Build a Dynamic Excel Budget vs Actual Dashboard with Power Query – Full Tutorial (Free Template)

Get your Budget vs Actuals template with complete step-by-step instructions here https://yourcfoguy.kit.com/budget-actuals-part-2?utm_medium=video-description&utm_source=youtube&utm_campaign=budget-vs-actuals-video-2&utm_content=04-24-2025 --------------------------------------------------------------------------- Build a custom financial model with ONE CLICK (No credit card required) 👇 https://app.modelwiz.com/signup In this video, I'll show you how to create a powerful budget vs actuals dashboard in Excel using Power Query. I use this exact dashboard in my board meetings to track financial performance by comparing projections against real results. The best part? It automatically updates each month as you enter new data, saving you hours of manual work. I walk you through my entire process, from transforming your standard financial data with Power Query to writing the dynamic formulas that calculate variances. You'll see how I create those custom donut charts that make financial performance pop visually. These are practical Excel techniques I use daily - named ranges, SUMIFS functions, and chart templates that make financial reporting a breeze. ⏱️ Timestamps: 00:00 Introduction 02:00 Setting Up Power Query and Preparing the Data 05:10 How To Append And Refresh Your Data Automatically 06:38 Building Your Budget vs Actuals Dashboard In Excel 11:27 Creating Professional Donut Charts For Financial Reporting ABOUT THIS CHANNEL Looking to level up your career in Finance & Accounting? You're in the right place. Each week I upload videos around Accounting, FP&A, and Excel to help you grow in your career and learn something new. ⚡️ Check out my channel here: / @yourcfoguy Don’t forget to subscribe! 🔎 FIND ME AT https://www.yourcfoguy.com ➡️ Subscribe to my Newsletter! https://www.yourcfoguy.com/newsletter 🔗 FOLLOW ME ON SOCIAL Get updates or reach out to Get updates on our Social Media Profiles! LinkedIn: / joshaharonoff Twitter: / yourcfoguy #Excel #fp&a #powerquery #financialanalysis #Finance #FinanceAndAccounting #Accounting #AccountingProfessionals # Tutorial #YourCFOGuy