Introduction

Reporting is a critical component of any business. Creating reports can be a labor-intensive process and the amount of time spent in manual report creation can easily add up. That's why automating your Excel dashboard reports with Once & Done can help save time and energy.

Once & Done is a service designed to automate Excel dashboard reports that require produce specific reports with data visualization that can be delivered to different departments of an organization. The automated report dashboard will enable staff to quickly access data while also improving accuracy and timeliness.

There are several benefits to using Once & Done to automate your Excel dashboard reports. These include:

  • Eliminates manual report creation
  • Ready-to-use dashboard reports
  • Improved accuracy and timeliness
  • Easy-to-follow visualizations
  • Data-driven insights


Define Objectives

If you need to generate frequent reports on any given topic from your business data, it can be helpful to automate your Excel dashboard reports. This means setting up the Excel sheet to run automatically, collecting your data and displaying it in a clear and organized manner. Before automating your reports, however, it is important to clearly define your objectives.

Goals of Automated Report Dashboard

To successfully automate your Excel dashboard reports, you must first have an idea of what you are trying to achieve. This could include creating a visual representation of your data, tracking progress towards a particular goal, creating an effective way to present large amounts of data, or any other goal that you are hoping to achieve.

Benefits of the Automated Dashboard

Once your goals have been identified, the benefits of automating your Excel dashboard reports will become clear. Automating your Excel dashboard reports can enhance the accuracy, efficiency, and effectiveness of your reports. Automation can also help to reduce manual errors and make it easier to generate and update reports on a regular basis.

  • Enhanced accuracy, efficiency and effectiveness of reports
  • Reduce manual errors
  • Easy to update reports on a regular basis


3. Set Your Graphs

Once you have set up your Excel data source, it is time to set up your graphs. Graphs are an important part of any dashboard, as they help to quickly summarize large amounts of data for users. They are also a great way to add visual interest and help to break up large amounts of data on a page. Here are some tips to help you set up your graphs easily and quickly.

a. Choose which graphs to set up

First, you need to decide which graphs to set up. To do this, you need to consider the type of data you are working with and what you want to convey. If you have a lot of numerical data, bar or line graphs are a great choice. If you have categorical data, pie or Donut charts can be useful. You can also mix and match your graph types based on the data.

Once you have decided what type of graphs you want to set up, you can start selecting the data set that you want to include in the graph. This can be done by selecting the columns or rows in the spreadsheet with the data you want to include.

b. Customize Your Layout

Once you have your data set selected, you can customize the way it looks in your graph. You can adjust the position, size, and color of the graph as well as customize the labels and legend. This is where your creativity and style can come into play to create the perfect visual presentation.

You can also format the graph with specific fonts and sizes to make sure it fits in with the overall style of your dashboard. This is a great way to give your dashboard an overall coherent aesthetic.


Automate Your Data Sources

Once you have your Excel Dashboard Report ready, the next step is to automate your data sources. By automating your data sources you can always have up to date data displayed on your dashboard and make sure that your insights are actionable and up to date. Automating your data sourcess is a relatively straightforward process, and with just a few simple steps you can have your data sources fully automated.

Connect to Data Sources

By connecting to your data sources, you will be able to upload data into your Excel Dashboard Report in the most efficient and automated way possible. This can be done using external data sources such as databases, text files, and even web pages. To connect to your data sources, you can simply use Data->From Other Sources in the Data ribbon, and from there you can select the data source that you would like to use.

Automate the Data Refresh

Once you have your data sources connected, you can automate the data refresh process in an efficient and easy way. This ensures that when you open your Excel Dashboard Report, your data is always up to date. To do this, you can simply go to the Data ribbon and select the Refresh All option from the Refresh dropdown menu. From there, you will be able to set up a schedule, allowing you to have your data sources updated on a regular basis.

  • Connect to data sources using Data->From Other Sources.
  • Automate the data refresh process using the Refresh All option in the Data ribbon.


Create a Report Template

Creating a report template for an Excel dashboard can help streamline the reporting process for your data. When you create a template, you don’t have to continually enter or modify data; the report will automatically update when you provide new data. You can save the template and easily access it when you need to produce a report with the same parameters. Here are a few steps to help you create a template.

Choose which data displays to add

Begin by making a decision about which type of data you want to display in your dashboard. Consider the information that is most important and relevant. Options may include charts, diagrams, graphs, or other visual representations to help you make sense of the data. Determine the most effective way to display the data; for example, what type of chart or graph may best represent it? Think about how this data might help you reach decisions about your business or organization.

Follow the Excel steps to build your template

Once you have made your decisions, the next step is to open Excel and select your data. You can use either an existing Excel file or build a new one. Choose the right data to display; if necessary you can filter or manipulate it to meet your specific needs. The Excel functions should help you to easily set the data up to match the type of display you want to use (e.g., a bar graph, a flowchart, etc.).

Once the data is set up, you can create the template. For example, you can choose which colors to use or select a background image. You can also add text, such as labels and titles. Take some time to double-check your template and make sure that everything is accurate and the data is presented in a clear and logical manner.

Keep in mind that some Excel functions may need to be used more than once when creating the template. For example, if you want to compare data sets, you can use the “compare data sets” feature. Likewise, if you want to add a legend, you can use the “add legend” feature.

When you have finished designing the template, save it. You can now quickly access it when you need to report data with the same parameters. Automating the process should save you time by requiring fewer manual data entry tasks. Once your template is saved and ready to go, you can move onto the next part of preparing your Excel dashboard report.


Set Up the Automated Report

Now that you know the basics of Once & Done, it's time to set up the automated report. This is where Once & Done shines the most, by allowing users to free up their time and take the manual labor out of report generation and distribution. Here are some of the key steps to setting up an automated report.

Place report in specified folder

The first step is to save the report in a specified folder. This folder should be easily accessible and is typically used to store all reports generated by Once & Done. This will ensure that all reports are properly organized and can be accessed when needed.

Set Up the Timing for the Report

Once the report is in the right folder, it's time to set up the timing for the report. With Once & Done, you can choose how often the report will run, whether it's on an hourly, daily, weekly, or monthly basis. You can also choose certain times of the day when the report will run to ensure it's always up to date.

Automate the Formatting of the Report

Finally, Once & Done can automate the formatting of the report. This means that instead of manually formatting each report, Once & Done can do it for you. This includes templating, sorting, and summarizing data within the report to display key metrics.

  • Templating - Automate the general look and feel of your report, including headers, columns, and fonts.
  • Sorting - Sort data by column based on specified criteria.
  • Summarizing - Summarizing data from multiple rows into one row to show trends.

Once the report has been set up and automated, you can then sit back and let Once & Done handle the rest. Automation is the key to freeing up your time and ensuring that your reports look great and are always up to date.


Conclusion

Automating Excel dashboard reports can be a great way to quickly and easily share data with multiple stakeholders. The once and done process provides an effective alternative to maintaining and distributing manually updated reports. Automating reports allows you to eliminate time-consuming daily and weekly updates, while ensuring accuracy and freshness of data each time the report is generated.

Dashboard reports are a powerful way to present data in an accessible and visually appealing format. Dashboard reports can provide an overview of performance metrics, trends, or complex data sets in an understandable, graphical format. Dashboards can also be used for more complex reporting tasks such as forecasting, scenario planning, and more. By leveraging once and done automation of these reports, organizations can quickly, accurately, and efficiently report data and uncover new insights.

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