Manage and monitor where your money goes with this personal finance dashboard.
Even if you’re not interested in building your own interactive personal finance dashboard, in this step by step tutorial you’ll learn a load of tips, tricks and techniques you can apply to any dashboard you build.
There are no fancy tools or add-ins required, just regular Excel.
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Techniques Used to Build Personal Finance Excel Dashboards
- PivotTables – to summarise the data for the charts
- Pivot Charts – to visualise your data
- Slicers – allow filtering of the charts
- Icons – add graphics to help quick interpretation (available in Excel 2019 onward)
- Excel Tables – allows you to update the dashboard with one click
- Data Validation – ensures data entry is consistent and quick
- XLOOKUP or VLOOKUP or INDEX & MATCH – automatically apply category and sub-categories
- Conditional Formatting – for data bars which are mini in-cell charts
- IFS or Nested IF – for multiple logical tests
- TEXTJOIN – Join a variable number of text strings together to create dynamic labels that update with your reports. This function is available in Excel 2019 onward. There are no alternatives to this function for earlier versions.
- Dynamic Text Labels – more examples of creating dynamic text labels.
The topics above are a great start, but if you’d like to take your Excel skills further, please consider my Excel Dashboards Course – A comprehensive course designed to give you the skills to build dashboards for any industry.