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30-Day Money-Back Guarantee

This course includes:

  • 1 hour on-demand video
  • 2 articles
  • Full lifetime access
  • Access on mobile and TV
Business Business Analytics & Intelligence Google Data Studio

Building Financial Dashboard in Google Data Studio

How to Build Dynamic Financial Dashboard in Google Data Studio From Scratch
Rating: 4.5 out of 54.5 (251 ratings)
1,064 students
Created by Loc Nguyen
Last updated 5/2019
English
English [Auto]
30-Day Money-Back Guarantee

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

  • Learn from a Financial business intelligence analyst for a Group of more than 10 companies.
  • Create Powerful Interactive Financial Dashboards from Google Sheets Data from scratch.
  • No VBA or SQL coding require, just drag and drop, copy and paste.
  • Analyze Google Sheets in minutes using powerful visualizations.
  • Learn powerful visualizations such as Time Series Charts, Scorecards, Pie Charts, Stacked Area Charts.
  • Display comparisons to Previous Period, Previous Year, in one scorecard.
  • Create Financial Year to Date Calculations.
  • Create filters to easily create interactive dashboards, graphs and reports.
  • Create date range selection to easily manage the display range in the charts .
  • Share Reports and Updating Data.
  • Create pages navigation to make a report look like running in a professional financial software.
  • Learn how to Fix error.
  • Free access to the report anytime, anywhere by signing in Google Account.



    Who this course is for:

    • Google Sheets Users
    • Excel Users
    • Xero Users
    • MYOB Users
    • Accountants
    • Data Analysts
    • Business Owners
    • Managers

    Featured review

    Dennis Arrindell
    Dennis Arrindell
    26 courses
    8 reviews
    Rating: 4.5 out of 59 months ago
    This course offers some interesting tools to especiallly improve the aesthetics of your financial dashboard. What I really needed to know from a financial dashboard is how to compare a fixed budget (non active data) to realization/actual numbers (active data as expenses develop). This part was not covered in the lectures, but after posing my question in the Q&A part I got a quick reply from Loc, so overall I am satisfied with the course and the Q&A section.

    Course content

    12 sections • 22 lectures • 1h 7m total length

    • Preview01:23
    • Preview03:19

    • Setting up Financial database in Google Sheets correctly
      05:49
    • Connecting Google Data Studio to Google Sheets
      01:43

    • Creating Time Series Chart
      03:37
    • Adding Filter Control & Time Range Selection
      03:11
    • Preview05:44
    • Calculated Fields
      02:03

    • Scorecard
      06:09

    • Pages & Nagivation
      04:07

    • Table
      04:23
    • Creating Pivot Table
      02:53

    • Pie Chart
      02:54
    • Area Chart
      03:37

    • Sharing and updating Report
      01:55

    • Financial Year to Date
      05:53
    • Lag data
      03:00

    • Configuration error after changing/adding column in Google Sheets
      01:30
    • Date error
      02:59

    Instructor

    Loc Nguyen
    Google Data Studio trainer
    Loc Nguyen
    • 4.1 Instructor Rating
    • 263 Reviews
    • 1,108 Students
    • 2 Courses

    Loc is a Google Data Studio trainer for more than 1000 students from more than 50 countries.

    Loc is also a business intelligence analyst for a Group, focusing on Financial dashboard and Sales Dashboard

    He brings this knowledge and experience to his training courses on Udemy.

    His current courses on Udemy are:

    1. Building financial dashboard in Google Data Studio from scratch

    2. Google Data Studio dashboard design



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