Create a Personal Financial Dashboard with Microsoft Excel

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  • Опубліковано 18 жов 2024
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КОМЕНТАРІ • 133

  • @OtherLevels
    @OtherLevels  2 дні тому

    www.other-levels.com to download our Templates & Get Free Datasets

  • @sanket5050
    @sanket5050 Рік тому +47

    This guy is one of the best in the Excel user interface.

    • @OtherLevels
      @OtherLevels  Рік тому +2

      You are he BEST Sanket, Thank you so much

  • @ChristopherHenry2
    @ChristopherHenry2 Місяць тому +168

    My life changed too when I started doing this and putting money in stocks. The first few years it as really great, but this year I haven't felt like my portfolio is doing well. I have lost more than $40,000 from my portfolio the past four months, and it's now very worrisome.

    • @EdwardAnthony5
      @EdwardAnthony5 Місяць тому

      The year has been really rough for everybody. But I've been able to cushion the effect though. Have you thought of using an investment advisor? They can make you good money especially during uncertain times like this.

    • @Vivianlaure4
      @Vivianlaure4 Місяць тому

      Yes, I agree. I use a financial advisor too. Same person since 2020. I don't worry about whether the economy is going up or down or sideways. I always ride through.

    • @Danielchirs
      @Danielchirs Місяць тому

      Oh, really? I have never thought of that as an option. Can I ask who it is you've been working with? I bet I could use some help myself.

    • @Vivianlaure4
      @Vivianlaure4 Місяць тому

      My CFA NICOLE ANASTASIA PLUMLEE a renowned figure in her line of work. I recommend researching her credentials further... She has many years of experience and is a valuable resource for anyone looking to navigate the financial market..

    • @Danielchirs
      @Danielchirs Місяць тому

      Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.

  • @exceltestnumber1
    @exceltestnumber1 Рік тому +25

    I like the idea of your videos lately, you teach us how to be creative without freezing our thinking when designing....Best of all

  • @hossamkhalil88
    @hossamkhalil88 Рік тому +5

    Subscriber for the 1st video...since 3 years ago I really don't regret that you are an icon to me - I Love you so much

    • @OtherLevels
      @OtherLevels  Рік тому +2

      Yes Hossam Khalil, we know that and we are honored to hear that from you. Please contact us via the website to get your loyalty gift 🎁 Shokrun!

  • @HOWARD963_
    @HOWARD963_ Рік тому +5

    Perfect choice of music. Very soothing.

  • @haiodaalbardee5666
    @haiodaalbardee5666 Рік тому +3

    101 Videos of Creatively, Thanks God for this Channel❤

    • @OtherLevels
      @OtherLevels  Рік тому +1

      We will celebrate together this week for this great journey, Thanks a lot Haioda

  • @AhmedMohammed-oq6tw
    @AhmedMohammed-oq6tw Рік тому +6

    Three totally different dashboards, OMG you are amazing

    • @OtherLevels
      @OtherLevels  Рік тому

      No end for the ideas, Thanks Ahmed

  • @haidyhussein
    @haidyhussein Рік тому +24

    Mr. Bill Gates doesn't know that Excel can do all these great levels 🤩👍👍

    • @OtherLevels
      @OtherLevels  Рік тому +2

      He is a great man, and we are his disciples.
      Thank you, my dear Haidy

  • @galihhackers
    @galihhackers Рік тому +2

    When I first saw this channel's video I realized it was called 'Other Level' and I wanted to be in that position

  • @FavEducation
    @FavEducation 9 місяців тому

    Mam Also explain spreak sheet
    How to enter our data

  • @valerioharvey7289
    @valerioharvey7289 3 місяці тому +23

    I swear making a website with html and CSS is easier than doing it in excel

  • @greatmoviestrailers8974
    @greatmoviestrailers8974 5 місяців тому

    Very amazing dashboard. But it would be good if we get the excel for practice for learners like us. I really loved the way you have designed. Its really out of the box thinking. Thanks for the idea.

  • @ProgBoost
    @ProgBoost 11 місяців тому +1

    It's unbeliving result!
    I'm so much like it!!!

  • @andresgonzalez-gm5ry
    @andresgonzalez-gm5ry Рік тому +11

    each design is just breathtaking! I wonder if the color palette is available somewhere as you usually show it at the beginning.
    Great stuff, love the channel!

  • @jantonyebenes
    @jantonyebenes Рік тому +5

    Solo por este tipo de contenido maravilloso doy gracias que exista UA-cam

    • @OtherLevels
      @OtherLevels  Рік тому

      Gracias hermano, nos sentimos honrados de estar con nosotros.

  • @theguyonyoutube4826
    @theguyonyoutube4826 Рік тому +9

    Wow, id like to be able to create something like this from scratch. Well done

    • @ASLOliveira
      @ASLOliveira Рік тому

      We are running a campaign for our friend to boost their finance channel. They have great content but unfortunately lost everything...
      If you enjoy this content, please help us surpass the channel's subscribers. The English videos will start airing next week.
      Thank you for your assistance!
      youtube.com/@as2lpaiva

  • @cjequila2741
    @cjequila2741 Рік тому +3

    How can I change the pivot table. I can't even change the name on the dashboard. I want to change all the "income" word to "output"

  • @deelim1707
    @deelim1707 Рік тому +4

    Your videos & templates have been very helpful in my new job. Is there a way to make the data update in real time if we’re adding new totals to the data every month ?

    • @davidoladoyinjnr
      @davidoladoyinjnr 9 місяців тому +1

      Can this question be answered 😢

    • @Buzz054
      @Buzz054 5 місяців тому +1

      Yes, of course in another sheet add the input datas you want, and in the text boxes give the formulas which gives the value tou require

  • @tibo_molnar
    @tibo_molnar 7 місяців тому +1

    Wow, nice, next level stuff! :)

    • @OtherLevels
      @OtherLevels  6 місяців тому +2

      Glad you like it dear @tibo_molnar

  • @highassbunny7479
    @highassbunny7479 3 місяці тому

    How did you create the spending and other elements ? like with the graphs inside the box.

  • @ShebeerPrince
    @ShebeerPrince 7 місяців тому +1

    Is that 2D Area Chart (Gradient area in the chart) really possible in Excel? As far as I know, 2D Area chart line cannot be smoothed out as in this video's thumbnail or the initial preview.
    Help me if I'm wrong.

    • @OtherLevels
      @OtherLevels  6 місяців тому

      For questions about this dashboard? Join our channel Membership
      ua-cam.com/channels/uDF09RGFE3V3lY77Z_cA9g.htmljoin

  • @jacobteeples220
    @jacobteeples220 Рік тому +4

    What video or playlist do I need to watch in order to follow along with the creation of this sheet?

  • @rawanalenazi7481
    @rawanalenazi7481 Місяць тому

    Where can I find finance data? also is the first step data import by Power Query? Am I wrong?

  • @Bia-rx8wf
    @Bia-rx8wf Місяць тому

    Does it update automatically update the amounts or do u have to manually change the amounts that shows in the dashboard??

  • @Alex67488
    @Alex67488 Рік тому +3

    Wow... Just magic!😲👍

  • @calidadvidamejor
    @calidadvidamejor Рік тому +2

    AWEESOOMEEEEEE, U GUYS ARE GREAT ❤❤❤

  • @halitsanr4439
    @halitsanr4439 Місяць тому

    Thank you for your efforts !!!

  • @aymenzouiche4119
    @aymenzouiche4119 8 місяців тому +1

    The best I have ever seen

    • @OtherLevels
      @OtherLevels  8 місяців тому +1

      Thanks dear @aymenzouiche4119

  • @DavidTaggart
    @DavidTaggart Рік тому +1

    You are a wizard

  • @auliafristi3286
    @auliafristi3286 4 місяці тому +1

    GREAT CONTENT❤ THANK YOU!!! I LIKE IT

  • @MarcoMoura-ht2rh
    @MarcoMoura-ht2rh 7 місяців тому +1

    Which version of excel you're using in those videos?

    • @DrWreck4Less
      @DrWreck4Less 7 місяців тому +1

      2037

    • @OtherLevels
      @OtherLevels  6 місяців тому +1

      We are using Microsoft Office 365, Mac Version

  • @financemadesimple
    @financemadesimple 2 місяці тому

    Hello - i Just bought this but i doenst work for me- can anybody help me, how i can edit the numbers to get the real dashboard for me? :/

  • @SophiaNurat
    @SophiaNurat Рік тому +1

    how can I get membership this channel?

  • @vcodevideo
    @vcodevideo Рік тому

    You already have a nice portfolio, but nothing related to access. It's possible to do something like that or similar in access?

  • @kenmertens9918
    @kenmertens9918 Рік тому +29

    Where does the data input come from?

    • @dezecho9181
      @dezecho9181 Рік тому +20

      There is an ugly page with all the data

    • @S-Lomar
      @S-Lomar 10 місяців тому

      Good question 💞💞💞💞💞💞💞💞💞💞💞💞💞💞💞💞💞💞💞💞💞💞💞💞💞💞💞💞💞💞💞💞💞💞💞💞💞💞💞💞💞💞💞💞💞💞💞💞💞💞💞💞💞💞💞💞💞💞💞💞💞💞💞💞💞💞

    • @healthsportandphysicaleduc7559
      @healthsportandphysicaleduc7559 6 місяців тому +1

      Data source

    • @saileshram7610
      @saileshram7610 6 місяців тому

      ​@@dezecho9181😂😂😂😂

    • @gelbertrivas4211
      @gelbertrivas4211 4 місяці тому

      @@healthsportandphysicaleduc7559 bro the data source is invented

  • @vossenjonk3448
    @vossenjonk3448 Рік тому +1

    This is awesome!

  • @TheEasternCat
    @TheEasternCat Рік тому +1

    Can I create this using Google Spreadsheet?

  • @nassyugwuh
    @nassyugwuh Рік тому +2

    How do I get the dataset to practice along?

    • @OtherLevels
      @OtherLevels  Рік тому +1

      Kindly visit our website to get the datasets for training and practicing
      www.other-levels.com/blogs/datasets

  • @eshroay
    @eshroay Рік тому +2

    Great work OTHER LEVELS could please create a geneological family tree in excel?

    • @OtherLevels
      @OtherLevels  Рік тому +2

      We will create it just for you, thanks Richard

  • @DiwankarSingh
    @DiwankarSingh 10 місяців тому +2

    could you please send the link to download the template for free. i am unable to download

    • @OtherLevels
      @OtherLevels  8 місяців тому +1

      For this template, please visit our website www.other-levels.com

  • @vip0716
    @vip0716 4 місяці тому

    How can I make a line inside the shape?

  • @silasasieduasamoah3639
    @silasasieduasamoah3639 Рік тому +2

    Great content as always. ❤

    • @OtherLevels
      @OtherLevels  Рік тому

      Silas you are the best, Thanks Bro

  • @TRILLONARY.
    @TRILLONARY. 9 місяців тому

    i just bought this dashboard but idk how used correctly

  • @phatlenguyenquang3743
    @phatlenguyenquang3743 Рік тому +2

    Excuse me! Where can i copy that Format Data Series at 3:04?

    • @OtherLevels
      @OtherLevels  Рік тому

      At this time you mentioned, we were adjusting the color and width of the line chart

  • @edsonsalgado3902
    @edsonsalgado3902 9 місяців тому

    Esperemos algún día haya uno similar pero para pura tarjeta de crédito ya qué por amas qué lo intento no me sale

  • @CKD3-pd3ge
    @CKD3-pd3ge Рік тому +1

    When will power Bi to be expected

  • @Ggccv
    @Ggccv Рік тому +1

    Do you sell it somewhere, I wanna buy for myself?

  • @jennellyork7990
    @jennellyork7990 3 місяці тому

    Do you sell templates?

  • @jadesmitzy
    @jadesmitzy Рік тому

    how to import to google sheet? ive been using google sheet bcs can do online for 2 years now, bought this today but not sync with my ipad. how?

  • @roviskyksa5050
    @roviskyksa5050 Рік тому +1

    Literally Other Level’s

  • @orbbitale
    @orbbitale 9 місяців тому

    Funciona no macOS???

  • @grijalvaescobedo158
    @grijalvaescobedo158 Рік тому +1

    Gracias maestra por compartirlo saludos 🇲🇽👍

  • @ahmetx7456
    @ahmetx7456 Рік тому +1

    Amazing

  • @effectivelife9245
    @effectivelife9245 Рік тому +1

    Which Excel you use

    • @OtherLevels
      @OtherLevels  Рік тому +2

      We are using Microsoft Office 365, Mac Version

  • @calidadvidamejor
    @calidadvidamejor Рік тому +1

    How can i translate to portuguese (br) and transform to (R$)?

  • @thuletumi5816
    @thuletumi5816 Рік тому +1

    Wellcome master :)

  • @IDataAnalytics
    @IDataAnalytics Рік тому

    It was normal Excel or els..
    Please help

    • @OtherLevels
      @OtherLevels  Рік тому

      What do you mean by normal Excel?

    • @IDataAnalytics
      @IDataAnalytics Рік тому

      @@OtherLevels IMean it was Paid Excel Version

    • @IDataAnalytics
      @IDataAnalytics Рік тому

      @@OtherLevels i Didn't found this Option in my Excel

  • @farhanmahmud5650
    @farhanmahmud5650 Рік тому

    I can't open the download link. Why?

  • @RovyDigitalArt
    @RovyDigitalArt Рік тому +1

    Amazing as usual

  • @graceminiano8325
    @graceminiano8325 7 місяців тому +1

    👍

  • @craxmaandaacad1832
    @craxmaandaacad1832 Рік тому +1

    the next video.....

    • @OtherLevels
      @OtherLevels  Рік тому +1

      To watch the full Tutorials? Join our channel Membership
      ua-cam.com/channels/uDF09RGFE3V3lY77Z_cA9g.htmljoin Thanks dear @craxmaandaacad1832

  • @joshswanson8819
    @joshswanson8819 2 місяці тому

    This video shows you how to do nothing but copy and paste a dash board and change colors…

  • @artug92
    @artug92 7 місяців тому +1

    can you create something similar for google sheets?

    • @OtherLevels
      @OtherLevels  7 місяців тому

      Please explore our channel

    • @artug92
      @artug92 7 місяців тому +1

      @@OtherLevels I did, and couldnt find a similar video for the google sheets. Do you have one made or not?

    • @OtherLevels
      @OtherLevels  7 місяців тому

      @artug92 Is this Google Sheets? Projects Status Dashboard
      ua-cam.com/video/pkcA7pCt9rM/v-deo.html

    • @artug92
      @artug92 7 місяців тому +1

      @@OtherLevels yes but its for a completely different thing. thank you anyway. I will build my own.

  • @GarryHansen-u3d
    @GarryHansen-u3d 8 місяців тому +1

    Mam Also explain spreak sheet
    How to enter our data

  • @nassyugwuh
    @nassyugwuh Рік тому +1

    How do I get the dataset to practice along?

    • @OtherLevels
      @OtherLevels  Рік тому +1

      Kindly visit our website to get the datasets for training and practicing
      www.other-levels.com/blogs/datasets

  • @Milka_1901
    @Milka_1901 Рік тому

    Amazing