Building Financial Dashboard in Google Data Studio

How to Build Dynamic Financial Dashboard in Google Data Studio From Scratch

Created by: Loc Nguyen
Google Data Studio trainer

What Will I 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

Target audience

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