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Data not flowing through to charts correctly.

 
General Excel Questions & Answers
Last Post by Jack123 1 year ago
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 Jack123
(@falknerjack)
Posts: 3
Active Member
Topic starter
 

Goodday, everyone!

I downloaded Mynda's free Personal Budget & Interactive Dashboard in Excel and have been trying to get the data to flow correctly through to the "Report" tab but I'm doing something wrong.
 
I've been going through the tabs, starting with the "Categories" tab, then the "Budget" and have now completed entering all my own transactions for the month of January'24 in the "Transactions" tab. But when I refresh the data in the "Reports" tab the charts look all wrong.
 
Is it because I've skipped the "Power Query Editor" section? 
 
If anyone's able to help it would be much appreciated as I continue on my quest to learn this impressive program!
Best,
Jack
 
Posted : 09/02/2024 9:19 am
 Catalin Bombea
(@catalinb)
Posts: 1937
Member Admin
 

Hi Jack,
Hard to see what you did without a sample file, can you please upload one?
thank you

 
Posted : 13/02/2024 11:38 pm
 Jack123
(@falknerjack)
Posts: 3
Active Member
Topic starter
 

How strange, I thought I had!

Apologies, and thanks for responding Catalin!

I think I've now attached. Has it come through?

 
Posted : 27/02/2024 12:33 pm
 Catalin Bombea
(@catalinb)
Posts: 1937
Member Admin
 

Hi Jack,

I don't think there is anything wrong in the charts, what you think is wrong?

What I see in the charts reflects the data you have in other sheets. There is no income budget for january for example, Budget cell D4.

 
Posted : 29/02/2024 12:48 am
Riny van Eekelen
 Riny van Eekelen
(@riny)
Posts: 1195
Member Moderator
 

I had a look at your file as well and noticed that both slicers in the Analysis tab were set to display both Income and Expense. Around 13:30 in the video accompanying the template, Mynda explains that you need to select only Expense in the first one. Later on you'll need to select only Income for the second slicer.

Do that and your charts will look just right.

 
Posted : 29/02/2024 2:37 am
 Jack123
(@falknerjack)
Posts: 3
Active Member
Topic starter
 

Thank you so much, Catalin and Riny! You gents are saints for giving up your time to help people out like this. 

Truly appreciated!!

 
Posted : 24/03/2024 4:16 pm
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