Financial Dashboard in Excel

  Рет қаралды 61,700

LearningX

LearningX

Күн бұрын

🚀 Get the template from our online store:
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📌 Financial Dashboard in Excel - Free Templates
This is a Financial dashboard in excel based on the Income Statement of an organization. No VBA used. We have created this dashboard using Index & Match formula, even the pivot table has not been used here. Simple Financial Dashboard. Professional Finance Dashboard.
Financial Dashboard in Excel.
A free downloadable file has been given. You can use this sample file to make your dashboard and use it in your business. For any more information or query, you can contact us.
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Download Link - (Only Dashboard Data):
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Note: (Download file contains only data set of the dashboard for practice.)

Пікірлер: 68
@blzy404
@blzy404 2 жыл бұрын
This one is simple yet one of the best videos about excel dashboards!
@LearningXOnline
@LearningXOnline 2 жыл бұрын
Thanks Angken... This comment is giving me a huge motivation to work... Thanks... ❤️
@kenisto9746
@kenisto9746 2 жыл бұрын
I have seen many dashboard videos but this is easily one of the best. Great work on the video and great excel skills
@LearningXOnline
@LearningXOnline 2 жыл бұрын
I am so much glad that you liked it... Thank you so much for your appreciation... ❤️❤️
@mariadesousavalerio
@mariadesousavalerio 3 жыл бұрын
Excelente trabalho. Muito obrigada
@LearningXOnline
@LearningXOnline 3 жыл бұрын
Bom ouvir. Obrigado Valéria por sempre apoiar o canal ...
@ezeuba001
@ezeuba001 3 жыл бұрын
This is great work
@LearningXOnline
@LearningXOnline 3 жыл бұрын
Thanks...❤️
@janenyagawambui7103
@janenyagawambui7103 Жыл бұрын
Thank you, i really needed this
@LearningXOnline
@LearningXOnline Жыл бұрын
Thanks Jane ❤️
@avinash5034
@avinash5034 2 жыл бұрын
Excellent and Simple video.
@LearningXOnline
@LearningXOnline 2 жыл бұрын
Avinsh I am so much glad that you liked our videos... ❤️
@lukev730
@lukev730 3 жыл бұрын
Amazing work
@LearningXOnline
@LearningXOnline 3 жыл бұрын
We are glad that you liked our videos.. Thanks Luke! ❤️
@Ayuk1
@Ayuk1 2 жыл бұрын
Awesome content. Thanks
@LearningXOnline
@LearningXOnline 2 жыл бұрын
Thanks Arung... Keep connected, more are coming... 😊
@Lee-pr7ts
@Lee-pr7ts Жыл бұрын
I love the yellow color
@user-np2pu3er7h
@user-np2pu3er7h Жыл бұрын
Thank you for your content, that was a really great explanation. i have one question how do you connect the link from the drop down list to colomns d30 with google sheet. cause i've tried but it failed. could you please eloberate this. thank you in advance.
@brentbotes4150
@brentbotes4150 2 жыл бұрын
Very well done sir
@LearningXOnline
@LearningXOnline 2 жыл бұрын
Thanks Brent for your comment
@ManishKumar-oc8gs
@ManishKumar-oc8gs Жыл бұрын
Can you tell me if two combo box ie form control be interconnected?? So that if I select any month from any of the combo box, difference can be seen
@fixme885
@fixme885 2 жыл бұрын
Ultimate bro
@LearningXOnline
@LearningXOnline 2 жыл бұрын
Thanks brother 😊
@Mad1080
@Mad1080 4 ай бұрын
Thanks for the wonderful video... means a lot!! Kindly request you provide files, prepare three financial statements, and create a dashboard... in a continuing process... preparation of statements, creating and presenting in dashboard
@tenzindorji3058
@tenzindorji3058 Жыл бұрын
I wish u millions of followers
@LearningXOnline
@LearningXOnline Жыл бұрын
Hi Tenzin, Many Many Thanks for supporting me...❤️
@husamyaqah8308
@husamyaqah8308 6 ай бұрын
Good job, ROI in the analysis sheet , how much was calculated based on the previous information like net profit and income? As everyone knows ROI is net profit over investment cost Kindly provide us more clarification about this
@LearningXOnline
@LearningXOnline 5 ай бұрын
All the data here is hypothetical. Here I focused on the visualization part rather than the financial part. I try to teach how to present the data more beautiful way. But thanks for you nice input 🙂😀
@nigoramirtilloeva5221
@nigoramirtilloeva5221 2 жыл бұрын
Hey, thank you for amazing work, but I need your help, I'm training now, but I couldn't get same result as yours (6:53mins) could you type that formula please, I wrote same but there's no result
@LearningXOnline
@LearningXOnline 2 жыл бұрын
Nigora, If you are using the same data log from my download link, then the formula is: =MAX(D6:O6)*1.25 Still have confusion? feel free to mail us at: Learningx.Tuitorial@gmail.com
@nigoramirtilloeva5221
@nigoramirtilloeva5221 2 жыл бұрын
@@LearningXOnline thank you 👌
@charismatic0
@charismatic0 Жыл бұрын
I have one question when you applying max formula why you took 125%. can you elaborate please. Thanks.
@LearningXOnline
@LearningXOnline Жыл бұрын
Just for beautification... nothing else...you can give 100% or anything else 😀
@bhavneshparikh8283
@bhavneshparikh8283 3 жыл бұрын
Loan pay back optimizer format can be available in excel? Multiple loan repayment plan ? Pl share excel file Multiple person how can maintenance?
@LearningXOnline
@LearningXOnline 3 жыл бұрын
Yes sir... It can be done in excel...we don't have any video in this topic.... We will make one soon... Keep in touch.. 😊
@sameermehdi3143
@sameermehdi3143 2 жыл бұрын
sir can i made this dashboard and add to my portfolio project?
@LearningXOnline
@LearningXOnline 2 жыл бұрын
No issue. But give credit.
@Thukai-Operater
@Thukai-Operater Жыл бұрын
Can i creat this in 2007
@raymondwittah619
@raymondwittah619 Жыл бұрын
Please I can you help me with the index and match formular? I didn't get it
@LearningXOnline
@LearningXOnline Жыл бұрын
Check out this: kzbin.info/www/bejne/noq0lZ2uabRogbs
@damerapradeep9632
@damerapradeep9632 2 жыл бұрын
@7:15 Please explain me how you choosed 1.25 % I'm lil confused
@LearningXOnline
@LearningXOnline 2 жыл бұрын
Damera thanks for the comment. I have done this for not showing the donut charts to be 100% full. Just for visualization. You can ignore this or you can multiply it with any number. No effect on data, just for visualization. Check other comments, there I did reply too. For more query mail me at: Learningx.Tuitorial@gmail.com
@damerapradeep9632
@damerapradeep9632 2 жыл бұрын
@@LearningXOnline I got you..thanks alot😊
@ManishKumar-oc8gs
@ManishKumar-oc8gs 3 жыл бұрын
Why you multiplied the incomes by 1.25? I really didn't understand that. please explain
@LearningXOnline
@LearningXOnline 3 жыл бұрын
Just for better visualization... If you multiply it by 1.25. Then the chart data line will not cover fully when the max number of that data set comes for comparison.. So its looks better.....If you want you can give it 1.1 or 1.2 or nothing, or just skip it as the effect is not so high....Not a major fact. 😊😊
@kenisto9746
@kenisto9746 2 жыл бұрын
@@LearningXOnline can you please elaborate this. I tried reading your explanation but I still can't figure out what you mean. In my excel sheet when I multiply, the data points in the donut chart indicate values higher than the ones on the income statement. Or it doesn't matter because you later use a text box to write down the actual value of the ROI for example.
@LearningXOnline
@LearningXOnline 2 жыл бұрын
I multiplied this with 1.25 to show a gap in the donught chart when it's the max value. Example, higher the multiplication number means higher the gap in the donught chart (yellow portion). If you don't multiply, then for max value , donught chart will be fully covered by black portion. It's don't look so good. So I did this. You can skip it. Not a major fact.
@ManishKumar-oc8gs
@ManishKumar-oc8gs 2 жыл бұрын
@@LearningXOnline well I can simply compare present income with previous one. So I don't have to multiply with 1.5 and the donut chart will also show comparison between two income tables. I got what you wanted to show..thanks BTW
@MehranAhmed-yj3kr
@MehranAhmed-yj3kr Ай бұрын
why you multiply max with 1.25
@muhammadakramnaseem7608
@muhammadakramnaseem7608 2 жыл бұрын
How i can get data file used in this video
@LearningXOnline
@LearningXOnline 2 жыл бұрын
At the end of description box
@himantiupman719
@himantiupman719 Жыл бұрын
Sir actually when you link the first text box to ROI I also did the same but mine is got linked but didn't get the same result it's not showing ROI written on it
@LearningXOnline
@LearningXOnline Жыл бұрын
Make sure the cell you have linked, ROI is written there. If done. Then also check is the font colour in the shape is black. Sometimes it stay white, so you can't see. Make the font black in shape. 🙂
@nurhidayahramli996
@nurhidayahramli996 2 жыл бұрын
Shall i know is it feature form control for updated microsoft only? I can't find it in my insert tab😅
@LearningXOnline
@LearningXOnline 2 жыл бұрын
Yes Ramil it's available in MS Excel. But you have to enable developer mode from File----> Options-----> Customize Ribbon------> Tick on developer option from the main tab. Then you will find it.
@himantiupman719
@himantiupman719 Жыл бұрын
Sir In my excel sheet this kind of chart is not showing
@LearningXOnline
@LearningXOnline Жыл бұрын
That was not a chart, that was a Shape. Go to insert and shape. Connect the Word with the shape as I have shown in the video.
@himantiupman719
@himantiupman719 Жыл бұрын
@@LearningXOnline I was talking about waterfall chart
@LearningXOnline
@LearningXOnline Жыл бұрын
Ok. It's not available in all versions. Use Ms office 16 or 19 to get it
@gesemfuentes7169
@gesemfuentes7169 3 жыл бұрын
Como puedo obtener el acceso?
@LearningXOnline
@LearningXOnline 3 жыл бұрын
Verifique el enlace de descarga en el cuadro de descripción y haga clic en solicitar acceso ... Luego le daré acceso instantáneamente😊
@03008286133
@03008286133 3 жыл бұрын
@@LearningXOnline Pero no hay un enlace de descarga en la descripción señor ...
@bhavneshparikh8283
@bhavneshparikh8283 3 жыл бұрын
How can download?
@LearningXOnline
@LearningXOnline 3 жыл бұрын
Click the download link from the description....I will give you the access soon....😊
@03008286133
@03008286133 3 жыл бұрын
@@LearningXOnline But there is no download link...
@poultryfocusonkarsinghbatr1258
@poultryfocusonkarsinghbatr1258 2 жыл бұрын
Can i pay in rupee, if ur in india
@LearningXOnline
@LearningXOnline 2 жыл бұрын
You can only purchase it from Teespring. Link is in the description box.
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