Powerful Financial Statistics System: Analyzing Income Sources and Expenses

TLDRIn this video, we present a powerful financial statistics system that analyzes income sources and expenses using Microsoft Excel. The system includes multiple dashboards with innovative graphs and data visualization. We show how to create dynamic web charts, line charts, bar charts, and doughnut charts without using VBA codes. The video provides step-by-step instructions and showcases the beautiful design and functionality of the dashboards.

Key insights

💰The system analyzes income sources and provides a detailed breakdown of each source.

📈Dynamic web charts and line charts visualize income by month, total counts and percentage of income sources items, and monthly operating profits.

🌍A dynamic map chart analyzes profit values from different countries and highlights the most profitable country.

💼The system includes a dashboard for analyzing sales process status, showing the stages and highlighting frequently used stages.

🔢Various graphs and charts provide insights into income, expenses, marketing strategies, and project workflows.

Q&A

How can I customize the system for my financial data?

You can easily customize the system by updating the income sources, expenses, and other data in the pivot tables. The charts and graphs will automatically reflect the changes.

Can I use this system for personal finance tracking?

Yes, you can adapt this system for personal finance tracking by inputting your own income sources, expenses, and other financial data. It provides a comprehensive overview and analysis of your financial situation.

Do I need advanced Excel skills to use this system?

While some knowledge of Excel functions and formulas will be helpful, the video provides step-by-step instructions and explanations. With a basic understanding of Excel, you can easily follow along and create the powerful financial statistics system.

Can I use this system on older versions of Excel?

The system is designed using Microsoft Excel, and it may require newer versions with certain features and functions. It is recommended to use the latest version of Excel to fully utilize all the features and capabilities.

Where can I download the templates for these dashboards?

You can download the templates for these dashboards by visiting our online store. The video provides the website URL where you can find the templates in both light and dark themes.

Timestamped Summary

08:54Introduction to the powerful financial statistics system for analyzing income sources and expenses.

12:06Creating the first dashboard with dynamic web charts and innovative graphs for income analysis.

15:26Adding slicers for selecting data by year and dynamically updating the charts.

24:18Creating a line chart to analyze total income by month.

27:12Adding breakdowns for each income source and calculating percentages.

38:00Analyzing the percentage of profits for marketing strategies and creating a doughnut chart.

51:14Analyzing operating expenses and creating a bar chart for visualization.

01:12:13Finalizing the first dashboard and protecting the elements.

01:13:56Conclusion and announcement of upcoming videos for completing the dashboards.