Step 2: The dashboard data

1. Open this spreadsheet

2. Notice that there are 2 tabs. The first tab contains the date range that will show in the dashboard (past 12 months). The second tab contains the profit and loss data for each of the months in the date range in the first tab.

3. Make a copy of the spreadsheet (File -> Make a copy)

4. Rename the new spreadsheet to "Profit & Loss"

5. Star the new spreadsheet

6. In the new spreadsheet, click on Extensions -> Visata for Rent Manager -> Open sidebar (not seeing this option?)

7. Create a new report

   • Name: "P&L"

   • Report: Profit & Loss

   • Sheet: Profit & Loss

   • Headers: Default

   • Refresh: Daily, 2 AM to 3 AM

   • Bundle: Multiple periods

   • Parameters:

     • Leave as All properties

     • Leave Bundle Periods as Monthly

     • Change the Bundle Start and Bundle End to be dynamic by clicking the grid icon next to each input

     • For the Bundle Start, choose cell A2 from the Months sheet

     • For the Bundle End, choose cell B2 from the Months sheet

     • Select your accounting method

     • Make sure that the option that says "Collapse all parent accounts" is unchecked

   • Columns:

     • Open the Profit & Loss sheet and notice the orange columns. Now toggle exactly the same columns in the sidebar.

8. Click Save

9. Click Run report

It may take several seconds to run this report for 12 months. If Google sheets freezes up and is unable to run it for all 12 months (this can happen in free Gmail accounts), then adjust the date range in the Months sheet to be 6 months and try again.

Save as data source

• Open this link

• Click the copy button:

• Click Copy Data Source

• Close the tab with the template data source you copied

• Click STARRED

• Choose the spreadsheet we just created ("Profit & Loss")

• Choose the "Profit & Loss" worksheet

• Leave the options as is

• Click Reconnect

• Click Apply

• In the top left corner, rename the data source from "Copy of Profit & Loss [TEMPLATE]" to "Profit & Loss"

Time for step 3! Open the link below before continuing on:

https://lookerstudio.google.com/u/0/reporting/aaacc6fa-dbcc-4c1a-80d6-c7134b7bbfd3/page/QuHaD