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FINANCIAL MODELING · OER
Back to Course|MODULE 04 · DASHBOARD & ANALYSIS / L15 · DASHBOARD PT 4

Dashboard PT 4

2:48 · LESSON 15 OF 17
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0:02Let's finish off our Dashboard by doing an area map of our total current Assets.
0:07So let's navigate to the Balance Sheet and let's highlight our four total current Assets.
0:12Notice I let go and then I'm going to hold down my control key and hold down left mouse
0:17and just grab the values that don't include 2025.
0:21So I can go to insert.
0:23I'm going to click this drop down to see all of my charts because this time I want to pick
0:28an area chart and I want to do a stacked area chart and I'm going to click OK and then let's
0:35cut it.
0:36Go to our Dashboard and paste it with the graph selected.
0:40Let's size it so we know we're doing three by four point three and then let's just make
0:46sure it's aligned by control.
0:48Clicking on both of these in shape format, align those to the top and then click off
0:54and then I want to make sure that the top one and this bottom one are also a shape format
0:59align and then align to the left so that everything sits in a nice placement.
1:04Let's change the chart title to be total current Assets and let's make that bold like we had
1:11the rest of them and it gave me a legend already on the bottom but I'm missing these axes labels
1:20for my years.
1:21So the chart design, let's select data and on that horizontal category let's edit and
1:30off of the Balance Sheet let's grab our years as our x-axis labels and click OK and click
1:36oK again and then let's change our colors to match so we know that this color right
1:42here if I click on it once and then go to that format, format selection into the paint
1:48we've been using this dark blue color but we've been using the default orange so we
1:54can leave that one in place.
1:56Let's print preview to see what it looks like and notice that we have our four panels they're
2:00all perfectly sized and shaped to be equal to one another.
2:05They're aligned top and left so that they're all in great placements.
2:10We've got our header and footer to describe them and we know we have the ability to then
2:15go to our Assumptions and make changes and watch the way that the Dashboard will automatically
2:22update and show us the way that when we make changes our projections will differ.
2:28So that's how we make a nice visual Dashboard to go with our model.
2:33I'll set that back to Baseline and then I'll save it and the last thing we'll do is we'll
2:39have one final video to run through the model from start to finish so that you can see what
2:45it will look like when done.
2:47We'll see you there.
34 segments