A finance dashboard needs to be created out of information that is stored in google docs. A company has their bank transactions (both revenues and expenses) stored in a google spreadsheet and requires that the following is created:
1. sum of all expenses by month
2. sum of all revenues by month
3. a column chart showing both, with the months on the x-axis.
Whenever new transaction data is added, the sum-calculations as well as the chart should be automatically updated.
Skills required:
* familiar with spreadsheet formulas, in particular the set of formulas that can be used in google docs
* familiar with creating charts from spreadsheet data
## Deliverables
A spreadsheet with sample data is attached.
**Sheet 1 transactions** contains sample data as it would be downloaded from the bank's website (the download itself is out of scope of this project).
**Sheet 2 dashboard** contains the dashboard information:
1- transaction data is summed by month and by revenue / expense; revenues are positive amounts, expenses are negative amounts
2- a column chart showing both sum of revenue and sum of expenses by month
Other requirements are:
* The summed data and the chart must be automatically updated whenever new transaction data is added.
* The solution must work in google docs, ie it is not sufficient if the solution works in a desktop spreadsheet only and not in the google docs spreadsheet application.
* Months for which no data is available (for example when no transaction has occurred) must also be visible in the chart, ie no month must be skipped. In the sample data that would be month 8, 10 and 11.
* The numbers on the y-axis must be without decimals.
* No gap on x-axis for year turn.
* While we do not provide access to the google application that we use, instructions should be provided on how the solution and design decisions can be transferred to our spreadsheet. Also any design decisions should be documented.