Create a Multiple Account Personal Finance Dashboard in Excel using Power Pivot

Learn how to create a Multiple Account Personal Finance Dashboard in Excel using Power Pivot to consolidate and analyze bank account balances from multiple sources! 🚀 In this step-by-step tutorial, I'll show you how to: 1️⃣ Build a Data Model in Power Pivot 2️⃣ Use DAX Calculations for dynamic insights 3️⃣ Create calculated columns for tracking income, expenses, and net balances 4️⃣ Leverage Cube Formulas to create an interactive dashboard 5️⃣ Visualize the data to analyze trends, cash balances, and account summaries This dashboard will help you track personal finances across different bank accounts efficiently, with the power of Excel's Power Pivot. Whether you're a financial analyst or managing your personal budget, this video will take your Excel skills to the next level! Download workbook here: https://bit.ly/FINEXPPW Get Data Modeling book here: https://bit.ly/DMEXBOOK 🔗 Key Features Covered: Building a data model with multiple account tables Writing DAX formulas for dynamic calculations Automating balance tracking with calculated columns Creating visual dashboards for insights and trends Using Cube Formulas to connect PivotTables dynamically 📊 Why Power Pivot? Power Pivot allows you to create advanced, dynamic dashboards without complex formulas, consolidating large datasets with ease. ⏰ Timestamps: 00:00 Introduction 05:00 Adding Tables to the Data Model in Power Pivot 07:35 Creating New Columns in Power Pivot 10:00 Creating a Calendar Table in Power Pivot 11:00 Connecting Tables 12:00 Creating Measures 21:08 Creating Cube Formulas 34:52 PivotTables for Charts 35:57 Dynamic Colours for Min and Max Months 42:42 Waterfall Chart 45:00 Designing the Dashboard 51:03 Formatting Slicers 54:20 Final Touches & Summary 🔔 Subscribe for more Excel and Power BI tutorials that simplify complex tasks and elevate your data skills. 👍 Like the video if you found it helpful and leave any questions in the comments below! #Excel #PowerPivot #PersonalFinance #ExcelDashboard #DataModel #DAX #CubeFormulas #MicrosoftExcel