Sales Dashboard in Excel | Dynamic Excel Dashboard for Sales
✔ Link to download the data file for Practice:
leanexcelsolutions.com/sales-...
✔ Download the complete dashboard file from Store: leanexcelsolutions.com/produc...
There are 5 sheets within the Excel Workbook-
1. Dashboard: Interactive Dashboard with visuals
2. Input Data: This sheet has to be updated regular basis to capture actual sales data
3. Master Data: This is the product catalog sheet, which has to be updated on the addition/ deletion of the product from the list
4. Analysis: This sheet includes all backend calculations done to visualize the data from the input sheet.
5. Color Guideline: This sheet has the reference color codes to customize the theme of the dashboard.
Interactive sales dashboard designed in Excel for B2C type of Businesses using Slicers, Pivot Tables & Pivot Chart. Learn step-by-step to create a highly visual dashboard in Excel.
Timeline:
00:00 - Introduction
01:03 - Dashboard Overview
02:16 - Datasheets Overview
05:10 - Prepare Database
10:31 - Analysis & Prepare Visuals
26:04 - Design Background
31:14 - Design Dashboard
38:48 - Format Visuals
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(To learn Offset(), Name Manager & liking chart to Dynamic range as mentioned in the video)
Budget Vs Actual - Dynamic Chart: • Budget Vs Actual - Dyn...
Recommended Playlist:
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Check the Links:
Channel: / leanexcelsolutions
Website: leanexcelsolutions.com
Facebook: / leanexcelsolutions
Instagram: / leanexcelsolutions
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• Sales Dashboard in Exc...
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#salesdashboard #pivottable #dynamicdashboard #exceltemplates #leanexcelsolutions
Пікірлер: 620
It seems to me you are very passionate on what you do, thank you for sharing your knowledge!
@LeanExcelSolutions
Жыл бұрын
Thank you so much :)
Nice, Thanks for your video. This is the first time I see someone using Pivot and it confused me a little in the beginning but I was able to get very steep you took and the reason you know, I like reasoning why people do what they do. You've just got a new subscriber. Btw, I can see that you're really passionate about what you do and that your willpower is great. I hope you keep doing what you're doing 'cause you rock man. Have a nice day n_n
@LeanExcelSolutions
Жыл бұрын
Thank you so much for your kind words. Really appreciate!
This is next level creating dashboards, amazing! Thank you for sharing
@LeanExcelSolutions
Жыл бұрын
Happy to hear that! Thank you 😊
You created a Stunning dashboard. Great learning experience throughout the video. Thanks for sharing this knowledge with us.
@LeanExcelSolutions
Жыл бұрын
Thank you so much!
@SDN-gi1nt
18 күн бұрын
@@LeanExcelSolutions Hi, No doubt it's a very fantastic dashboard I loved it but as a new learner I found it a little fast and requested you to please make a little slow video and explain the things on where we should go in which ribbon and what to select. I am stopping the video taking it backwards and looking again and again where the curser is going and what you are selecting or writing. Please, it will be very helpful for billions of new learners like me... Thank you for considering my request 😊👍
Before this video i considered myself as a not bad excel user)) Thanks a lot, implemented a lot from your dashboard 🥰
@LeanExcelSolutions
Жыл бұрын
😊 Great 👍
Wow you are so creative. I didn't even know Excel could do that. I was mesmerized watching you build this....
@LeanExcelSolutions
2 жыл бұрын
Thanks 👍
enjoyed watching it, elevated me to be an excel enthusiast...
Thank you from bottom of the heart for your valuable tutorial. Thank you again.. 🙏
@LeanExcelSolutions
Жыл бұрын
Your most welcome :)
JUST FANTASTIC !!! MY head is blowing 🤯
@LeanExcelSolutions
Жыл бұрын
Thanks a lot!
I just finished working on this project with the help of your video. Thanks a lot.😊
@LeanExcelSolutions
3 ай бұрын
Happy to hear that 😊
Thank you very much! I learned a lot of things because of this. All functions are working well in Office 2021 and I am able to follow all the tweaks that you did without a problem in my MS Office 2021. It's a beautiful Dashboard. Thanks a lot (y).
@LeanExcelSolutions
Жыл бұрын
Much appreciated 👍
This is a wonderful Dashboard in Excel to be prepared in PowerPoint.
@LeanExcelSolutions
2 жыл бұрын
👍
Amazing works and learnable too, thank you for the video, you wont get it from school.
@LeanExcelSolutions
2 жыл бұрын
Thank you so much
Thank you so much. It is very very useful. I love your way of transferring knowledge.
@LeanExcelSolutions
9 ай бұрын
Thank you for the appreciation!
Thank you for your amazing effort!!! Awesome dashboard
@LeanExcelSolutions
5 ай бұрын
Thank you for the appreciation 😊
Your dashboards are very fun to watch and really creative. I love it & Tx
@LeanExcelSolutions
11 ай бұрын
Thank you so much! I am so glad...😊
It's really gorgeous. Thanks for your video.
@LeanExcelSolutions
Жыл бұрын
Thank you & most welcome!
Very useful content, thank you for sharing Sopheak - Cambodia
@LeanExcelSolutions
Жыл бұрын
Most welcome, thanks 👍
Great tutorial. Thanks so much!
@LeanExcelSolutions
Жыл бұрын
Welcome, thank
Thank you for this awesome tutorial and most compelling dashboard, I just finished my project !!! :)
@LeanExcelSolutions
2 ай бұрын
Great, congratulations 🎉 Happy to hear that
This is amazing, nicely used of offset function.
@LeanExcelSolutions
Жыл бұрын
Thank you so much!
awesome will try soon hopefully can improve my productivity! thanks for the video
@LeanExcelSolutions
2 жыл бұрын
Great! Thanks
Awesome one…detailed to start a dashboard 👍👍
@LeanExcelSolutions
Жыл бұрын
Thank you 😊
Amazing work!
@LeanExcelSolutions
2 жыл бұрын
Thanks..!😊
Wow this is first Enterprise Level Dashboard Reporting it's really awesome experience...
@LeanExcelSolutions
Жыл бұрын
Thank you so much :)
Well done for me, just watching your vdo I able to create one. Big thank
@LeanExcelSolutions
2 жыл бұрын
Thanks
@sfk909
2 жыл бұрын
Wow
its was amazing very helpful for sharing your knowledge
@LeanExcelSolutions
4 ай бұрын
Glad to hear that 🙂
Much love from India I am not able to afford tution fees because I am single person and your tutorial is far amazing when i show this to my friend they just shocked great work and always uploads that type videos
@LeanExcelSolutions
2 жыл бұрын
Thank you so much:)
Wonderful ! Thank you very much for this video, i really learned a lot : )
@LeanExcelSolutions
Жыл бұрын
Happy to hear that! Thank you.
Thank you so much your video was very useful and all steps are mentioned thank you so much
@LeanExcelSolutions
Жыл бұрын
You are most welcome
Great job, good lesson thank you 🙂
@LeanExcelSolutions
Жыл бұрын
Much appreciated
Thanks for your effort..... Intresting... Learn alot...
@LeanExcelSolutions
6 ай бұрын
Glad to hear that 😊
Thanks, need to learn lot of tricks from this videos.
@LeanExcelSolutions
10 ай бұрын
Most welcome!
This is great development one way to shape the career bravo
@LeanExcelSolutions
Жыл бұрын
👍
Thank your for sharing. It's really useful
@LeanExcelSolutions
6 ай бұрын
Happy to hear that 🙂
Nice work and great presentation..
@LeanExcelSolutions
Жыл бұрын
Thank you...!
Nice video, still have a lot to learn from this video
@LeanExcelSolutions
Жыл бұрын
Glad to hear that!
Your dashboards are very fun to watch and really creative. Thanks for the time and effort putting this in for us to see. Curious, is there a reason you did not use data model and then power pivot when creating the relationships between the tables instead of using vlookup? Thanks
@LeanExcelSolutions
Жыл бұрын
Thank you so much! I was trying to keep it as simple, and as lots of learners are not very familiar with Power Query and Power Pivot, I used vlookup instead
@charbontogon2976
8 ай бұрын
As a new learner, its easy to follow what you did. I curious also for the power query and power pivot. Do you have a separate tutorial for this? Appreciate much.❤
@LeanExcelSolutions
8 ай бұрын
Thanks, yeah it is there. You can look for the customer analytics dashboard on the channel.
@Mad1080
7 ай бұрын
@@LeanExcelSolutionsKindly share us some sample dashboards, so that we can watch and prepare. Very curious to prepare after seeing your presentation.
@flavio225
4 ай бұрын
Where can we download this Dashboard for training ? Please let me know your feed-back
Really thanks for your sharing.
@LeanExcelSolutions
6 ай бұрын
Most welcome :)
Very helpful video, thank you
@LeanExcelSolutions
Жыл бұрын
Glad to hear that!
Thanks!
@LeanExcelSolutions
Жыл бұрын
Thank you so much! :)
@emamul1987
Жыл бұрын
@@LeanExcelSolutions Madam i did not understand how did you manage scoll button in pivot table. can you make a video where you teach only to add scroll buton and spine button using pivot table... how did you remove 0 also from chart while seeing data for 1 item...............................
@pauluskurniawan
Жыл бұрын
@@LeanExcelSolutions Do i need to edit from scratch? Or can i use directly ?
AMAZING! In the video, and I understand, it's a bit of a fast pace. So I've decided to buy it (excel version) from your site. I get it in second (thru PayPal). This will give me hours and hours to fully understand and apply this technique to a future project. Surely the best spent 5$ in my entire life! Thank you!
@LeanExcelSolutions
2 жыл бұрын
🙏 Thank you for your kind words! 👍
You Nailed it! What a Dashboard!?????
@LeanExcelSolutions
2 ай бұрын
Thank you so much 😊
Thanks a lot for the amazing learning experience!!
@LeanExcelSolutions
2 күн бұрын
My pleasure 😊
so amazing video,i learn a lot ,thanks for sharing
@LeanExcelSolutions
Жыл бұрын
Thank you very much 😊
I Love your Dashboard espicially with background :)
@LeanExcelSolutions
2 ай бұрын
Thank you! 😊
Thank you for your video.
@LeanExcelSolutions
Жыл бұрын
You are welcome👍
Very helpful video Subscribed 👍
@LeanExcelSolutions
Жыл бұрын
Thanks and welcome
I love it, and I will try. Hopefully I can make a beautiful dashboard like this
@LeanExcelSolutions
Жыл бұрын
Sure, you will 😃
Her 45 mins is my 4 hours lol! Thank you!
@LeanExcelSolutions
Жыл бұрын
😂 Got it...!
I just placed mine. Learning is Exciting.!
@LeanExcelSolutions
Жыл бұрын
Wonderful!
a great video! thank you so mush
@LeanExcelSolutions
Жыл бұрын
much appreciated 👍
Thank you so much!
@LeanExcelSolutions
2 жыл бұрын
It's my pleasure!
Great video, thank you
@LeanExcelSolutions
Жыл бұрын
Most welcome!
thanks for making this video, it helps me a lot ❤️❤️
@LeanExcelSolutions
Жыл бұрын
Thanks 👍, Happy to hear that 😊
Thanks for your sharing, so great n cool! Make me subcribed automatically 👍
@LeanExcelSolutions
Жыл бұрын
Thank you very much 😊
Hi. thank you for this remarkable work. I have a little technical question. how do you get the capital letter in the months column? thank you in advance.
Thank you very much for this wonderful work. my request, how can I can make a dynamic dashboard in picture format for example jbg. it shows me the status of 3 months for example. thx
Beautiful
@LeanExcelSolutions
2 жыл бұрын
Thank you! Cheers!
Thank you!
@LeanExcelSolutions
Жыл бұрын
Welcome!
Good morning Leile khanoom, have a technical question: how to make a variable data (extracted by using RTD function) to keep the original value (not update after the first value is obtained) while the rest of the table continues to update?
Great work
@LeanExcelSolutions
4 ай бұрын
Thank you 😊
Excellent Info..
@LeanExcelSolutions
Жыл бұрын
Thank you so much😊
Excellent Work Madam
@LeanExcelSolutions
2 жыл бұрын
👍
Thanks.. bro.. oya vidiyatama heduwa.. Dynamic type dash board ekak hadana heti ... puluwannam daanna..😍
Amazing!!
@LeanExcelSolutions
Жыл бұрын
Thank you!
My english is poor but I try to follow you. Your conception is Amazing...but tje presentation is fast for me 😁... From Cameroon thank very much
@LeanExcelSolutions
2 жыл бұрын
Thank you for your kind words!
thank youu, it is help out to my problem
@LeanExcelSolutions
10 ай бұрын
Great
Awesome!!! What a great design. Just out of curiosity, how did you generate this voice over?
@LeanExcelSolutions
Жыл бұрын
Thank you for your appreciation!! ☺️ I am using 'Speechelo' text-to-speech software to generate voice over
That pivot table data and files segregation into that 4 box at the right side reminds me of the 4 's of the Earth areas.
Perfecto thank you very much
@LeanExcelSolutions
Жыл бұрын
Most welcome,🙏
Hi i t thank you for this video Good job to be continous
@LeanExcelSolutions
10 ай бұрын
Thank you!
Thank You
@LeanExcelSolutions
2 жыл бұрын
My pleasure!
Just speechless 😊
@LeanExcelSolutions
8 ай бұрын
Thank you 🙏
Thank you
Thank you.
@LeanExcelSolutions
Жыл бұрын
Welcome
it all went above the head
Appreciated ❤
@LeanExcelSolutions
Жыл бұрын
Thank you
Great skills
@LeanExcelSolutions
Жыл бұрын
Thanks
Very helpfulness
@LeanExcelSolutions
2 жыл бұрын
Thank you
Hey this dashboard is mind blowing but i'm not able to get that scroll bar linking with that offset function that how does the values are being changing with every scroll down and the corresponding values are changing simultaneously. i tried plenty of times but it's not showing like there in your tutorial. Could you please help me
tremendo lo que se puede hacer y tan rapido.
One of best video
@LeanExcelSolutions
2 жыл бұрын
Thank you 😊
Fire🔥👍
Can you please make a video on how to save and share in both pdf and excel format? As the dimensions matters!
Thanks for the video. I can’t get the scroll bar to work (20:40). I use Office 365. Any help will be greatly appreciated!
I thought it is possible in Power-Bi that's great innovation
@LeanExcelSolutions
Ай бұрын
Thanks! Indeed! Excel is incredibly capable of creating stunning dashboards with its features and functionality.
Thank you this amazing tutorial, Please i try to download the data file but some columns were missing, columns like date, Quantity in input data sheet
@LeanExcelSolutions
2 жыл бұрын
Hi, Thank you for reaching out. I checked it. The file is ok, having all required columns.
This is really amazing, can this be done by using PQ data model ? with less formulas ?
@LeanExcelSolutions
2 жыл бұрын
Yes, it can be done using Pover Query, but to make it simple I tried to use tables & pivots only
I like this video ❤❤❤
@LeanExcelSolutions
Ай бұрын
Thank you 😊
Hi, Have you make a tutorial for making excel dashboars that we can update the data (add more colum) monthly?
Interesting video. Thanks a lot, I've learnt enough from this video. Am I permitted to work on this dataset and add to my portfolio? If yet, how do I reference the dataset?
@LeanExcelSolutions
8 ай бұрын
Yes, you can The dataset link is in the description.
great thank u
@LeanExcelSolutions
9 ай бұрын
Most welcome!
Great Job on this DB! Question: why subtract 9 to remove zeros for the product scrollbar?
@eunicejoybalansay4319
Жыл бұрын
sir, could you help me with the dynamic scroll bar? it only shows 10 data if I am scrolling. 😢
@lokeshmoolya5569
6 ай бұрын
@@eunicejoybalansay4319facing same issue I have checked the video 10 time and work on it still facing the issue if you get it kindly help me too.
Perfect
@LeanExcelSolutions
4 ай бұрын
Thank you
Good morning sorry to disturb your time permission to ask, can the power bi dashboard be used in visualizing toddler nutrition analysis at posyandu? thanks 🙏🙏🙏
Thanks for sharing this video, The Formula Offset doesn't work in office 2019. Can i have a solution to this problem or equivalent to this formula??? Thanks agin
very usefull
@LeanExcelSolutions
Жыл бұрын
Thank you 😊
Very Good mam very nice dashboard
@LeanExcelSolutions
Жыл бұрын
Thank you so much :)
Can't believe it is poaaible without VBA. It's awesome!
@LeanExcelSolutions
Жыл бұрын
Really appreciated, thank you!