How to Embed the Dashboard as an Image in Excel?

Embedding dashboards into Excel can be a powerful way to integrate dynamic visual data representations within your spreadsheets. While Excel does not support live dashboard embedding directly, you can include a dashboard as a static image. This method allows you to capture the visual summary of your data and place it within your Excel workbook for reporting or presentation purposes.

Steps to Embed a Dashboard as an Image in Excel

1. Export the Dashboard as an Image: The first step is to export your dashboard from the Bold BI application as an image. For detailed instructions on exporting dashboards from Bold BI, please refer to their documentation on Exporting Dashboard to Image.

2. Insert the Image into Excel: Once you have the dashboard image, you can insert it into your Excel workbook by following these steps:

   • Open the Excel workbook where you want to embed the dashboard image.
   • Navigate to the worksheet where you want the image to appear.
   • Go to the Insert tab on the Excel ribbon.
   • Click on Pictures and select the image file of your exported dashboard.
   • Resize and position the image as needed within your worksheet.

3. Update the Dashboard Image: It’s important to note that the embedded image will not update automatically. If the data in your dashboard changes, you will need to export the new version of the dashboard and replace the old image in Excel with the updated one.

4. Sample Dashboard in Excel: To help you visualize how an embedded dashboard image would look in an Excel sheet, a sample file showcasing this has been attached below. This sample can serve as a reference for formatting and scaling the image within your own Excel documents.

Additional Considerations

• Interactivity: Remember that the embedded image is static and will not offer the interactivity of a live dashboard. If interactivity is required, consider providing a link to the live dashboard alongside the image in Excel.
• Data Refresh: Plan for regular updates to the dashboard image if the underlying data changes frequently. This ensures that the information in your Excel workbook remains current.

Conclusion

While Excel does not support live dashboard embedding, including a dashboard as an image is a straightforward alternative. This approach allows you to enhance your Excel reports with visual data summaries, making them more informative and engaging.

References

• Bold BI Documentation: Exporting Dashboard to Image
• Microsoft Excel Support: Insert Pictures