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Excel Dashboard Secrets for Supply Chain Management 2025! — Transcript

by Other Level’s · 2,111 words · 425 segments · language en · Watch on YouTube

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0:06welcome to other levels
0:09today you will learn how to create the
0:11supply chain and Freight analytics
0:13dashboard using Microsoft Excel
0:18which contains several analytics total
0:22income and expenses amount and
0:24percentage
0:25monthly balance line chart analysis for
0:28the truck expense Freight expenses and
0:31the shipment load type
0:33column chart showing the monthly income
0:36and expenses amounts pricing procedure
0:39for the shipment cost statement total
0:42Freights and its destinations total
0:44monthly and year-to-date rate returning
0:47and new customers
0:49drivers payroll analysis this dashboard
0:53is controlled by two slicers you can
0:55select specific driver name and Target
0:57duration to see its analytics
1:00you can get this template by visiting
1:03our online store other Dash levels.com
1:07and also to download the dashboard data
1:09set for your training and practicing
1:12these are the color codes used in the
1:14design and the font type as Arial
1:18all our dashboards template features are
1:21working in all versions of excel
1:30we have here a sample database of daily
1:32Freights details for one year
1:35let's start and insert a sheet for
1:37creating different pivot tables and
1:39formulas
1:41rename it and change the tab color
1:44[Music]
1:53firstly we need to insert a pivot table
1:56from the data table
1:57[Music]
2:07[Music]
2:11add rate and total expenses to the
2:13values field we also need a balance
2:16amount to be calculated by subtracting
2:18total expenses from the rate amount
2:20hence let's insert a new calculated
2:23field
2:25foreign
2:31minus the total expenses
2:37[Music]
2:39now insert the calculated field we
2:42created to values field
2:46let's make some adjustments to this
2:48sheet
2:55foreign
3:04[Music]
3:18type using number formats to currency
3:21then remove decimals and symbol
3:28align the numbers to Center and middle
3:30to maintain the dashboard view we will
3:33not link the dashboard value directly to
3:35the pivot table but we will link it with
3:38fixed cells
3:39so let's move pivot table values to
3:42cells on above
3:45adjust the font size and color
3:50[Music]
4:02now we will add the amounts under each
4:05Heading by linking each of them to pivot
4:07table
4:14let's make the font bold and increase
4:16the font size
4:21align the data to middle and Center
4:26change the number format of rate and
4:28expenses data to currency and remove
4:30decimals
4:39but for the balance amount remove the
4:42currency symbol and remove decimals
4:47let's calculate the percentage of rate
4:49and expenses for rate percentage type
4:53equals then select rate divide by sum of
4:55the rate and expenses
5:07similarly for the expenses percentage
5:14we will change its formatting by
5:16changing the values to percentage format
5:20change the font color and font type
5:24then increase the font size and rows
5:27height
5:33now we will add a title for this part
5:35let's give heading as monthly rate
5:40[Music]
5:49now add a line separator using cell
5:53borders foreign
6:03let's start create the dashboard by
6:05inserting new sheet
6:10and change the tab color
6:17[Music]
6:19we don't want the grid lines and
6:21headings firstly let's create a proper
6:24background using a rectangle shape
6:31foreign
6:33then change its height and width
6:46I will fill it with two gradient colors
6:53change the stop position of first
6:56gradient to 41 percent
6:59foreign
7:09for the second
7:14[Music]
7:18change the gradient Direction
7:22next duplicate the shape and let's
7:25create the third fade color for the
7:27background
7:28set both gradient colors to White
7:37change the gradient position and the
7:40transparency to 100 percent then change
7:43the gradient Direction
7:45next change the gradient stop position
7:48of first gradient to 53 percent
7:52change the shape height and width
7:58move the shape position down
8:00[Music]
8:03remove the borderline
8:10[Music]
8:11group both the shapes together
8:15now we will create the main background
8:18let's start with the dashboard title bar
8:27set the width and height
8:43remove the borderline
8:46change the shape color to white
8:57and now the background for dashboard
9:00data
9:08change the shape color to gradient fill
9:10set the gradient type to path
9:14change the position of second gradient
9:16to 100 and color it to White
9:19change the first gradient stop color to
9:22white and gradient stop position to ten
9:24percent
9:26place it below title bar
9:40align both the backgrounds to the left
9:44and group them together
9:47we missed changing the transparency of
9:50the second gradient change it to 32
9:52percent
9:56great view the background now is ready
10:00so it's time to insert company logo
10:12place it on title bar to left corner
10:16foreign
10:26let's insert the heading as supply chain
10:28and Freight analytics dashboard
10:31change the font type to Aerial and font
10:34color to Black
10:38remove the shape outline and fill color
10:47increase the font size
10:53you can add your website to the right
10:55corner
10:57[Music]
11:11it's time to link the data from pivot
11:13table sheet duplicate the text box and
11:17Link the balance value
11:22foreign
11:24[Music]
11:47this will be the monthly balance
11:51foreign
11:55color to Gray
12:01now we will add currency symbol besides
12:04the total balance
12:10[Music]
12:19[Music]
12:24foreign
12:36symbol in the middle of the Box let's
12:39align the box and dollar symbol to
12:41Center and middle
12:48then group them together
12:52change the graphics color to white to
12:54make it more visible
13:00in below we need to show the year to
13:02date total balance amount
13:13move to pivot table and copy the
13:16previous pivot table
13:24remove all Fields except the balance
13:31and add month to rows field and the
13:34heading of this part will be the monthly
13:36balance
13:59Now link the value to total balance
14:09now we will move to dashboard and Link
14:12the total value
14:21move it near title
14:27group both the data together next add
14:31analysis for the total income and
14:33expenses let's create a white background
14:36for this using a rounded rectangle shape
14:39reduce the rounded corners of the
14:41rectangle
14:47remove the shape outline
14:51duplicate any text box and Link income
14:54value from pivot table
15:04now change the font color and increase
15:07the font size
15:08[Music]
15:12we will repeat the steps and this time
15:14link the rate percent
15:19set the font color to a lighter shade of
15:22gray
15:26let's add the title
15:29change the shape color to light green
15:34and set the transparency 10 percent
15:52duplicate any text box place it on the
15:55title background
16:02change the font color to dark green
16:07and reduce the font size
16:10now we will select all the income data
16:12and background to group it together
16:17let's duplicate the grouped data for
16:20inserting expenses values just replace
16:23the link of income to expense amount
16:30foreign
16:32do the same for the percentage
16:41rename the title to expenses
16:45the font color will be dark orange
16:55change the title background to light
16:58orange and set the transparency 10
17:00percent
17:04now we need to ungroup the expense data
17:07as we need to duplicate just the data
17:09background
17:14let's move to pivot table sheet and
17:16insert a line chart showing the monthly
17:18balance
17:26now move this chart to the dashboard
17:33we don't want the legend and title data
17:35labels
17:37foreign
17:39also the shape outline and fill color
17:44resize the chart to fit into the
17:47background
17:52change the line color to Blue
18:01reduce the line width let's enable the
18:04smooth line to look better
18:07we will add a circle marker
18:11increase its size to six
18:16change the marker color
18:22change the marker border color to white
18:26increase the Border width
18:29move now and adjust the grid lines and
18:31reduce the width
18:34change the dash type to Long dashes
18:41for the vertical axis data change font
18:44color to light gray
18:46and the font type to Ariel repeat the
18:49steps for the horizontal axis
18:54Also let's change the values format to
18:58thousands by changing the number format
19:00to this format
19:04adjust the chart size to make it fit
19:07proper
19:18add data labels title as balance
19:37let's move to the pivot table sheet and
19:40create analysis for the customer type
19:46[Music]
19:49add data title as new customer and
19:51retaining customer
19:55wrap the text to fit in cell
20:02remove all the field and add customer
20:04type to rows field and values field
20:22let's link the customer count for new
20:25customer and retaining customer below
20:27data title
20:30copy the format as balanced data using
20:33format painter we are done here so let's
20:36move to dashboard and add these data
20:40we will need a separator here using line
20:42shape
20:50change the line color to Gray
20:58I think it's better to keep the line
21:00chart horizontal aux borders in white
21:02color
21:04foreign
21:10let's continue here and add the first
21:13customer type title by linking the title
21:15to the correct cell
21:37now duplicate the income title
21:40background and move it besides customer
21:42type title
21:49change the background to White and
21:51duplicate it for other customer type
22:00place it on data background
22:10link the data to pivot table customer
22:12values
22:18reduce the box size to fit in background
22:22change the font color to light gray
22:24duplicate the separator and place it
22:27below the customer data increase the
22:30rounded part of data background for
22:31better View
22:36now it's time to add track expense
22:38analysis let's duplicate the chart
22:41background and move it to the right side
22:47increase its height
22:51we will add title to the dashboard as
22:53truck expenses by duplicating the text
22:55box
22:58[Music]
23:10let's move to pivot table sheet and
23:13duplicate the pivot table data and
23:15separator
23:19rename this part title to truck expenses
23:26remove all fields from pivot table add
23:30insurance fuel diesel exhaust fluid
23:33advanced fields to the values field
23:40let's link all the values from the pivot
23:43table
23:56[Music]
23:57let's go to dashboard sheet and Link all
24:00the data from pivot table
24:10we will duplicate the text box for
24:13adding the data
24:24we require the amount in currency format
24:28so let's go to pivot table sheet and
24:31change the expenses values format
24:34change the number format to currency and
24:37remove decimal
24:40now we will change the font color of
24:43value to Black and expenses title to
24:45Gray
24:48let's group the insurance title and its
24:51value
24:53we will adjust the width and duplicate
24:55the boxes to link other expenses
25:00align the Boxes by Distributing them
25:03vertically
25:07it's time to link other expenses and its
25:10value
25:38let's add separator between each expense
25:41using line shape from insert menu
25:44change the height to zero to make it a
25:47straight line
25:48set the width of line to separate the
25:51expenses properly
25:53decrease the line thickness
25:56duplicate this separator between other
25:59expenses
26:01let's decrease the font size and change
26:04the color to lighter shade of black
26:11foreign
26:16we will repeat the steps for other
26:18expenses value
26:21decrease the font size of expenses title
26:24and change the color to darker shade
26:31[Music]
26:34let's group the data and separator
26:37together
26:38adjust the width and height
26:41decrease the font size of heading
26:48group the title and background also with
26:50data
26:52we will increase the font size of
26:54heading as it is very small
26:58finally let's group all the expenses
27:01heading and background
27:04we will duplicate the truck expense
27:06dashboard for Freight expense
27:10duplicate the truck expense data and
27:13separator
27:18now we will remove all the fields from
27:21pivot table and add freight related
27:23expenses which includes Warehouse
27:25repairs tolls and fundings
27:32let's link all the values from pivot
27:34table
27:38[Music]
27:45foreign
28:05[Music]
28:12foreign
28:45foreign
28:51[Music]
29:01[Music]
29:05let's rename repair expense to repairs
29:08and costs
29:11to easy reach to the data table and edit
29:14I will use a setting symbol on right
29:16corner
29:18then I will use hyperlink to do this
29:20duplicate any rectangle shape
29:28change the background color to Gray
29:36then adjust the shape width and position
29:50we will use a gear icon here
29:53foreign
29:59color to make it properly visible
30:08and place it over background
30:22align both the icon and background
30:24Center and middle and group them
30:26together
30:32finally add the hyperlink
30:37select data table sheet and add the
30:40screen tip text
30:42[Music]
30:48the last part in this video is to add
30:50the monthly slicer to filter monthly
30:53data over the dashboard
30:55use a white background and adjust the
30:57size and position
30:59foreign
31:13let's adjust the icon position down to
31:16make it parallel with the background
31:18now we will go and insert month slicer
31:33foreign
31:40The Columns to 12 to display all the
31:43months horizontally
31:45then adjust the slicer height and width
31:47to fit it in the background
31:49[Music]
31:51finally set the slicer settings to
31:54disable display header and items with no
31:57data
32:00adjust the height of slicer fitted in
32:02the background
32:04now move to slicer and connect the pivot
32:07table except pivot table 3 with slicer
32:10using report connections
32:13you can check that all the data changes
32:15on selection of any month whereas the
32:17line chart remains static
32:28that's all for today's video
32:30I hope I have shown you something useful
32:32for you
32:33have a good day

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