Building Financial Dashboard in Google Data Studio

Set up a financial database in Google Sheets for Sterling's Sydney and Melbourne branches, transpose monthly data into column format, and prepare a total tab for Google Data Studio.

Connect Google Sheets to Data Studio using the Google Sheets connector and create a new report. Add the sheet data, adjust fields to currency, and prepare the data for reporting.

Create time series charts in Google Data Studio by converting daily data to monthly metrics, including revenue, expense, net profit, and net profit margin, using month field and year-month formatting.

Add a filter control and a time range selector to the report to view profit and loss by branch (for example Sydney) and set dates for the current financial year.

Format and design a Google Data Studio dashboard, set size and theme, style revenue, expense, and net profit charts with last-year comparison and forecast, and create a profit margin field.

Create a net profit margin field in Google Data Studio using net profit over revenue, then set the metric to net profit margin in percentage with a purple title.

Create scorecards in Google Data Studio showing last month revenue with previous period and year comparisons, formatted as compact numbers and including net profit margin in absolute change.

Design a report level header and multi-page navigation in Google Data Studio, creating profit and loss, balance sheet, and cash flow pages with interactive buttons.

Create a table in Google Data Studio to show branch performance with revenue, net profit, and net profit margin, plus a summary row comparing last month to the previous period.

Create a pivot table in Google Data Studio to show monthly revenue by branches with a grand total, using month as the column dimension and applying clear styling.

Create a pie chart in Google Data Studio showing last month revenue by branch as a percentage of total revenue, using a custom date range.

Create a monthly revenue area chart by branch in Google Data Studio. Explore percent stacking versus dollar terms, and adjust styling to show tick marks and a monthly revenue title.

Share Google Data Studio reports with colleagues by inviting them and setting view or edit permissions, then update data by editing the underlying Google sheet and refreshing the report.

Create a revenue year-to-date metric by adding a financial year column, applying a year calculation (July start), and building a time series in Google Data Studio with year-over-year comparison.

Learn to create lag data in the database and build calculated fields like net profit lag one month, using conditions and data sources in Google Data Studio.

Learn how to fix configuration errors in Google Data Studio when you add or rename fields in Google Sheets by editing the data source, refreshing fields, and applying changes.

Resolve date range issues in Google Data Studio by correcting the date format from month-day to day-month, updating spreadsheet settings to Australia, and refreshing data.