Dashboard Framework

Download a fully customizable dashboard framework! Discover how to save your time and cut development costs using a ready-to-use solution.

Before we dive in, if you want to learn more about dashboards and other essential design skills, you should check out our excel dashboard training!

The structure of a Dashboard Framework

If you are working with dashboards, we recommend using the three-part structure seen below:

  • Header
  • Body
  • Footer

Header

The header serves two purposes: it focuses on easy navigation using icons, buttons, or ribbon controls. We recommend to create a clean navigation structure and place them to the main header. If you are working with frameworks, you should create clickable buttons that contain the name of the Worksheets.

Further user advantages of a well-designed header. You can create a drop-down list with programming ribbon XML. It can help if you want to drill-down your data.

Download our framework template to see how you can control the spreadsheet from the ribbon. In our example, you can easily navigate between the setup, dashboard, and calculation Worksheets.

dashboard framework icons ribbon

Body

The body contains charts and widgets using a grid layout.

excel framework body grid layout

We’ve just prepared a performance grid. In this framework, we’ve created three sections for the main KPIs. The only thing that you need to do is entering data on the data Worksheet.

Follow these steps below to customize your own template:

  1. Navigate to the Data Worksheet and replace the default data with your raw data. In the example, the editable range is C6:Q19.
  2. In the column ‘R’ we are using predefined nested IF formulas to provide data for the selected month. If it’s necessary, modify the formula. All cells are linked to the main dashboard sheet.
  3. On the calculation sheet, you can edit the conditional formatting rules. With its help, you can manage the default rules.
data sheet calculations

Footer

There is an optional framework element left. In some cases, the footer is unnecessary, but if you want to share additional information, use it. In the example, we don’t apply this feature.

Improve your Framework in Excel!

Add tooltips to provide contextual help for users. As a result of tooltips, you can dramatically improve the framework UX.

clickable tooltips for framework

Download the template!

Additional resources