Project Management Tracker: Build a Pro Dashboard in Excel

Organize your workbook by structuring worksheets for tracking tasks, budgeting, and milestones; rename, color-code, hide, unhide, and group sheets to apply changes across multiple tabs, then save your file efficiently.

Format text in a worksheet by selecting font type and size, and applying bold and borders. Control fill and font colors, alignment, direction, wrapping, and merging cells to improve readability.

Create and format a monthly expense tracker in Excel by turning data into a named table called expense_underscore_tracker, formatting costs as currency, and using sorting and filtering to analyze expenses.

Master basic arithmetic in Excel, including addition, subtraction, multiplication, division, and the sum function. Format data with currency in USD and explore built-in functions via the fx.

Set up a simple Excel task tracker to define tasks with start and end dates, status, and priority, using a blue header and short date formats.

Introduce a practical Excel task tracker to monitor project progress, calculate task durations using end date minus start date plus one, and automatically adjust when deadlines shift.

Enhance your Excel task tracker with dropdowns and data validation to enforce status, priority, and date rules. Learn to set up constraints, error messages, and a dependable project timeline.

Build a manager tracker in Excel and use conditional formatting to visualize project status. Track location, manager, start and end dates, status, and priority with color cues and data validation.

Learn to use the if function in Excel, combined with and, or, and nesting to evaluate project status, overdue tasks, and alerts for a pro dashboard.

Master Vlookup and Hlookup to reference data across tables, retrieving managers' emails and phone numbers from a named contact table, handling exact matches and errors for project management.

visualize sales data with charts and graphs in Excel, using a multinational sales tracker to compare regions across quarters with bar, line, clustered column, and pie charts.

Build a task tracker in Excel and add progress bars to visualize task status using a gradient from red to green, with start and end dates, percentages, and conditional formatting.

Create an Excel dashboard to track tasks, budget, and spending, using a data table, budget vs spend chart, a task progress chart, and a status slicer.

Create and refine a project dashboard by calculating completion and remaining percentages, visualizing them with a donut chart, and using pivot tables to summarize task status.

Finish the Excel dashboard by adding pivot tables and a pivot chart to summarize project, budget, and spend, with slicers guiding task filters and a polished presentation.

Set up the data input and structure for a sales management tracker, create a dashboard with sales, profit, and customer metrics, and prepare pivot tables for regional and quarterly insights.

Create a sales management tracker in Excel by adding pivot tables to summarize sales, profit, and customers, then compute average completion rates and monthly metrics by region.

Add metrics to the dashboard from a pivot table, displaying sales, profit, customers as percentages using text boxes linked to pivot sums, with charts showing sales and profits by region.

Add and customize pivot charts in your Excel dashboard by selecting data, inserting charts, adjusting colors and labels, and aligning charts to visualize sales, customers, and profit by region.

Customize the Excel dashboard by removing fills and outlines, hiding chart buttons, and enlarging fonts for readability. Add data labels, adjust line widths, and apply borders to improve clarity.

Add slicers for month, region, and quarter to the sales management dashboard and connect them to all pivot tables. Customize a slicer style and enlarge font for readable filtering.

Protect and manage access to your workbook by enabling password protection or read-only mode, encrypting with a password, and safeguarding shared projects for secure team collaboration.

Upload your workbook to OneDrive, create a shared worksheets folder, and access the file from anywhere while managing password protection and privacy before sharing with your team.

Share your workbook online, set access links with expiry dates and password protection. Track access in real time, enable comments, and observe live updates as teammates collaborate.

Automate repetitive tasks in Excel by recording macros with VBA, using the developer tab, and saving macro-enabled workbooks to apply formatting and conditional formatting for project management.

Explore workflow automation with Zapier to automate repetitive tasks, trigger actions, and update task statuses across Excel, Google Forms, email, and calendars.

Link Excel with Zapier to trigger a Gmail notification when the project status in column e updates to complete, using a OneDrive workbook.

Connect Gmail with Zapier to automate notifications triggered by a completed status update in your project tracker, sending a task completed email to recipients and testing the zap.

Explore how to use filters in Zapier to customize a zap for an Excel project tracker, setting conditions like status equals completed to trigger email notifications.

Create a weekly progress tracking zap that updates Excel from incoming emails. Trigger with Gmail, filter for progress, extract sender email, locate the row, and update the manager’s progress.

Master advanced Zapier techniques to extract progress from email bodies, update Excel rows, and format percentages while adding comments and conditional formatting for a professional project tracker.

Master entering and formatting data, apply arithmetic formulas, and calculate project duration to build task trackers. Use dashboards, pivot tables, and lookups to organize data and automate reporting with Zapier.

Discover how Microsoft Copilot, an AI powered assistant built into Microsoft 365 apps, analyzes data, creates charts, drafts reports, and automates tasks using natural language.

Discover essential Excel features for data analysis and visualization to power your dashboards. Use Pivot tables, Data Analysis Toolpak, Power Query, Power Pivot, What-If Analysis, charts, sparklines, and conditional formatting.

Explore real-world use cases of Microsoft Copilot in data analysis and visualization across healthcare and finance, showing how data driven decisions boost productivity, insights, and innovation.

Explore data types and data structures essential for data analysis and visualization, including integers, floats, strings, booleans, lists, dictionaries, data frames, arrays, and their Excel analogs.

Learn the basics of data cleaning and transformation in Excel with Copilot, including removing duplicates, handling missing values, formatting data, and splitting or merging columns.

Learn how descriptive statistics and summary metrics describe a dataset, computing mean, median, mode, standard deviation, min, max, and range in Excel with Copilot and natural language prompts.

Learn to explore datasets in Excel with Copilot using natural language prompts, turning data into tables, generating sales trends, summaries, outlier detection, and bar charts by region across sheets.

Learn to clean a messy sales dataset in Excel with Copilot, standardize dates, fix revenue, remove duplicates, handle missing values, create a table, and compute total sales and regional averages.

Import and transform external data into Excel using Copilot, from CSV, PDF, websites or databases, and load with Get data from file, adjust delimiter, and prepare for analysis and visualization.

Use natural language prompts to generate Excel formulas with Copilot, performing total salary, average bonus, highest performance, conditional logic, lookups, date functions, and total compensation by department.

Create pivot tables in Excel to summarize data, analyze total revenue by region, average customer satisfaction by product, and total units sold and revenue, using Copilot prompts to speed insights.

Learn to automate sales analysis and visualization using Copilot, pivot tables, and charts that refresh automatically as new data arrives.

Create a monthly expense tracker in Excel using Copilot to summarize expenses by category. Visualize spending with a pie chart and line trends for daily and monthly insights.

Explore why data visualization matters, showing how charts reveal patterns, trends, and outliers to improve understanding, memory, and decision making, with Copilot prompts guiding practical applications.

Learn how to pick the right chart based on data and the story to tell, and compare bar, line, pie, histogram, scatter, area, heatmap, and box plots from a dataset.

Apply best practices for clarity and impact in visualizations for your audience. Match chart types to messages, use color strategically, and keep designs clean.

Learn data visualization principles to prevent misleading visuals by maintaining axis integrity, ensuring pie proportions, careful color use, transparent aggregation, clear labeling, and simplicity that builds trust.

Master data visualization principles by critiquing and improving charts in Excel with Microsoft Copilot, using a real-world dataset of monthly sales, profit, and customer satisfaction.

Learn to create and interpret Excel charts with Microsoft Copilot using natural language prompts. Visualize campaign data with bar, scatter, bubble, and combo charts to reveal revenue drivers and costs.

Create an interactive Excel dashboard with Copilot, computing KPIs such as total sales, total profit, and average customer satisfaction, and format charts by month with titles, labels, and data labels.

Build a customer demographic dashboard in Excel with Copilot, visualizing age, location, and behavior, and compute average age, average spend, and most common category.

Analyze and visualize marketing campaign performance in Excel using Copilot to generate KPIs like CTR, ROI, and conversion rate, then build a dashboard with charts.

Explore retail data across sales, inventory, and staff sheets to build an interactive Excel dashboard with Copilot, using pivot tables, slicers, and charts to uncover insights.

Design an interactive retail dashboard in Excel by preparing a dashboard sheet, removing grid lines, adding a background image, and arranging KPI slicers, left-side content, top KPIs, and center charts.

build a retail dashboard in Excel by generating a pivot table, creating charts from it, and manually inserting slicers to filter revenue by month and region.

Build a retail dashboard in Excel with KPI formulas and live updates by linking slicers to pivot tables for interactive charts that refresh when data changes.

Explore a two-part no-code course that builds a trading bot from foundation to advanced logic, covering buy and sell decisions, exit strategies, risk controls, alerts, and multi-source data integration.

Bubble enables ten times quicker and cheaper no-code web SaaS development with a built-in database, front-end tools, workflows, and easy monetization via plugins.

Build a no-code bot in Excel to track assets (stock, forex, crypto, option), create line and candlestick charts with support and resistance, and analyze volatility with dynamic data.

Navigate the Bubble interface, from the left sidebar to design and workflow. Explore database, style, plugins, and settings, then preview, debug, and manage pages and elements.

Explore how groups in bubble act as design elements, organize page components, and hold data, including nesting groups and binding to back end data for dynamic displays.

Explore Bubble workflows by adding a button-triggered event that fetches a crypto item from the database and displays it in a group, highlighting data flow across design, database, and workflow.

Build and populate a crypto data type in your database, defining image, title, and description fields. Prepare backend logic and display data dynamically on the front end.

Map backend crypto data to the frontend by drilling into a single database row and using dynamic data for title, image, and description.

Learn to bind front end to back end data and work with groups by adding multiple rows, then use first item, last item, and random item to display database records.

Learn how repeating groups display lists of database items in Bubble, contrast with single-item groups, and bind front-end elements using current cells to build a multi-item crypto dashboard.

Automate adding items to your database from the front end by mapping input fields to backend fields, creating new rows, and using pop ups, show and hide, and image uploads.

Explore two deletion workflows in bubble: a quick trash-icon delete and a safer two-step delete with a confirmation popup, including data passing from a repeating group.

Learn to edit tokens in a database from the front end using an edit icon, popups, and dynamic data in a repeating group.

Learn to use bubble focus groups to control popup positions by binding to a base element, adjusting offsets, and opening the group focus to the right.

Learn to enable auto binding in bubble to update database fields in real time without a submit button, by configuring the parent element content type, privacy rules, and field modifiers.

Explore the Bubbles responsive engine's fixed width layout, learn how to switch to fixed or column, and see how dragging, dropping, and nesting enable precise control.

Apply the column container layout to stack child elements vertically, adjust spacing and alignment, duplicate groups, and preview a responsive, fixed layout.

Switch the dark gray container from column to row to lay out elements horizontally, then add five 50-by-50 boxes with an off-white background, a 25-pixel gap, and adjust alignment.

Learn to use align to parent in a column container layout to create a full-width top bar with a logo and user avatar, and adjust margins to prevent overlap.

Explore mixing container layout types to build a responsive pro dashboard in Excel, adding icons in a right-aligned group, and adjusting fixed and row layouts, gaps, and alignment.

Design a left sidebar and top navigation using mixed container layouts with fixed, row, and column types to plan a scalable SaaS dashboard and master template for cloning pages.

Turn a sketch into a real design by building a left sidebar and a right content area with container layout type settings, fixed widths, and careful spacing.

Learn to achieve pixel perfect designs in bubble by measuring distances between canvas objects. Use hover distance display to ensure consistent spacing and alignment across groups.

Apply responsive hiding rules with the responsive engine by setting a page width condition at 1200 px to hide left sidebar and collapse hidden elements for desktop, tablet, and mobile.

Learn to build responsive apps for desktop, tablet, and mobile by using the responsive tab, testing 1200 px desktop and 320 px mobile, and applying row gap and conditional margins.

Create a two-pane style guide for light and dark modes, consolidating visual elements like headings, text, buttons, inputs, and uploads, and enable overrides to propagate changes across the app.

Master a style guide and site-wide design changes using edit style, appearance, and conditional settings, then enhance dropdowns and icons with plugins and option sets.

Learn to implement user registration, login, and logout in a Bubble-based app, using a focus group with email and password inputs and page navigation that redirects on success.

Run the app as different users to see how each perspective views their own data. Add a constraint that only shows things created by the current user to silo information.

Explore how data types and content formats in bubble affect app behavior, focusing on mapping input fields to back end data types and avoiding number text mismatches and date errors.

Query the bubble database to display the first item's title and value in the front end. Apply text methods like uppercase and note how data types affect available operations.

Learn how to work with the number data type in bubble, set integer or decimal formats, perform calculations across input fields, and understand rounding and visibility for the front end.

Explore the date data type in bubble, format current dates, use two date inputs, and compute differences or adjustments in days and months.

Learn to enforce proper order of operations in bubble by using the toolbox plugin to build and evaluate expressions like input1 plus (input2 times input3) and display the result.

Learn how to use comparison and logical operators in bubble to build true/false conditions, using and/or logic, if/else statements, and practical no-code decision rules.

Explore how bubble states power temporary data and visual logic, including tab behavior. Create a page-level state called result to store values, drive calculations, and conditionally reveal or style groups.

Move from foundation to action by applying your Bubble tutorials to build more complex, real-world applications in upcoming modules. Join the next tutorials to deepen practical, project-based learning.

Explore the four pillars of no-code bot design: build trading actions, boost bot intelligence with data and AI, visualize results, and craft strategic decision rules using APIs and paper trading.

Connect your trading bot to the Alpaca brokerage api to automate buy and sell trades within your app, using paper trading and api key authentication.

Learn to automate trades by using Alpaca's buy-sell API to execute buy or sell actions from your Bubble backend, with authentication and JSON payloads.

Explore how to retrieve and display open orders using the alpaca trader api, including status filtering, symbol queries, and front-end integration in bubble to show a live orders list.

Learn to fetch a specific order by id using a get api call, appending a dynamic order id to the endpoint, and display the response in the front end.

Delete or cancel an order by ID using the orders endpoint, sending the ID as a string in a bubble API call and wiring it to a front-end input.

Explore the positions API to retrieve all open positions, inspect the response structure, and understand fields like symbol, quantity, average entry price, current price, cost basis, and unrealized profit loss.

Close an open position using the alpaca api by issuing a delete to the positions endpoint, supplying a symbol and quantity, and mapping path and query parameters in bubble.

Fetch price and candlestick data with opening, closing, high, and low for a bot via polygon's API, authenticate with a bearer token, and configure API calls in bubble.

Pull in candlestick data from polygon's aggregates bars api to power an Excel dashboard, gathering open, high, low, close, and volume using ticker, multiplier, time span, from, and to.

Learn to augment price data with the simple moving average (SMA) using a Polygon API endpoint and apply SMA results to buy or sell decisions.

Add exponential moving average (ema) data as a technical indicator by configuring an API endpoint with IBM stock ticker, ten window, and close series in bubble.

Learn to integrate the Macd indicator into an application by configuring a Macd api call with a stock ticker, using IBM, 12/26/9 settings, and retrieving json data for later visualization.

Pull RSI data via a simple API, set IBM with a 14-day close window, and feed the JSON into the bot for decision making.

Explore asset classes in polygon, including stocks, options, indices, forex, and crypto, and use aggregates and technical indicators with the same parameters across assets.

Build an AI-powered sentiment signal by extracting stock news sentiment and integrating Eden AI through a bubble API to inform bot decisions.

Explore how to set up AI-powered sentiment analysis in a front-end workflow: connect a sentiment analysis API, strip quotes, and test with a news article to determine sentiment.

Learn to visualize data in a pro dashboard by installing the free Chart Element plugin, creating line and bar charts, and wiring a polygon aggregates API for time series data.

Learn to build candlestick charts in bubble using open, high, low, and close data, with date ranges via a list of dates plugin and Chart.js options.

Learn to use current date and time and subtract days to drive dynamic chart ranges, and extract month, day, year, or minute to set start and end times.

Add a volume and transactions chart beneath your candlestick chart for human visualization, using the Polygon stock stats API to pull volume (V) and transactions (N), with line/bar chart options.

Master math, conditional, and logical operators in bubble to let bots analyze data and automate decisions, with hands-on practice on input fields, data types, and arithmetic.

Explore how to use comparison operators and logical operators to drive decision logic, weight sentiment and price inputs, and build a rule-based scoring system for automated actions.

Learn to use logical operators to combine comparison results, requiring both inputs to be yes for a buy signal, or use or for a buy when one condition is met.

Learn how to convert text inputs into numbers so arithmetic works in Bubble, using the convert to number function when data arrives as strings from APIs or databases.

Unlock numeric data analysis in bubble to power a trading bot: compute support and resistance, detect engulfing candlesticks, and perform list operations like sum, average, min, max, and sort.

Merge the opening and closing data from an API to create support and resistance lines on a candlestick chart. Prepare and visualize these merged lists for calculations.

Identify the minimum value for the support line, then set a percentage range and count price dips as confirmations to gauge its strength, using input fields and min operator.

Create a dynamic support line by turning the minimum into a range with a 1% gradient and count how many values fall within it to confirm confidence.

Master building a resistance line in a pro dashboard by calculating max values, creating a range, and validating candlestick confirmations using input fields, toolbox plugin expressions, and order of operations.

Learn to create a visual indicator that turns a shape red under three confirmations and green at three or more, providing at-a-glance buy signals.

Visualize support and resistance by layering a line chart over a candlestick chart, using two values to draw lines, and aligning y-axis min/max for a cohesive, dual-chart illusion.

Learn to toggle a support and resistance overlay on a candlestick chart using custom states and show/hide buttons, with conditional visibility and layered design.

Train a bot to detect bearish engulfing candlestick patterns by translating the pattern into math, using opening and closing prices to identify engulfment.

Translate candlestick patterns into automated checks by comparing opening and closing prices to identify bearish engulfing candles, using backend logic to map red and green candles and assess two-candle patterns.

Explore statistical analysis to gain a competitive edge by using regression models and trendlines to predict price movements, with optional plugins that simplify the math.

Learn how linear regression visualizes the current state of an asset, reveals trends, tests volatility, and helps identify patterns across up, down, or flat markets.

Learn to chart a linear regression on a candlestick chart by using the regression plugin to generate a trend line from 16 x values and their y values.

Use linear regression to forecast future values beyond the 16 data points and extend the trend to 17, 18, and 20; visualize predictions with input fields and a chart.

Learn how polynomial regression improves data fitting and trend visualization beyond linear regression by adjusting polynomial order, exploring forecast probability, and avoiding overfitting in bubble.

Train your bot to identify the current market state by analyzing price trends and volatility, using percent change and conditional logic to classify uptrend, downtrend, and sideways markets.

Learn to use backend workflows in bubble to monitor dynamic data on repeat, like wallet activity and prices, and enable the workflow API on a pro plan.

Demystify Bubble backend workflows by building and automating API-driven tasks, scheduling triggers from the app, passing data between steps, and safely stopping loops.

Learn to capture and store the scheduled backend workflow ID, update a database field, and use it to pause, cancel, or control looping without infinite runs.

Learn to stop a backend workflow with a button click by canceling a scheduled API workflow, using a stored workflow ID to control backend processes from the front end.

Build a practical trading bot in Bubble by implementing backend workflows, looping tasks, and branching logic to monitor asset prices and automate actions across user accounts.

Learn to fetch real-time asset prices, including crypto like Bitcoin, using the 12 data API and API connector to create a live price feed and test it.

Add ticker symbols to watch stocks for the current user. Fetch real-time prices via the 12 data API and update the last price in the database.

Set up real-time price tracking by adding a watch stock workflow, scheduling a backend API workflow, and looping every minute to refresh the last price from the ticker symbol.

Use the delete button to remove a watch stock and cancel the scheduled API workflow using the stored scheduled ID, update the database, and halt the looping.

Automate complex tasks by building conditional logic that triggers email alerts or trades when price data hits a target price, using backend workflows and configurable indicators.

Explore backend workflows and no-code trading bot development by connecting to trading providers, fetching price, volume, and indicators, and automating decisions with alerts or buy orders.