Ravindra BagaleCourses & study guides

13. Excel Dashboards

13.7 Layout and Design Principles

Principle What to do Common mistake
Top-left is read first Most important KPI cards across the top, left to right Putting the filter panel or logo in the most valuable spot
Z pattern Cards → trend → breakdowns → detail table Random placement
One screen Fit to one laptop screen (about columns A:W, rows 1:35 at 100% zoom) Scrolling dashboards
Few colours One brand colour + grey; red/green only for bad/good Every series a different colour
Consistent format Same font, same number format (₹ L), same card size Mixing ₹4950000 and ₹49.5 L
White space Equal gaps between objects Everything squeezed together
Label the context Title, data period, "Data up to 31-03-2026, 11:59 PM IST", source note No date – user doesn't know if it is fresh
Accessible Do not rely on colour alone (add ▲/▼), enough contrast Red/green only

Worked example – layout sketch.

Columns B–E Columns F–W
Rows 1–3 Title: "Blinkit Maharashtra – Sales Dashboard" Data date, fictional-data note
Rows 4–9 Slicers: City, Platform KPI cards: Net Sales · Orders · AOV · Cancellation % · Avg Delivery
Rows 10–21 Slicer: Category Line chart: daily sales (full width)
Rows 22–35 Timeline City bar chart · Category bar · Platform doughnut

Steps in Excel – finishing the layout

  1. View › Zoom › 100%; check the dashboard on a normal laptop screen.
  2. Select all charts/shapes (Home › Editing › Find & Select › Selection Pane) and rename objects meaningfully (chtCity, cardSales).
  3. Right-click each chart › Format Chart Area › Properties › Don't move or size with cells so hiding columns doesn't squash them.
  4. Put the insertion cell in A1 and save – the file then opens at the top.

Ravindra Bagale's Tip

Khup students dashboard la "sundar" banvnyasathi background image, logo aani khup rang vapartat – aani mahatvacha KPI khali kontyatri kopryat jaato. Lakshat theva: sagla mahatvacha top-left la, ek screen madhe, aani ekach highlight rang. Dashboard vr "Data up to" date nakki liha – manager la aadhi hech vicharaycha asta.

Practice task

Rearrange your dashboard to match the sketch above, add a data-date line and a fictional-data note, and make sure it fits one screen at 100% zoom without scrolling.