How to Quickly Create a Map Chart for Dashboard in Excel

An example of how to create a versatile and interactive map chart in Excel with a step-by-step guide for beginners and advanced users. Visualize data like a pro with interactive and dynamic features. Enhance your ERP and CRM systems with powerful tools in Excel.



Step-by-Step Guide to Creating Interactive Map Charts in Excel

Creating a map chart in Excel is a powerful way to visualize geographical data and improve your dashboards or interactive presentations. Whether you're a beginner or an advanced user, this guide will help you design simple and professional map charts tailored to your needs.

In this video tutorial, you will learn:

  1. How to create a universal map chart from vector shapes for all versions of MS Excel.
  2. Adding interactive buttons for a custom map chart in Excel.
  3. Managing source data using smart tables.
  4. Filling the entire "Processing" worksheet with formula tables to create a CRM system template in Excel.
  5. Formula tables as source data for building a professional map with data charts.
  6. How to create professional data visualizations on Bing Maps using an Excel extension from Microsoft developers.
  7. Setting up the dashboard grid template for order analysis in a CRM system.
  8. Filling the main order table with formulas to extract data from the database based on conditions, styled with conditional formatting.
  9. Designing a dynamic dashboard with an interactive map for the CRM system.
  10. Using MS PowerPoint to create complex shapes if needed.
  11. Integrating the interactive map chart into the CRM template design.
  12. Building a convenient form for adding new orders to the CRM database.
  13. Creating a light version of the dashboard template design.
  14. Editing the universal map chart to adjust the design for a light style.
  15. Reviewing and enjoying the results of creating a dashboard with interactive maps for a CRM system in Excel.
map chart for dashboard

Download Map Chart Templates for Dashboard in Excel download file

This is the final video tutorial in the series: How to Create a CRM Dashboard in Excel!

CRM Template with Pivot Charts

Learn how to create a map chart for an Excel dashboard with our community. Subscribe to our YouTube channel for beginners and advanced data visualization developers in MS Excel.


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