How to Create an Interactive Dashboard Piktochart Tutorial

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🙌 LEARN THE BEST OF PIKTOCHART! 🙌 | In this video tutorial, we will show you how to create an eye-catching interactive sales or marketing dashboard (or any dashboard for that matter). • ➡️ To create one yourself, sign up for a free Piktochart account here: https://piktochart.com/ • STEP 1: PIKTOCHART DASHBOARD • To kick things off, click Create New, select reports... and since we'll be designing our dashboard from scratch, let's select a blank template. • STEP 2: CHANGING DOCUMENT ORIENTATION • Since the report format is vertical by default, change the paper orientation to landscape in the Settings. Simply swap the current values. • STEP 3: ADDING YOUR COLOR SCHEMES • First of all, add your chosen colors. To save them as a color scheme, head over to the Colour Schemes tab on the left, click Create New Colour Scheme and give it a name. (Colors used: #FFB485, #FFEA89, #FF93D9, #FFFFFF) • • 4: ADDING GRADIENT BACKGROUND • To do so, hop up to the graphics panel, pop open photos, type in gradient, and select whichever you feel is a good fit. Then scale it up to cover the entire page by dragging the handles while holding downshift. And with that done, hop up to the toolbar above, align to center, and finally lock it. • STEP 5: CREATING THE LAYOUT • We created a grid consisting of 12 columns and 9 rows. • Today's dashboard has 6 different data sets, and we're going to place each inside its own separate block. Hop back up to the graphics panel, select shapes icons, and go for one of those trendy rounded rectangles. • Change its color to white and then bump the opacity all the way down to something like 15% so that it's super smooth and subtle. And then drag the handles here to change the dimensions so that it spans four columns and for the height, we're gonna go with three rows. • Then drop in a subtitle and some descriptive body text and make sure it's placed here in the top left corner of the rectangle. Here type is set in Poppins at 15 points, and the opacity is set to 60%. • STEP 6: BUILDING CHARTS • To add charts in Piktochart, go over to the tools tab on the left and click charts. In this newly revamped modal, you get a bunch of different charts to choose from – from more complex options like bubble charts and scatter plots to creative swatch charts to basic options like a standard bar chart. • Now you can import your data from a CSV or Excel file, or you can paste it straight into the chart editor. • STEP 7: LINKING PIKTOCHART WITH GOOGLE SHEET • To link your data from a spreadsheet with Piktochart, simply head up to the File menu, click Publish to Web, keep the settings as is and hit Publish. Now simply copy the URL, head back over to Piktochart, click this tab that says Dynamic Data, paste in the URL and wait for it to link. • STEP 8: CUSTOMIZING CHARTS • Click the little cog icon. And doing so takes you into a separate editor where you get a bunch of different customization options (add chart and axes titles, change the color of your chart, toggle on and off things like legends, axes, and grids, you can add data labels or simply stick to these cool interactive tooltips which display on hover). • For now, uncheck the legend, make it a stacked chart, change the text color to white, and hit insert chart. • And with your first chart now on the page, resize it by dragging the bounding box handles and then reposition it. Now copy this one chart, move it over to the left and once again resize it. • Double-click the chart to enter the chart editor. Again, head back over to Google Sheets, find the relevant data tab, copy the URL and link it up with Piktochart. And since you're displaying a trend over time, choose a line area chart. Hop back into the customization panel, get rid of the axis and grid, and hit insert chart. • STEP 9: CUSTOM LEGENDS • Go over to the graphics panel, select shapes, and icons, and from here you can go with whatever shape or icon you fancy. But for now, let's just go with a simple circle. Then scale it down and change its color so that it matches up with the chart. And now add a legend label adjacent to it. • Once it's looking the way you want, create a copy of it and simply change the color as well as the legend label. At this point, place your legend wherever you want it to be. • STEP 10: STANDOUT NUMBERS • In this case, a standout figure along with a year-on-year comparison has been added. To complete this block, add in a line and an upward arrow. Head up to the graphics panel, select lines, click it to add it to the page, and move it over. And then change the line type from dashed to solid, and also change its color so that it's consistent with the rest of your design. Finally, scale it down and then hold down shift while rotating it. • And as for the arrow, select shapes and icons, type in arrow, and add in whichever you like. Change the color from the default black to white, and then scale it down and place it adjacent to your percentage figure. • As always, thank you for watching, and happy Piktocharting!

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