Open Excel to begin working on a new sheet. Type the title of your report in cell A1. Type in the labels for your four quarters. Enter "First Quarter" (omit the quotation marks here and throughout ...

For example, a sales report might have the column names "Product Name" and "Monthly Sales." Click the "Insert" tab and click one of the chart buttons in the Charts area to create a chart for the ...

Fetching live data . Since we're dealing with live data to create the dashboard, the first step is to link Excel with the data source so that all the required data can be fetched in real-time.

Excel makes the connection, then displays the report on the screen: Total Sales by City. Enter a report title in A1, and it’s complete. Total sales by city report.

How to Create a Report in Excel Automatically. ... Functions such as MONTH() and TEXT() allow you to effortlessly reformat dates, making it simple to organize your sales data by month.

Create an Excel table in two seconds In addition, notice that the filter feature is automatically applied, so sorting by a specific field is accomplished by a few clicks of the mouse. 6.