Finance Payroll Management Excel Dashboard

Overview

• Introduction to creating a finance payroll management Excel dashboard.
• Features user-friendly smart formulas and functionalities.

Dashboard Capabilities

• Overall Totals:
  • Number of employees
  • Total net pay
  • Total earnings
  • Total deductions
  • Filterable by year and month using drop-down lists.
• Dynamic Totals:
  • Earnings
  • Deductions
  • Net pay
  • Number of employees
  • Filterable by position or department name.
• Visual Components:
  • Bar chart for positions and departments.
  • Line chart for monthly working days.
  • Dynamic calendar for selected period.
• Navigation:
  • Buttons to switch between dashboard and data table sheets with one click.

Technical Details

• Built using two data tables and smart formulas.
• No VBA or pivot tables involved.
• Uses VLOOKUP for data retrieval from employee management sheet.

Using the Template

• Available for purchase at Other Levels.
• Data sets for training and learning are downloadable.

Additional Resources

• Access extensive video tutorials on dashboard creation.
• Focus will now shift to discussing formulas, functions, and logic in dashboard creation.

Detailed Explanation

• Example of how employee information is auto-populated using VLOOKUP.
• Explanation on dynamically updating working days and calculating salaries.

Features and Use Cases

• Position and job role-based filtering for focused payroll distribution analysis.
• Formula demonstration for calculating total earnings, deductions, and net pay.

Future Content

• Announcement of consistent video uploads with new insights.
• Encouragement to explore website for additional templates and tutorials.

Conclusion

Stay tuned for further tutorials and insights. Visit Other Levels for premium dashboard templates and resources.