Tutorial Summary: Creating a Finance Dashboard in Excel

Welcome to today's tutorial where we will learn how to create a Finance Status and Forecasting Dashboard using Microsoft Excel. Here are the key steps covered in the process:

Video Tutorial Access

• Join our Channel membership for the full video tutorial.
• Template available at our online store: otherlevels.com.

Steps to Create the Dashboard

1. Dashboard Background

• Insert Shapes: Use a rectangle and fill it with gradient color. Then, insert a rounded rectangle shape with a gradient of dark colors.
• Separation Lines: Use a line to divide charts and slicers.

2. Design Elements

• Title & Logo: Add these at the top of the dashboard.
• Chart Backgrounds: Use rounded rectangle shapes, filled with a solid dark color.
• Total Values Highlight: Highlight the background for total values with 28% transparency and add shadows.

3. Adding Images & Charts

• Online Images: Insert suitable images and place them as background.
• Add Forecasting Report: Use text boxes linked to the correct cell in your report.

4. Data Visualization

• Pivot Table & Charts:

  • Insert a pivot table to display multiple values.
  • Add 'type' to rows and 'value' to values fields.
  • Show the percentage on the dashboard as a chart.

• Doughnut Chart:

  • Show Liberation percentage, customize colors, and reduce size.

• Expenses by Domain:

  • Use a column chart showing invoice type values.
  • Insert the 2D column chart with custom color codes and data labels rotated by 270°.

• Location and Year Charts:

  • Expenses by location: Use a line chart.
  • Profits and loss: Use a column chart.
  • Expenses per year table: Highlight top amounts using the IF formula.

5. Slicers & Final Touch

• Insert Slicers: Add three slicers to control the results on the dashboard.

Conclusion

We hope you found this tutorial useful. For more detailed guidance, join our Channel membership to enjoy the full tutorial. Alternatively, visit our website at other-level.com to purchase the template directly. Thank you and see you in the next video.