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So let's make some graphs that are dynamic on the Dashboard.
I'm on the Dashboard tab of your template.
I zoomed it to 120 so that we can see better that our first graph will start by going to
the Income Statement and highlighting our Net Sales.
Then we're going to navigate to insert.
From the insert, we're going to click the dropdown and put in a 2D column graph.
Let's cut that off of the Income Statement.
Click on the Dashboard and paste it over there.
First let's get them to fit so with the graph selected, the size we're going to use is a
format of 3 tall by 4.3 wide.
And then this graph we're going to click on that chart title is going to be our Net Sales
graph.
With that Net Sales graph then, we're going to get our x-axis labels in.
With the graph selected, we go to chart design and we're going to click select data.
The first one is called series one and we're going to click on it and edit it.
And we're going to call this our revised series because it's coming from the live Income Statement
and we're going to click OK to that.
Then on the right side where it says horizontal category axis, we're going to click that and
then our label range will be the years that we would like from 2026 to 2030, which when
we click OK will update down below.
Let's go ahead and bold that Net Sales title and let's see if we can't make a few other
customizations to it like with the chart design menu, we're going to add the chart element
of a legend that's going to be on the top of the graph.
I want to change my graph colors to match the rest of my model, so I'm going to left
click on one of these sets of columns and then from there I'm going to navigate to my
format menu and click this format selection pane where I get lots of different options
including the paint can where I'm going to click the fill and then the color I'm going
to use is that standard dark blue color that we've been using before.
This is a nice dynamic graph that will automatically update for me, but let's see if we can't
get it to do some comparisons.
First thing we're going to do is come to the Income Statement.
I'm going to right mouse click on top of it and choose move or copy and create a copy
of the Income Statement and put it right next to its other Income Statement, so it's called
Income Statement 2.
Then I'm going to highlight all of the values on my Income Statement and then copy those
and then I'm going to paste those special just as values so they are not dynamic and
they are no longer linked to the actual inputs that I have in my Assumptions.
So with that in mind then, let's navigate back to the Dashboard.
With the graph selected, let's go under chart design, select data and add a new series.
This will be our Baseline series of data and the values that we want we're going to select
from that Income Statement 2 where we have those Net Sales that are no longer dynamically
linked to our Assumptions inputs and we click OK and we click OK again and it will put those
right next to my previous charts.
I'm going to click on to one of these columns then and under that third I'm going to change
the spacing a little bit.
I want my series overlap to be more like zero so that they're going to be a little closer
together and then the gap width we're going to make is 150 and now I've got my columns
a budding right up next to each other and I've got a revised in dark blue and an orange
as my Baseline.
Let's see what happens if we go back into our Assumptions.
If we were to choose our drop down selector from Baseline and make it Optimistic, we know
that then our Net Sales should grow to 12%.
Let's see what the Dashboard does then.
The Dashboard automatically showed that my Net Sales revised in blue become significantly
bigger so that it becomes 23 million in 2030 by example as compared to the 17 million that
we originally had it estimated under our Baseline Scenario.
If we go and choose it back to Baseline and click on the Dashboard again, we'll see it
and now we have our first dynamic Dashboard graph.
When we come back in the next video, we'll build another graph in this panel covering
profitability.
See you then.
61 segments