............................................................................................. 9  \nLinking The Horizontal Axis (Months) ................................................................................10  \nLinking The Entries (Engagements) ....................................................................................11  \nStep 4: Editing Number Formats ................................................................................ 12  \nStep 5: Picture Fill for Icons ....................................................................................... 13  \nAbout the Authors .....................................................................................................15  \nINTRODUCTION  \n􀁸  [https://exceldashboardtemplate.com/](https://exceldashboardtemplate.com/)  \n􀁸 This manuscript teaches you how to use the template (bought from the web link above) .  \n􀁸 This toolkit is for you if...  \no You're a consultant or freelancer that needs to present professional and visually stunning reports to your clients.  \no You're a business intelligence professional or an analyst that wants to impress your team.  \no You're an in-house Excel pro that needs buy-in from your management or the CSuite.  \nSTEP 1 : SELECTING YOUR CHART TYPE  \n􀁸 Find the file “Dashboard Template Guide.xlsx” and open it.  \n􀁸 Many tabs are below the spreadsheet – Navigate to  \no Charts – Blue  \no Charts – Green  \no Charts – Purple  \no Charts – Red  \no Charts – Bronze  \n􀁸 Choose any of the chart that you like.  \n􀁸 Select it and right click 􀃆 copy.  \n􀁸 Open a new workbook  \n􀁸 In the new sheet, select an ample space and make it dark.  \n􀁸 Select cell A1 and Paste the chart.  \nSTEP 2 : SELECTING THE TABLE TO GO WITH IT  \n􀁸 Go back to “Dashboard Template Guide.xlsx” 􀃆 Select the tab “Tables – Source Data for Charts”.  \n􀁸 Scroll from left to right to identify the Chart Type that you have previously selected.  \n􀁸 In other words, use the “mini pictures” above the tables and tally it with the Chart Type you have chosen earlier (the one that you wanted) .  \n􀁸 In this case, we have chosen a Histogram / Bar Chart type 􀃆 Select the table below it and click Copy.  \n􀁸 Go back to the New Workbook.  \n􀁸 Select any cell on the right side (of the pasted chart), then  \no Right Click  \no Paste Special 􀃆 Values & Number Formatting  \no (Purpose is to remove all previous formatting and just Paste as it is)  \nSTEP 3 : SELECT YOUR DATA  \n􀁸 Right click on your chart 􀃆 Select Data  \n􀁸 Currently, the Chart and the Table are not linked. We need to link them.  \n􀁸 Once linked, we can change the values in the table; and the Chart will reflect the new values.  \nLINKING THE HORIZONTAL AXIS (MONTHS)  \n􀁸 Under the “Horizontal Axis Labels”, Click Edit  \n􀁸 Select the “Month Column” and click OK.","cbCailfexsBOqmrs","https://ap.wps.com/l/cbCailfexsBOqmrs","pdf",1832360,"English","# Introduction\n## Who this toolkit is for\n# Step 1: Selecting Your Chart Type\n## Navigating chart tabs and copying a chart\n# Step 2: Selecting The Table to Go With It\n## Matching source tables and pasting values\n# Step 3: Select Your Data\n## Linking charts to tables\n## Linking the horizontal axis (months)\n# Step 4: Editing Number Formats\n# Step 5: Picture Fill for Icons\n# About the Authors","[{\"question\":\"Who is this Excel dashboard template guide intended for?\",\"answer\":\"It is designed for consultants, freelancers, business intelligence professionals, analysts, and in-house Excel experts who need to present or persuade stakeholders with polished reports.\"},{\"question\":\"How do you choose the right chart for the dashboard?\",\"answer\":\"Open the “Dashboard Template Guide.xlsx”, review the chart tabs (Blue, Green, Purple, Red, Bronze), then copy the chart you want and paste it into a new workbook.\"},{\"question\":\"How do you link the chart to the table so changes update the dashboard?\",\"answer\":\"Go to the tab “Tables – Source Data for Charts”, select the table matching your chosen chart type, paste it alongside the chart, then use the chart’s data settings to link the values so the chart reflects updates.\"}]","How to Use the Excel Dashboard Template - Step-by-Step Guide | PDF",1789151160]