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:

    • 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

    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 2023, Stock Variations, Stock Volumes)

    6. Saving your Dashboard

    Get Started »