7 Consultant Excel Dashboard Features (FLAGS INCLUDED!)

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Издатель Jul 4, 2026

How does a consultant create cool Excel dashboards? In this session, I walk you through 7 features of Excel dashboards and show you how to implement each in your work.

00:00 7 Consultant Grade Excel Dashboard Features (FLAGS INCLUDED)

01:00 1. Overall Visual Layout (Shapes)
The first thing a consultant does is create an overall design. To some, Excel is a grid. But to the consultant, it’s a canvas. And, if your canvas isn’t the right size and shape, your painting will never look good.

The critical mistake here is to waste time endlessly resizing rows and columns. Instead, simply use shapes. These are much easier to manipulate and will help the overall design take shape.

Don’t know where to start? Try a 3 x 3 grid and fit in or overlay the elements of your dashboard – charts, tables, user inputs etc.

02:03 2. Space
Consistent row and column heights is a must for the consultant dashboard look. There’s no need to spend hours sizing these manually, however – keyboard shortcuts are your friend here. Use Alt + H + O + W on the Windows PC to access the column width dialogue box, then F4 to repeat the last action.

03:00 3. Strategic Merged Cells
Merged cells can create problems in Excel – in fact, I struggle to format merged cells using copy / paste special in this video! But, sometimes, it’s a price worth paying. Merged cells allow for larger fonts and this is a must for the consultant building an Excel dashboard.

04:10 4. 1-Colour Colour Scheme
The consultant simplifies colour by using not three, not two but one – yes one – colour in Excel dashboards. In the video, I explain how this approach not only looks better, but is easier to implement too with the ‘light colour, dark colour’ principle.

05:37 5. Cool Charts
This session is not about charts but we do cover a consultant power tip for Excel chart presentation. Did you know you can copy / paste chart formats from one chart to another? I show you how in the video. Hours of time saved and a consistent look for your Excel dashboard.

08:10 6. Dynamic Dropdown Menus
The feeling of ‘responsiveness’ or ‘dynamic quality’ is a key dashboard design goal for the consultant. We want to the user to test, experiment, interact and ‘play’. One way is data input assistance via dropdown menus. Yes, dropdown menus have been around forever in Excel – but not all of them are dynamic.

10:10 7. Advanced Features (Flags)
Only with the fundamentals in place does the consultant think about advanced features. Flags offer visual appeal and, because our colour scheme is simple, don’t clash too much with the aesthetic.