Charts are the backbone of effective data visualization in Excel dashboards. Start by creating column charts to display sales and profit by month, offering a clear view of trends over time.

Data Connection and Integration: The data is imported into Power BI Desktop from the CRM, transactions database, and Excel. Power Query is used to clean and merge this data into a unified model.

For example, if you are adding project task data, use Excel functions to calculate the number of days for a task, the overall budget, the remaining budget, and other crucial details for your project.