Reporting on plan v actual variances can be a very dry topic and often the audience for these reports are not from a financial background.
To aid business management, we can create visually appealing interactive reports like the plan v actual Excel dashboard below.
It needn’t be a lot of work either. This dashboard can be constructed in just over 30 minutes, as demonstrated step by step in the video below. And once built, it can be updated with the click of one button!
Watch the Video
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Plan v Actual Excel Dashboard Techniques Used
I used several techniques to build this dashboard and you’ll find links to the individual tutorials on these topics below:
- Excel Tables
- GETPIVOTDATA function
- Pivot Charts
- TEXT function
- Conditional Formatting with Formulas
- Custom Number Formats
- Excel Icons
The topics above are a great start, but if you’d like to take your Excel skills further, please consider our courses below:
Excel Dashboards Course – A comprehensive course designed to give you the skills to build dashboards for any industry.
Excel PivotTable Quick Start – this course will help you overcome your fears and challenges with building PivotTables. It’ll have you up and running in under 2 hours.
Excel Advanced Formulas - I’ve designed this course to get you quickly up to speed with the functions that are going to give you the biggest efficiency gains. Many of the functions are considered advanced, but when you’ve finished the course, you’ll know like I do, that everything is easy once you know how.
Excel Expert Course – This course includes the PivotTable Quick Start and Advanced Formulas course as well as a load more topics covering everything from beginner topics (which you can skip if you already know them) to more advanced topics.
Power BI Course - Power BI offers functionality we can only dream of in Excel. Including secure sharing of reports on any device, clickable chart elements that cross filter and highlight other charts, and much more.