How to Build a Financial Dashboard in Excel (Step-by-Step Tutorial)

Ready to build a professional financial dashboard in Excel in just a few minutes? In this step-by-step tutorial, Tim Vipond shows you how to transform raw data into a dynamic and insightful dashboard that effectively visualizes business performance.

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This comprehensive guide is perfect for professionals and students who want to elevate their Excel and data visualization skills. You'll learn essential formatting techniques and master several advanced chart types to present financial information clearly and professionally.

In this tutorial, you will learn how to:
🔹 Create & format a Stacked Column Chart for revenue analysis.
🔹 Build a Combo Chart with a secondary axis to show profit & margins.
🔹 Use Waterfall Charts to visualize cumulative revenue by business unit.
🔹 Design Stacked Area Charts to effectively break down expenses.
🔹 Insert Sparklines to show compact trends directly in a table.
🔹 Perform Variance Analysis (Actual vs. Budget) with custom arrow formatting.
🔹 Master pro formatting tricks to make your dashboard look polished and clean.

✅ Ready to Master Data Visualization & Business Intelligence?

This tutorial is a sample of the practical, hands-on training offered in CFI's courses. Elevate your skills from basic Excel to building sophisticated business intelligence tools that drive decisions.

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TUTORIAL CHAPTERS
🔹 [00:00] Final Dashboard Preview & Setup
🔹 [01:25] Chart 1: Stacked Column Chart (Business Unit Revenue)
🔹 [03:40] Pro Tip: Adding Total Labels with a Combo Chart Trick
🔹 [05:25] Chart 2: Combo Chart (Gross Profit & Margin)
🔹 [06:26] Using a Secondary Axis for Different Data Types
🔹 [09:15] Chart 3: Waterfall Chart (Cumulative Revenue)
🔹 [10:19] How to Set the "Total" Column in a Waterfall Chart
🔹 [11:46] Chart 4: Stacked Area Chart (Expense Breakdown)
🔹 [15:11] Table 1: Averages & Sparklines
🔹 [16:30] How to Insert Sparklines (Column & Line)
🔹 [19:01] Table 2: Variance Analysis (Actual vs. Budget)
🔹 [20:36] Pro Tip: Custom Number Formatting (Up/Down Arrows)
🔹 [22:00] Table 3: Summary P&L and Balance Sheet
🔹 [22:38] Final Review & Making Your Dashboard Dynamic

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