Excel dashboards provide a powerful and flexible way to create eye-catching visualizations of complex data. With the ability to easily customize reports with visuals, manipulate data sets, and drill down into detailed sets of data points, Excel dashboards are becoming an increasingly popular platform for businesses reporting. However, as with all reporting solutions, there are several challenges confronted when looking to construct a secure, robust Excel dashboard.

Benefits of Excel Dashboards for Reporting

  • Easy to create customizable visualizations for data sets.
  • Ability to combine data sources from multiple sources.
  • Ability to quickly manipulate data for summary reports.
  • Provides flexibility for drill down analysis.

Common Challenges Surrounding Excel Dashboards

  • Managing large data sets efficiently.
  • Ensuring data security given the multitude of external data sources.
  • Securing the integrity of data records.
  • Optimizing dashboards performance.

Core Requirements for Excel Dashboard Security

Ensuring secure reporting solutions is essential for any successful organization. Excel dashboards are widely used for providing reporting solutions and visualizing data, but the security of these dashboards is often overlooked. This article will discuss the core requirements that must be met when building secure Excel dashboards in order to protect your data and secure your reporting solutions.

Securing the Data Source

One of the most important steps in securing Excel dashboards is to protect the source of the data. Without secured and reliable data sources, it is not possible to build a secure and robust Excel dashboard. Secure data sources should be chosen with care, and the most secure ones should be used whenever possible. Sources should also be properly configured for protecting sensitive data. Access to the data sources should also be limited to only necessary personnel.

Establishing a Standard for Protection

In order to build secured Excel dashboards, organizations should establish a clear standard for protecting their data. This standard should include the identification of data that needs to be secured, and how this data should be secured. This includes encryption of sensitive data, as well as certifying user access to the data only when necessary. This standard should also encompass user account management, and the proper use of passwords and other authentication methods.

Providing Clear Guidelines for Report Building

When building reports with Excel dashboards, clear guidelines need to be established in order to ensure security. These guidelines should include proper data sharing practices, such as limiting access to the data source, and ensuring that only approved users have access to the data. User access should also be regularly reviewed and updated when necessary. Lastly, organizations should ensure that the data is properly backed up, so that in case of an emergency, the data can be quickly recovered.

By following these core requirements for securing Excel dashboards, organizations can ensure that their reporting solutions are safe and secure. With a standard for data protection in place, and clear guidelines for report building, organizations can rest assured that their data is safe and secure.

Controlling Access to Data Sources

When it comes to controlling access to data sources for Excel dashboards and reports, it’s essential to ensure only authorized personnel are accessing sensitive information. It’s critical to ensure only authorized users can modify or delete existing data, as well as add new data. Therefore, secure reporting solutions require very specific permissions and policies that are implemented uniformly across various data sources. Here are a few ways to control access to data sources:

Implementing Database Views

One way to control access to data sources is to implement database views. Database views are predefined database queries containing only the data that authorized personnel are allowed to view. This solution allows you to control not only which data the users can view, but also how they’re allowed to interact with that data. With database views, you can specify who has full access to update, insert, and delete – or only allow them to view, but not modify.

Establishing Passwords Protected System Access

To ensure only authorized personnel can access data, you’ll need to establish a controlled access system with passwords that securely restricts user authorization. It’s important to use strong passwords with a combination of numbers, letters, and symbols. Keep in mind that this system should have robust built-in security features, such as two-factor authentication, which requires the user to confirm their identity via a code sent via email or SMS. Additionally, passwords should be changed on a regular basis to help protect the system from external attacks.

For optimal data-access control, you should also create rules governing user behavior, such as restricting users’ abilities to access or modify data, or restricting their ability to access certain files or data sets. Additionally, it’s important to stay up to date and monitor login attempts and usage to ensure no unauthorized personnel is accessing the system.

Enhancing Security with Data Blending

Excel dashboards provide an excellent way to aggregate data from multiple sources and present the information in an organized and visually appealing manner. However, to ensure the security of the data in Excel dashboards, it is critical to take account of the data blending functionality that allows different datasets to be blended together. In this chapter, we will discuss how to define key connections, build an automated data flow, and other processes for better data security.

Defining Key Connections

The first step in enhancing the security of Excel dashboards is to define key connections between all of the data sources. Defining these connections helps to ensure that only authorized data is allowed to flow between the different sources. Additionally, it is important to ensure that permission levels are maintained and that data is only accessible to those individuals with appropriate permissions.

Building an Automated Data Flow

Once the key connections have been defined, it is important to create an automated data flow that can be used to move and update the necessary data between the different sources. This automated data flow should include processes for authentication and encryption. Authentication helps to ensure that only authorized individuals are allowed to access the data, while encryption helps to prevent data from being accessed by unauthorized users. Additionally, the data flow should be built in a way that allows for regular maintenance and backups.

Furthermore, it is critical to monitor the data flow for any irregularities or unauthorized access. Ultimately, these processes will help to ensure a more secure system for managing reporting solutions and mitigate the risk of data breaches.

Streamlining Information Retrieval

Information retrieval can be a tedious and time-consuming process. Streamlining the retrieval process can be incredibly beneficial, as it will enable decision-makers to spend their time focusing on the analysis and action that the data provides. Streamlining information retrieval with Excel Dashboards is essential to being able to make the most of the data available.

Utilizing Automated Report Delivery

Automated report delivery is a great way to streamline the information retrieval process. With automated report delivery, report-related data can be automatically and consistently delivered directly to the user's inbox, reducing the amount of time needed to manually search for and compile reports. Automated report delivery also ensures that all users have access to the same data, eliminating the possibility of duplicate or conflicting information.

Setting Up Secure Database Agents

Secure database agents can also help streamline information retrieval. Secure database agents allow users to query large databases, retrieve results quickly, and have the data automatically populated into the Excel Dashboard. This can minimize the time needed to manually consolidate and analyze data from multiple sources. Setting up secure database agents is also essential to ensure the security of the reporting data, as user access is carefully monitored and restricted.

  • Secure database agents allow users to query databases quickly.
  • Secure database agents reduce the amount of time needed to consolidate data from multiple sources.
  • Secure database agents are essential for data security.

Considerations for Data Storage

When it comes to building a secure reporting solution with Excel dashboards, the appropriate storage of data is of paramount importance. In order to ensure the successful safeguarding of sensitive data, there are two important considerations that should be kept in mind: cloud-based systems and internal storage systems.

Cloud-based Systems

The first consideration when choosing an appropriate data storage system is to assess the viability of a cloud-based system. Cloud-based solutions are becoming increasingly popular due to the obvious cost-efficiency of such solutions. Additionally, cloud-based systems offer advanced levels of access control, providing the ability to granularly control who has access to which elements of the system. Furthermore, the self-updating capabilities of cloud-based systems act to bolster the security of the data stored.

Internal Storage Systems

The second consideration when it comes to data storage is the use of an internal storage system. This typically takes the form of a physical server located on the premises of the business. This will be the most secure solution, as the business is in complete control of the data, its security, and its location. Furthermore, the use of an internal storage system ensures that the data is available only to employees and that the company does not need to rely on a third-party provider.

  • Cloud-based systems provide cost-efficiency, advanced levels of access control, and self-updating capabilities that act to bolster the security of the data.
  • Internal storage systems are the most secure option, as the business is in complete control of the data, its security, and its location.


When it comes to building secure reporting solutions, Excel dashboards are by far the most powerful tool in your arsenal. With advanced security controls, data encryption, user management, and reporting capabilities, Excel dashboards can provide you with secure, reliable, and meaningful reports for any purpose.

By identifying your security needs and reaping maximum benefits from secure reporting solutions, you can ensure that your organization is using data in the most secure and effective manner.

Identifying Your Security Needs

When building a secure reporting solution with Excel Dashboards, it is essential to identify your organization’s security needs. This includes things like data encryption, access control, authentication, and data logging. By understanding the security needs of your organization, you can ensure that your data is secure and cannot be accessed by unauthorized users.

Reaping Maximum Benefit from Secure Reporting Solutions

Once you have identified your security needs, you can begin to reap maximum benefit from secure reporting solutions. Utilizing dashboard tools, like Excel, you can easily build custom reports that can help you gain insight into your data, drive decisions, and optimize your business processes.

By leveraging a secure reporting solution such as Excel Dashboards, you can ensure that your data is secure and that you are making the most out of it.

Expert-built dashboard templates

100+ Dashboard templates