Make a Pivot Table Profit & Loss Dashboard
Build an interactive profit and loss dashboard using Pivot Tables in Excel.
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In this video we'll go from just having a raw set of data, to converting it into an interactive profit and loss statement dashboard in Excel using Pivot Tables, where you can filter a company's finances by region, by month, and even convert it into a budget vs actuals dashboard with Pivot Table slicers in just a few clicks. The 4 steps we'll take are setting up the P&L pivot table, making it dynamic, designing the dashboard, and finally creating the budget vs actuals.
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Chapters:
0:00 - Raw Data to Pivot Table P&L Statement
3:18 - Making the P&L Dynamic
5:17 - P&L Dashboard Design
9:53 - Actual vs Budget Dashboard
