Design an Excel Dashboard: Bring Your Financial Story to Life

TLDRLearn how to design an Excel dashboard that dynamically compares actuals, budget, and previous year's data. Discover how to set up dynamic elements, calculate variances, and add clear visualizations. Get introduced to the Zebra BI Excel add-in for professional reports.

Key insights

📊Design an Excel dashboard that dynamically compares actuals, budget, and previous year's data.

🔄Create dynamic elements to easily change the selection and update the entire report automatically.

📈Calculate variances and add clear visualizations to uncover the story behind the numbers.

🔢Use XLOOKUP function to bring over actual data based on the combination of year, month, and store location.

📊Utilize the Zebra BI Excel add-in for effortless and professional reporting.

Q&A

How can I compare actuals, budget, and previous year's data in Excel?

You can design an Excel dashboard using dynamic elements and formulas like XLOOKUP to bring in the actual data based on the combination of year, month, and store location.

How can I calculate variances and add visualizations in Excel?

You can calculate variances using formulas and add clear visualizations like column charts to unveil the story behind the numbers.

What is the Zebra BI Excel add-in?

The Zebra BI Excel add-in is a tool that helps create professional reports with clarity and accuracy. It offers features like responsive charts and dynamic annotations.

Can I try the Zebra BI Excel add-in?

Yes, you can get an extended 30-day trial of the Zebra BI Pro version by clicking the link in the video description.

How can I make my Excel reports more professional?

You can use tools like the Zebra BI Excel add-in, which offers pre-designed templates and features for creating visually engaging and structured reports.

Timestamped Summary

00:00Learn how to design an Excel dashboard that dynamically compares actuals, budget, and previous year's data.

04:08Use XLOOKUP function to bring over actual data based on the combination of year, month, and store location.

08:36Introduce the Zebra BI Excel add-in for creating professional reports with clarity and accuracy.

13:19Create clear visualizations and calculate variances to uncover the story behind the numbers.

19:31Demonstrate the ease and effectiveness of using the Zebra BI Excel add-in for creating dynamic and visually appealing charts.