Build a BEAUTIFUL KPI dashboard

  Рет қаралды 6,995

Your CFO Guy

Your CFO Guy

Күн бұрын

Build an Excel KPI Dashboard!
Learn how to build a dynamic and visually appealing Excel dashboard from scratch! Discover essential techniques, such as functions, keyboard shortcuts, formatting, and visual design.
➡️ Download the Excel File here!
Infographic File: www.yourcfoguy.com/templates/...
Excel File: www.yourcfoguy.com/templates/...
⏱️ TIMESTAMPS
0:00 Intro
0:18 Free assets to download
0:22 Start building this dashboard
0:57 Keyboard shortcuts
1:44 Formatting cells
3:00 Populate with dummy data
3:32 Make it pretty
6:31 Link your dashboard
8:33 Use custom formatting
10:32 Create Data validation
12:17 Add a title
14:00 Outro
ABOUT THIS CHANNEL
Looking to level up your career in Finance & Accounting? You're in the right place. Each week I upload videos around Accounting, FP&A, and Excel to help you grow in your career and learn something new.
⚡️ Check out my channel here: / @yourcfoguy
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LinkedIn: / joshaharonoff
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#Dashboards #Excel #ExcelDashboards #accountingprofessionals #ExcelTutorial #DataVisualization #yourcfoguy

Пікірлер: 18
@KrishnaKumar-zn9kg
@KrishnaKumar-zn9kg Күн бұрын
Good presentation.
@simonspeed86
@simonspeed86 27 күн бұрын
That's great! An additional suggestion if doesn't work having the triangle up and down in the cell format: you are probably typing the 3 buttons at the same time. Instead, it will work by simply typing: alt+30 for up and alt+31 for down.
@yourcfoguy
@yourcfoguy 27 күн бұрын
Good call! Thanks for sharing
@urszulalipka-zawadzka3262
@urszulalipka-zawadzka3262 Ай бұрын
Amazing idea. I've just done my first financial dashboard in Excel with your video. And I discoverd a lot of keyboard shortcuts (in my country Excel has some tiny differences, of course). Really thanks for your content 👏
@yourcfoguy
@yourcfoguy Ай бұрын
Love hearing that! Thanks for taking the time to write this out
@monicabozzi4751
@monicabozzi4751 23 күн бұрын
This looked so amazing!! I am definitely going to incorporate at the new job I just started 💕
@yourcfoguy
@yourcfoguy 22 күн бұрын
Glad you enjoyed this! Good luck on the new job
@loneranger7535
@loneranger7535 23 күн бұрын
how neat this looks- loved it
@yourcfoguy
@yourcfoguy 22 күн бұрын
Glad you enjoyed it!
@racheallola8058
@racheallola8058 Ай бұрын
This is awesome josh, thanks
@yourcfoguy
@yourcfoguy Ай бұрын
Glad you liked it!
@ssbpl94
@ssbpl94 24 күн бұрын
Amazing👍
@yourcfoguy
@yourcfoguy 23 күн бұрын
Thanks for watching!
@tanzaaa
@tanzaaa Ай бұрын
Thanks Josh for this beautiful KPI dashboard ! I was populating mine until I hit a snag , for some reason the Xlookup is not reading from the other tab . Do you know what could be the reason for that ?
@yourcfoguy
@yourcfoguy Ай бұрын
Weird! What error message are you receiving?
@tanzaaa
@tanzaaa Ай бұрын
@@yourcfoguy At first , there was one related to X lookup formula which I didn't find in the Fx lists because I was using an older version of Excel. I ended up using the Excel for Web version , however , when using the X Lookup , It didn't read from the Financial tab. Do you know what could be the reason for this?
@yourcfoguy
@yourcfoguy Ай бұрын
The formula for Xlookup is referencing the financials table. Did you convert the range to a table by typing CTRL T? If not, u can just point to the range rather than using a table. Does that solve things?
@tanzaaa
@tanzaaa Ай бұрын
@@yourcfoguy I am pretty sure something is off on my end ! I tried various scenarios but still not working :(
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