How to Create Multiple Dashboards with Different Data Sets

How to Create Multiple Dashboards with Different Data Sets

Creating a dashboard can be a time-consuming task, especially when you have to replicate it with different data sets. Thankfully, there is a way to save time and effort by reusing the same dashboard template and simply replacing the data set. In this article, we will explore a helpful technique that allows you to create multiple dashboards with different data sets without starting from scratch each time.

The first step in this process is to save the workbook as a new copy. This ensures that you have a clean slate to work with and prevents any accidental changes to the original dashboard. Simply go to the "File" menu and select "Save As" to save the workbook with a new name.

Once you have the new copy of the workbook, the next step is to add the new data source. This can be done by going to the "Data" menu and selecting "New Data Source." Here, you can choose the file or database that contains the data set you want to use.

Now comes the important part - replacing the data source in the dashboard. Right-click on the old data source in the "Data" pane and select "Replace Data Source." This will open a dialog box where you can choose the new data source you just added. It is crucial to ensure that the field names in the new data source match exactly with the field names in the old data source. If they don't match, you will need to go through additional steps to align them properly.

By following these steps, you can create a new dashboard with a different data set without having to recreate the entire dashboard from scratch. This is particularly useful when you have a template or a design that you want to reuse for multiple data sets.

Now that you know how to create multiple dashboards with different data sets, let's delve into some additional tips and insights that can enhance your dashboard creation process.

1. Standardize your field names: To make the process of replacing data sources easier, it is essential to standardize your field names across different data sets. This means using consistent naming conventions and ensuring that the field names accurately represent the data they contain. By doing this, you can minimize the need for additional steps when replacing data sources.

2. Utilize data blending: In some cases, you may have multiple data sources that you want to combine in a single dashboard. Data blending allows you to bring together data from different sources and create meaningful visualizations. By leveraging this feature, you can create comprehensive dashboards that provide a holistic view of your data.

3. Automate the process: If you find yourself frequently creating dashboards with different data sets, consider automating the process. There are various tools and techniques available that allow you to streamline the creation of dashboards, such as using scripting languages or utilizing dashboarding software with built-in automation capabilities. By automating repetitive tasks, you can save time and focus on analyzing the data rather than spending hours on manual dashboard creation.

In conclusion, creating multiple dashboards with different data sets doesn't have to be a tedious and repetitive process. By following the steps outlined in this article and implementing additional tips and insights, you can save time and effort while still creating visually appealing and informative dashboards. Standardizing field names, utilizing data blending, and automating the process are actionable advice that can enhance your dashboard creation workflow. So, next time you need to create multiple dashboards, remember these techniques and make the most out of your data visualization endeavors.