PART 13 : How to Build a Live Excel Financial Dashboard 📊 Connected to AppSheet 🔗 скачать в хорошем качестве

PART 13 : How to Build a Live Excel Financial Dashboard 📊 Connected to AppSheet 🔗

In Video 13 of the AppSheet & More series, we focus on formatting the financial statement view to make it clean, readable, and professionally presentable. At this stage, the logic, structure, and controls are already in place. This video is all about presentation — turning a technically correct statement into a management-ready financial report that is easy to read, interpret, and share. 🛠 What you’ll learn in this video: How to format financial statements in Excel for clarity and professionalism How to improve readability using: Proper spacing and alignment Clear section hierarchy Consistent number formats How to visually separate: Revenue Expenses Subtotals and totals How to format statements for both on-screen viewing and printing 🎨 Report Colour Scheme (Used Consistently Across All Views) To maintain a unified look across the dashboard and statement sections, we continue using the same colour palette introduced earlier in the series: Dark Background – #601320 Provides focus and a strong visual foundation for the report. Dark Grey – #333F4F Used for containers, headers, and section dividers to structure the statement clearly. Green – #02B1A3 Highlights positive values such as income, profits, and favourable balances. Red – #FB5A56 Used for expenses, losses, and negative movements, making risks immediately visible. This colour consistency improves financial storytelling and helps users quickly interpret performance across different report views. 🔍 Key Concepts Covered: Formatting pivot-based financial statements without breaking calculations Designing reports for decision-makers, not just analysts Balancing aesthetics with accuracy and usability Creating statements that look professional and intentional By the end of this video, you’ll have: ✅ A polished, professional financial statement layout ✅ Improved readability and visual flow ✅ A report that is ready for management review or client presentation This tutorial is part of a collaboration with Finex Skills Hub, one of Ghana’s leading data analytics training hubs, and belongs to the AppSheet & More series — focused on real-world Excel financial reporting and analytics. 📌 Next up: final refinements and completing the full financial reporting solution — stay tuned. 🔎 Excel Financial Statement Formatting SEO Keywords (Tags) format financial statements excel excel statement formatting professional financial reports excel excel accounting statements management reporting excel excel financial reporting pivot table formatting business intelligence excel