How to Build a Professional Dashboard in Google Sheets (Query Formula Advanced Course) Step-by-Step

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  • เผยแพร่เมื่อ 26 พ.ย. 2024

ความคิดเห็น • 173

  • @hustlesheets
    @hustlesheets  3 ปีที่แล้ว +13

    I'll be releasing a full scale paid dashboard course soon! Signup if you want early access (will be limited to x amount of students): forms.gle/iPPQtHjP4GF6ukgAA

    • @markyentzer6558
      @markyentzer6558 ปีที่แล้ว

      Can I pay you to build me a customized dashboard like this @hustlesheets?

    • @hustlesheets
      @hustlesheets  ปีที่แล้ว

      hi@@markyentzer6558 you can book a consult call here - and if we end up working together I'll deduct the call cost from the project cost! Thank you! clarity.fm/hustlesheets

    • @MarkKreiner
      @MarkKreiner 9 หลายเดือนก่อน

      Did you end up releasing this course? Is it something that can be purchased now? I could not find on your website as it appears to be under construction. But I assume you'd host the course on Udemy or some other platform. Really appreciate what you've put together here. Thank you!

  • @tmizzle17
    @tmizzle17 2 ปีที่แล้ว +1

    🐐🐐🐐 bought your dashboard on Etsy and using this to customize everything to my business. You're the man!

  • @robertbartz9919
    @robertbartz9919 หลายเดือนก่อน

    Super slick with the TRUE helper columns. For the alternating row header issue...you have row 1 in your "apply to range". If you want your own formatted headers you have to start the apply range at row 2. And there is an error in the design. You have the end of month as the 1st of the that month. You need an end of month helper dropdown on your dropdown tab that used EOMONTH to get the last day of the month.

  • @braedenbaker5052
    @braedenbaker5052 3 ปีที่แล้ว +9

    Just a quick note for those that actually made this themselves with their own data and something that I barely caught on prior to my meeting in a week: If you want the filters to work on your weekly dashboard, you either have to:
    A) Add more TRUE filters in additional columns in your data worksheet
    OR
    B) Duplicate the data worksheet and then change the sheet name that you are referencing from the monthly dashboard to the WEEKLY dashboard. That way, you are referencing the cells in the weekly dashboard, and you can filter accordingly within that worksheet without having to rely on the monthly dashboard to filter out what you are wanting to filter out.
    I personally went with B. It was less painful to just type in the sheet name then trying to reinput the formulas perfectly. Hope this helped someone.

    • @stefanschwartz5185
      @stefanschwartz5185 2 ปีที่แล้ว

      Oh this is actually super helpful to read before I make these filters. I think since I will be exporting data out of my ERP....it will make it easier to go with A, but this is just helpful to be prepared for.

  • @titogarza1577
    @titogarza1577 2 ปีที่แล้ว +1

    I am an administrator in high school education, and this video has really impacted the way I am approaching my current end of year project. Thanks so much for this!

  • @PhilGough
    @PhilGough ปีที่แล้ว +1

    Just subscribed... Brilliant tutorials. I was one of those that thought I was a wizz on a spreadsheet, when watching these tutorials it makes me realise I probably only know about 0.01% of spreadsheet powers. Love it.. Thank You

  • @ukonkomarasari8855
    @ukonkomarasari8855 3 ปีที่แล้ว +8

    This video is indeed what I need. And your step-by-step elaboration, including even the errors that we need to know, so as to not getting panic, is ssoooo enriching. Thank you so much ... I cannot express my thanks to you more ... Subscribed right away !!

  • @Dujleduj
    @Dujleduj 7 หลายเดือนก่อน

    Master of google sheets here thanks for everything

  • @GermanRodriguezqndq
    @GermanRodriguezqndq 2 ปีที่แล้ว

    GREAT VIDEO, as a customer i have been able to use some of your products and also i have been able to learn a lot from your videos, thank you

  • @LuminousAsianBeauties
    @LuminousAsianBeauties ปีที่แล้ว

    this video and previous video is extremely helpful for me in creating dashboard.I have been watched many but finally I found and fell in love with it.Thanks alot for sharing this.

  • @seifkhelas1608
    @seifkhelas1608 4 หลายเดือนก่อน

    SO for the dates so they can appear like the way you formatted them, you just add a helper column where you simply type = the cell that contains the results of sort(unique) and you take that range in the dropdown menu it will work

  • @aarongallardo5760
    @aarongallardo5760 ปีที่แล้ว

    I was able to create my first spreadsheet as a general manager. Thanks a lot! Kudos on using Dunder Mifflin.

    • @hustlesheets
      @hustlesheets  ปีที่แล้ว

      Thanks amazing! Happy to hear :) feel free to comment any other questions or videos you want to see

  • @DoubleBarrel0903
    @DoubleBarrel0903 2 ปีที่แล้ว

    For anyone in the same situation as me: I had certain exports that didn't break down perfectly (eg: I wanted to see sales in the institutional segment but couldn't match the word directly with my data)...this formula worked perfectly for the True/False filters. The regexmatch let's you match partial strings =arrayformula(If(P2:P="",,IF(Weekly_Dashboard!$H$6="All",TRUE,if(regexmatch(D2:D,Weekly_Dashboard!$H$6),TRUE,))))

  • @ayva_shorts
    @ayva_shorts ปีที่แล้ว

    Thank you a lot! I have learned a lot from this Video. BTW, I spent yesterday 5 and today 7 hours to understand it fully.

  • @eliran100693
    @eliran100693 3 ปีที่แล้ว +2

    Thanks a lot
    I hove a question: why you use QUERY and not PIVOT TABLE instead?

  •  3 ปีที่แล้ว +3

    I love watching your videos! I work hard trying to do better in sheets, and I get so much out of your tutorials. Thanks for sharing the knowledge! :) Trying to work something out now and it's driving my crazyyy but I continue watching so I can learn more. Subscribed, definitelyyy!!

  • @baharulislammazumder3109
    @baharulislammazumder3109 2 ปีที่แล้ว

    This is great video and step by step guide in details is just to next level for anyone looking similar idea.

  • @PTGLandscape
    @PTGLandscape ปีที่แล้ว

    This video was more than helpful! game changer for me!

  • @Captaintabiii
    @Captaintabiii ปีที่แล้ว

    20 minutes in and I’ve already learned SO much 🤩 Thank you!!!

  • @ThijsVerberne
    @ThijsVerberne 2 ปีที่แล้ว

    Smart trick to use optional filters! Great job.

  • @martinilopez1
    @martinilopez1 11 หลายเดือนก่อน

    you helped mi a lot with that helper column "TRUE" to filter data.. thanks dudeeee

  • @jhonmartinez825
    @jhonmartinez825 3 ปีที่แล้ว

    This is the best thing ive seen so far, thanks broski

  • @Younessss_
    @Younessss_ 3 ปีที่แล้ว

    rarely comment on youtube, love you man

  • @varunraj3078
    @varunraj3078 2 ปีที่แล้ว

    Life saver. Thanks a bunch man! Enjoyed working through the entire video. And it was funny how the header conditional formatting kept turning white

  • @LongSamniengpol
    @LongSamniengpol 2 ปีที่แล้ว

    This help me so much... I made my usable DB😍

  • @adripramono
    @adripramono 2 ปีที่แล้ว

    youre a legend man, thanks for this tutorial!

  • @melaniem9678
    @melaniem9678 3 ปีที่แล้ว +2

    This was exactly what I needed. Thank you SO much. Incredibly thorough and simple explanation- saved me a ton of time and confusion. :)

    • @adityakumawat540
      @adityakumawat540 2 ปีที่แล้ว

      Hey can you share a copy of this? Please i have a tight schedule and i need to submit this

  • @Zalipucci
    @Zalipucci 3 ปีที่แล้ว

    Thank you for your tutorial pal! It saved me A LOT of time

  • @pulinjspl7963
    @pulinjspl7963 3 ปีที่แล้ว

    Master trick for Query Function, really like so easy now.

  • @judijudijudi
    @judijudijudi ปีที่แล้ว

    Thank you for sharing your knowledge men!

  • @SunnySmai
    @SunnySmai ปีที่แล้ว

    You’re simply AWESOME!!!

  • @ayodhyasingh7688
    @ayodhyasingh7688 ปีที่แล้ว +1

    how can we create a dashboard for top clients as Order by P(selected data) applies to Clients only not to revenue?

  • @mariaevangelynbernales1315
    @mariaevangelynbernales1315 2 ปีที่แล้ว

    its very big helped, thank you so much! i love your voice haha just fell in love with your voice ,haha i mean your video, well explained everything. its very amazing.😘

  • @ankitseth100
    @ankitseth100 ปีที่แล้ว

    Great content,that what's i am looking for, thank you so much, Subscribed

  • @אמיללרנר
    @אמיללרנר 3 ปีที่แล้ว

    Thanks a lot for your tutorials, it's really helpful! Appreciate the videos you upload!

  • @unaisv6300
    @unaisv6300 2 ปีที่แล้ว

    This was exactly what I needed and good presentation. Thank you SO much

  • @sambernicholson7723
    @sambernicholson7723 11 หลายเดือนก่อน

    This is amazing. Thanks for sharing 😃

  • @yinziliang5024
    @yinziliang5024 3 ปีที่แล้ว

    This is REALLY helped, well explained, the other query video is also really helpful. THANK YOU!

  • @forexroy
    @forexroy 2 ปีที่แล้ว

    What a great video. It shows you put lot of thought and effort into it. Nice work and thanks!

  • @raiiiyann
    @raiiiyann 3 ปีที่แล้ว

    Just in time. Thank you for sharing advanced course!

  • @scottcarrington
    @scottcarrington 2 ปีที่แล้ว

    Wonderful video. Really liked the clear instructions. Thank you

  • @dawndoran9787
    @dawndoran9787 3 ปีที่แล้ว +1

    This is great information, do you have a similar video on using google forms to gather the data into the sheet then create the dashboard from there?

  • @nicholastang2642
    @nicholastang2642 2 ปีที่แล้ว +1

    Hi Michael i would love to purchase your template. But how do i get the template similar to the one you have made in this video's example? The purchase link is slightly different design wise.

  • @wentygafrinamartin9956
    @wentygafrinamartin9956 2 ปีที่แล้ว

    Thank you, your explanations really helped me build my own dashboard!

  • @danielkirigin7014
    @danielkirigin7014 3 ปีที่แล้ว

    Thank you man! It took me some time but I finally made it! Terrific explanation!

  • @felipepedroza7774
    @felipepedroza7774 3 ปีที่แล้ว

    kudos, this is great man.
    I was wondering how you could: 1) include the entries that are after the first day of the ending month. And 2) how could I display all time data, or from one month to the last entry, kinda like adding an end of month filter, so if you don't choose an end of the month it will still display data.

  • @jemapenjueli5522
    @jemapenjueli5522 ปีที่แล้ว

    Thank you so much. Was really helpful. Is there a way you can create a dashboard by days in a month instead of MTD. Filtering it individually by days in a week instead of per month.

  • @alistairtrotter3461
    @alistairtrotter3461 3 ปีที่แล้ว +1

    Hey HustleSheets. This dashboard tutorial has been a game changer for us at work! thank you very much
    I do have one question though!
    at 48:43 you are linking the data validation to the queries with DATES. However, at my workplace we are wanting to filter our Stages of jobs. So instead of entering AND P >= DATE """&text(E2,"yyyy-mm-dd")&""". What would I enter if I wanted to filter out different stages of jobs / filtering out text?

  • @marv3206
    @marv3206 2 ปีที่แล้ว

    Thanks a lot. Really helped me build a more comprehensive database with data entry and report dashboard. 😊

  • @ofmbeatzzofficial
    @ofmbeatzzofficial 6 หลายเดือนก่อน

    Very cool video, wow! 🎊
    Isn’t the template for free in 2024😂?

  • @NicholaWaterhouse
    @NicholaWaterhouse ปีที่แล้ว

    Was great and easy to follow - tried but somehow I am making mistakes or not enough data...shall keep practicing though

  • @angelo.lubrano
    @angelo.lubrano 2 ปีที่แล้ว +1

    is it possible to have at least the INITIAL file (sales Data) to be able to follow the tutorial?

  • @davinirawan981
    @davinirawan981 3 ปีที่แล้ว

    Thanks for ur great turtorial video, really helpful for me to learn basic dashboard. Hope to learn more from u :thumbsup

  • @charlie5116
    @charlie5116 ปีที่แล้ว

    very helpful
    Thumbs up for you!

  • @NeBueR4U
    @NeBueR4U 2 ปีที่แล้ว

    Thank you very much. This was very informative and helpful for me. Could you please create a video to explain on how to create a dashboard for IT Services - to track incidents, changes, problems, the SLA etc.,

  • @libbysworld7649
    @libbysworld7649 3 ปีที่แล้ว

    I love this video and I need to do this with a very large set of data. Thank you!

  • @welm8412
    @welm8412 3 ปีที่แล้ว

    Finally! a part 2. thank you so much 😊

    • @hustlesheets
      @hustlesheets  3 ปีที่แล้ว

      Haha! Sorry it took so long

    • @welm8412
      @welm8412 3 ปีที่แล้ว

      @@hustlesheets it’s okay! Its probably not easy

  • @c00llin
    @c00llin ปีที่แล้ว +2

    Big error in the date range. The end month only goes to the first day of that month!

  • @pierceson02
    @pierceson02 9 หลายเดือนก่อน

    Can’t believe this is a Free content. Feels illegal not to pay for the amount of info in this to tutorial.

  • @StephenLamb-n6g
    @StephenLamb-n6g ปีที่แล้ว

    is their a way to add another column for a second sales rep. essentially two reps per lead. so one lead with two reps would be counted as half a lead. and if a single rep was on a lead it would count as 1

  • @darthsupmex
    @darthsupmex 3 ปีที่แล้ว

    This is wonderful! THANK YOU!

  • @talebbagazi1435
    @talebbagazi1435 3 ปีที่แล้ว

    also can i group by month for a product? so its like become a 2 group in one query and sum the sales, so the grouping for each month can be a breakable to each products.
    I wish to hear an answer from you or anybody got it.
    Many thanks for the video and the high effort

  • @alanharris3061
    @alanharris3061 7 หลายเดือนก่อน

    Hi. I'm designing a charity competition on Google sites using mainly Google sheets. All basically good except I'm using a drop down list on one page. It works on PC and tablet but doesn't seem to work on mobile. Any thoughts

  • @DivineLightProductions
    @DivineLightProductions ปีที่แล้ว

    Thanks for sharing! Is there a way to use a cell reference in query where matches but have the cell reference be a partial match to the reference column. Maybe the cell reference to the matches query is like "...where D matches "*"&$E2&"*""...?
    Tried using contains but that's not populating the correct desired results.
    Any help is greatly appreciated. Thank you!
    - Jared

  • @DumitruDolinta
    @DumitruDolinta 4 หลายเดือนก่อน +1

    Tell me please how you drag down tables so fast only with mouse? :)

    • @hustlesheets
      @hustlesheets  4 หลายเดือนก่อน

      On a Mac it’s Command + Shift + Down Arrow, then Command + D. But that only fills it with the same value as the top cell. If you want to drag down a formula then you have to drag it down with a mouse as a far as I know. If you’re on a PC, replace Command with Control

  • @PhuongPham-ox6se
    @PhuongPham-ox6se 2 หลายเดือนก่อน

    So impressed, thank you!

  • @ayushiguptaActor
    @ayushiguptaActor ปีที่แล้ว

    @hustlesheets Hey I need a urgent help, built the dashboard, All good but filters are not working for viewers. Pl answer

  • @fffreddimas
    @fffreddimas 3 ปีที่แล้ว

    Hi Hustlesheet. I tried the query formula. It worked. However, on the cell where i typed in the query formula, it was left blank. unlike yours, that it has an automatic label named "MONTH". Upon checking my worksheet, my select column has a label in it too.

  • @curthadley7866
    @curthadley7866 3 ปีที่แล้ว

    You said use "Option Enter" to separate off the clauses - is that on a MAC? What combination do you use on Windows?

  • @ItalianStallion1415
    @ItalianStallion1415 3 ปีที่แล้ว

    This is a slick way to use the program! I'm jotting down cool ideas to try.
    How well does QuickBooks integrate with Google Sheets? I assume you have to use add-ons?
    Have you ever created a dashboard for a trucking company?

    • @hustlesheets
      @hustlesheets  3 ปีที่แล้ว

      Yes, I've actually had two trucking companies as clients

  • @michaelcarpenter193
    @michaelcarpenter193 ปีที่แล้ว

    An amazing video! I was curious though if the referral channel exceeds the row count shouldn't we use a scrolling chart before the pie chart?

    • @hustlesheets
      @hustlesheets  ปีที่แล้ว

      yeah I think I understand the question... the pie chart would just show the top X number of categories and group the rest under "rest of categories"
      scrolling chart... I think Gsheets released a scrollable table recently that does this

  • @BFVLiveSports
    @BFVLiveSports 3 ปีที่แล้ว

    Hi... thanks for the tutorial. Can we publish this to web? I tried in my sample dashboard but the data validation cell is not working. I can't change the parameter.

  • @rvsm3150
    @rvsm3150 2 ปีที่แล้ว

    Is it possible to have multiple sheets as reference for the drop downs? TIA

  • @msvartman
    @msvartman 2 ปีที่แล้ว

    Phenomenal! Thank you so much!

  • @treksofthetrade
    @treksofthetrade ปีที่แล้ว

    At 1:11:50 you add up the totals of the query columns. When I do this, the sum function does not show the right numbers after I add the filters for sales agent, lead source, etc. Any idea how to fix this??

  • @jweg4051
    @jweg4051 7 หลายเดือนก่อน

    I’d be interested in having a dashboard built for my business purposes. Do you offer that service?

  • @ismattani8759
    @ismattani8759 2 ปีที่แล้ว

    Hi @hustlesheets, can you tell me , if the sheet will update automatically with every new input of the sales sheet?

  • @whynotbanana
    @whynotbanana 3 ปีที่แล้ว

    Would query Sales Person using CONTAINS work as well? If so what is the difference compared to your method by checking if it is TRUE or not? Amazing video btw!

  • @TonyaRoe-m2f
    @TonyaRoe-m2f ปีที่แล้ว

    I have a question, is there a way we can grab data input by a user on a dashboard?

  • @graythings
    @graythings 9 หลายเดือนก่อน

    Please where can I get the dataset used in this video?

  • @kenzofmd6997
    @kenzofmd6997 3 ปีที่แล้ว

    Thank you for this video, I messaged you on etsy and this really helped me out!

  • @ShravanaK-Vendor
    @ShravanaK-Vendor 4 หลายเดือนก่อน

    When deleting the month filter cell, I had some doubts; the result showed empty. How do I deal with this?

  • @TamirL-f4p
    @TamirL-f4p ปีที่แล้ว

    hi Hustlesheets
    I have a beginner question, I am trying to build an amazon dashboard and I want to create slicers of months \ years \ days
    1 of the reports I am downloading from amazon has this date\time format Jan 1, 2023 2:42:12 AM PST
    and some of the other reports have a month as a number 1,1, 2023
    Do you have a tip for me on how to split the date and change the JAN to 1?

  • @Beto020111
    @Beto020111 3 ปีที่แล้ว

    Hey, I have the following trouble: When I use the filter date in some table doesnt appear the information for the filter status but when I take it out the filter status works. What would be the error?

  • @mitchellleblanc7608
    @mitchellleblanc7608 3 ปีที่แล้ว

    Great content!

  • @travisgainey8123
    @travisgainey8123 3 ปีที่แล้ว

    Absolutely love your videos. I love numbers and analyzing data, however I have never been able to make it function in a way that I had a vision for. You've helped me understand a lot about Sheets, and I've even changed roles at my job because of an ability to present data that makes sense. THANK YOU

    • @travisgainey8123
      @travisgainey8123 3 ปีที่แล้ว

      I'd really like to see that Weekday Formula Cheat Sheet

  • @dawoodmazhar8230
    @dawoodmazhar8230 4 หลายเดือนก่อน

    Hi, I want a sales dashboard to be created for my organization, how can I reach you out?

  • @misssomod194
    @misssomod194 2 ปีที่แล้ว

    Hi, could you help me with this,
    I have 4 columns with checkboxes "true or false values", and a columns with text,
    I want to use Query to count true values on all 4 columns and group them in text column.

  • @yaomeng9558
    @yaomeng9558 3 ปีที่แล้ว

    Somehow I feel I can use slicer+pivot table to make a dashboard in a easier and faster way. Any other idea?

  • @crystalking9729
    @crystalking9729 3 ปีที่แล้ว

    Do you have a video showing how to create that scorecard for %(+/-)?

  • @joey8246
    @joey8246 3 ปีที่แล้ว

    for the repetitive formulas, instead of dragging it the whole way down, i think we can replace it with an arrayformula?
    anyhow this is the best vid tutorial

    • @hustlesheets
      @hustlesheets  3 ปีที่แล้ว

      Arrayformula is good but can be an issue if you want to sort using the filter

  • @turnforever23
    @turnforever23 3 ปีที่แล้ว

    Hi! sorry, one more question. Everything on the Dashboard gets messed up if I add a column to the sales sheet or if i move the columns around. Is there anyway for google sheets to intuitively change the cell values along with the changes I make?

  • @artakhanalizadeh6137
    @artakhanalizadeh6137 3 ปีที่แล้ว

    It's so weird that I thought of Dunder Mifflin while watching your last video though it wasn't mentioned (was it?) and here you've mentioned it. Great course btw.

  • @apekshas2053
    @apekshas2053 2 ปีที่แล้ว

    Great tutorial! Thanks for sharing. Is there a way to download this dashboard in excel without compromising on the formatting of the charts? Please do let me know if this is possible.
    Thanks!!

    • @hustlesheets
      @hustlesheets  2 ปีที่แล้ว

      Hi, sorry since this dashboard is powered by the QUERY formula, it only works in Google Sheets :/

  • @michellebungabong2281
    @michellebungabong2281 2 ปีที่แล้ว

    Thanks, this is helpful😇

  • @hirakhawaja300
    @hirakhawaja300 3 ปีที่แล้ว

    Hi I am stuck and really need your help
    I want to add incentive calculation in a cell if contains particular text from another cell in same sheet
    How can I do that
    also if I have 3 different company name having different level of incentives
    Awaiting for your response

  • @fabianc20
    @fabianc20 2 ปีที่แล้ว

    Hello, could you help me?
    I am placing the following formula =SPARKLINE(E31;{"charttype"\"bar";"color1"\"black";"max"\MAX(E$31:E)})
    But when dragging my formula the graphs remain the same size.
    What am I doing wrong?

  • @jameslarsen3147
    @jameslarsen3147 2 ปีที่แล้ว

    I use a Google form to populate my sales spreadsheet and when a new entry comes in, all the date formulas and sales agent filter formulas get pushed down. Any way to fix that?

  • @lui6210
    @lui6210 ปีที่แล้ว

    Thank you man. Thank you.

  • @kevincockburn6305
    @kevincockburn6305 3 ปีที่แล้ว

    Great Stuff! I'd like to subscribe! Thanks