📈Create an actual versus plan dashboard using Excel's built-in tools
💼Format data in Excel tables for analysis and charting
📊Use pivot tables to summarize and analyze data
📈Build pivot charts to visualize actual versus plan data
💡Apply conditional formatting to highlight variances
Do I need programming skills to create an actual versus plan dashboard in Excel?
—No, Excel's built-in tools allow you to create an actual versus plan dashboard without any programming.
Can I customize the formatting of my dashboard?
—Yes, you can apply custom formatting to your dashboard using Excel's formatting options.
Can I update my dashboard with new data?
—Yes, you can update your dashboard by refreshing the pivot tables and charts with new data.
Can I share my dashboard with others?
—Yes, you can share your dashboard as an Excel file or convert it to a PDF or image for easy sharing.
Are there any limitations to creating an actual versus plan dashboard in Excel?
—Excel has a large number of tools and features to create detailed and interactive dashboards, but complex dashboards may require advanced Excel skills.
00:00Introduction and overview of the tutorial
02:27Formatting the data in Excel tables
06:02Creating pivot tables and charts
11:11Adding conditional formatting to highlight variances
13:49Building a pivot table and chart for actual versus plan and forecast data
16:25Customizing the pivot chart
18:47Finalizing the dashboard and applying finishing touches
