Building Financial Dashboard In Google Data Studio

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How to Build Dynamic Financial Dashboard in Google Data Studio From Scratch

Last updated 2022-01-10 | 4.2

- Creating financial database from financial reports: Profit & Loss
- Balance Sheet and Cash Flow Statement
- Connecting Data Studio to Google Sheets
- Creating powerful time series charts to help with forecasting: monthly revenue
- expense
- net profit & net profit margin

What you'll learn

Creating financial database from financial reports: Profit & Loss
Balance Sheet and Cash Flow Statement
Connecting Data Studio to Google Sheets
Creating powerful time series charts to help with forecasting: monthly revenue
expense
net profit & net profit margin
Creating time range selection to select the time period displayed in the report
Creating filter control of companies or organizations
Creating Scorecards to display key metrics
comparing previous month and previous year performance
Creating Pie charts
Bar charts
Combo charts & Area charts
Creating table & Pivot table
showing total
Creating Calculated field or KPI from existing data.
Creating pages navigation like a financial software
Sharing Report & Updating financial data
Fixing common errors in Google Data Studio

* Requirements

* Google Account
* Google Chrome
* Basic Excel/ Google Spreadsheet

Description

  • Creating financial database from financial reports: Profit & Loss, Balance Sheet and Cash Flow Statement
  • Connecting Data Studio to Google Sheets
  • Creating powerful time series charts to help with forecasting: monthly revenue, expense, net profit & net profit margin
  • Creating time range selection to select the time period displayed in the report
  • Creating filter control of companies or organizations
  • Creating Scorecards to display key metrics, comparing previous month and previous year performance
  • Creating Pie charts, Bar charts, Combo charts & Area charts
  • Creating table & Pivot table, showing total
  • Creating Calculated field or KPI from existing data.
  • Creating pages navigation like a financial software
  • Sharing Report & Updating financial data
  • Fixing common errors in Google Data Studio

Course content

12 sections • 22 lectures

Introduction 2 lectures

Introduction Preview 01:23

Example of Reports Preview 03:19

Creating Data Source from Financial Report 2 lectures

Setting up Financial database in Google Sheets correctly Preview 05:49

Connecting Google Data Studio to Google Sheets Preview 01:46

Time series Chart 4 lectures

Creating Time Series Chart Preview 03:45

Adding Filter Control & Time Range Selection Preview 03:13

Formatting and Designing the Dashboard Preview 05:44

Calculated Fields Preview 02:03

Scorecard 1 lectures

Scorecard Preview 06:09

Report Navigation 1 lectures

Pages & Nagivation Preview 04:07

Tables & Pivot Tables 2 lectures

Table Preview 04:23

Creating Pivot Table Preview 02:53

Other Charts 2 lectures

Pie Chart Preview 02:54

Area Chart Preview 03:37

Sharing and updating Report 1 lectures

Sharing and updating Report Preview 01:55

Advance Topic: Time Calculation 2 lectures

Financial Year to Date Preview 05:53

Lag data Preview 03:00

Fixing Errors 2 lectures

Configuration error after changing/adding column in Google Sheets Preview 01:30

Date error Preview 02:59

Summary 1 lectures

Summary Preview 01:26

BONUS MATERIAL 2 lectures

Beautiful Color Code Preview 00:01

Google Data Studio Blog Preview 00:00