Skip to main content

Create dividend income tracker with Google Data Studio

With transactions registered, it is easy to create a dividend income tracker with Google Sheets. However, a dividend income tracker in Google Sheets is not interactive. Instead of having different pivot tables and switching forth and back among them, I can create an interactive dividend income tracker with a single-page report on Google Data Studio.

In this post, I explain how to create a dividend income tracker with Google Data Studio.

How to create dividend income tracker with Google Data Studio

 

Manage stock transactions with Google Sheets

As same as a dividend income tracker with Google Sheets, a dividend income tracker with Google Data Studio is built also from transactions of a portfolio. I use a spreadsheet on Google Sheets to keep track of my stock portfolio's transactions. Each transaction is a row containing mainly information about Date, Type, Symbol, Amount and Shares of that transaction. There are also others computed fields (Year, Month, Transaction Unit, Cost After A Transaction, Shares After A Transaction, Unit Cost After A Transaction, and Dividend Yield Based on Unit Cost) to support the creation of a dividend income tracker.

For further details, you should read my posts Manage stock transactions with Google Sheets and Dividend Tracker With Google Sheets

How to manage stock transactions with Google Sheets

Create a report in Google Data Studio and connect to Transactions data sources in the spreadsheet

Google Data Studio can connect to Google Sheets to fetch data stored in spreadsheets and then visualize those data into an interactive and beautiful report.

  • Make a copy of the Dividend Tracker spreadsheet presented in this post Dividend Tracker With Google Sheets
  • Create a new Blank Report from your Google Data Studio home page
  • Connect to the Transactions sheet as a data source for the report
    • Select the Google Sheets as the connector
    • In the Spreadsheet column, select the Dividend Tracker spreadsheet
    • In the Worksheet column, select the Transactions sheet
    • Click Add button
    • Confirm Add To Report

Use Time series chart to track annual dividend amount

I use a time series chart to track the evolution of my dividend income over years.

  • From the top menu of the report, select Insert > Time series
  • Select Transactions as the data source
  • Select Date as Date Range Dimension
  • Select Date as Dimension
    • Click then the edit button and select Year for Type
  • Add SUM Amount as Metric and rename the metric as Dividend
  • Add another SUM Amount as Metric and rename the metric as Cumulative Dividend
  • Create a filter to select only transactions of type dividend and add the filter into Time series filter in the Filter section
  • Activate the Cross-filtering in the Chart interactions section to make the dividend income tracker interactive
  • Switch to the Style tab:
    • Select Bars, Show data labels for the Series #1
    • Select Line, Cumulative and Show data labels for the Series #2

How to create time series chart in Google Data Studio to track the evolution of my dividend income over years.

Use Pie chart to visualize the contribution of dividend among stocks

I use a pie chart to visualize the contribution of dividend among stocks

  • From the top menu of the report, select Insert > Pie chart
  • Select Transactions as the data source
  • Select Date as Date Range Dimension
  • Select Symbol as Dimension
  • Add SUM Amount as Metric and rename the metric as Dividend
  • Create a filter to select only transactions of type dividend and add the filter into Time series filter in the Filter section
  • Activate the Cross-filtering in the Chart interactions section to make the dividend income tracker interactive.
How to create pie chart in Google Data Studio to visualize the contribution of dividend among stocks

Use Pivot table to track annual dividend per share and annual dividend yield of stocks

I use a pivot table between stocks and years to have an overview picture of annual dividend per share and annual dividend yield of stocks.

  • From the top menu of the report, select Insert > Pivot table
  • Select Transactions as the Data source
  • Select Date as Date Range Dimension
  • Select Symbol as Row dimension
  • Select Date as Column dimension
    • Click then the edit button and select Year for Type
  • Add SUM Dividend Yield Based On Unit Cost as Metric
    • Rename the metric as Yield
    • Select Percent as Type for the metric
  • Add SUM Transaction Unit as Metric and rename the metric as DPS
  • Make sure columns are sorted Ascending by Year
  • Create a filter to select only transactions of type dividend and add the filter into Time series filter in the Filter section
  • Activate the Cross-filtering in the Chart interactions section to make the dividend income tracker interactive.
  • Switch to the Style tab:
    • Select Heatmap fro the Metric #1 which is the annual dividend yield

Note: For further details, you should read my post Dividend Tracker With Google Sheets where I explained how annual dividend per share and annual dividend yields of stocks are computed.

How to create pivot table in Google Data Studio to track annual dividend per share and annual dividend yield of stocks

Use Pivot table to track dividend amount by month and by year

I use a pivot table between months and years to have an overview picture of how my dividend income has been distributed by periods.

  • From the top menu of the report, select Insert > Pivot table
  • Select Transactions as the Data source
  • Select Date as Date Range Dimension
  • Select Date as Row dimension
    • Click then the edit button and select Month for Type
  • Select Date as Column dimension
    • Click then the edit button and select Year for Type
  • Add SUM Amount as Metric
  • Make sure columns are sorted Ascending by Year
  • Make sure rows are sorted Ascending by Month
  • Create a filter to select only transactions of type dividend and add the filter into Time series filter in the Filter section
  • Activate the Cross-filtering in the Chart interactions section to make the dividend income tracker interactive.
  • Switch to the Style tab:
    • Select Heatmap fro the Metric #1 which is the dividend amount
How to create pivot table in Google Data Studio to track dividend amount by month and by year

Demo

The sample dividend income tracker with Google Data Studio is available here.. The dividend income tracker is interactive. It is possible to filter by a stock or by a year by simply selecting on the charts.

Filter by year dividend income tracker dashboard in Google Data Studio

Filter by symbol dividend income tracker dashboard in Google Data Studio

Conclusion

In this post, I have explained step-by-step how to create a dividend income tracker with Google Data Studio. The process involves registering a portfolio's transactions in a spreadsheet and then creating an interactive report with Google Data Studio. The dividend income tracker gives and overview picture of my dividend income and helps me adjust my decisions to make my investment strategy always on track.

References

Comments

People also enjoyed…

Create personal stock portfolio tracker with Google Sheets and Google Data Studio

I have been investing in the stock market for a while. I was looking for a software tool that could help me better manage my portfolio, but, could not find one that satisfied my needs. One day, I discovered that the Google Sheets application has a built-in function called GOOGLEFINANCE which fetches current or historical prices of stocks into spreadsheets. So I thought it is totally possible to build my own personal portfolio tracker with Google Sheets. I can register my transactions in a sheet and use the pivot table, built-in functions such as GOOGLEFINANCE, and Apps Script to automate the computation for daily evolutions of my portfolio as well as the current position for each stock in my portfolio. I then drew some sort of charts within the spreadsheet to have some visual ideas of my portfolio. However, I quickly found it inconvenient to have the charts overlapped the table and to switch back and forth among sheets in the spreadsheet. That's when I came to know the existen

Create a dividend income tracker with Google Sheets by simply using pivot tables

As my investment strategy is to buy stocks that pay regular and stable dividends during a long-term period, I need to monitor my dividends income by stocks, by months, and by years, so that I can answer quickly and exactly the following questions: How much dividend did I receive on a given month and a given year? How much dividend did I receive for a given stock in a given year? Have a given stock's annual dividend per share kept increasing gradually over years? Have a given stock's annual dividend yield been stable over years? In this post, I explain how to create a dividend tracker with Google Sheets. Manage stock transactions with Google Sheets Create dividend tracker with Google Sheets Track annual dividend amount of stocks Track dividend amount by month and by year Track annual dividend per share of stocks Track annual dividend yield of stocks Demo Conclusion References Manage stock transactions with Google Sheets I use a spreadsheet on Goo

How to copy data in Google Sheets as HTML table

I often need to extract some sample data in Google Sheets and present it in my blog as an HTML table. However, when copying a selected range in Google Sheets and paste it outside the Google Sheets, I only get plain text. In this post, I explain how to copy data in Google Sheets as an HTML table by writing a small Apps Script program. Concept Implementation Source Code Demo HTML table code HTML table visualization Getting Started Conclusion Concept On a spreadsheet, users select a range that they want to copy as HTML table. With the selected range, users trigger a command Copy AS HTML table . The command can be added to the toolbar, or to the contextual menu, or accessed via a keyboard shortcut. The command is executed to transform the selected range into HTML code for table. The HTML code can be added to the clipboard or can be displayed somewhere so users can copy it manually. The HTML table must consist of all displayed cells of the selected range and the widths