Build a BEAUTIFUL KPI dashboard
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- Опубликовано: 22 май 2024
- 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.
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Genius!!! 🎉 God bless you 🙏🏼
Thanks for watching!
Good presentation.
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 👏
Love hearing that! Thanks for taking the time to write this out
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.
Good call! Thanks for sharing
how neat this looks- loved it
Glad you enjoyed it!
This looked so amazing!! I am definitely going to incorporate at the new job I just started 💕
Glad you enjoyed this! Good luck on the new job
This is awesome josh, thanks
Glad you liked it!
Amazing👍
Thanks for watching!
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 ?
Weird! What error message are you receiving?
@@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?
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?
@@yourcfoguy I am pretty sure something is off on my end ! I tried various scenarios but still not working :(