excel-ar-dashboard

An Excel-based dashboard to help businesses monitor their Accounts Receivables

You can watch the project demo video on YouTube by clicking the image below:

About The Project

This Excel dashboard is designed to help businesses monitor the health of their accounts receivables. It features several charts and key metrics, along with technical features such as:

• Two dashboard pages: an overview and an individual customer analysis, navigable through buttons
• A dynamic 'as of date' which serves as the base for all metric calculations, changeable through a date picker UI built with VBA
• A focused view that hides Excel's built-in UI, providing users with a clean dashboard interface

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Building Blocks and Credits

This project was built using Excel formulas and VBA 7.1 programming language. It was made possible thanks to the following open-source modules:

• Calendar Input Form in Excel VBA by Siddharth Rout & logicworkz

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Getting Started

To start using the dashboard:

1. Download the AR Dashboard.xlsm file.
2. Open the file, which contains all the scripts from the exported_vba folder (disclosed for transparency), along with worksheets for raw data, calculations, and the dashboard interface.
3. Navigate to the 'DASHBOARD' worksheet to explore the dashboard.

Feel free to modify the dashboard or experiment with its features as needed.

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Images

Overview page of the dashboard

Overview page with hidden Excel UI

'As of date' selection UI

Customer analysis page of the dashboard

Customer drop-down selection

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License

Distributed under the MIT License. See LICENSE.txt for more information.

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