How to create a dashboard in Excel is a commonly asked question when you need to present your Excel data in a more simplified form for stakeholders, customers and executives to understand quickly without having to dig into tonnes of raw data. You can now leverage the Sprucely.io platform to create beautiful interactive dashboards from your Excel data! This guide contains a step-by-step instruction on how to define the input data you want to use and how to leverage Sprucely.io to generate a customizable dashboard that you can then present or share with others.
This guide will take you about 5 minutes.
Creating a Dashboard from Excel Data
To showcase the flow from data to a generated dashboard, we will use a sample Excel file readily available from Sprucely.io's website. You can of course use any other supported files (Excel, JSON, text files et c) or define a web stream source with suitable data that you are interested in analyzing and presenting as well. The flow follows the recommended way of importing data into Sprucely and generating a dashboard template automatically. Once the dashboard is generated, you can of course customize charts, layout and styles accordingly to your needs.
The video below gives a quick introduction to Sprucely.io and showcase the steps needed to import your data to generate an automated dashboard template. More detailed instructions to complement the video are outlined as well.
This video gives an introduction to Sprucely.io and how you can import data to create a Sprucely.io dashboard (1:25 mins)
Instructions:
1) Login to Sprucely.io - Open a browser and surf to www.sprucely.io. If you have not yet done so, go ahead and login.
3) Select source - In our example, we will use a web stream source, as our sample Excel file is served directly from the Sprucely.io web server. In the Web Stream section, input the URL https://www.sprucely.io/supplychain.xlsx and click Connect. If you have a local file, you can drag and drop a file from your File Explorer or click to select a file from the filesystem in the Local File section instead.
4) Configure source - In this step you can manually decide which data range to import from your data source. This is useful if you only want to import a subset of the data in the file, or if you have multiple sheets in your Excel document and would like to choose which sheet to import. If you are using our sample file, this time no configuration will be required as Sprucely.io automatically detects the ideal range of the data set to import. Click Next to continue.
5) Configure dimensions - In this step you can give cues to Sprucely.io's insights engine and dashboard generator by setting priorities. If you are using our sample file, there is no need to modify any of these settings. Click Next to continue.
6) Generate dashboard - Set a title of your dashboard and click Save to generate the dashboard template. Once completed, you will be automatically be routed to the dashboard editor page, where you can modify the dashboard if you desire.
Customizing the Dashboard
Sprucely.io allows for flexible customization of both the layout, colors, style and data views to generate rich, interactive dashboards suitable for both presentation and data exploration.
Instructions:
1) Login to Sprucely.io - Open a browser and surf to www.sprucely.io. If you have not yet done so, go ahead and login.
3) Start editor - Press the dashboard name link, alternatively click on the Edit dashboard action button on the same row, to proceed to the Dashboard Editor.
4) Change layout - Using simple drag'n drop actions combined with layout widgets you can modify the dashboard layout exactly the way you want. You can drag new widgets to add to your dashboard from the top action toolbar. Move an existing widget simply by dragging it to the new location.
5) Color themes - You can change the default color theme of the dashboard either by selecting a pre-defined theme or by customizing the color palette. You may also override the default theme by configuring specific colors for individual widgets. Read more about theme support.
6) Configure charts - You can customize both function and style accordingly for all the widgets in the dashboard using the options in the properties sidebar. It will always show the options for the currently selected widget (click on a widget to select it). Read more about the chart wizard.
7) Save - Don't forget to click on the Save button in the top action toolbar to save your changes.
Sharing the Dashboard with Others
It's really easy to share dashboards from the Sprucely.io platform directly with others. Follow the below instructions to send e-mail recipients a link to the dashboard so that they can view it.
Instructions:
1) Login to Sprucely.io - Open a browser and surf to www.sprucely.io. If you have not yet done so, go ahead and login.
3) Select and share - Click the checkbox for the dashboard you would like to share at the far right end of the row. Now, the Share button in the action toolbar will become enabled and should indicate Share (1). Click the button to proceed.
4) Select recipients - After the dashboard selection list (it should already have your dashboard pre-selected from the previous step), you will find the submit message form. Find the E-mails field and enter at least one e-mail address you would like to send the dashboard to. Optionally, you may also enter a custom message for your receipient(s).
5) Send - Click on the Send button and Sprucely.io will take care of the rest!
Conclusion
We have shown how you can create interactive dashboards directly from Excel data in a few easy steps. With the help from the Sprucely.io platform you can generate a customizable dashboard directly from your data source, such as Excel files.
This guide serves as a quick step by step reference on how you can create a dashboard (in seconds, not hours) using default options that leverage automated intelligence and AI to generate a suitable report for you. It also covers options for how you can further customize and tailor the dashboard from there to make it fit with your branding, or exactly match the layout and represented data you intend to present.
You can get going yourself by signing up free with Sprucely.io, or why not check out the getting started with interactive dashboards guide first.
This article was first published 11th December 2025.
