First, arrange your raw information in a separate worksheet

Clearly name each column with relevant headers: Date, Product, Sales Volume, Units, Region, etc.

Maintain a tidy dataset without gaps, blanks, or irregular spacing

Without a structured dataset, your dashboard formulas and charts may fail to update correctly

If your data changes frequently, consider converting the range into a table by selecting the data and clicking Insert then Table

This allows formulas and charts to automatically adjust as you add new entries

Create a fresh sheet titled "Dashboard" for your visual summary

Here, you’ll assemble all key metrics into one cohesive view

Begin by identifying the most important metrics you want to display

Typical indicators are overall revenue, daily average units, best-selling item, and annual growth rate

Use formulas like SUM, AVERAGE, MAX, MIN, and COUNTIF to calculate these values

For instance, to find total sales, use =SUM(Sheet1!C2:C100), assuming your sales data is in column C of the first worksheet

Display each metric in its own row, with a label like "Total Sales: $125,400" nearby

Now incorporate charts to turn numbers into visuals

Select the data range you want to visualize, click Insert, and choose the appropriate chart type

Use line charts for trends, bar charts for comparisons, and pie charts for part-to-whole relationships

Position each chart strategically on the dashboard, leaving enough white space to avoid clutter

Adjust the chart title, axis labels, and colors to match your preferred style

Right-click any chart and choose Format Chart Area to adjust typography and backdrop hues

To make your dashboard interactive, consider adding slicers or dropdown lists

To use slicers, your data must first be converted to a table format

Navigate to Table Tools > Insert Slicer, then select your filter field like Region or Product

This allows users to click a button and instantly update all charts and summary numbers to reflect the selected category

If slicers are not an option, you can create a data validation dropdown

Choose a target cell, navigate to Data > Data Validation, select List under Allow, and type your choices with commas: Region A,Region B,Region C

Use INDEX and MATCH to reference the selected dropdown value and filter your source data

Apply color-based rules to draw attention to critical data points

As an example, set up a color scale where sales below goal turn red and those above turn green

Select the range, go to Home > Conditional Formatting, and choose a rule that suits your needs

The color coding enables users to detect underperformance or standout results without detailed analysis

Finally, ensure your dashboard is user-friendly

Use strong, bold headings, maintain a single font style throughout, and leave adequate padding between elements

Cluster similar components and include a clear heading or subheading at the top

Avoid overloading the screen with too many charts or numbers—focus on the top five to seven metrics that matter most

Test the dashboard by updating the source data to make sure all formulas and charts update automatically

Save the workbook and wps官网 distribute it, or configure auto-refresh for external data sources

By following this guide, anyone can build a polished dashboard in WPS Spreadsheet—no coding or complex software required

The foundation of a great dashboard is simplicity, readability, and visual harmony

A well-built dashboard doesn’t just display data—it tells a story and empowers better decision-making