Dynamic & Interactive Dashboard | FINANCE STATUS & Projects Milestone

Practice First: Dynamic & Interactive Excel Dashboard – Finance Status & Projects Milestone Status Dataset

The main purpose of this blog is to give you the dataset to practice building the Dynamic & Interactive Excel Dashboard for Finance Status and Projects Milestone Status. Use this practice Spreadsheet Template to follow the steps below and customize for your operations.

How this fits your Dashboard Templates workflow

This approach scales across professional Dashboard Templates. You can adapt it to a Google sheets dashboard or a Power BI Dashboard, and present highlights in a PowerPoint Dashboard using your existing Power Point templates.

Why This Template Stands Out

One of the Most Successful and Powerful Excel Dashboards on YouTube
+2 Million views
Great Microsoft Excel template to manage and analyze projects business—ready to use. All values, names, numbers, charts, and elements are editable directly in Excel with no VBA required.

Unique Features

• 4 Videos Tutorial (Click here)
• Analysis for +53 types of data
• Notes and comments help you to use and update
• Hyperlink buttons
• Wide Screen – Full HD
• Preview images included
• Free Font & Icons
• Easy Customize
• All objects and database are fully editable

Dashboard Contents & Analysis

• All analysis connected with 3 slicers
• Yearly Slicer
• Departments Slicer
• Project Status

Totals & Status Blocks

• Total Projects
• Projects Value
• As Built Cost
• Submitted Value
• Budget Saving
• Total PAT / GAP
• Current Projects
• Closed Projects
• Canceled Projects
• Projects by Relating to

Department & Budget Views

Sunburst Chart analyzing project status by departments.
Budget / Issued by Departments for clear allocations.

Target vs Actual Line Chart

Monthly GAP analysis showing target vs actual with dynamic texts based on slicer selection, including GAP amount and percentage.

Four Gaps Analysis

• GAP 1: Budget vs Scope of Work
• GAP 2: Scope of Work vs Work Orders
• GAP 3: MOP vs As Built
• GAP 4: Invoiced vs As Built

Department GAP Table

• Controlled by Business Types slicer
• Project Values by Business Type
• Projects by Business Types
• Four doughnut charts for Gaps

Projects Milestone Status

Creative line chart showing total projects by milestone stage, connected to a scrolled bar to highlight the selected stage and update details dynamically. Linked with the Business Types slicer.

Status Report (Second Dashboard)

Detailed values via creative PivotTables connected with three slicers: Yearly, Departments, and Project Status.

Blank Analysis Sheet (Third Tab)

Blank page ready to use with the same dashboard theme and a hyperlink button—add any analysis you need.

Workbook Structure

• Database tables (two tables)
• Pivot tables and formulas
• Main Dashboard
• Status Report
• Blank sheet ready to use

Package Includes

• Excel – XLSX format (341 KB)
• Instruction File
• Help & Contents File
• Light Theme

Watch the Tutorial

Watch the full Dynamic & Interactive Excel Dashboard tutorial on our Other Levels YouTube Channel

Download the Dataset

Download Free Dataset