First, arrange your raw information in a separate worksheet
Label your columns clearly with headers such as Date, Product, Sales, Units Sold, Region, and so on
Ensure there are no empty rows or missing columns in your data range
Without a structured dataset, your dashboard formulas and charts may fail to update correctly
For dynamic datasets, turn your range into a table via Insert > 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
Start by pinpointing the top KPIs to showcase
Common examples include total sales, average units sold per day, top performing product, and year-over-year growth
Use formulas like SUM, AVERAGE, MAX, MIN, and COUNTIF to calculate these values
To compute total sales, enter =SUM(Sheet1!C2:C100), provided your sales data resides in column C of the first sheet
Place each calculated value in its own cell with a descriptive label beside it, such as Total Sales: $125,400
Now incorporate charts to turn numbers into visuals
Select the data range you want to visualize, click Insert, and choose the appropriate chart type
Line charts illustrate trends, bar charts compare groups, and pie charts depict percentages
Place your visuals thoughtfully, avoiding overcrowding by maintaining proper margins
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
Add dynamic filters using slicers or dropdown menus for user control
To use slicers, your data must first be converted to a table format
Under Table Tools, click Insert Slicer and pick the column you wish to filter—e.g., Region, Product, or Date
This allows users to click a button and instantly update all charts and summary numbers to reflect the selected category
If slicers aren’t viable, implement a dropdown via Data Validation
Pick a cell, open Data > Data Validation, set Allow to List, and input options like Region1,Region2,Region3
Then link this cell to your formulas using functions like INDEX and MATCH to dynamically filter the data behind your charts
Add conditional formatting to highlight important values
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
This visual cue helps users spot anomalies or successes at a glance
Finally, ensure your dashboard is user-friendly
Use bold headers, consistent fonts, and sufficient spacing
Group related elements together and consider adding a brief title or subtitle at the top of the dashboard
Don’t clutter your dashboard; limit it to the five to seven most vital KPIs
Test the dashboard by updating the source data to make sure all formulas and charts update automatically
Export your file and share it with stakeholders—or enable automatic refresh if connected to live data
With these steps, you can create a professional, functional dashboard in WPS Spreadsheet without needing advanced tools or programming knowledge
Success lies in keeping it simple, clear, and uniform
A well-built dashboard doesn’t just display data—it tells a story and empowers better decision-making