Data Analytics

Business Dashboard Template

Generate visual reports and interactive dashboards for any dataset with automated updates

Get this built around your data

✓ Free to download  ·  ✓ Excel 2016+ and Google Sheets  ·  ✓ Custom version in 24h

Most dashboards fail because presentation and data live in the same cells. This one separates them: a single raw table, a calculation layer that never gets formatted, and a display sheet with no logic in it at all.

What the worksheet looks like

The actual columns, with sample rows

Data sheet. Every chart and KPI on the dashboard reads from this one table.
ABCDEFG
1DateChannelRegionRevenueOrdersAOV
22026-07-01DirectEU18,420112164.46
32026-07-01Paid searchEU9,14078117.18
42026-07-01DirectNA23,900131182.44
52026-07-02AffiliateEU4,21037113.78

The formulas that do the work

Why each one is written the way it is

  • =IF([@Orders]=0, 0, [@Revenue]/[@Orders]) Average order value guarded against empty days, so a zero-order date does not put #DIV/0! into every chart that touches the column.
  • =SUMIFS(Data[Revenue], Data[Date], ">="&StartDate, Data[Date], "<="&EndDate, Data[Channel], Channel) Every KPI tile uses this one pattern against control cells, so changing the period updates the whole dashboard without touching a chart.
  • =LET(cur, SUMIFS(...), prev, SUMIFS(...), IF(prev=0, "", cur/prev-1)) Period-over-period change with the two sums named once. LET keeps the intent readable instead of repeating a 90-character SUMIFS twice on one line.
  • =SORT(UNIQUE(FILTER(Data[Channel], Data[Revenue]>0))) A self-maintaining channel list for the slicer. New channels appear the moment data arrives; retired ones drop off.

Replacing a Monday morning

A worked example with real numbers

An e-commerce team was exporting four reports every Monday and pasting them into a deck. Moving to one Data tab and a control-cell dashboard cut that to a single paste: the period selector drives every tile, and the channel list rebuilds itself. The first week it ran, it surfaced that affiliate AOV had fallen 31% — a number nobody had been computing because it lived across two of the four exports.

What is in the workbook

Tab by tab

Every tab in the workbook and what it is for.
TabContents
DataThe single append-only source table. Nothing is formatted here.
CalcNamed ranges and the measures every tile reads. No presentation.
DashboardKPI tiles, charts and control cells. No logic.
LookupsChannel, region and target reference tables.
READMEWhere to paste new data and what the control cells do.

Features and related templates

What is included, and what to look at next

What it does

  • Dynamic data visualization
  • Interactive filters
  • Automated data refresh
  • Custom metrics
  • Trend analysis
  • Drill-down capabilities
  • Export options
  • Mobile view

Need it adapted?

  • Built around your own data and column names
  • Connected to your source system
  • Delivered within 24 hours

Questions about this template

Specific to this workbook, not generic

How do I add a new chart?

Add the measure to the Calc sheet first, then point the chart at it. Charts that reference the Data sheet directly are what make dashboards break when the source gains a column.

Can it refresh automatically?

In Excel, connect the Data sheet through Power Query and it refreshes on open. In Google Sheets, an Apps Script trigger can repopulate it on a schedule. Either is a small automation project.

Why are there no formulas on the Dashboard sheet?

So the layout can be rearranged without breaking anything. Once logic lives inside a presentation sheet, moving a tile becomes a debugging exercise.

"This dashboard template has revolutionized how we visualize our data. The automated updates and interactive features have made reporting effortless."

- Michael C., Data Analytics Manager