{"id":4670,"date":"2020-05-19T15:06:40","date_gmt":"2020-05-19T13:06:40","guid":{"rendered":"https:\/\/www.sysfinpro.co.za\/?p=4670"},"modified":"2021-06-10T08:26:30","modified_gmt":"2021-06-10T06:26:30","slug":"kb20200519-04-sage-200-evolution-tip-trick-how-to-create-a-simple-financial-dashboard-in-excel","status":"publish","type":"post","link":"https:\/\/www.sysfinpro.com\/index.php\/kb20200519-04-sage-200-evolution-tip-trick-how-to-create-a-simple-financial-dashboard-in-excel\/","title":{"rendered":"KB20200519\/04: Sage 200 Evolution Tip &#038; Trick &#8211; How to Create a Simple Financial Dashboard in Excel"},"content":{"rendered":"\n<p>When viewing numerical data in Excel, you may at some point want to represent this data visually. This gives you the ability to easily analyse large amounts of data. Charts and graphs also make your report look more professional and can even help when creating dashboards.&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>In this Excel tip, we will show you how to create a simple financial dashboard<\/strong>: <\/h4>\n\n\n\n<p>We are going to work with data from a simple income statement. We will create two charts: a&nbsp;waterfall chart&nbsp;and&nbsp;clustered column chart&nbsp;to show the comparison between the different sections of an income statement (revenue, cost of sales, expenses, gross profit and net income). <\/p>\n\n\n\n<p><strong>Below we have an income statement showing the revenue, cost of sales, expenses, gross profit and net income for the first quarter as well as the year to date.<\/strong><\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.sysfinpro.co.za\/wp-content\/uploads\/2020\/05\/Excel-1-1.png\" alt=\"\" class=\"wp-image-4674\" width=\"561\" height=\"353\" srcset=\"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/05\/Excel-1-1.png 748w, https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/05\/Excel-1-1-300x189.png 300w\" sizes=\"auto, (max-width: 561px) 100vw, 561px\" \/><\/figure><\/div>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Now let\u2019s insert two charts to make this report more professional looking and easier to analyse.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>First, you need to select the data you want the charts to represent<\/strong>:<\/h4>\n\n\n\n<ul class=\"wp-block-list\"><li>Ensure the column headings are highlighted.<\/li><li>Excel will detect data in the selected cells and find a pattern.<\/li><\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.sysfinpro.co.za\/wp-content\/uploads\/2020\/05\/Excel-2.png\" alt=\"\" class=\"wp-image-4672\" width=\"616\" height=\"495\" srcset=\"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/05\/Excel-2.png 821w, https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/05\/Excel-2-300x241.png 300w, https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/05\/Excel-2-768x617.png 768w\" sizes=\"auto, (max-width: 616px) 100vw, 616px\" \/><\/figure><\/div>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Once you have selected your data, do the following:<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\"><li>From the main menu in Excel choose&nbsp;<strong>Insert<\/strong>.<\/li><li>Go to the&nbsp;<strong>Charts<\/strong>&nbsp;section.<\/li><li>You should see the chart options. Click on&nbsp;<strong>Recommended Charts<\/strong>.<\/li><\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.sysfinpro.co.za\/wp-content\/uploads\/2020\/05\/Excel-3.png\" alt=\"\" class=\"wp-image-4676\" width=\"269\" height=\"192\" srcset=\"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/05\/Excel-3.png 358w, https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/05\/Excel-3-300x215.png 300w\" sizes=\"auto, (max-width: 269px) 100vw, 269px\" \/><\/figure><\/div>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.sysfinpro.co.za\/wp-content\/uploads\/2020\/05\/Excel-4.png\" alt=\"\" class=\"wp-image-4677\" width=\"368\" height=\"201\" srcset=\"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/05\/Excel-4.png 491w, https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/05\/Excel-4-300x164.png 300w\" sizes=\"auto, (max-width: 368px) 100vw, 368px\" \/><\/figure><\/div>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>A window should appear showing the available chart types:<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\"><li>Choose the first option to insert a&nbsp;<strong>clustered column.<\/strong>&nbsp;Clustered column charts are used to compare values across categories. <\/li><li>Click <strong>OK<\/strong>.<\/li><\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.sysfinpro.co.za\/wp-content\/uploads\/2020\/05\/Excel-5.png\" alt=\"\" class=\"wp-image-4679\" width=\"476\" height=\"450\" srcset=\"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/05\/Excel-5.png 634w, https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/05\/Excel-5-300x284.png 300w\" sizes=\"auto, (max-width: 476px) 100vw, 476px\" \/><\/figure><\/div>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>A chart is now inserted in your spreadsheet<\/strong>: <\/h4>\n\n\n\n<ul class=\"wp-block-list\"><li>Click on the chart.<\/li><li>Notice how the data used in the chart is automatically selected and color coded in the income statement. This shows where the chart is pulling its data from.<\/li><\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.sysfinpro.co.za\/wp-content\/uploads\/2020\/05\/Excel-6.png\" alt=\"\" class=\"wp-image-4680\" width=\"686\" height=\"272\" srcset=\"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/05\/Excel-6.png 915w, https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/05\/Excel-6-300x119.png 300w, https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/05\/Excel-6-768x305.png 768w\" sizes=\"auto, (max-width: 686px) 100vw, 686px\" \/><\/figure><\/div>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>The chart has a legend showing the different areas of data represented. The blue columns represent data for quarter 1 while the grey represents the Year to Date values.<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.sysfinpro.co.za\/wp-content\/uploads\/2020\/05\/Excel-7.png\" alt=\"\" class=\"wp-image-4681\" width=\"539\" height=\"311\" srcset=\"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/05\/Excel-7.png 718w, https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/05\/Excel-7-300x173.png 300w\" sizes=\"auto, (max-width: 539px) 100vw, 539px\" \/><\/figure><\/div>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Click on any of the <strong>blue columns<\/strong>. Notice the data selected in the income statement shifts to just the Q1 column and the corresponding income statement categories (<strong>Year to Date is no longer part of the selection<\/strong>).<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.sysfinpro.co.za\/wp-content\/uploads\/2020\/05\/Excel-8.png\" alt=\"\" class=\"wp-image-4682\" width=\"676\" height=\"285\" srcset=\"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/05\/Excel-8.png 901w, https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/05\/Excel-8-300x127.png 300w, https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/05\/Excel-8-768x324.png 768w\" sizes=\"auto, (max-width: 676px) 100vw, 676px\" \/><\/figure><\/div>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Now click on any of the <strong>grey columns<\/strong>. The year to date column of the income statement is now selected (<strong>Q1 is no longer part of the selection<\/strong>).<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.sysfinpro.co.za\/wp-content\/uploads\/2020\/05\/Excel-9.png\" alt=\"\" class=\"wp-image-4683\" width=\"672\" height=\"257\" srcset=\"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/05\/Excel-9.png 896w, https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/05\/Excel-9-300x115.png 300w, https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/05\/Excel-9-768x294.png 768w\" sizes=\"auto, (max-width: 672px) 100vw, 672px\" \/><\/figure><\/div>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\">Now, let\u2019s insert a waterfall chart using the same method. <\/h4>\n\n\n\n<p>These chart types show running totals for each category. They also show increases and decreases (negatives and positives) where available.<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.sysfinpro.co.za\/wp-content\/uploads\/2020\/05\/Excel-10.png\" alt=\"\" class=\"wp-image-4684\" width=\"476\" height=\"450\" srcset=\"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/05\/Excel-10.png 634w, https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/05\/Excel-10-300x284.png 300w\" sizes=\"auto, (max-width: 476px) 100vw, 476px\" \/><\/figure><\/div>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.sysfinpro.co.za\/wp-content\/uploads\/2020\/05\/Excel-11.png\" alt=\"\" class=\"wp-image-4685\" width=\"646\" height=\"377\" srcset=\"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/05\/Excel-11.png 861w, https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/05\/Excel-11-300x175.png 300w, https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/05\/Excel-11-768x448.png 768w\" sizes=\"auto, (max-width: 646px) 100vw, 646px\" \/><\/figure><\/div>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\">The result should look like the image below: &nbsp;<\/h4>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.sysfinpro.co.za\/wp-content\/uploads\/2020\/05\/Excel-12.png\" alt=\"\" class=\"wp-image-4686\" width=\"960\" height=\"521\" srcset=\"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/05\/Excel-12.png 1280w, https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/05\/Excel-12-300x163.png 300w, https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/05\/Excel-12-1024x556.png 1024w, https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/05\/Excel-12-768x417.png 768w\" sizes=\"auto, (max-width: 960px) 100vw, 960px\" \/><\/figure><\/div>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>You have now created a simple financial dashboard showing the income statement for Q1 and year to date, with two dynamic charts to assist you when analysing your financial data.<\/strong><\/p>\n\n\n\n<p>We also have some parameters (year and period) and if those parameters were to change, the charts will automatically adjust to reflect these changes. <strong>No need to recreate the charts!<\/strong><\/p>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-normal-font-size\"><strong>For further information please email\u00a0<a href=\"mailto:info@sysfinpro.co.za\">info@sysfinpro.co.za<\/a>\u00a0or call us on +27 12 880 0258<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>When viewing numerical data in Excel, you may at some point want to represent this data visually. This gives you the ability to easily analyse large amounts of data. Charts and graphs also make your report look more professional and can even help when creating dashboards.&nbsp; In this Excel tip, we will show you how [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"qubely_global_settings":"","qubely_interactions":"","footnotes":""},"categories":[51,56],"tags":[],"class_list":["post-4670","post","type-post","status-publish","format-standard","hentry","category-erp","category-200evo"],"blocksy_meta":{"styles_descriptor":{"styles":{"desktop":"","tablet":"","mobile":""},"google_fonts":[],"version":6}},"qubely_featured_image_url":null,"qubely_author":{"display_name":"SysFinPro","author_link":"https:\/\/www.sysfinpro.com\/index.php\/author\/sysfinpro\/"},"qubely_comment":0,"qubely_category":"<a href=\"https:\/\/www.sysfinpro.com\/index.php\/category\/erp\/\" rel=\"category tag\">ERP<\/a> <a href=\"https:\/\/www.sysfinpro.com\/index.php\/category\/erp\/200evo\/\" rel=\"category tag\">Sage 200 Evolution<\/a>","qubely_excerpt":"When viewing numerical data in Excel, you may at some point want to represent this data visually. This gives you the ability to easily analyse large amounts of data. Charts and graphs also make your report look more professional and can even help when creating dashboards.&nbsp; In this Excel tip, we will show you how&hellip;","featured_image_urls_v2":{"full":"","thumbnail":"","medium":"","medium_large":"","large":"","1536x1536":"","2048x2048":"","qubely_landscape":"","qubely_portrait":"","qubely_thumbnail":""},"post_excerpt_stackable_v2":"<p>When viewing numerical data in Excel, you may at some point want to represent this data visually. This gives you the ability to easily analyse large amounts of data. Charts and graphs also make your report look more professional and can even help when creating dashboards.&nbsp; In this Excel tip, we will show you how to create a simple financial dashboard: We are going to work with data from a simple income statement. We will create two charts: a&nbsp;waterfall chart&nbsp;and&nbsp;clustered column chart&nbsp;to show the comparison between the different sections of an income statement (revenue, cost of sales, expenses, gross profit&hellip;<\/p>\n","category_list_v2":"<a href=\"https:\/\/www.sysfinpro.com\/index.php\/category\/erp\/\" rel=\"category tag\">ERP<\/a>, <a href=\"https:\/\/www.sysfinpro.com\/index.php\/category\/erp\/200evo\/\" rel=\"category tag\">Sage 200 Evolution<\/a>","author_info_v2":{"name":"SysFinPro","url":"https:\/\/www.sysfinpro.com\/index.php\/author\/sysfinpro\/"},"comments_num_v2":"0 comments","yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>KB20200519\/04: Sage 200 Evolution Tip &amp; Trick - How to Create a Simple Financial Dashboard in Excel - SysFinPro (Pty) Ltd.<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.sysfinpro.com\/index.php\/kb20200519-04-sage-200-evolution-tip-trick-how-to-create-a-simple-financial-dashboard-in-excel\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"KB20200519\/04: Sage 200 Evolution Tip &amp; Trick - How to Create a Simple Financial Dashboard in Excel - SysFinPro (Pty) Ltd.\" \/>\n<meta property=\"og:description\" content=\"When viewing numerical data in Excel, you may at some point want to represent this data visually. 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