Version 1.0 (latest)

Finance Dashboard Tutorial

In this tutorial, you will see how the "Stock Market (Performance)" dashboard displayed below was created using a sample spreadsheet with similar data.

StockPerformanceDashboard_All

What’s in this Dashboard?

This dashboard contains information on a sample company’s:

  • The top stocks by value and the YTD value of the highest-value stock

  • A forecast for all changes, bids, and offers for a 4 year period

  • The variation in stock prices and the volume of available stocks

Sample Datasheet

You can download the sample datasheet here. All other dashboards in these tutorials will use the same sample spreadsheet.

Note
NOTE

Excel files as local files are not supported in this release. In order to follow these tutorials, make sure you upload the file to one of the supported cloud services.

Steps Overview

  1. Creating the Dashboard and Adding a Data Source

  2. Creating the First Visualization

  3. Applying Formatting to the First Visualization

  4. Applying a Theme to the Dashboard

  5. Adding the other visualizations (Silver Security Stock Value 2018, GLB Fiscal (Monthly) NYSE + BATS, Forecast (Chg, Bid & Offer) - 2018 to 2013, Stock Variations, Stock Volumes)

  6. Saving your Dashboard