Creating the dashboard
Financial Analytics in Google Sheets
David Ardia
Professor in Quantitative Methods for Finance
Dashboard
Dashboard: "Prices panel"
Dashboard: "Prices panel"
Dashboard: "Prices panel"
Dashboard: "Returns panel"
Dashboard: "Distribution panel"
Dashboard: "Distribution panel"
Dashboard: "Distribution panel"
Dashboard: "Benchmarking panel"
Dashboard: "Benchmarking panel"
Dashboard: "Benchmarking panel"
Dashboard: "Benchmarking panel"
Dashboard
Make it interactive!
Make it interactive!
Step 1: Collect the historical returns of other investments in a separate section of your spreadsheet
Make it interactive!
Step 2: Use the Data validation tool to create a list of securities
Make it interactive!
Step 2: Use the Data validation tool to create a list of securities
Make it interactive!
Step 2: Use the Data validation tool to create a list of securities
Make it interactive!
Step 3: Use VLOOKUP() and MATCH()
Make it interactive!
Make it interactive!
