Essay · Originally published 2019

Pushing the limits of Excel's visual design features

Using design to make spreadsheets a bit more exciting.

Joshua Cottrell-Schloemer By Joshua Cottrell-Schloemer · First published July 24, 2019
Get the toolkit used for this dashboard at exceldasboardtemplate.com
The dashboard built with the Excel Dashboard Toolkit.
Excel dashboard designed by Joshua Cottrell-Schloemer

I’m a dashboard guy. The kind of person that has always dreamed of having my own minority report style command center.

The moment I had my own blog and social media accounts I put together an external monitor with GA stats and social media performance on it.

Eventually I co-founded a media monitoring startup and got to work as a product manager building dashboards and command centers for a handful of fortune 500 companies. In short, it was a ton of fun.

Excel dashboard designed by Joshua Cottrell-Schloemer

But, I learned that it’s HARD to make these. Like really really hard. If you want data from multiple sources, calculated, aggregated and in real-time you’re going to pay BIG bucks (easily $100k+). You’re also going to need a team of developers and have to pay maintenance fees to keep it up and running.

My journey seemed like it was coming to a close when that startup was acquired and I found myself traveling long-term around Asia with my fiance.

But it wasn’t over quite yet. To keep myself productive I took on a handful of smaller and less complex Data Studio and Excel dashboard projects of my own.

I quickly learned that the fields of BI, Analytics, Data Science etc are in desperate need of basic design training. It also made me realize that having even rudimentary design skills was a HUGE advantage.

Excel dashboard designed by Joshua Cottrell-Schloemer

My new side hobby was jazzing up Excel reports. Anybody who works with Excel knows that the reports tend to be painfully dry and not very visually engaging. I think this is a big reason that Excel has a reputation for being a fairly unexciting system to work with.

I’m here to say that this reputation is not deserved. Excel can be straight-up beautiful. It has almost all the visual design features found in powerpoint and a ton of flexibility for building exciting visualizations.

My evidence? I built both of these in Excel using nothing but the standard features (no VBA, no plugins, etc.).

^this sample dashboard is included in my Excel Dashboard Toolkit
This sample dashboard is included in my Excel Dashboard Toolkit.
^this one is also included in my Excel Dashboard Toolkit
This one is also included in the Excel Dashboard Toolkit.

It might seem counter-intuitive but you can absolutely treat an Excel sheet like a powerpoint slide. Here are a handful of features I used in these dashboards that you can easily learn through free tutorials:

  • Setting a background image
  • Including cell values in a text object or shape
  • Understanding shape features like gradients, transparency, outlines, shadows, etc.
  • Customizing chart colors

If you have any other questions feel free to ask. I’ll take the time to respond and point you in the right direction.

You can also buy pre-made templates as well (there are tons of them available, just do a quick google search). If you like my style of dashboards you can get my Excel Dashboard Toolkit.

This essay was first published by Joshua Cottrell-Schloemer on Medium on July 24, 2019. This page is its canonical home on bigexcelenergy.com. Original: Medium →