fx Dashboard Design Principles

Typography, whitespace, print/screen sizing

⏱ 10 min

What you'll learn

  • One font, three or four sizes
  • Numbers that read fast
  • Whitespace is a design tool

Concept

1. One font, three or four sizes

Use one clean font (Calibri, Aptos, Segoe UI, Arial). Create hierarchy with size and weight, not different fonts:

Element Size Weight
Dashboard title 20–24 pt Bold
KPI value 22–28 pt Bold
Section / chart title 12–14 pt Bold
Labels, axis, notes 9–10 pt Regular, grey

Avoid all-caps paragraphs, italics for numbers, and underline (looks like a link).

2. Numbers that read fast

  • Round: ₹29.50 cr, not ₹29,49,96,410 on a KPI card (exact values go in tables).
  • Consistent units per dashboard (all lakh or all crore), stated in the subtitle.
  • Right-align numbers in tables; same decimals in a column.
  • Percent with 0–1 decimal: 96.6%, not 96.5618%.
  • Indian grouping (12,34,567) needs the Indian locale or the [>=10000000]##\,##\,##\,##0;[>=100000]##\,##\,##0;##,##0 custom format — test it on your Excel before using it widely.

3. Whitespace is a design tool

Empty cells between groups tell the eye "new section" more cleanly than borders. Leave:

  • a 1–2 column margin around the dashboard,
  • equal gaps between cards and charts,
  • padding inside cards (don't let numbers touch the edge).

If it feels crowded, remove something rather than shrink fonts.

4. Screen sizing

  • Design at 100% zoom on the most common screen of your viewers (often 1366 × 768 or 1920 × 1080).
  • Collapse the ribbon (Ctrl + F1), hide gridlines/headings, and check what's visible.
  • For a shared file, set the zoom and scroll position, then save — Excel remembers them per sheet.
  • Freeze the title rows if the dashboard is taller than the screen.

5. Print sizing (A4 / PDF)

Page Layout tab:

  1. Print Area = the dashboard range.
  2. Orientation: Landscape.
  3. Scale to fit: Width 1 page, Height 1 page.
  4. Margins: Narrow; Center on page horizontally.
  5. Header/footer: dashboard name, period, page and print date.
  6. Preview (Ctrl + P). Slicer buttons and form controls print as pictures — clear filters first or show selections in the subtitle.

Export a PDF for people who only need to look: File → Export → Create PDF.

Common mistakes

Five fonts and ten sizes. Full-precision numbers on cards. No margins. A dashboard that prints on three pages.

Exercises

mediumCreate cell styles for Title, KPI Value, KPI Label, Section Title and Note with the sizes above. Apply them to your Lesson 2 layout, set the print settings to 1 landscape page, and export a PDF.
Create a consistent Title/KPI Value/KPI Label/Section/Note hierarchy, then apply it across the layout. Set a landscape print area and fit to one page only if labels remain readable; preview the exported PDF at normal size. Leave clear space between unrelated sections.

Quiz

How do you create hierarchy without changing fonts?
Size and weight
₹29,49,96,410 on a KPI card — better?
₹29.50 cr
Print setting to fit the dashboard on one page?
Scale to fit: Width 1, Height 1
Typography, whitespace, print/screen sizing · Dashboards | ExcelWalaa