Create a Balance Sheet Dashboard in Excel

In this tutorial, I’ll walk you through creating an interactive and reusable Balance Sheet Dashboard in Excel! Learn step-by-step how to take Trial Balance Data and a Chart of Accounts to build a professional, automated dashboard for financial analysis. This dashboard will help you track assets, liabilities, equity, and more—updated dynamically for subsequent reporting periods. What You’ll Learn: ✅ How to close accounts and calculate retained earnings ✅ Automate posting to the Trial Balance using Power Query ✅ Connect and build a Data Model with Power Pivot ✅ Write DAX formulas and use Cube functions for calculations ✅ Design the dashboard with PivotTables, charts, and slicers ✅ Create a reusable and scalable financial tool Download start workbook here: https://bit.ly/FINEXBALANCESHEET 📅 Timelines ⏰ 00:00 – Overview ⏰ 08:14 – Using Power Query to Adjust Trial Balance ⏰ 31:48 – Data Modeling with Power Pivot ⏰ 35:50 – Staging the Balance Sheet PivotTable ⏰ 39:10 – Calculations with DAX and Cube Functions ⏰ 1:04:28 – Designing the Dashboard: PivotTables ⏰ 1:13:13 – Adding and Formatting Slicers for Interactivity ⏰ 1:17:00 – Creating the Waffle, Bar and Waterfall Chart ⏰ 1:33:18 – Final Review and Export Options Who Is This For? This video is perfect for: ✔️ Accountants and finance professionals ✔️ Excel users who want to advance their data analysis skills ✔️ Anyone looking to create interactive dashboards for financial reporting 🔔 Subscribe for more Excel tutorials on dashboards, automation, and financial modeling! #ExcelDashboard #BalanceSheet #FinancialReporting #PowerQuery #PowerPivot #DAX