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

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