Building Financial Dashboard in Google Data Studio
How to Build Dynamic Financial Dashboard in Google Data Studio From Scratch
Created by Loc Nguyen
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
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.
Instructor
Google Data Studio trainer
- 4.0 Instructor Rating
- 303 Reviews
- 1,568 Students
- 2 Courses
Loc is a Google Data Studio trainer for more than 1000 students from 100 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