Create a Dynamic Actual v Budget Personal Finance Dashboard in Excel | Power Query, Power Pivot, DAX
Are you looking to track your personal finances efficiently using Excel’s BI tools? In this step-by-step tutorial, I’ll show you how to create a dynamic Personal Finance Dashboard to compare your Actual vs Budget using:
✅ Tables & Power Query – to clean and transform financial data
✅ Power Pivot & Data Modeling – to connect data tables
✅ DAX & Cube Functions – to create dynamic calculations
✅ PivotTables & Slicers – to filter and analyze financial trends
🔍 What You’ll Learn:
📌 How to structure your personal finance data for analysis
📌 How to automate data updates with Power Query
📌 How to calculate variances and analyze income vs expenses
📌 How to visualize trends dynamically with PivotTables & DAX
📌 How to create interactive reports with slicers and filters
By the end of this tutorial, you'll have a fully functional Personal Finance Dashboard that updates automatically, helping you track your budget like a pro!
📥 Download the start file: https://drive.google.com/uc?id=1eDCT6...
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Chapters
00:00 Overview
05:43 ETL
31:08 The Data Model
38:37 Measures
51:20 Dynamic Labels
01:01:48 Conditional Formatting
01:11:15 Dashboard Elements
01:29:54 Designing the Dashboard