Tally Prime to Excel Dashboard - Generating Ledger Closing Balance Profit Loss Balance Sheet #04

Detailed tutorial demonstrating how to calculate ledger closing balance for Tally Prime exported data in CSV format. Closing Balance derived is then used to prepare Balance Sheet and Profit & Loss using Pivot Table. Group Balances prepared in Pivot can then be linked to figures of Financials in custom Excel format. Excel functions used are SUMIFS, IF, XLOOKUP, GETPIVOTDATA

Excel file download link:
https://excelkida.com/resource/Excel_...

Tally Prime backup download link:
https://excelkida.com/resource/tally-...

0:00 Intro
0:31 Calculation of Ledger Closing Balance
6:54 Creating columns like BSPL, DrCr for Pivot
10:44 Exceptions - Closing Balance / Profit Loss
14:39 Generating Pivot for Balance Sheet & Profit Loss
21:38 Understanding Objective / Limitations of Approach
22:54 Closing Remarks