Finalize Excel Dashboard Connections
Budget: $30 – $250 AUD
I have an Excel-based interactive dashboard that is partially wired up; the data tables sit in one sheet and the charts live in another, but several links are still missing. Your task is to finish connecting my yearly expense data to the existing graphics so every element updates automatically whenever the fiscal-year dropdown changes.
What’s already in place
• Clean, structured financial data (expenses only) for multiple years
• Pre-built charts and slicers intended to refresh on selection
• A working file you’ll receive as soon as we start
What I still need
• Correct formulas or Power Query links that bind each chart to the right expense fields
• A single dropdown (fiscal year) that filters every visual without lag or broken references
• Light sanity-checking of chart titles and labels so they reflect the chosen year
Acceptance check
The dashboard should open with no broken links, recalc errors, or hard-coded values. Selecting any fiscal year must redraw every chart instantly, and the underlying data connections should remain transparent for future maintenance (named ranges or Query steps clearly labeled).
If you’re comfortable debugging formulas, slicers, and Power Query in modern Excel, this should be a concise assignment. Looking forward to wrapping it up quickly together.
What’s already in place
• Clean, structured financial data (expenses only) for multiple years
• Pre-built charts and slicers intended to refresh on selection
• A working file you’ll receive as soon as we start
What I still need
• Correct formulas or Power Query links that bind each chart to the right expense fields
• A single dropdown (fiscal year) that filters every visual without lag or broken references
• Light sanity-checking of chart titles and labels so they reflect the chosen year
Acceptance check
The dashboard should open with no broken links, recalc errors, or hard-coded values. Selecting any fiscal year must redraw every chart instantly, and the underlying data connections should remain transparent for future maintenance (named ranges or Query steps clearly labeled).
If you’re comfortable debugging formulas, slicers, and Power Query in modern Excel, this should be a concise assignment. Looking forward to wrapping it up quickly together.
Related categories:
Visual Basic
Data Processing
Data Entry
Excel
Excel VBA
Data Visualization
Data Analysis
Data Management