Is This Microsoft Excel !

Financial Statistics Dashboards System

Welcome to other levels. Today we present this powerful financial statistics system with
multiple dashboards using Microsoft Excel, which contains many of innovative graphs and data
visualization without using VBA codes. The first dashboard contains a dynamic web chart
analyzes in detail all sources of income and the percentage of each source and highlights the
source with the highest value.

In addition, a creative donut chart showing the achieved percentage from the target.
Dashboard title and description, total income amount and the target. Aligned chart income by
months, total counts and percentage of income sources items.

Average of monthly income, a bar chart showing the monthly operating profits and the total
amount. Analyzing for two types of marketing strategies. All these values are controlled and
changed based on the year selection of the slicer.

Second dashboard analyzes the total profits by countries. Creative design for a dynamic map
chart. Analyze the profit value from each country with highlights for the most profitable
country.

Details of various types of taxes. And here is the percentage of profits achieved using a donut
chart with circular edges. This dashboard fully controlled by yearly slicer.

And third dashboard is for sale process status. Here is a diagram that explains the stages that
all sales processes go through. So you can see how many customers go through each stage and
highlights the most frequently used stages.

And also a donut chart showing total sales, the percentage of sales achieved from the target
and sales details by points of sale. In addition, total refunded orders percentage, bar chart for
orders by points of sales. Finally, in the fourth dashboard we add a projects workflow report
with the several main KPIs in a beautiful design.

You can get this template by visiting our online store, other-levels.com. It is also available with a
light theme. These are the color codes used in the first dashboard and the font type is Avenir.
Let's start by inserting the first sheet.

And name it income source for the first dashboard. We don't need the grid lines and headers.
Make the background in black.

Insert a rectangle to place the title and the buttons that will move us between the dashboards
easily. Keep your eyes always on the shapes dimensions and color codes. Your company logo is
preferable to add.
As usual, all texts and numbers will be added to the dashboard through text boxes not inside
the cells. This is the browser button will link it to access your official website. No need the
second circle in the browse icon.

Don't forget to add the name of the destination name in the screen tip box. Because without it
a long and not good name will appear when the cursor is on the icon. To indicate the chosen
dashboard will market with this blue tick.

Now add new sheet taps to the other three dashboards in order to match the header to them
all in quickly and easily way. Now copy the entire group and add it to the other sheets. As you
can see, we can now be moving between the dashboards without any differences in
dimensions.

Let's begin. It's good to contain a title and a summary explanation of its contents. This first
dashboard will analyze sources of income.

So the main important value is the total of the achieved amounts. Always we prefer to create all
formulas and pivot tabs in a separate sheet and name it pivot tables. To insert a pivot table
select one of the table cells.

Then go to insert menu, choose a pivot table. Locate its place. We want sources of income.

And income amounts for each source. Add it once more again to get the percentage for each
source. Let's first create the web chart graph.

We will create it using a multiple shapes and charts. For purchasers of this dashboard. If you
change the sources names, you have to recopy the updated names from the pivot table and
paste the data table here.

Mainly I will use the scatter chart. The idea is simple. Each circle in the scatter chart is
determined by X and Y measures.

This database that we use contains six income sources. We already set up six circles location,
which is apparent in this table. Follow the next simple steps.

I will explain it to you without complications or information that does not interest you to know.
First select an empty cell, then insert scatter chart. From the chart design menu, choose select
data.

Add new data series. It is recommended to add a name for the data source. Then choose data
range for X values.

Then data range for Y values. And click OK. As you can see, all circles are placed based on the X
and Y values.
For more clarification, check X and Y values for usage fees. You will find X equal to 1 and Y equal
to 3. You will find the circle located based on these values. Now we will change the design to
scatter bubbles, which is given us bigger circles.

Next, use VLOOKUP formula to get the amounts. From select data menu, reinsert column X
data. Then add the amounts in sizes field.

Next step is to fix the highest and lowest bounds for both X and Y axis. To not let them increase
and decrease when change data values, make the highest bound 10 and the lowest bound 0.
And also set the scale bubble size to 70. We don't want any of the other chart elements.

Next we will add a highlight to the top income source amount, to be in a different color and big
circle size. So, add another column and use MAX formula to find the top income amount only.
The formula explanation is, if the value in this cell is the highest value for this range, if yes add
it here, but if not keep the cell empty.

Equal, if, select the cell. Type MAX formula. Then select the range.

If true, add the value here. If false, two double quotation marks. And two double quotation
marks means keep cell empty.

We will add it to the chart. Go to the chart design menu, choose select data. Click on add new
data source and set a name for it.

Then add X and Y values. Now form the size field select the MAX range. Then OK.

Now insert the years sector to test the formula and scatter chart. As you can see, the formula
and chart work correctly. Insert the data label to the top value.

No need to show the Y value or the legend line. Also want to add the other amounts. We will
use the same formula used before, but switch between if true and if false.

Excellent, choose one of the circles and add the data label. We finished the chart data table.
Modify font size and color.

Higher value for sure will be in a larger font. Beautiful colors, now let's add a shadow. The first
part of this web chart is ready.

Let's move it to the dashboard. We modified this slicer before, and to know how to modify the
slicers, please watch the video above. We don't need the slicer header.

Check on hide items with no data. Beautiful start. As I said, this first dashboard will analyze the
income sources, so the main value is a total of the achieved amounts.

Let's create a data table that we'll use in many times. Always try not to add too many pivot
tables to keep the dashboard speed and size, and use formulas instead. The percentage
equation is achieved amount divided by target amount.

Find the remaining percentage to reach 100%. Simple, 100% minus this percentage. Great, now
we will add the total amount of the actual amount, its percentage, and the amount of the
target.

As for the percentage table, we will use it later. Next, total income per month. We will add a line
chart that analyzes the total income according to the months of the year that will be chosen
from the slicer.

To create it in unique design, we need two charts. But first add the incomes once more. The
first chart is a line chart.

Then choose one of the lines, then change the design to area chart. This will give us a
distinctive line chart instead of the default one. We will add the quantity of items and the
percentage for each.

Use the first pivot table to extract the quantities. One to extract the quantities and the second
to extract the percentage. Use the VLOOKUP formula that we have explained at the beginning.

Now it's ready to be added on the dashboard.

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