Learn how to create stunning, interactive Excel dashboards that provide immediate answers to your business questions and showcase your performance in a visually compelling way. Share your results easily and take your reporting to the next level, whether you're a seasoned BI pro or a passionate Excel enthusiast!
If you take just a couple of minutes, you can rethink your approach to creating and designing your business reports. In this article, you can find key Excel report templates for some of the most commonly used business reports.
Visualize your sales performance with these easy-to-use templates for Excel. Compare your actuals with up to 3 measures (PY, PL and FC) and take advantage of advanced visualization features to show business insights in the clearest way possible.
This advanced template brings a complete overview of your financial performance. You can see the complete overview of different KPIs, trends, and customer outliers. For more details use filters and immediately see what you're looking for.
Use this template to visualize your sales performance with multiple levels in Excel. By using expand and collapse get an overview of data per continent or country. Get more understanding by comparing the actual to the plan and the previous year.
This template gives a top-level overview of sales KPIs split by products and channels. For better understanding check the comparisons and trends. Align the look and feel with your company branding.
Use this interactive template for a complete overview of your sales performance with comparisons, trends, and slicers for tracking the month-to-date & year-to-date changes.
Use this template to understand the main KPIs of your business: revenue, costs, and profit. For better analysis compare them to plan and analyze the trends over time.
Use this template to visualize your inventory data directly in Excel. Use data in tables to understand the comparison of the actual numbers to plan. For analyzing trends check your data in charts. With slicers, you can track the stock across different warehouses to have a complete overview.
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Choose the Right Chart in Power BI with Chart Selector
Choosing the right chart can make or break your data. We made this step super-easy for you with the interactive tool in Power BI. Use this as a cheat sheet for better reports and dashboards.
What's included?
Explanation of each chart type
Instructions on how to create basic & advanced charts
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Watching Zebra BI videos was a game changer for me in dashboard and report design! Thank you for always having great content! ⭐️
Meena Laird
Data Analyst
Woohoo! You guys rock the data viz world - keep up the great work!
Rachel Guthrie
Customer Success at Microsoft
Our financial landing page at KPN is completely based on the sales dashboard template. We also use a copy of the consolidated financials.
The templates of Zebra BI are providing us with a lot of inspiration, and we don't "need to invent the wheel" again 😉
WN
Wilco Nagtzaam
Senior FP&A Controller
You guys are amazing! Thanks so much for the great content! Keep up the fantastic work 👍
Kimberley Canoute
Business Intelligence Analyst
An amazing visual for finance. It has a lot of possibilities such as analytic periods, variances, or custom hierarchies for your income statement. 100% advisable.
Raúl Vinuesa Arjona
Senior Data Consultant
Awesome reports. Lots of tricks inside, thanks to the Power BI and the Zebra BI visuals.
Esteban Fabiani
MS PowerBI Consultant
Zebra BI is the best feature that has been created for Power BI. It makes designing reports easy. Thank you.
Brahim Chabane
Zebra BI User
I spent a couple of hours searching for a solution, your brief tutorial was the only one that worked for me. Thanks so much!
RC
Ryan Cheung
Zebra BI User
It looks so good to a point that makes me be like, what's the point of me learning given I'll never be that good.....😄
CW
Cheng Wang
Zebra BI User
Amazing, Mindblowing, Supereasy
WN
Wilco Nagtzaam
Senior FP&A Controller
I've recently been experimenting with Zebra BI's custom Table visual, which is like the native Power BI matrix on steroids. If your work allows for the use of custom visuals, I think it's definitely worth checking out. Planning on doing a video on it soon...
Brian Julius
Chief Content Officer at Enterprise DNA Ltd.
Hot damn @ZebraBI...speechless. Can’t share it but it looks good!
Jonathan Kapoor
Commercial Reporting and Insights Manager
Hey @ZebraBI: Your CEO is a cool dude and your visuals for #powerbi and #Excel are insane. Thanks @lapajne for presenting today. It was a ton of fun 👊
Lars Schreiber
Power BI Consultant & Trainer
I can't believe you always manage to pack so many new and great features into every update :-)
Pascal Kiefer
CEO & BI Consultant
I dare to say that Zebra BI is the most realy hight level custom visual that exist right now. Amazin job, great updates. I definitely will keep recomending this custom visual to our clients.
Harry Ferrera
Senior Business Intelligence (BI) Analyst
I had a phone interview for a #PowerBI contract, where the interviewer said of the sample dashboards in my CV:
"Great...I see you use @ZebraBI!"
How cool is that?
And they mentioned my top-secret passphrase on the call:
"Actionable Insight".
I'm in.
Jeff "Power BI Lobbyist" Weir
Modelling/Visualisation consultant and analytical storyteller
The reusable trick of switch I think is brilliant! And obviously, Zebra BI table replaces any other table now in Power bi. RIP to normal tables!
MG
Manuel Barahona Gandía
Business Intelligence Reporting Manager
This visual from Zebra BI enables you to build stunning P&L, CF, and BS statements with complex structures with ease. Very intuitive for developers and users. In my opinion the best solution for Financial Reporting structures. 11 Stars!
Daniel DeHaven
Director of Financial Systems
Already tried stacked bar. It's fantastic! Thank you for such a great feature!
Tania Tombak
Principal Consultant, Executive Dashboards and Data Analysis
As you say, Andrej Lapajne, we spent A LOT, searching and explaining how to do Comments, with Power Apps, and also with the help of Excel.
They were workarounds!!! No doubt...this is awesome and the simple way to go forward.